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Administrator Guide
Last Updated: 2025-05-16
Steps: Set Up Mentorships

Steps: Set Up Mentorships

Configure these security policies in the Career and Development Planning and Worker Profile and Skills functional areas:
  • Compare Mentors
  • Self-Service: Mentoring
  • Set Up: Mentoring
  • Self-Service: Skills
  • Worker Data: Mentoring
Workday mentorships give structure to informal 1-on-1 relationships between workers. Employees and contingent workers can act as mentors and mentees.
    1. Configure the
      Manage Mentorship
       business process security policy to enable employee self-service for mentorships.
    2. Add the
      Employee As Self
       security group to the
      Add a Mentor
      ,
      Create Mentorship
      ,
      Edit Mentorship with
      , and
      Close Mentorship with
       initiating actions.
  2. Configure the
    Manage Mentorship
     business process in the Career and Development Planning functional area.
    Workday recommends adding the Mentor security group on the
    Review Mentorship
     or
    Approve
     step.
  3. Activate Pending Security Policy Changes.
  4. Access the
    Maintain Connection Types
     task.
    As you complete the task, consider:
    Option
    Description
    Enable Mentor Availability Option
    Give workers the ability to opt out of being a mentor.
    Workday refreshes mentor availability every 6 hours in implementation and sandbox tenants, and every hour in production tenants.
    Default Mentor Availability
    Specify whether the
    Available for Mentoring
     field on the
    My Mentorship Preferences
     task is set to
    Yes
     or
    No
     by default. Workers can mark themselves as unavailable for mentorships without changing current mentorships from the
    My Mentorship Preferences
     task.
    Inactive
    Select
    Inactive
     to temporarily remove a connection type from use. At least 1 connection type must be active to use mentorships.
    You can create only 1 mentorship event for a worker with the same mentor and mentor type.
  5. Access the
    Maintain Close Mentorship Reasons
     task.
    Create reasons for ending mentorships.
  6. (Optional) Access the
    Maintain Custom Labels
     to rename mentor, mentee, and mentorships throughout Talent.
  7. (Optional) Edit Business Processes.
    Add the
    Configure Questionnaire
     step to the
    Manage Mentorship
     business process to enable questionnaires for mentors and mentees.
  9. (Optional) Access the
    Configure Guided Tours
     task to set up guided tours for
    Mentorship Preferences
    .
  10. (Optional) Access the
    Configure Profile Group
     task to add
    My Mentorships
     to the
    Career for Worker Profile
     profile group.
  11. (Optional) Access the
    Maintain Dashboards
     task to add the
    Mentorship Events Awaiting Action
     worklet to the
    Talent and Performance
     dashboard or custom dashboards.
  • Employees, contingent workers, managers, HR Partners, and administrators can assign a mentorship for a worker using the
    Find Mentor
     report.
  • Employees and contingent workers can request a mentor on the
    Add a Mentor
     task.
  • Employees and contingent workers can search for and add a mentor, and set their mentorship preferences, using the
    My Mentorships
     report.
  • Employees and contingent workers can view details of their in progress mentorship events using the
    Mentorships Events Awaiting Action
     worklet.
  • Managers and administrators can assign a mentorship for a worker on the
    Add a Mentor for Worker
     task.
  • Managers can request feedback on a worker from the worker's mentors or mentees using the
    Get Feedback on Worker
     task.
  • Administrators can
    Cancel
     the
    Manage Mentorship
     subprocess. For example, administrators can remove mentorship tasks for terminated workers that were assigned as part of the
    Hire
     business process.
  • Administrators, employees, and contingent workers can close a mentorship using the
    My Mentorships
     report. Select the
    View/Edit
     action on the mentor row, then
    Close Mentorship
    . Enter the Start and End dates, and the Reason.
  • (Optional) To purge mentorship preferences data, access the
    Purge Person Data
     task.