Schedule a mentoring conversation

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read
  • Use the Conversations module to schedule a conversation with your mentee or mentor. For each conversation you schedule, discuss topics from which the mentee can benefit the most through the mentorship program.

    Before you begin

    You must install the Career Conversations (Career Conversations) application to use the Conversations module.

    You must provide employees of your organization with an Talent license to enable access to the Conversations module. For more information about employee licensing, refer to License Talent Development users.

    You must configure integration between the Career Conversations application and Microsoft® Outlook®. This integration enables you to view your mentee or mentor's calendar as it appears in Microsoft Outlook so you can schedule a meeting for your conversation during the conversation creation process. For more information about the integration process with Microsoft Outlook, refer to Integrating with Microsoft Outlook.

    You must update system properties to enable integration between the Career Conversations application and Microsoft Outlook. For more information about updating the required system properties, refer to Set system properties for Microsoft Outlook integration with the Career Conversations app.

    A mentor must accept the request for mentorship from a mentee.

    Role required: employee [sn_egd_act.employee] or manager [sn_egd_act.manager]

    Procedure

    1. Navigate to All > Self-Service > Employee Center.
    2. From the Your career drop-down list, select Mentoring.
    3. Select the You mentorships tab.
    4. In the Ongoing mentorships widget, select the More Mentoring relationship actions (vertical ellipsis) icon associated with the name of your mentee or mentor.
    5. Select Create conversation.
      The Create a conversation panel appears.
    6. Optional: Revise the name of the conversation in the Conversation title field if you do not want to accept the default.
      Tip:
      This field is automatically set to Conversation with <mentee first name>.
    7. Select Create conversation.
      A record for the conversation you created appears underneath the name of your mentee or mentor when you expand the corresponding accordion.
    8. Select the Conversation record that you created.
      The Conversation details panel appears.
    9. Select Schedule conversation.
      The Schedule a conversation panel appears.
    10. In the panel, set the following fields.
      Table 1. Schedule a conversation panel
      Field Description
      Date Date of the conversation. The format is <YYYY-MM-DD>. You can use the Show Calendar for Date icon to select a date.
      Start The time at which the meeting starts. You can use the calendar that appears in this panel to determine availability for the date you specified in the Date field.
      End The time at which the meeting ends. You can use the calendar that appears in this panel to determine availability for the date you specified in the Date field.
    11. Select Send invite.

    Result

    A meeting for a conversation is scheduled on both yours and the recipient's calendar in Microsoft Outlook.

    What to do next

    Update the agenda for your upcoming conversation by using the link in the meeting invitation email.