User Metrics

The User Metrics page is where you will see specific details about your learners' and coaches' engagement and what stage they are at in the experience. User Metrics is split up into three pages:

Learners
Skillsoft Coaches
Organization Coaches

On each of the pages:

You can search by name or email to find a user.
You see different tabs for users in each stage of their experience.
The All tab shows all users no matter what stage they are in.
You can select Export, to export the data you are viewing. You are then able to select specific groups of learners or specific columns of the table to export.

User Metrics - Learners

On the User Metrics - Learners page you see a list of your learners in the different status and you also have the ability to add new learners to your coaching program.

Add new learners

You can add new learners to your Coaching program. When you add a new learner you can choose an existing user account from the Skillsoft Percipio platform, or create a new learner with details and have their information added to the platform.

When you add learners to the Coaching platform through the Enterprise dashboard, they are added to the Skillsoft Coaching SLDP Collection Access audience in Percipio. This ensures they are able to access the content associated with your Coaching program.

To create a new learner:

From the Enterprise Dashboard's left navigation, select User Metrics > Learners.
Select Add learner. The Add learner page displays.
Select the Group in which to add the learners. The groups are set up by you Skillsoft Account team. To ensure you have selected the right group, you can view the group details. If you do not see a group that meets your need, reach out to your Skillsoft account team to have them create one for you. The group you select sets many parameters for all users, such as 360 assessments. Some of the parameters you can set at the learner level.
You can add learners in one of three ways:
- Bulk add many learners at a time using a CSV file.
  When you bulk add many learners, the system checks to ensure accuracy. If the learner information matches a learner in the Skillsoft Percipio platform, then that learner gets added to audience for coaching. If the learner does not exist in the platform, an account get created for the learner. To bulk add many learners at a time:
  1. Select Download csv template.
  2. Open the template and complete the following fields:
    external_user_id: Specify the user ID of the learner. This has to match what is in the Skillsoft Percipio platform as the external user id in order to have Single Sign On work for the learner. If the user does not have an account in the platform, an account will get created for them using the Id you specify in this field.
    first_name: The first name of the learner.
    last_name: The last name of the learner.
    email: The email address of the learner. If the learner has a Percipio account, this should match what is in the platform.
  3. Save your template file.
  4. Browse to your template file to add it.
- Select learners who have existing accounts on the Skillsoft Percipio platform.
  To select learners with existing Skillsoft Percipio platform accounts, start typing their name in the Search and import learner from Percipio by External ID, email or name.
  If the learner does not exist in the platform, no matches will be found and you can add them one-by-one.
- Add learners one-by-one.
  If your learners do not have accounts in the Skillsoft Percipio platform, you can add them individually in this section. You can also add them using the bulk import process.
  To add a learner:
  1. In the Add a new learner section, specify the learner details:
    external_user_id: Specify the user ID of the learner. This has to match what is in the Skillsoft Percipio platform as the external user id in order to have Single Sign On work for the learner. If the user does not have an account in the platform, an account will get created for them using the Id you specify in this field.
    first_name: The first name of the learner.
    last_name: The last name of the learner.
    email: The email address of the learner. If the learner has a Percipio account, this should match what is in the platform.
In the Company details section, specify information about the Coaching license:
- Company purchase: Select the plan that the learner should have. You may have more than one listed. View the plan details to make sure the expiration date is far enough in the future for the learner to receive the full coaching experience. Also ensure that there are enough available licenses within the plan.
- Assessment: Select the 360 assessment the learner will use. You should see both Skillsoft and custom assessments you created. You can ensure you selected the right assessment if you view details.
- Survey: Select the engagement survey the learner will use. You should see both Skillsoft and custom surveys you created. You can ensure you selected the right survey if you view details.
In the Engagement details section, you can override group and contract details for the learners being added. This applies to all learners if bulk adding.
- Engagement duration in days: This is the number of days that coaching will last for the learners.
- Minimum number of 360 participants required to invite: This is the minimum number of invitations that the learner must send out asking for feedback to their assessment.
- Minimum number of 360 participants needed to answer: This is how many people need to respond to the assessment for the learner to see results.
- Maximum number of invites: This is the upper limit of invitations that a learner can send asking for people to complete their assessment.
In Remeasurement settings select whether the learners should be remeasured.
In Additional settings you can choose:
- Whether or not to allow Skillsoft Zoom links or require learners to use their own links to connect with their coach.
- To specify focus skills that the learners you are adding should concentrate on during their coaching engagement. Learners can add to this list when they set up their profile.
- The default language the learner sees when they first log in.
Select Add. When learners are added:
- Learners receive a welcome email immediately.
- If their account did not previously exist in the Skillsoft Percipio platform, it gets added there.
- Their Skillsoft Percipio platform user ID gets added to the Skillsoft Coaching audience so they are entitled to SLDP content.
- The user profile setting in the platform, Show Skillsoft Coaching link to learners, is checked so learners see the Coaching link from Skillsoft Percipio.

View learner status and data

Select the different tabs across the top to see a list of learners in each stage: Onboarding, Steady State, Remeasurement, Paused, Deactivated, Completed. Selecting a learner's name takes you to their Learner profile.

You can select Filter to adjust by learner launch date and groups.

In the table, you will see columns for:

Name: The name of the learner.
Email: The learner's email.
Date Launched: The date the learner gained access to the platform.
First Log In: The first time the learner logged-in to the platform.
Profile: Shows whether the learner has set up their profile yet.
Self Assessment: Shows whether the learner has completed their self assessment yet.
360° Invited: Number of people the learner has invited to complete the 360° assessment vs how many of those people have completed it.
360° Completed: Shows whether all of the people the learner has invited to complete the 360° assessment have either completed it or have been removed.
Survey: Shows whether the learner has completed the NPS survey.
Coach assigned: The coach that the learner is assigned to during onboarding.
Coach name: The name of the coach a learner has during their coaching experience.
Coach changed: Shows whether the learners coach has ever switched.
Engagement End Date: The date when the learner's engagement expires. The learner can still access the platform after this date but no longer has communication with coaches.
# of Session Completed: The total number of sessions with a coach that the learner has completed.
# of Session Remaining: The number of sessions a learner has left before the end of their engagement.
# late cancels: How many times a learner has canceled a session within 24 hours of it taking place.
# Manger Sessions Complete: The number of sessions that a learner has completed where a manager also attended the session.
Date of last session: The date of the learner's last session with a coach.
Date of next session: The date of the next scheduled session the learner has.
Average session rating/Avg Session Rating (out of 5): At the end of a session, the learner gives a rating of 1-5 for that session. This column shows the average rating that learner has given to all sessions they have completed.
Total session rating: The number of session ratings the learner has inputted.
Coaching Plan: Shows whether the learner has a coaching plan or not.
Manager Feedback CP: Shows whether the learner has been invited by their manager to give feedback on their coaching plan.
# of Focus Areas: The number of areas that a learner is trying to improve upon during their coaching engagement.
Focus Area: The focus areas chosen by the learner.
Remeasurement opened: Shows whether the learner is able to start with remeasurement tasks yet.
Remeasurement completed: Shows whether a learner has completed all of their remeasurement tasks.
Goal completion percentage: During remeasurement, the learner answers whether they have completed the goals they set for themself. This column shows what percent of the goals they accomplished throughout their coaching experience.
NPS: Shows whether the learner has completed the NPS survey.
Admin Notes: Shows any notes made by an administrator about that learner.
Last Date Late Cancel: The date of the last time the learner canceled a session within 24 hours.
Focus Areas Selected: Shows whether or not the learner has selected focus areas.
Coaching Plan Complete: Shows whether or not the learner has completed their coaching plan.
Self Remeasurement: Shows whether or not the learner has completed their self remeasurement.
360 Remeasurement Completed: Shows whether or not the learner has completed the 360 remeasurement.
Goal Completion: Shows whether or not the learner has assessed if they have reached their goals.
Remeasurement Survey: Shows whether or not the learner has completed the remeasurement survey.
Impact Report Generated: Shows whether or not their data shows in the impact report.
Paused Date: The date that a learner was paused.
Date Unpause: The date that a learner regained access to the platform after being paused.
Date Deactivated: The date that a learner was deactivated from accessing the platform.
First Session Completed: The date of the learner's first session that they completed.
Engagement Extended Date: The date that the learners engagement was extended.

To deactivate a learner, select Actions , then Deactivate.

User Metrics - Skillsoft Coaches

This page shows a list of all Skillsoft coaches your organization has worked with, including their statistics for:

Number of clients vs total: Number of learners the coach is currently working with in your organization vs the total number of learners they have worked with in your organization.
Total Sessions: The total number of sessions the coach has taught within your organization.
Average Session Rating: The average rating given to the coach by their learners. Note that this rating only displays if multiple learners have given the coach a rating.
NPS: The coach's rating across all organizations.

Selecting a coach's name or Actions > View Coach Bio brings you to their coaching profile.

User Metrics - Organization Coaches

This page shows the engagement of your organization's coaches. Select the tabs across the top of the page to see which of your coaches are Active, Onboarding, Deactivated, or All coaches. Selecting a coach's name brings you to their coaching profile.

Select Actions , for any organization coach to:

View Coach Bio:Takes you to the coach's profile page.
Deactivate Coach: Deactivated coaches can no longer sign into the platform.
View Availability: Allows you to see the coach's calendar, including their working hours, available time slots, and scheduled sessions with learners.
Assign Learner: If you select assign learner, you will see a full list of learners. Select +, and then confirm to assign a learner to that coach.