Mentorship Configuration Guide
Overview
This article outlines the configuration options for the mentorship feature within Career Hub, enabling you to tailor the mentorship experience to your organization's specific needs. The mentorship module facilitates structured connections between mentors and mentees, with features for tracking goals, skills development, and relationship milestones.
Configuration Components
Feedback Types
The mentorship module supports two feedback models:
- Mentee Self-Feedback (mentee-self): Mentees record their own progress and development
- Mentor-to-Mentee Feedback (mentor-mentee): Mentors provide structured feedback to their mentees
By default it will be mentor-mentee, and it is not recommended to override this unless company policy says otherwise
"feedbackType": "mentor-mentee"
Connection Limits
Set boundaries to manage mentorship requests:
- Seniority Level Limit: Control how many levels up an employee can request mentorship
- Daily Request Limits: Restrict how many requests can be sent or received per day
"limits": {
"seniorityLevelLimit": 2
}
Mentorship Resources & Links
Provide supporting resources through three link categories:
- Primary Learn More Link: Main resource center for mentorship program
- Learn More Links: Context-specific resources that appear throughout the mentorship experience
- Additional Learn More Links: Supplemental resources for different aspects of mentorship
"primaryLearnMoreLink": {
"link": "https://example.com/mentorship-program",
"displayValue": "Mentorship Program Guide",
"type": "primary"
},
"learnMoreLinks": [
{
"link": "https://example.com/mentor-guide",
"displayValue": "Guide for Mentors",
"type": "mentor_guide"
},
{
"link": "https://example.com/mentee-guide",
"displayValue": "Guide for Mentees",
"type": "mentee_guide"
}
]
Available Link Types
- primary - Main program information
- become_a_mentor - Information on becoming a mentor
- find_a_mentor - Guidance on finding a mentor
- prep_first_meeting - Preparing for first mentorship meeting
- having_trouble - Help with mentorship challenges
- prep_close_relationship - Guidance on ending mentorship
- mentor_guide - Guide for mentors
- mentee_guide - Guide for mentees
Where Mentorship Links Appear in the Product
Main Program Information (primary)
- Appears in the Knowledge Base section accessible from mentorship pages
Becoming a Mentor Information (become_a_mentor)
- Shown on the "Mentees" tab when you don't have any mentees yet
- Displayed alongside the "Willing to mentor" toggle option
- Included in the Knowledge Base section with other mentorship resources
Finding a Mentor Guidance (find_a_mentor)
- Appears on the "Mentors" tab when you have no mentors
- Shows up with text explaining how mentors can help with roles and skills
- Listed in the Knowledge Base section with other resources
Preparing for First Meeting (prep_first_meeting)
- Appears as a task in your mentorship dashboard
- Shows up in the early phases of a mentorship with a "Learn more" button
- Included in the Knowledge Base resources section
Help with Mentorship Challenges (having_trouble)
- Available in the Knowledge Base section accessible from mentorship pages
- Provides resources for when you encounter difficulties in mentorship
Ending Mentorship Guidance (prep_close_relationship)
- Appears as a task during the wrap-up phase of a mentorship
- Shows in the mentorship dashboard as the relationship nears its end
- Included in the Knowledge Base resources section
Mentor Guide (mentor_guide)
- Shown in the mentorship banner specifically for users acting as mentors
- Included in the Knowledge Base section
- Provides comprehensive guidance for effective mentoring
Mentee Guide (mentee_guide)
- Displayed in the mentorship banner for users who are mentees
- Listed in the Knowledge Base resources
- Offers advice on how to get the most from being mentored
Knowledge Base
All of these links can be found in the "Knowledge Base" section, which appears as a sidebar widget on mentorship-related pages. This serves as a central repository for all mentorship resources regardless of which phase of mentorship you're in.
Scheduling Options
Configure meeting scheduling tools:
- Scheduling Provider: Choose between Microsoft Teams (teams) or Google Calendar (google_calendar)
- Static Teams Schedule Link: Option to use a simplified Teams scheduling experience
"scheduling": {
"scheduling_provider": "teams",
"useStaticTeamsScheduleLink": false
}
Topics
Define conversation topics that mentors and mentees can select:
"topics": [
"Growth mindset",
"Career planning",
"New manager",
"Working remotely"
]
Mentorship Journey
The mentorship journey is organized into three distinct phases:
Getting Started Phase
Initial phase for establishing the relationship:
- Schedule first meeting
- Prepare for first meeting
- Set goals and expectations
- Establish regular meeting cadence
Midpoint Phase
Check-in phase for assessing progress:
- Complete midpoint feedback
- Review goals
- Add skills gained from mentorship
- Create development plans for skills being developed
Wrap-up Phase
Final phase for concluding the relationship:
- Complete end-of-relationship feedback
- Submit mentorship satisfaction rating
- Document skills gained
- Create follow-up development plans
Email Notifications
Customize which email notifications are sent throughout the mentorship journey:
Available Notification Types
- mentorship_requests
- mentorship_request_accepted
- mentorship_request_reminder
- mentorship_request_declined
- mentorship_ending_soon
- mentorship_ended_early
- mentorship_feedback_due
- mentorship_feedback_received
- mentorship_completed
Mentorship notification details
For more information, refer Mentorship Notifications Guide
Disabling Specific Notifications
"disabled_emails": [
"mentorship_ending_soon",
"mentorship_feedback_due"
]
Email Customization
Customize email templates with organization-specific elements:
"email_settings": {
"privacyPolicy": "https://company.com/privacy",
"header": "<div>Company Header</div>",
"footer": "<div>Company Footer</div>"
}
Implementation Guidelines
Getting Started
- Determine your preferred feedback approach (self or mentor-provided)
- Configure appropriate connection limits based on your organization size
- Create or gather links to mentorship resources specific to your organization
- Select the scheduling platform most widely used in your organization
- Customize the topics list to align with your company values and focus areas
Best Practices
- Start with smaller seniority level limits to prevent overburdening senior leaders
- Include organization-specific resources in your learn more links
- Consider which email notifications are most valuable for your culture
- Customize topics to reflect your organization's specific development areas
Configuration Examples
Basic Configuration
"mentorship": {
"feedbackType": "mentor-mentee",
"topics": ["Career growth", "Technical skills", "Leadership"],
"learnMoreLinks": {
"link": "https://company.com/mentorship-guide",
"displayValue": "Company Mentorship Program Guide",
"type": "primary"
}
}
Comprehensive Configuration
"mentorship": {
"feedbackType": "mentor-mentee",
"learnMoreLinks": [
{
"link": "https://company.com/first-meeting",
"displayValue": "Preparing for your first mentorship meeting",
"type": "prep_first_meeting"
},
{
"link": "https://company.com/closing-mentorship",
"displayValue": "Successfully concluding your mentorship relationship",
"type": "prep_close_relationship"
},
{
"link": "https://company.com/mentorship-program",
"displayValue": "Complete Mentorship Program Details",
"type": "primary"
},
{
"link": "https://company.com/mentor-guide",
"displayValue": "Guide for Mentors",
"type": "mentor_guide"
},
{
"link": "https://company.com/mentee-guide",
"displayValue": "Guide for Mentees",
"type": "mentee_guide"
}
],
"topics": ["Leadership development", "Career transitions", "Work-life balance"]
}
Support and Resources
For additional support with configuring your mentorship program, please contact your implementation specialist or customer success manager.