Assigning a mentor to a direct or indirect report:

  1. Select Team > Profiles.
  2. Select and open the employee for whom to assign a mentor.
  3. Click the Performance tab.
  4. Open the Mentors pane, then select the employee, and click Assign Mentor.
  5. Specify this information:
    Mentor

    Select the mentor.

    Only designated mentors show on the select list.

    Primary Mentor For Mentee

    Select this checkbox if you want this mentor to be the primary mentor.

    There can be only one primary mentor for a mentee. If the mentee already has a primary mentor, selecting this checkbox will make the new mentor the primary mentor. If the mentee does not yet have a mentor, the first mentor that you define for the mentee is the primary mentor.

  6. Click OK.

    The mentor is displayed on the employee's Mentors panel.