How to configure open enrollment mentoring programs so that mentors require either administrator or manager approval before they can participate?
When a mentor signs up for an open enrollment program that requires approval, their status is set to pending until approved. Mentors with a pending status cannot be recommended or matched to mentees.
If approval is by manager, then managers receive an e-mail and ToDo notification on their Home Page whenever one of their employees signs up as a mentor. If the manager declines the mentor's request to participate, the mentor receives a notification and they are removed from the program. Their mentoring preferences and other information are not saved. The user can, if they choose to, sign up for the same program again.
If approval is by administrator or owner, then mentors are required to upload supporting documents with their requests.
- Go to Admin Center Tools Manage Mentoring Programs .
The number of mentors pending approval are listed with each program.
- Click Review to go to the program's list of mentors.
- Review the documents submitted by mentors and decide whether to approve or decline each request.
|Approve||When you approve documents and a mentor request, the mentor receives an e-mail notification, their status changes to approved, and they are available for recommendation and matching.|
|Decline the documents||When you decline documents, you can add a note to let the mentor know what they should fix before uploading a new document. This does not decline their participation in the program and their status remains pending.|
|Decline mentor participation||
When you decline mentor participation, the mentor is removed from the program and their mentoring preferences and other information is not saved.
The user can, if they choose to, sign up for the same program again.
Once approved, mentors are available for recommendation and matching in the open enrollment mentoring program.
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