Fill out one form per agent per coaching session. All entries are saved under All Records.
Agent information
Coaching check-in
Performance scores
1.25=M+ (Exceeds) | 1.00=M (Meets) | 0.00=M- (Does Not Meet)
| Category | Weight | Score | Rating |
|---|
| Compliance | 30% | | — |
| QA / Process Adherence | 25% | | — |
| Customer Experience & Productivity | 25% | | — |
| Attendance & Team Engagement | 20% | | — |
| Total Average Score | =(B×0.3)+(C×0.25)+(D×0.25)+(E×0.2) | — | — |
Complaints / Call outs
Warning status
POD System — Performance Support
📌 POD System is activated when an agent's score is declining and requires additional support.
Weekly POD Coaching Sessions
No sessions added yet. Click "+ Add Session" to add weekly coaching sessions.
Action items
Feedback
Monthly Final Score
All coaching records
| Date | Team | Agent | TL | Feel | Compliance | QA | CX | Attendance | Total | Rating | Final Score | POD | |
|---|
No records yet.