Keep coaching notes and write-ups
Private notes on each partner: praise, coaching or a written warning, with the day and who wrote it. Show one in their app if you like, and see when they tap I saw this.
Good notes make hard talks easier and praise easy to remember. Write down what happened, the day it happened, and what you agreed on, right on the partner's page.
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1
Open the partner's page
In the menu, tap Partners, then the partner.
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2
Add a note
Under Coaching notes, tap Add a note. Pick Praise, Coaching or Written warning, the day it's about, and write what happened.
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3
Show it to them, if you like
Tick Show it to them in their app, so they can tap I saw this, then tap Save the note. They get a note on Today in their app.
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See that they read it
When they tap I saw this, the note shows when they saw it.
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5
Let team logins see them, if you like
Notes are yours alone to start. On Partner records, under Who sees coaching notes, tap Let team logins see them. Tick Written warnings too only if you want that.