Building Your Group Matching Rules:

The next step in building your Group program is to create Group Matching Rules. To do so, click on Program Settings followed by Matching.

Matching rules are very similar to adjusting your matching algorithm in 1-on-1 programs, however, the key difference in a Group program is deciding on the maximum and minimum number of mentees and mentors a group can have at any given time.

Group Size: this rule is the only rule unique to Group programs. Here you can set the maximum and minimum amount of Mentees and Mentors you would like in each group. Currently, the minimum amount of mentees in a group is 2, and the maximum is 100. The default Group Size is set to a minimum of 2 and a maximum of 3 mentees and 1 mentor per group, however, you can change this to however large you would like your Groups to allow for:

Timezone Differences:

The next 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:

Reporting Lines:

The final 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.

• Note: employeeID and supervisorID fields must be available for this restriction to function properly. For more information on this, please check out our article here: How do I use HRIS data in my Matching Algorithm?

To continue building your Group program, head over to Step 4 - Setup Program Access

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