Track prior sessions

You can view prior 1:1 coaching sessions on the 1:1s page to prepare for future sessions, performance reviews, and continued employee development.

On the 1:1s page, you will see recently coached team members near the top of the page. Below

all of the members of your team in the My Team list. You can filter this list by the last session date, number of sessions, or number of open action items.

Last Session

This shows when the previous session occurred. Coaches may sort this list to determine which team members are due for new sessions. Clicking the date shown under the "Last Session" header will open the session in a new browser tab.

Sessions

This column shows the number of sessions that have occurred in the selected period. Clicking on the number of sessions will open a slide-out panel showing all shared sessions and drafts. You may start a new session or continue a draft from this slide out-panel, as well.

Action Items

This column shows the number of open and closed action items from previous sessions. Clicking action items will open a slide-out panel that displays all action items for a particular coachee. Action items created in the selected period are prioritized at the top of the list.

Export sessions

Agent Connect 1:1s are optimized for exporting without additional formatting. You can print any 1:1 session or save it as a PDF to bring into your HR platform of choice. All of the crucial information you need from your 1:1 session is formatted in an easy-to-read way, including key metrics, notes, and action items.

You can also export a CSV file containing aggregated coaching data, which will include the number of sessions and action-items per category.

Export via web browser

To export a specific 1:1 session, open that session in Agent Connect, then open your web browser's print dialogue. Set the print destination to "Save as PDF", as shown below, then print the page:

You should now see the session saved as a PDF file in the selected location.

Export aggregated data in CSV format

To export aggregated session data, first open the 1:1s page, then click Export.

In the slide-out panel that appears, select what you would like to include in the export, then click Download.