Employee Commenting on Advanced Coaching Reports

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Employees can now add a comment when reviewing their Advanced Coaching reports to allow participation in the coaching report process. When the employee receives an Advanced Coaching report, the employee can provide input in the form of a comment as part of the completion process. Once the employee completes the report, coaches can view the employee’s comments.

For example, a manager completes an Advanced Coaching report for an employee and sends the report to them. The employee provides feedback on the report before completing it. The manager can then view the comments.

Enabling Employee Commenting on Advanced Coaching Reports

To enable this feature:

  1. Ensure Advanced Coaching Reports is enabled.
  2. Grant designer users FLS edit permission and coaches and employee users FLS read permission to the Enable_Employee_Comment_vod field on the Survey_vod object.
  3. Grant designer and coach users FLS edit permission and employee users FLS read permission to the Enable_Employee_Comment_vod field on the Survey_Target_vod object.

A single user can be both a coach and an employee. In this case, configure FLS edit permission for both user profiles.

  1. Grant designer and coach users FLS read permission and employee users FLS edit permission to the Employee_Comment_vod field on the Survey_Target_vod object.
  2. Ensure all picklist values for the Coaching_Report_vod record type on the Enable_Employee_Comment_vod field for both the Survey_vod and Survey_Target_vod object are enabled.
  3. Add the Employee_Comment_vod field to the appropriate Survey_Target_vod object page layouts for coaches and employee users.

Page layout and page layout field properties are not respected for the Employee_Comment_vod field on the Survey_Target_vod object.

  1. Add the Add_Comment_vod button to the appropriate Survey_Target_vod page layout for employee users to enable commenting Online.
  2. Add the Enable_Employee_Comment_vod field on the appropriate Survey_Target_vod page layout and set the page layout field property to read only. This step is optional.
  3. Grant employees access to the Survey_Target_Edit_vod Visualforce page.

Using Employee Commenting on Advanced Coaching Reports

When building an Advanced Coaching report, designers can enable employee commenting during the employee review process. The employee comment can be configured to be optional or required.

When designing an Advanced Coaching report from the Survey Management page, select an option from the Enable_Employee_Comment_vod field on the Survey_vod object to enable the desired behavior. Options include the following:

  • Disabled - Disables employee commenting from the Advanced Coaching report. This is the default value.
  • Comment Optional - Enables employee commenting but allows the employee to complete without commenting
  • Comment Required - Enables employee commenting and requires a comment before the employee can complete the report