Employers can send a match request to match their project with an experience. They may also receive match requests from experiences wishing to match with their project. If the match request is accepted by both parties, the employer’s project will become available to learners within the matched experience.
General
Compatibility rating
Before a match request is submitted, you will have the opportunity to check the compatibility of your project to the experience with the compatibility checker. Your project will be evaluated against the experience comparing items such as descriptions and meta information like categories and skills. A rating of great, good, fair, or poor will be assigned along with a written explanation of the compatibility.
Ratings
Great
Near perfect compatibility with no or very few changes needed to the project.
Good
Strong compatibility but might benefit from minor changes to the project to make it a better fit.
Fair
A starting point for compatibility but the project should be changed to better fit the experience.
Poor
Heavy project modifications will be necessary to make this more compatible.
You can use these ratings as a quick way to determine if there is strong compatibility between the project and the experience. You should pursue matches with high ratings while potentially reading experiences descriptions and modifying your project with low ratings.
The compatibility rating is visible to all parties as part of the match request.
If you do not check the compatibility before submitting a match request, one will automatically be generated.
Scope negotiations
Projects and experiences are rarely a absolutely perfect fit for each other. Usually the project details, deliverables, or just general scope will need to be modified in some way to ensure the learners of the experience have proper expectations set. As part of the match request process, you will be able to propose changes to your project scope in order to facilitate this.
Changes can be proposed at the same time as the initial match request is made, or any time while the match request is pending.
Proposing changes to a match request will require both parties to accept the changes and the match request again if either one had already accepted a previous version of the project details.
Once a match request is accepted, the most recent version of any proposed changes will become the final version which is then displayed on the match page and is what all users will see when viewing the project details.
This final version of the project details is final and cannot be changed once the match request is accepted.
Acceptance criteria
While you are accepting a match request, you may be required to provide additional information and take additional steps, depending on how the experience has been configured. These additional steps include:
Verification - The experience may include verification you need to complete about yourself or your company. If any exist, you will be guided through these in a step by step process.
Agreements - The experience may have agreements you need to sign before you can accept the match request. These agreements can range from acceptable behaviour policies when interacting with learners, to non disclosure agreements.
Payment methods - If the experience you are matching with requirements payment from your company, you will be required to have a payment method setup on your company billing profile. If you do not have one already, you will be guided through creating one while accepting the match request.
Billing address - If the experience you are matching with requirements payment from your company, you will be required to have a valid billing address on your company billing profile. If you do not have one already, you will be guided through creating one while accepting the match request.
How to
Send a match request
After you have found an experience you want to match with, you can send a match request by following these steps:
Click the "Request match" button on the experience you wish to match with.
You can choose to create a new project or select an existing one to match with this experience.
Follow the step by step prompts to complete filling out your match request.
You will be able to compare the project to the experience and check for compatibility on step 1.
Answer and agree to any custom questions set by the educator of the experience.
Next, you can propose updates to the project details such as the following:
Project details like name, goals, and deliverables
Compensation details
If the experience requires unique dates per project, you will be able to set start and end dates.
Finally, you can write an introduction to the experience administrators, introducing yourself and explaining why you believe this will be a good match for your project.
Click the final "Send request" button to finish.
Your match request is now submitted. The experience administrators will receive a notification alerting them of your match request and you will be put into a conversation with them where you can talk about the project details, timeline, and general expectations.
Please note, a match is not finalized until both parties have accepted the request including you the requester.
Viewing a match request
After having sent or received a match request, an employer can either:
Click the inbox icon in the navigation bar to view all requests
or
Navigate to their project
Click on the "Requests" tab to view requests specific to that project
Sending messages to experience administrators
The best thing you can do when sending or receiving match requests is to communicate immediately with the educator. Riipen will create a conversation between you and the experience administrators to facilitate this. You can view and send messages in this conversation by either:
Click the messages icon in the top navigation bar
Click the conversation associated with the match request
or
Navigate to the match request.
Click "View conversation" in the sidebar.
Proposing changes to a project
At any point after a match request has been sent or received, you may propose updated changes to the project details (and in some cases compensation details and timeline) by following these steps:
Navigate to the match request
Click on the "Propose changes" button above the project scope details.Proposing changes to a project
At any point after a match request has been sent or received, you may propose updated changes to the project details (and in some cases compensation details and timeline) by following these steps:
Navigate to the match request
Click on the "Propose changes" button above the project scope details.
You will be directed to the project revision page where you can make changes. Once you've made changes, click the "Propose changes" button at the bottom of the page.
After proposing the changes, you will be directed back to the match request page. You can view your changes by clicking the "Show changes" button next to the project scope.
Any content you added to the project will be highlighted in green.
Any content you removed will be highlighted in red.
Proposing changes to the project will reset any acceptance of the match request. If you or the educator had previously accepted, both parties will need to re-accept the changes.
Extend the expiry
Match requests expire within 21 days by default if they have not been responded to. Some portals however will have set a custom match request expiry length, which will be reflected in the expiry date.
You should always strive to accept or decline the request as soon as possible to let the educator know your decision so they can pursue alternatives if you aren't moving forward.
If however you are still in discussion with the other party as the expiration approaches and do not want to accept or decline immediately, you can extend the expiry of the match request by following these steps:
Navigate to the match request as seen in viewing a match request
Click on the 'Edit' link next to the expiry date.
Enter the number of days you want to extend the expiry date and click "Submit".
Accept a match request
Whether you sent or received a match request, you must accept it in order for the match to be confirmed. Only when both parties, the project administrators and the experience administrators, have accepted the match request will the match be formed.
Navigate to the match request
Click the "Accept request" button.
The match between your project and the experience is now complete!
Undo an accepted match request
If you have accepted a match request by mistake, or wish to no longer match with a specific experience, you can undo an accepted match request by following these steps:
Navigate to the match request
Click the "Undo" button.
You may only undo a match request acceptance if the project administrators have not accepted.
Cancel an accepted match request
If you both parties have accepted a match request by mistake, or wish to no longer match together, the match request can be cancelled by following these steps:
Navigate to the match request or match page
Click the cancel icon button.
You may only cancel an accepted match request if the associate project has not been started by a team of learners.
Cancel a pending match request
If you’ve sent a match request out of error, or no longer need to match with the experience, you can cancel a sent match request by following these steps:
Navigate to the match request.
Click the "Cancel request" button.
Decline a match request
Educators are often willing to work with you to modify the project to meet both your needs and theirs. Make sure you connect with them via your match request conversation before declining a request outright.
If the experience doesn't align well with your project, and after communicating with the educator, you both can't agree on what a good match might entail:
Navigate to the match request.
Click the "Decline request" button.
Make sure you provide a reason for declining so the educator knows why.
Closing a project
A project can be marked as open or closed to further match requests. By default upon publishing any project it will be marked as open and thus educators will have the ability to submit match requests to it and you will be able to submit match requests to experiences.
If you have matched with all the experiences you wish to match with, you can manually close your experience by:
Navigate to your project
Click the "Settings" tab
Click the "Marketplace" tab under the "Matchmaking" group
Under "Is this project available for new match requests", select "Closed, don't allow experiences to submit new match requests to this project."
Click "Submit" to save