When matching runs
Choose When to match:
For monthly matching, choose the first, second, third, fourth or last occurrence of a weekday.
Scheduled programs wait until the next run, even if a mentor becomes available sooner. Doozy still updates each mentee’s waiting reason between runs. The next run appears on Overview, above People › Mentees and in each waiting mentee’s panel.
Automatic matching stops in draft and paused programs. Runs missed during a pause are skipped. After resuming, a recurring schedule continues at its next date; a one-off date in the past must be reset.
Who goes first
People must complete their required profile questions and be approved, if needed. Paused people are excluded until they resume. Doozy chooses pairs using your matching rules and available mentor places. When places are limited, mentees who have waited longest go first. The wait starts when a mentee is ready for matching. It stops when a match is made, including one awaiting review. It restarts if they return to waiting, for example after their mentor leaves or an admin declines their match. Paused time doesn’t count. See the Waiting column under People › Mentees. Mentees in a cohort become eligible on its start date. They’re included in the next matching run, following the program’s schedule. Each run considers the waiting mentees together to find suitable pairs.Match now
Program admins can select Match now on Overview or under Settings › Matching. It works with any schedule while the program is active.When a mentee can’t be matched
The mentee shows as Can’t be matched on People and appears under Needs you on Overview. Open their panel to see why and when matching will try again.
Select Find a mentor to see suitable mentors first. Other mentors are listed with reasons matching skips them, such as Full or Paired before. Choose a mentor, compare their answers and select Pair with and their name.
When a change makes a match possible, the mentee returns to Waiting for a mentor. They are paired according to the program’s schedule.
Long waits
Set Remind admins about mentees unmatched for under Settings › Matching. The default is 14 days. Longer waits appear under Needs you and in the weekly Slack summary.Weekly summary in Slack
Each Monday, admins of active programs get a summary of mentees who can’t be matched, long waits and matches awaiting review for more than 3 days. No message is sent when none of these need attention.What we match on
From the profile
Questions with fixed answer options appear automatically under What we match on when both roles answer them. Free-text questions and questions for only one role aren’t used.
Set each question’s Importance:
Only Required blocks pairs that don’t meet the rule. Other levels affect the score but allow people with different answers to be paired.
From HRIS
For Department, choose Any department, Same department, Different department or Let each person decide. Let each person decide asks both roles whether they’re open to someone outside their department. They match if they’re in the same department or neither answered no. Changing to another option removes this question. All department options except Any department have an Importance setting, just like profile questions. Only Required makes the department rule mandatory.Always
Automatic matching excludes anyone who directly manages the other person, and anyone they’ve already been paired with in this program, including declined matches.Mentor limits
- Mentees at once: defaults to 1. Choose Ask each mentor to let mentors pick 1, 2 or 3 in their profile.
- Mentees in total: limits all mentorships in this program, including past ones but excluding declined matches. The default is No limit. Mentors who reach it show as Reached total.
After matching
Choose one of these options:- Start the mentorship straight away (default).
- Hold each mentorship for an admin to approve first. New automatic matches show as Needs review and reserve the mentor’s place. Approve or decline them before they start.