Everwise FAQs

Resources within your learning path may ask you to record a video, write a response, or upload a file. Those activities can be done right from your path and then shared with the group, the facilitators, or an individual group member.

1. Complete the activity in the space within the resource.

2. When done, click on Save.

3. The Share button will appear. The Share button allows you to share your work with:

the entire group

only the group's facilitator

a specific user in the group

4. To share your work with the entire group, click on All in Group. Your video, text, or upload will automatically be shared with the group in the chat bar along the right side. Group members can see and comment on what you shared.

5. To share just with the facilitator of the group, click on Facilitator. Your work will automatically be shared with your group's facilitator in the sidebar. If your group has multiple facilitators, it will be shared with all of the facilitators. The facilitators can see and comment on what you shared. Your work will not be seen by the group.

6. To share with an individual member of your group, type in their name and select them from the drop-down menu. Click Next. Your work will be shared just with that group member in the sidebar.

What

When

Subject Line

Mentee/Mentor is invited to mentoring program

Immediately upon program launch

(Program manager) invited you to a mentoring program/ be a mentor.

First reminder

Sent 2 days after the program launch if user has not taken action

(Program manager) invited you to a mentoring program/ be a mentor

Second reminder

Sent 4 days after the program launch if user has not taken action

(User name), don't miss your chance to get a mentor/ be a mentor

Reminder for onboarding survey

Sent 1 day before onboarding survey due date

Hi (user name), remember to take this survey by tomorrow

Examples

Mentee initial invitation

What

When

Subject Line

Mentee is invited to mentoring program

Immediately upon program launch

(Program manager) invited you to a mentoring program

Mentee first reminder

What

When

Subject Line

Mentee invitation first reminder

Sent 2 days after the program launch if user has not taken action

Remember, (program manager) has invited you to a mentoring program

Mentee second reminder

What

When

Subject Line

Mentee invitation second reminder

Sent 4 days after the program launch if user has not taken action

(User name), don't miss your chance to get a mentor

Mentee reminder for onboarding survey

What

When

Subject Line

Reminder to mentee to fill out onboarding survey

Sent 1 day before survey due date

Hi (user name), remember to take this survey by tomorrow

Mentor initial invitation

What

When

Subject Line

Mentor is invited to a mentoring program

Immediately upon program launch

(Program manager) invited you to be a mentor

Mentor first reminder

What

When

Subject Line

Mentor invitation first reminder

Sent 2 days after the program launch if user has not taken action

Remember, (program manager) has invited you to be a mentor

Mentor second reminder

What

When

Subject Line

Mentee invitation second reminder

Sent 4 days after the program launch if user has not taken action

(User name), don't miss your chance to be a mentor

Mentor reminder for onboarding survey

What

When

Subject Line

Reminder to mentor to fill out onboarding survey

Sent 1 day before survey due date

Hi (user name), remember to take this survey by tomorrow

When the manager logs in to the platform, they will see their homepage and an admin sidebar on the left side.The manager dashboard is accessed by clicking on My Team in the admin sidebar.

When the manager clicks on My Team, they will see an overview of all the participants they manage.

By clicking on a specific user, the manager can view the details of the participant's progress.

1. Sign in to your Everwise account.

2. From the homepage, hover over the circle icon of your initials or photo in the upper right corner.

3. Click onSettingsfrom the dropdown menu.

4. Scroll tothe Notificationssection.

5. Notification options:

Path Reminder Emails can be set to Send Every Reminder,Summarize Daily,or Don't Send.

Discussion Activity Emailscan be set to Send Every Message,Digest Daily,Digest Weekly, or Don't Send.

Send community activity emails can be set to Every Time or Don't Send. Community activity refers to questions or comments in the Community tab that you are following.

To unsubscribe from all emails:

Path Reminders = Don't send

Discussion Activity =Don't send

Community Activity = Don't send

All emails from our platform will also contain a manage your settingslink at the bottom of the email. Clicking on this link will take you directly to your notification settings.

For all path specific emails, we have addeda link to unsubscribe from that notification type for that specific group path.

After downloading the Everwise mobile app to your iOS device, you must log into the app.

1. From the mobile login page, enter the email address used on your Everwise profile and click on Sign In.

2. An email with be sent to the email address you entered with a link that will automatically log you into the mobile app.

3. Click on the link in the email.

4. When you click on the link, you should automatically get logged into your homepage on the mobile app.

Email notification to Admin to review matches

What

When

Subject Line

Admin notified matches are ready for review

3 weeks after program begins

Matches are ready in the (program name)

Email reminder to Admin to review matches

What

When

Subject Line

Admin 14-day reminder to finish matching

14 days after being notified

Quick reminder to email out all matches

Emails notifying Mentor they have been matched

What

When

Subject Line

Mentor has been matched

Immediately upon matching

Congrats! You've been matched to a mentee

What

When

Subject Line

Mentor 2-day reminder to accept match

Sent 2 days before the acceptance timeframe is over

Only 2 days left to accept (mentee name) as your mentee

What

When

Subject Line

Mentor notified their time is up to accept match

Sent when the acceptance timeframe is over

Oh no! You've lost your match!

Email notification to Admin to approve a new match after mentor declines or does not respond

What

When

Subject Line

Admin notified they need to approve new match for mentee

After mentor rejection or no response after acceptance timeframe is over

(Mentee name) needs a new mentor match

Email notifying Mentee they've been matched

What

When

Subject Line

Mentee you’ve been matched email

Immediately upon matching

Congrats! You've been matched to a mentor

1. To privately message a member of the path using the chat box, click on New discussion in the upper right corner of the chat box.

2. Start typing the name of the path member you would like message in the text box.

3. You will get a drop-down menu of possible path members. Click on the member from that drop-down.

4. Click Next.

5. You will now be in a space to privately message that group member.

6. Use the text box at the bottom of the chat box to write and post a message to that path member. Be sure to click on Postso the other member can see your message.

You'll be notified that you have messages waiting for you by a message count in the bell icon in the navigation bar.

1. Click on the bell icon.

2. A drop-down menu of your messages will appear.

As you explore the platform and continue through your learning experience, you’ll find many articles, videos, and activities that will support your learning goals.

To save a resource to your Saved Resources sections:

Browse through the library of resources

Click on an resource you would like to save

A pop up box with a summary of the resource will appear

Click on Save at the top of the pop up box

The resource will now be available under Saved Resources on your homepage

To browse our library of resources:

Click Browse on the navigation bar at the top of the page.

Sort the resources by using the menu on the left to narrow your search results by type, skills, level, or time requirements

You can also browse our resources by category:

Click on the Search icon (magnifying glass) found across the top of any page

Click on the menu icon to the right of the search bar (image below).

A drop down menu of interests will appear.

Click on an interest to bring up related resources on that topic.

Your Activity Feed is the center of your homepage.By reviewing your Activity Feed, you can easily see which resource is due next and follow along with the discussions and comments from your learning group or mentor.

Your Activity Feed lists the upcoming resources in each of your learning paths. Next, it lists the latest activity in your path. Finally, it suggests a list of resources related to your learning goals.

Your learning paths are located in the Pathssection of your homepage. Inside each path, you'll find the next steps you need to take to continue on your learning experience. Your path may include:

Resources read an article, watch a video, or complete an activity related to your learning goals

Meetings attend a virtual meeting with your mentor or learning group

Assessments and Surveys take a quiz to test your new knowledge or complete a survey to give your program manager feedback on your experience

Each learning path will also include:

Discussions: A dedicated space to share articles, post resources, or start a conversation with others in your learning group or with your mentor.

About: An overview of the purpose of the pathand a list of other members in the path with links to their profiles

Resources

A path is made up of resources. Resources can be articles, activities, videos, surveys, quizzes, or meetings.

Resources are listed under sections within a path and state which type of resource it is.

Users can discuss resources with other group members. From the path, users can easily see which resources contain conversations.

Completing Resources on a Path

When you complete a resource in a section, there will be instructions at the end of the resource directing you to your next action.

If you are completing the last resource in a section, you will be directed back to your path page.

What's New

When sections and resources in a path are locked until a certain date, it is now possible to set a specific time zone for when they will unlock. Once the time zone is selected, the locked sections and resources will unlock at midnight in that time zone on the specified unlock date. Learn more.

Fixed

We fixed a bug that was preventing changes to resource images from being saved.

We resolved a few issues with text alignment, overlapping images, and text color.

Locking a Section

When a section is locked, all the resources in that section remain locked until the day the section starts.

1. Hover over the section you want to lock and click on the lock icon.

2. All the resources will remain unlocked until the date listed on the section. The unlock date is the date the section begins.

3. To unlock a section, just click on the lock icon again.

Locking a Resource

When a resource is locked, it remains inaccessible until the resource before it is completed.

1. Hover over the resource you want to lock and click on the cog icon.

2. Check the box to Lock until previous resource is complete.

3. That resource will be locked and inaccessible until the resource above it is completed.

4. To unlock a resource, click on the cog icon and uncheck the box indicating the resource should be locked.

Locking a Section and a Resource

If a resource is locked within a locked section, that resource will unlock on the date the section unlocks and when the resource before it is completed.

1. Go to your path.

2. Hover over the+symbol and then click theAdd a resource link.

3.Click on the type of resourceyou are adding.

4. ForArticlesandVideos, just click onPaste URLand add the URL. The title and description will auto-populate. ForActivities, adding a URL is optional. If a URL is not added, please fill out the title and description manually.

5. To write additional comments or instructions, start typing where it saysWrite something...

6. To add an image, embed another URL, or upload materials from your computer, just click on the related circle on the left side.

7. Click onInsert Learner Actionto add an action for the user to complete such as:

Write Something:Allows users to type in answers or comments

Upload a File: Allows users to upload material related to this resource

Record a Video: Allows users to record video and audio then upload it to the resource

8. After inserting a Learner Action,you can choose to require the action before the learner can mark the resource as completed.

9. ClickSaveto publish the resource to the path.

10. You can also add existing resources from our resource library. Just type in the keywords in the search box at the bottom of the resource pop-up window. When you see the resource you want to add, click on it from the dropdown and it will be automatically added to the path.

11.Group members that have completed a resource will be shown on the front of the resource card.

1. Hover over the resource and click on the gear icon.

2. Click on the word Change.

3. You can upload a custom image or select a new image from the image bank. Once a new image is selected, a cropping template will pop up. Use your mouse to move the cropping template and view the image previews on the right side.

4. When you are satisfied with your image, click on Crop Image.

1. As an admin, go to the path's page and click on the three dots to reveal a drop-down menu. Then click on Edit this Path.

2. Hover over the resource and click on the cog icon.

3. From this page, you'll be able to set a notification start date and/or a due date notification. By setting these dates, an email notification will be sent to the users on that date.

4. When complete, click the Save button.

5. Be sure to publish the path again when all edits are done.

1. Click on Paths from the Admin sidebar.

2. Find your path and click on Edit in the green bar along the bottom of your path.

3. Find the resource in the path you want to copy. Hover over that resource. Click on the copy icon.

4. The resource will copy itself and appear below the original resource.

5. To edit the copied resource, hover over the copy and click on Edit.

When sections and resources are locked until a certain date, the default time for unlocking ismidnight in the Pacific time zone (Los Angeles) on the specifieddate. It is possible to customize the time zone for unlocking when creating a new cohort or for an existing path.

Note:If you are manually launching a path unlocking defaults to the time zone of the user that created the path.

For a new cohort

1. As an admin, create a new cohort.

2. In section 3 of creating a new cohort, click on Show advanced.

3.From the drop-down menu, select the time zone. The locked sections and resources will unlock at midnight in that time zone on the unlock date.

4. Click on Done to move on to the next section.

_____________________

For an existing path

1. As an admin, go to the path you can want update and click on the three dots on the right side.

2. Click on Path settings.

3. Scroll down to the Advanced section.

4. From the drop-down menu, select the time zone. The locked sections and resources will unlock at midnight in that time zone on the unlock date.

5. Click on Update path to save your changes.

The Insights tab is available to facilitators and admins. It provides an overview of the entire path's progress and an individual user's pace through the experience.

1. Once inside the path, click on the Insights tab.

2. There are two tabs across the top of the page:ParticipantsandResources.

3. Participants:the path members' names will appear on top of their progress through the path's resources. Use the arrow buttons next to the names to scroll through all the participants.

5. Resources: this graph shows thecollective progress of the path members through the resources.

6. These reports can also be downloaded as CSVs.

1. Go to the admin side panel on the homepage and click on Users.

2. Search for the user you want to add or remove roles for. Once you find them, click on the three dots at the end of their row and then click on Assign roles and workspaces.

3. Select or remove a user's role by using the check boxes next to each role.

Owners can access all workspaces and invite other owners, admins, editors to any workspace.

Adminscaninvite other admins and editors into their assigned workspaces.

Editorscan only author paths and content in theirassignedworkspaces.

4. When you have selected or removed all the roles for a user, click on Save roles and workspaces.

5. The user will receive an email notifying them that their role has changed.

We are releasing our newest feature, User Management! This feature expands the permissions of program managers so they have more control over their programs. Program managers will now be able to:

Invite new admins to their team

Assign admin roles to existing users

Manage their workspaces

Here's a look at the roles that program managers can now assign:

Ownerscan access all workspaces and invite other owners, admins, editors to any workspace.

Adminscaninvite other admins and editors into their assigned workspaces.

Editorscan only author paths and content in theirassignedworkspaces.

Learn more about the User Management feature.

1. Go to the admin side panel on the homepage and click on Users.

2. Click on Invite Admin in the upper right corner.

3. From the pop-up window, enter the new user's name, email, and select the permission levels for each workspace.

Owners can access all workspaces and invite other owners, admins, editors to any workspace.

Adminscaninvite other admins and editors into their assigned workspaces.

Editorscan only author paths and content in theirassignedworkspaces.

4. When complete, click on Invite Admin.

5. The user will receive an email notifying them that they have been added to the platform.

Workspaces allow different teams from within the same organization to run programs on the platform but their resources, participants, and reporting remain separate within unique workspaces. Users with the role of Owner can create new workspaces.

1. From your homepage, click on Admin settingsin the lower left sidebar.

2. Click on Create new workspace.

3. Type in the name of the new workspace and click on Create workspace.

4. You will see your new workspace added to the workspaces chart. Any programs that are created within that workspace will also show up here.

5. If you need to delete a workspace or move programs to a different workspace, please contact your Customer Success Manager.

For our mentoring software, Open Enrollment provides program admins with asimple way to recruit participants for their programs. Instead of inviting a specific group of users, Open Enrollment generates links that admins can then distribute to expand interest in their programs.

1. Click into the cohort you want to invite users to.

2. Click on the Participants tab and then click on Invite.

3. Click on Invite Links.

4. A pop-up menu will show the links for the sign-up pages. To copy the link, click on the clipboard icon at the end of the link.

To view the actual sign-up page, click on the link.

1. Click on Programs in the left sidebar.

Customizing invites

2. Find the program you want to invite users to join and click on Invite & Launch.

3. To invite individual users, in box 1, type in a user's first name, last name, email address, and role (mentee or mentor). Then click on the + symbol at the end of the row.

4. To invite a group of users, in box 1, click on Bulk Upload.

Download the template. Fill out the template with the users' first names, last names, email addresses, and roles (mentee or mentor).

When complete, click on Upload CSV File and select the template you just filled out.

5. When you are finished inviting users, click on Done to advance to box 2: .

1. Click onProgramsin the left sidebar.

2. Find the program you want to customize invites users for and click onInvite & Launch.

3. Go to Box 2 to customize the invitations for mentees and mentors.

4. Click on Edit in the Mentee or Mentor column to edit the invitations for those users.

5. Areas that can be edited:

Subject

From

Body of the invitation

6. When done, click on Save & Preview.

1. From your homepage, click on Path Templateson the left side Admin panel.

2. Click on the blue Create New PathTemplate button in upper right corner.

3. Type in the name of the path template you are about to create and then click on Create path template.

4. From here, build your path template by adding sections. Click on Add Section to start.

5. Type in a section title, description (optional), and the amount of time a section should last

6. Click Save

7. Add a resource to your new section. Resources can be:

Activity

Article

Video

Survey

Quiz

Feedback

Meeting

8. Choose the type of resource you would like to create and type in the title. Choose any of the following settings for this resource:

Send a notification to start this resource

Set a due date with reminder notification

Lock until previous resource is complete

When complete, click Save.

9. Once the resource is created, hover over the resource and click on Edit. Add the content and when finished, click Save.

10. Continue to add as many resources as needed in a section.

11. To add a new section, just click on Add Section and repeat the process.

A path template remains in draft form until it is published.

1. To publish a path,click on the Publish button in the bar at the bottom of the page.

2. From the confirmation screen, click on Publish.

3. The path template you just built is now available to create a path with users.

1. To preview a path template,click on thePreviewbutton in the bar at the bottom of the page.

2. You are now viewing the path template as if you are the user. You can also click into each individual resource.

1. From the Admin Panel, click on Path Templates.

2. Click on the path template you want to copy.

3. Once on the path template page, click on Settings.

4. Click on Make a Copy.

5. Type in a new name for the copied path.

6. Click on Copy path template.

7. The new path will appear in your Paths Templates page.

1. Click on Path Templatesin the admin sidebar.

Learn more about group archive settings.

2. Click on the path you want to edit.

3. In the upper right corner, click on Settings.

4. Click on Path template details.

Path Type Settings

Learning path: This is a path type where a group of members are following the same learning experience through sections and resources built around a specific goal.

Mentoring path: This is a path type where members are in a mentoring relationship and are able to add resources and schedule meetings on their path.

Pace Type Settings

Group-paced: All group members see and advance through the path on the same dates.

Self-paced: Each group member sees dates relative to when they joined the group.

Archive Settings

This setting will auto-archive a group that uses this path.When a group is archived, the following will happen:

Users will no longer receive emails from this group

The group will not show on the users' homepage but the user can access the group

This setting will be overridden when the archive setting is selected at the group level.

When making changes to a path template, it is possible to send those changes to all the paths actively using that template.

1. From the admin sidebar, click on Programs and then Path templates.

2. Click on the path template you would like to edit.

3. Edit the path template and then in the green bar along the bottom of the page, click on Push edits to active paths.

4. Select the live paths that should receive the edits by checking the box next to their path name.

5. Click on Push edits.

6. The live paths will immediately update.

What's New

We are excited to launch our new Open Enrollment feature! This feature provides program admins with asimple way to recruit participants for their programs. Instead of inviting a select group of users, Open Enrollment generates links that admins can then distribute to expand interest in their programs. Learn more.

It is now possible to make edits to a path template and send those edits to active paths currently in progress. Learn more.

By installing the Everwise app for Slack, users will:

receive Slack reminders about Everwise resources

see discussion posted on Everwise within a private group Slack channel

To install the Slack app into your organization's Slack workspace,

1. While logged in as an admin, scroll down toAdmin settingsin the Admin sidebar.

2. Under Integrations, select theAdd to Slackbutton.

3. Follow Slack's prompts to log in to your organization's Slack workspace

4. After signing in, you will see a request to authorize Everwise for your team's Slack account. Click theAuthorizebutton to grant access. Following successful authorization, you will see Access granted inAdmin settings.

5. Once the integration is enabled for your company, you will see the Slack option in Step 2 of Launching a Path.

The Everwise Slack app will automatically add invited learners to their appropriate private Slack group as they accept their invitations.

1. Click onProgramsin the left sidebar.

Customizing invites

2. Find the program you want to launch and click onInvite & Launch.

3.When you are finished inviting users, click onDoneto advance to box 2:.

4. After customizing the invites for the cohort, click onDoneto advance to box 3 to launch the cohort. Select the date and time and clickSchedule Launch. The invite emails will be sent on the launch date.

1. From the Programs page, click into the program you want to copy. Then click on the three dots in the upper right corner.

2. Click on Make a Copy from the drop-down menu.

3. Type in the name of the new program and click on Copy program.

4. Your new program will be created with all the settings of the program being copied. Click on Programs to see your newly copied program.

1. Click onProgramsin the left sidebar.

create your first cohort

2. Click on Create New Program in the upper right corner.

3. Type in the name of your new program and click Create program.

3. Choose your program type.

Admin matches:The admin can use the Match Tool assisted by the Everwise algorithm to approve matches.

Mentees prefer, admin matches:Mentees are able to indicate their mentor preferences. Admin approves the final matches.

Mentees self-match:Mentees indicate their mentor preferences. Mentors approve the match. Admin has no active role.

4. Configure your program by answering a few questions and then click Next.

5. Review your program, make any edits to your selections, and click Continue to create your program.

6. Your program has been created and you can now within your new program.

Path Email Notifications

Notification

Sent

Path Invite

Sent immediately upon launching path

Section Starts

Sent on the day the section becomes available

Path Comment Notifications

Notification

Sent

Comments on resources

Sent when posted (unless user selected the daily or weekly digest option)

Comments in Discussion section

Sent when posted (unless user selected the daily or weekly digest option)

Path Resource Email Notifications

Notification

Sent

Resource with a start date

Sent on start date

Resource with a due date

Sent 1 day before due date

Resource Unlocked First Reminder

Sent 2 days after unlocking if incomplete

Resource Unlocked Second Reminder

Sent 4 days after unlocking if incomplete

(Resources = activities, articles, quizzes, surveys, videos)

Path Meeting Notifications

Notification

Sent

Meeting is scheduled more than 36 hours after the path launches

Sent 24 hours after group launch

Meeting is scheduled within the first 36 hours after the path launches

Sent immediately after path invite

Meeting added to existing path (ad hoc or live path editing)

Sent immediately upon being added to the path

Changes made to an existing meeting

Sent immediately after changes are saved (option to not send)

Meeting is deleted or a date/time is cleared

Cancellation email sent immediately

Meeting reminder to attendees who have not RSVP'ed or RSVP'ed "Maybe/ Tentative"

Sent 3 days before the meeting

Meeting reminder

Sent 24 hours before the meeting

Related Resources:

Setting notification dates for resources

Users can update their notification preferences including daily or weekly digest options

1.Click on theReportslink in the left Admin sidebar of your homepage.

2. Click on one of the reports.

3. If needed, add Filters to bring up the correct report.

4. Click on theExport CSV link. Clicking this link will download a CSV spreadsheet to your computer.

1. Go to your partnership path

2. Click on Schedule Meetingon the left sidebar.

3. There are two ways to schedule a meeting:

Select three date/time blocks and then click onSend Availability. This will send three possible times to your partner. You partner will select one of the times and the meeting will be scheduled for that date and time. You can also link your own personal Google calendar which will block out times when you are not available making it easier to select possible time blocks.

Alternatively, instead of sending three possible times to your partner, you can directly set the meeting and date time. Click onSeta Timein the upper right of the meeting scheduling page.

Fill out the meeting info and clickSchedule Meetingto send an invite to your partner for that specific date and time.

1. Go to your partnership path

2. Click on Schedule Meetingon the left sidebar.

3. There are two ways to schedule a meeting:

Select three date/time blocks and then click onSend Availability. This will send three possible times to your partner. You partner will select one of the times and the meeting will be scheduled for that date and time. You can also link your own personal Google calendar which will block out times when you are not available making it easier to select possible time blocks.

Alternatively, instead of sending three possible times to your partner, you can directly set the meeting and date time. Click onSeta Timein the upper right of the meeting scheduling page.

Fill out the meeting info and clickSchedule Meetingto send an invite to your partner for that specific date and time.

If you have forgotten your password, there are two ways to login to your account.

Change your password: instructions here

or

Login with a Magic Link:

1. Go to the sign-in page: https://login.geteverwise.com/users/sign_in

2. Click on Send me a magic link

3. Enter the email address associated with your account and click Send me a magic link.

4. A magic link will be emailed to you. Click on the link in the email and you will be automatically logged in to your account.

5. Note: the magic link expires after 15 minutes so be sure to click it right away!

What's New

We are excited to introduce the Manager Dashboard! This dashboard gives managers visibility into the progress of their direct reports as they move through the learning programs on our platform.

Managers will be able to see each of their direct reports':

Learning paths

Focus areas

Completion of individual resources

Learn more about the Manager Dashboard.

1.In the left admin sidebar, click onPrograms.

2. Click on the cohort and then click on the Participants tab.

3. Click on the name of the participant. Under Managers, click on Edit.

4. Hover over the manager's name and a trash can will appear at the end of the row. Click on the trash can to remove the manager.

5. Click Save to save the changes.

1. In the left admin sidebar, click onPrograms. Adding managers via the bulk invite feature can only be done with the Programs launch tool.

2. Click into a cohort. From within the cohort, click on the Manage tab and then scroll down to the Launch Tool.

3. Section 1: Pick a path template

Start typing in the name of the path template you want to use to create this path. When you see the name of the path template in the drop-down menu, click on it.

4. In section 2, click onBulk Upload.

5.From the pop-up window, click onDownload Template.

6. This will download a CSV spreadsheet to your computer. The first line of the spreadsheet is an example of how to fill in this template.

Column A = Path name(this should be the same for all users on this spreadsheet)

Column B = Start date(this should be the same for all users on this spreadsheet)

Column C = Participant email address

Column D = Participant first name

Column E = Participant Last name

Column F = Manager first name

Column G = Manager last name

Column H = Manager email address

7. When complete, click onUpload CSV Fileand select the spreadsheet you just filled out.

8. Uploading the spreadsheet will create the path name and start date of the group.

9.To add a facilitator, hover over the top section of the box with the path name and clickEdit. Start typing in the facilitator's name and then click on the name from the drop-down menu.

10. After any edits, clickUpdate.

11. Complete Section 3,Confirm Settings.

12. When you are ready to launch the path, click on section 4 and click on theLaunchpathbutton. Invites will be emailed to the users you added to the path.

The manager dashboard allows a participant's manager to view their progress in a learning program. A manager does not need to be in a learning path themselves to access the manager dashboard. They do need to be assigned as the manager to individual participants to access the manager dashboard.

1. As an admin, go into the participant's cohort and click on the participant tab.

2. Find the participant and click on their name. The participant's details will open in the side panel.

3. Click on Add managers.

4. Enter the first name, last name, and email address of the manager. If the manager already has a profile on the platform, their name will appear in the drop-down menu. If they do not have a profile on the platform, you can type in their info and click on the + symbol at the end of the row.

5. When you have finished adding the managers, click Save. The manager's name will be added below the participant's info.

6. The manager will get an email notifying them that they have been assigned as the participant's manager. Here's a sample email:

7. If the manager does not have a profile on the platform, they will be asked to create a password to complete their new profile.

What's New

We're happy to introduce Program Level Reporting! Program Level Reporting shows data from all the cohorts within a program instead of displaying reporting for one cohort at a time.This new reporting feature includes filters to select multiple cohorts. Learn more.

For admins, we have made the user side panel tool accessible across the platform. Prior to this release, the user side panel was only available in the reporting section. Now, admins can click on a user's name on the platform and a side panel will open displaying the user's paths and goals. Learn more.

We have updated the criteria for how a meeting in a learning path is considered "completed". Meetings will now be marked completed if the participant replied to the meeting RSVP with "Yes" and the meeting date has passed.

Fixed

We fixed a bug that didn't allow for meetings to span past midnight. This is helpful for teams across multiple time zones.

We resolved a bug that allowed certain locked resources to be bypassed.

1. As an admin, click on a user's name from within the platform and a side panel will open displaying the user's learning paths, progress on resources, and learning goals.

1. From a program's page, click onSurvey Responsesalongthe top of the page.

Survey Responses are grouped into four sections.

Sentiment: This measurement calculates the overall reaction to the program based on the participants' rating ofGood, Okay,or Not Good. This report also pulls specific quotes from users and displays them based on trending keywords.

ROI: The Return On Investment (ROI) report displays results from a five question survey completed by participants focused on their takeaways from the program.

Program Quality: The Program Quality report displays the level of participant satisfaction and their likelihood to recommend the experience to a colleague. Participants are asked to rate their experience on a scale of 1-10 and results of 7 and above are considered "likely to recommend".

Mentorship Surveys: The Mentorship Survey report provides details on the participants surveys completed during the program. By clicking the arrow at the end of any row in this report, admins can view the survey details and direct responses from participants. To download the details of this report into a CSV spreadsheet, click on Export CSV in the upper left corner of this section.

1. Click onProgramsin the left sidebar.

For more details on Path Progress reporting, click here.

2. Click on the name of the program.

3. Along the top, the tabs Survey Responses and Path Progress offer program level reporting. Click on either one.

4. By default there are no filters applied, so results from all cohorts within a program are shown. To filter the reports, click on Filteron the right side. Start to type in the name of the cohort and then select it from the drop-down menu. Multiple cohorts can be selected. When complete, click Apply.

For more details on Survey Responses reporting, click here.