Managing Roles and Permissions

  • Posted on Oct 29, 2025

Roles and Permissions allow you to control what each user can see and do within your organization. From this area, you can manage

Read More...

Creating and Managing Performance Plans

  • Posted on Oct 24, 2025

Many people think of a performance plan as something negative, but it does not have to be. In FiveLumens, performance plans are designed

Read More...

Completing Coaching Sessions

  • Posted on Oct 23, 2025

One-on-one coaching is an essential part of developing both managers and agents. It provides a structured space to review performance, reinforce desired behaviors,

Read More...

Adding and Understanding Coaching Steps

  • Posted on Oct 23, 2025

Coaching steps are the individual components that make up a coaching form. Each step helps guide the coaching conversation and record specific information

Read More...

Create and Edit Coaching Forms

  • Posted on Oct 20, 2025

Coaching is an integral part of the learning and development process for both operations and agents. Within the FiveLumens platform, coaching sessions can

Read More...