Introducing HRIS Integration 🔌
With Cloverleaf’s HRIS integration, it is easier to manage your team members and ensure you get the most out of Cloverleaf. Our HRIS integration automatically syncs team member information, keeping everything up-to-date as employees join, leave, or move within your organization. We also leverage reporting structures to deliver hyper-relevant coaching recommendations tailored to your teams.
What You Need to Know:
The Cloverleaf HRIS integration supports three main use cases:
Provisioning/Deprovisioning: Automatically create or remove team members when they join or leave your organization.
Reporting Structure: Understand your organizational reporting structure (e.g., who manages whom), enabling Cloverleaf to offer more relevant coaching recommendations for both managers and their teams.
Organizational Updates: Instantly reflect changes such as promotions, team transfers, re-orgs, or role changes (e.g., transitioning from IC to manager) within the platform.
This is an additional cost to your organization's plan. If you are interested in leveraging this integration, please reach out to our team!
Introducing Coaching Focus Check-Ins ✅
We’re thrilled to roll out Coaching Focus Check-Ins—a great way for your team to reflect on their goals and see real progress. It’s not just about reflection—by sharing priorities, they’ll get tailored insights and actionable steps to help them move forward.
What You Need to Know:
Once a team member picks their Coaching Focus, they’ll be prompted to complete a check-in. For now, they’ll just have one check-in to complete, but this experience will evolve over time.
Onboarding Experience: After choosing a Coaching Focus, new team members will complete their first check-in during onboarding. Existing team members will find their check-in under Tasks on My Dashboard.
Encourage Reflection: Check-ins help personalize everyone’s coaching journey and keep goals front and center. It’s a small step with a big impact, laying the foundation for growth. We recommend encouraging managers to make sure their teams are keeping up with these check-ins.
Want to share this update with your team?
Recommended Resource: Introducing Coaching Focus Check-Ins