Now that you have finished configuring your Questions & Algorithm, you can head back to your Registration page (registratio_human_icon_-_dark.png) and mark this step as done:

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The next step in the registration setup is to review your Matching settings. To begin, click on Review Matching Process from your Registration page (registratio_human_icon_-_dark.png):

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Here you will be taken to your Matching page, where you will see three different settings you can configure. In this article, we'll be doing a deep dive in the following areas:

  • Roles and Labels
  • Matching Priorities
  • Reporting Lines
  • Timezone Differences

Roles and Labels:

In this section, you'll be able to select the roles you would like participants to choose from and the labels that will be used for each match type. 

Note: you can enable both Mentorship and Colleague Connect or turn off one of the two options based on your needs. If you enable Colleague Connect, your program will automatically become an All Access program.

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Matching Priorities:

Clicking into the Matching Priorities bar will display two different options that you can choose between:

  • Optimize for the highest matching score: Select this option if you would like your users to have the best match possible based on the overlap between their profiles, even if it means not all users necessarily find a match.
  • Optimize for most program participation: Select this option if you would like to avoid having unpaired users and want to maximize participation across the entire group of registrants.

Depending on how you would like your users to be matched, you may decide to choose one or the other. In my case, I would rather have none of my users left unpaired, so I will choose to optimize for highest program participation.

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Reporting Lines:

The next option on this page is based on your user's reporting lines and organization structure.

Clicking into this feature will allow you to enable a restriction if you do not want direct reports matched with their manager, their manager's manager, or anyone who reports to the same manager. Be sure to click the Save button once you've made your selection.

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Timezone Differences:

The last option you will want to consider is whether or not you would like to limit matches based on a user's timezone. For organizations that have users across many different geographies, this can be a useful feature to ensure that users can find sufficient time to schedule their sessions.

Clicking on this bar will provide you with the ability to prevent matching between users if their timezone difference is greater than some value. In my case, I would like to restrict users from matching if their difference is greater than 4 hours:

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Now that you have finalized your Matching settings, you can head back to the Registration page (registratio_human_icon_-_dark.png) and check this step off!

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To continue building your Evergreen program, head over to Step 5 - Reviewing Email Templates


Have more questions? Submit a request here and let us know how we can help!


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