Engagements and sessions

An Engagement is the coach–coachee relationship under a program; Sessions are the individual meetings that move it forward.

When to use

Use this to run the actual coaching: pair a coach with a coachee under a program, schedule sessions, record notes and actions, and see progress. The engagement is the record that the whole journey hangs on.

Before you start

Permissions: coaching:read and coaching:write for engagements; coaching_sessions:read and coaching_sessions:write for sessions and action items.
A coach cannot coach themselves, and a coachee cannot have two active engagements in the same program.
Toggle people.coaching_external_enabled (default off, on for new companies): allows coachees from outside the company, taken from CRM contacts.
Toggle people.coaching_require_intake_assessment / people.coaching_require_outcome_assessment (default off): block activating or completing without an intake or outcome score.

Create an engagement

Go to Coaching → Engagements (/coaching/engagements) and pair a coach with a coachee (or cohort) under a program. Set goals and a target end date.

Schedule sessions

Go to Coaching → Sessions (/coaching/sessions) and schedule sessions for the engagement, each with a date, agenda, and focus competency.

Run and record

After each session, capture notes, action items, and competency ratings. Progress rolls up to the engagement and appears in the coachee’s portal.

Coaching — Session with agenda, notes, action items, and competency ratings

Engagement statuses

Status	Meaning	Who moves it
Active	Journey running	The coach or coordinator
Paused	Temporarily stopped; can resume	The coach or coordinator
Completed	Finished; certificates can be issued	The coach or coordinator
Cancelled	Ended early	The coach or coordinator

Completed and cancelled are final.

Session statuses

Status	Meaning	Who moves it
Scheduled	Planned	Created by the coach or generated from the plan
Completed	Held; notes and action items recorded	The coach
Cancelled	Not held; a reason is required	The coach

A milestone that needs a competency snapshot blocks completing the session until the snapshot exists. With people.coaching_require_coachee_reflection on, an engagement cannot complete while a held session lacks the coachee’s reflection.

Tips & common mistakes

Creating an engagement from a program generates its sessions, action items and LMS links automatically.
Always give a reason when cancelling a session.
Calendar events are created for sessions by default; turn off people.coaching_calendar_sync if you do not want that.
Linked OKR, IDP and KPI goals show progress read-only; they are not updated by coaching.

Session templates and resources Coaches and coachees