How people join
Automatic matching waits until people answer their roleās required profile questions. Unfinished profiles show as Hasnāt answered; the person can select Continue in the App Home.
Draft programs accept invited people but donāt match them yet. Paused programs stop people joining themselves or accepting invites, though admins can still add them. Archived programs donāt accept new participants or invites.
Who can join
Under Settings āŗ General āŗ Joining, configure mentors and mentees separately:- Who can join: Anyone, Anyone matching filters or Only people I invite. Filters can use HRIS groups, country, work location or manager status.
- Approval: add people straight away or wait for an admin to approve them.
Send an invite
On People, open Invite āŗ Send invite. Choose:- Send to: post in a Slack channel, or send direct messages to individuals, channel members or groups.
- Buttons: Become a mentor, Find a mentor or both.
- Message: write your own or use the default shown in the preview.
- Expires after: 7, 14 or 30 days. The default is 14.
Invite history
Open Invite āŗ Invite history to see recipients, senders, expiry dates, delivery counts and status. Admins can Revoke an active invite to stop new joins and queued messages. People who already joined stay in the program. Revoking canāt be undone.Approve or decline
Applicants who need approval appear as Needs approval after answering their profile questions.- On Overview, select an applicant or Review all in the approval list. Read each profile, then Approve or Decline. Use A, D and ā to approve, decline or skip.
- On People, open one personās panel to approve or decline them, or select several rows to approve in bulk.
- In Slack, use Approve or Decline in the application message sent to program admins.
The People tab
Switch between Mentors and Mentees, then filter by status. People needing attention appear first. The Waiting column shows how long each mentee has waited, and the line above the table shows when matching runs next.Select several people
Select rows to Approve, Remind or Remove people in bulk. Each button shows how many selected people it applies to. Removal asks for confirmation.Open a person
Select a row to see their status, joining history, mentorships and profile answers. For a waiting mentee, the panel also explains any matching problem and offers Find a mentor. Approved mentors have editable mentor limits. Use the personās panel or row menu to:- Remind to answer profile questions: resend their questions in Slack.
- Pause until: exclude them from matching until a date. Current mentorships continue. Use Resume to end the pause early.
- Remove from program: end their participation and mentorships while keeping their record. A removed mentorās mentees return to waiting.
- Add back: return someone who left, or a completed mentee, to the program.
Status
Pairs have separate mentorship statuses.