Driver Coaching Workflow

Driver coaching promotes safer and more efficient driving habits by providing targeted feedback. Managers or supervisors (coaches) can guide drivers to recognize and correct risky behaviors—such as harsh braking, idling, or Hours of Service (HOS) violations—to prevent future incidents. Events can be sent to coaching directly from the Samsara dashboard.

You can manage every stage of the coaching process—from triage to reporting—using the following actions:

• Sending Events to Coaching: Route safety, idling, or HOS violation events into the coaching queue

• Event Triage from Coaching: Prioritize and review upcoming coaching sessions from the coaching queue

• Completed Coaching Sessions: Review historical coaching data and session details

• Driver Coaching Management Reports: Track coaching effectiveness and timeliness

Sending Events to Coaching

For the event to display in Coaching (Safety () > Coaching ), a driver must first be assigned to the event either by administrator or driver manual assignment. Safety events can also be assigned by automatic assignment, such as facial recognition or API.

The following event types can be sent to Coaching:

• Safety Events: Send safety-related incidents, such as harsh braking or speeding, from the Safety Inbox to Coaching.

  Tip

  By default, triage activities like assigning a coach and initiating coaching are manual. To automatically send certain event types to the Coaching queue with a Needs Coaching status, you can Automatically Safety Send Events to Coaching. The assigned coach can then review and coach the driver on the behavior.

• HOS Violation Events: Send HOS violations from the Hours of Service Violations Report to Coaching to address non-compliant driving behaviors.

• Idling Events: Send idling events from the Idling Report to Coaching to help reduce fuel waste and improve operational performance.

Event Triage from Coaching

After an event is detected, assigned to a driver, and sent to Coaching, the driver and the behavior to coach will display on the Upcoming report (Safety () > Coaching > Upcoming). Only events with assigned drivers populate in the Coaching reports.

To narrow the scope of the drivers in the Upcoming report, you can use the filters to display specific behavior types, such as Idling or Crash events, or to display drivers with assigned tags or coaches.

Assign a coach to manually designate a coach to a driver for the current behavior and for all future behavior assignments for that driver. When the coach is ready to start a session with a driver, the coach selects Coach to begin a coaching session.

For step-by-step guidance on conducting different types of coaching sessions, refer to the following resources:

• Coach a Driver on Safety Events

• Coach a Driver on HOS Violation Events

• Coach a Driver on Idling Events

The Upcoming report displays the following coaching information for each driver:

Field	Description
Driver	Driver name.
Safety	Driver safety score calculated over the past 30 days.
Behaviors To Coach	Behavior categories to coach. For repeat events, the number of detected safety events displays next to the behavior category.
Last Coached	Date of the last coaching session.
Assigned Coach	Coach assigned to the safety event.

Completed Coaching Sessions

View all past Coaching summaries on the coaching Completed report (Safety ( )> Coaching > Completed). A coaching summary is not generated for events marked as Coached or Needs Recognition from the Safety Inbox.

To view the Session Summary details, select the session from the list. Search for specific sessions or narrow the scope of the results using the date selector, filter by tags, behavior type, or assigned coach. The report summarizes each coaching session:

Field	Description
Date Completed	Date the coaching session was marked as coached.
Driver	The name of the driver.
Behaviors Coached	The behaviors included in the coaching session.
Completed By	Name of user who marked the event as complete and type of coaching session (Self-Coaching or With Manager).

Driver Coaching Management Reports

To further optimize your coaching program, you can Schedule a Report for the following coaching reports:

• The Coaching Effectiveness Report provides visibility into how effective coaches are at reducing repeat behaviors by drivers.

• The Coaching Timeliness Report enables you to monitor trends in coaching timeliness. Use this report to quickly identify which coaches are performing coaching on time and view a breakdown of past coaching behavior.