Creating an Engagement
There are a few ways to create an engagement (match) between a mentor and a mentee, depending on how you want to work.
Method 1: From the Engagements Screen
- Navigate to the Engagements tab
- Click the Create Engagement button
- Select a mentor and mentee from the available list to create a match.
Method 2: From Signups, by impersonating a user
- Navigate to the Signups tab
- Impersonate a user to view potential matches and match percentages
- If the user has available connections, click Create Engagement
- If the user has reached their maximum number of connections, the Create Engagement option will be unavaliable
Method 3: From the Matching Center
You can also create engagements from the Matching Center, which is useful if you want to review system-suggested matches or approve several at once instead of creating them one by one.
- Go to Admin Tools > Matching Center
- Use the Mentee / Mentor tabs and the Unmatched / Open Capacity / At Capacity filters to find who you're trying to match.
- From here you can either:
- Click Suggested Matches to review the system's suggested pairings, and approve one at a time or select several and click Approve Selected.
- Click Create Match on an individual mentor or mentee's card to see a ranked list of relevant candidates for that person and create a match with whichever one you choose.
Unlike the other two methods, the Matching Center lets you exceed a mentor or mentee's maximum number of connections if needed, they'll still show up as a candidate even if they're already at capacity.