Creating a program

Field

Function

Title (required)

The name of the program as it will be seen by invited participants. It should be clear and concise, summing its core idea and goals in as few words as possible (e.g. “Communication Workshop").

Industry

The industry the program’s scope extends around.

Introduction (required)

One or several sentences that introduce new participants to the program. They need to be aware of what they’re signing up for.

Objectives (required)

The main goals and results the program wants and seeks to achieve. Try listing the desired objectives precisely, so everyone can understand. What’s provided here will be eventually shown in the invite email.

Full Description

A detailed look into the program, as in what exactly is scheduled by hour and day. The field remains optional but could greatly benefit invited participants by giving them greater understanding of what they’ll learn and what they might need to do before joining.

Mentoring Track Start Date

The day the program is scheduled to begin, as set by an integrated calendar.

Mentoring Track End Date

The day the program is scheduled to end, as set by an integrated calendar.

Communicate via

A dropdown from which you can define how the communication between you and the  program’s participants will happen. 

Options currently support email.

System Messages sent from

The email address participants will receive messages from, like invitations, reminders, and other updates.

Options include emails existing in your company profile.

Image

Function

Tile Image 

Displays as part of the program widget.

Relationship Banner Image

Displays in the form of a banner as part of every match page. 

Event Banner Image

Displays in the form of a banner as part of every event buddies can attend. 

Setting

Function

Enable Video Meetings 

Allows participants in any given matches to hold video meetings on demand.

Display Home page

Creates a dedicated home page for the program, which invited participants can see once they sign up. Here, they’ll find all the details, objectives and profiles of other employees currently participating in the program.

Private

Makes the program accessible only to a group of people who match certain criteria or are manually given access.

Setting

Function

Access to Resources 

In this column, using a simple yes-no slider, you can define which user role profiles will be able to see events, content and forums.

Participate as Buddy

Here, using the same slider, you can define which user role(s) can become a buddy. Individuals who fall outside the selected groups can be added later.

Participate as Buddy

This column duplicates the previous one as it is meant for the second person of the match.

Setting

Function

Allow New Matches

This setting makes matches requests possible or impossible to be sent to potential buddies.

Your approval needed when Buddy requests own Buddy

This setting makes buddies’ requests to have a buddy appear for your or other administrator’s consideration before a final decision is reached.

Matches start immediately when Buddy approves own Buddy

This setting overrides the admin’s priority when it comes to starting a match. In this case, a buddy simply needs to approve their assigned buddy in order to begin the match.

Matches start immediately when matched by you

This setting eliminates the need to approve a match. The administrator will only need to match a buddy with another buddy in order for their match to begin.

Duration

These settings define the match’s duration by the number of days, weeks, or months it will last.

Change buddy level on relationship start

This setting decides the type of role a buddy will acquire once their match begins.

Setting

Function

Restrict by Location 

From here, you can define the location the participants need to be based in in order to join the program (e.g. Amsterdam)

Restrict by Department

From here, you can define the department the participants need to be in in order to join the program (e.g Human Resources)

Role

This setting allows you to require buddies to have certain roles in order to be considered suitable for matching.

Department

This setting allows you to require buddies to be working in a certain department in order to be suitable for matching.

Location

With this rule, you force a match to be made if both buddies are in the same location. The resulting match is considered local.

Gender

With this rule, you force a match to be made only if both buddies are of the same or different genders.

Setting

Function

Buddies can search for their own Buddies

This allows buddies to independently seek their own buddies and request to be matched with them. It’s recommended for administrators to still have a say in the final approval process.

Display Recommended Matches using Smart Matching

This setting allows potential matches to be sorted and recommended based on how relevant they are for the buddy.

Include external Buddies in Buddies search results

Removes or includes external buddies in a buddy’s search results. Administrators will be able to see them either way.

Permit multiple Buddies per relationship

With this setting, you allow a buddy to have multiple buddies in a single match.

Setting

Function

Meetings 

Applies a rule according to which video meetings must be made at least once a month, fortnight, week, or day.
There’s also the “None” option, which disables the rule.

Digests

Applies a rule according to which digests will be sent to both buddies within the match at least once a month, fortnight, week, or day. “None” disables the rule.

Nudges

Applies a rule according to which nudges will be made to both buddies to remind them to work on their match. The nudge can be applied on a monthly, fornightly, weekly, or daily basis. “None” disables the rule.

Buddy Scoring

Applies a rule for a required buddy scoring at least once a month, fornight, week, or day. “None” disables the rule.

Buddy Scoring

Applies a rule for a required buddy scoring (for the second buddy) at least once a month, fortnight, week, or day.
“None” disables the rule.

Setting

Function

Disable Email communication by default

If this setting is enabled, emails will not be sent to neither buddy. They’ll need to check the platform for updates.
Users can override the rule at match level.

Automatically Send Nudges (if Nudges are enabled)

If this setting is enabled, nudges, assuming they are enabled, will be sent whenever they are suggested.
This is set by default to 10AM every morning in the participants’ local timezone.