Adjust the schedule of Ideal Team Player Coaching Emails & Progress Review

Edited

Schedules and timing can be adjusted using the “Actions” dropdown, which is visible on the home assessment page for Individuals or if you click into a group, you will have the “Actions” feature for each participant.

  • Log in to your Ideal Team Player Administrator's Console

  • Select “Actions” on the far right 

  • Select “Adjust Schedule”

  • You can then adjust the date and time for when the individual will receive their coaching emails and Progress Review. Please note, you will be required to still send the 3 coaching emails in the correct order, and you will need to send the coaching emails prior to the Progress Review. 

*This feature is useful if you need to extend or reduce the timeframe for the whole process following the initial assessment.

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