Mentor employees by using a Journey Accelerator plan

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Mentor employees that are assigned to you and view or edit employee plans depending on your permission type.

    Antes de Iniciar

    Role required: You must be assigned as a mentor to an action plan.

    Por Que e Quando Desempenhar Esta Tarefa

    Managers create plans for different employee transition events. Some transitions include having a mentor. Mentors access plans from the Employee Center portal.

    There are two types of mentor permissions:
    Can view
    Mentors see all tasks in a plan. Mentors with the Can view permission can only update the tasks that are assigned to them. Mentors can view plans in Draft, Ready, or Complete states.
    Can edit
    Mentors with the Can edit permission can edit, add, and delete stages or to-do tasks. The Can edit permission enables mentors to publish plans and set plan publish dates.
    Nota:
    Tasks in a plan are also listed under To-dos. The To-dos list does not show the stage that contains the task.

    Procedimento

    1. In the Employee Center portal, click Plans.
    2. Click the plan that you want to work on.

      Stages contain tasks to complete.

      The type of mentor permission restricts or enables edit access to plan stages, to-do tasks, and publishing a plan.

    3. Click a task to view or edit its details so that you can manage the progress of it.
      Manage tasks manually. Mark your tasks and add additional details when needed. You can choose the following task statuses:
      • Mark as in progress: Updates that record for the task so that others can see that you started working on the task.
      • Complete: Shows that you completed the task.
      • Comments: Sends messages to the plan manager.
      • Attachments: Adds files, such as certificates of completion, for training or other documents.