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. Create a program using express setup
   3.2. Create a program using 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 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 empower 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 in, you can view the Mentoring Complete Icon at the top of the Engagedly platform.

Click the Mentoring Complete   Icon.

A pop-up appears with the options to Start A Free Trial and Talk to Account Manager.

You can 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.

2.1. Talk to the account manager

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

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

Your trial account has been created successfully.

Once the account is created, click Get started to log in to Mentoring Complete.

You can follow the onboarding checklist to understand the platform or skip the tutorial.

You can access the tutorials anytime from the My Account section at the top right.

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 the modules on the left pane.

3.1. Create a program using express setup

The express setup includes default focus areas.

1. Click Create Using Express Setup.

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

  3.   Set the start and end dates.

Other program information gets automatically filled. You can modify them as required.

  4.   Click SUBMIT.

The program has been 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.

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

  3.   Set the start and end dates.

Other program information gets automatically filled. You can modify them as required.

  4.   Click SUBMIT.

The program has been created successfully.

  5.   Click the Tick  Icon to edit the focus areas.

  6.   Click the Edit Icon to edit the focus areas and click SUBMIT.

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

After creating a program, you can view the modules on the left pane.

4. Add participants

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

Add Engagedly users

1. Click the Participants Icon on the left pane.
2. Click + Add Engagedly Users at the top, which automatically populates the Engagedly users to the Mentoring Complete platform.
   

  3.   Select a role for the participants you want to add to the program and click Submit.

Participants are added to the program successfully.

Once the account is created on the Mentoring Complete platform, you can switch between the Engagedly and Mentoring Complete platforms.

Click the Engagedly   Icon at the top right to switch to Engagedly from the Mentoring Complete.

Click the Mentoring Complete   Icon at the top right to switch to Mentoring Complete from Engagedly.