Engagedly Integrations (Additional Suites)
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Integrate Mentoring Complete with Engagedly

Table of contents

  1. Introduction
  2. Integration
    2.1. Talk to the account manager
    2.2. Start a free trial
  3. Create a program
    3.1. Express setup
    3.2. Advanced setup
  4. Add participants
    4.1. Add Engagedly users

1. Introduction

Mentoring is a developmental relationship by which a mentor oversees the career and development of a mentee through teaching, counseling, providing psychological support, and protecting. It involves assisting someone in growing both professionally and personally.

Mentoring Complete helps people create, manage, and participate in effective mentoring programs.

Admins can seamlessly integrate Mentoring Complete with Engagedly, enabling employees to align their performance and goals and empowering them to reach their full potential. This integration is a dynamic duo that strengthens the impact of the E3 framework by delivering measurable results that drive business success.

2. Integration

After logging into Engagedly, click the Mentoring Complete icon available at the top (only for admins).

A pop-up appears, allowing you to start a free trial or talk to the account manager.

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Click Learn More to understand how Mentoring Complete integrates with Engagedly and adds value to your organization before taking a free trial or talking to the account manager.

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2.1. Talk to the account manager

When you click "Talk to Account Manager", a message appears confirming that you have expressed interest in talking with the account manager. It notifies them to contact you.

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2.2. Start a free trial

When you click "Start A Free Trial", the Client Details window opens.

Your organization details are auto-filled. Review them before submission. 

Select the I agree to terms of service to read the terms and conditions option, and click Submit.

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Your trial account is created successfully.

Once you create an account, click Get started to log in to Mentoring Complete.

Note: The trial period lasts for 90 days.

Follow the onboarding checklist to understand the platform or skip the tutorial.

Access the tutorial at any time from the "My Account" section at the top right.

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By default, your account includes both program manager and client admin roles, with the program manager role being the initial one you access.

3. Create a program

You must create a program to initiate mentoring in your organization. Creating a program enables modules availability on the left pane.

Note: Only the program manager can create a program.

Note: Mentoring Complete offers a matching form, a tool designed to pair mentees and mentors. This form includes focus areas, which the program manager can edit or customize by adding new ones to ensure that participants are matched according to their specific requirements.

3.1. Create a program using express setup

The express setup includes default focus areas.

  1. Click Create Using Express Setup.

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  2.   Enter the program name and select a program type.

  3.   Set the start and end dates.

Other program information gets automatically filled. Modify them as required.

  4.   Click SUBMIT.

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The program is created successfully.

3.2. Create a program using advanced setup

The advanced setup allows you to customize the focus areas as per mentees' and mentors' requirements.

  1. Click Create Using Advanced Setup.

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  2.   Enter the program name and select a program type.

  3.   Set the start and end dates.

Other program information gets automatically filled. Modify them as required.

  4.   Click SUBMIT.

The program is created successfully.

  5.   Click the Tick icon if you prefer editing the focus areas.

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  6.   Click the Edit edit grey-3 icon to edit the focus areas and click SUBMIT.

        Or click + Add to add additional focus areas, add them, and then click SUBMIT.

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After creating a program, the modules appear on the left pane.

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4. Add participants

After creating a program, you must add participants to it to initiate mentoring in your organization. Add Engagedly users to Mentoring Complete by selecting them, adding them manually, or importing them via Excel.

Note: Only the program manager can add participants to a program.

Add Engagedly users

  1. Click the Participants Participant Icon icon on the left pane.
  2. Click + Add Engagedly Users at the top, which automatically populates the Engagedly users to the Mentoring Complete platform.
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  3.   Select a role for participants you want to add to the program and click Submit.

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Participants are added to the program successfully.

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Once your account is created on the Mentoring Complete, you can switch between Engagedly and Mentoring Complete at any time.

  • In Mentoring Complete, click the Engagedly   icon at the top right to switch to Engagedly.
  • In Engagedly, click the Mentoring Complete icon at the top right to switch to Mentoring Complete.