Getting Started Guide

Table of Contents

What is PlusPlus?

PlusPlus is a talent development platform. It automates the management of onboarding, workshops, and tech-talks at scale. 

Who is this guide is for?

This is a guide to orient power users: administrators and organizers who will be creating content on the platform. It will provide an overview of the app, a walkthrough to creating your first content, and guidance on advanced options.

This guide will not fully cover all of an administrator’s needs around setting up PlusPlus; for assistance in these matters contact your Customer Success representative.


Building Blocks

This section will provide a high-level overview of the app and the terminology we employ.

PlusPlus has three main entities: Events, Tracks, and Sessions

Each one handles a particular learning need that people have in large companies:

  • Events: Group gatherings, tied to a time and place
  • Tracks: Sequential learning paths
  • Sessions: 1-on-1 appointments for advising

Please note: 

-You may not have all the modules enabled at your organization. Contact your admin if you are interested in adopting any of those not currently available to you.

-Your admins may have renamed some of these terms. For example, your “Programs” tab may be called “Office Hours”


Events & Event Types


The Events Module consists of two primary building blocks: Event Types and Events.

Events can be classes of a course, workshops, team outings, happy hours, or whatever the people involved want them to be.

You can build events from scratch, or base them on an Event Type template. 

Event Types

An event type works as both a template for the creation of an event (with preset attributes) and a collection for all upcoming events derived from it. 

Event Types build out the core structure of an event (like the title, description, who is organizing/presenting the event, cover art, etc.).

When you edit an event type, you can choose to propagate those changes to all existing events based on it.

The people at your organization can browse all your event types in the Catalog tab.

Events

Events have a particular time and location. They can be one-off instances, or an iteration of an Event Type.

You can manage the attendance of an event through its Roster window.

The people at your organization can browse through available events in the Events tab.

Tracks & Snippets

Tracks are sequential learning paths. They are useful for modeling courses, onboarding paths, and other content you want your people to engage with in order. 

Tracks are composed of units called Snippets, which can house documentation, videos, and other resources.

You can also embed Event Types inside Snippets. Once an event type snippet is added to a track, all the upcoming events created from it will appear in that track. 

You can assign your people to tracks and then monitor their completion progress.

The people at your organization can browse the available Tracks in the Tracks tab:

Programs & Sessions

The Programs module allows you to schedule less formal one-on-one appointments, such as office hours or coaching sessions. 

Similar to the Mentorship module, the individual appointments are called Sessions; however, the content is organized in Programs (e.g Coaching for Managers, Office Hours, etc). 

Much like the Events module, you can use the Programs as templates for the individual Sessions created from them.

We refer to those creating Program sessions as Hosts. A Program can have sessions from more than one host, and a coach can provide sessions for more than one program.

Your people can browse the available Programs in the Programs tab.

Note: Sessions created in Programs will not appear in Mentorship, and vice versa.

Mentorship

The Mentorship module allows you to schedule one-on-one appointments, with the objective of connecting internal experts with those seeking to learn from them. 

Similar to the Programs module, the individual appointments are called Sessions; however, the content is organized according to the person offering the appointment (who we call a Mentor).

Your people can browse the available mentors in the Mentorship tab:

Mentees can filter and search for mentors with available time slots and book sessions directly in PlusPlus. Once a session is booked, it’s synced on both the Mentor and Mentee’s calendar.

Note: Sessions created in Programs will not appear in Mentorship, and vice versa.

Topics & Tags

As you grow to host thousands of events on your system, it becomes important to make it easy to make sense of it all. Topics are our way of putting similar things into buckets so that browsing becomes easier.

Topics may be applied to content in all of the modules.

Topics 

Topics are top-level, broad categorizations (eg, Engineering, Sales, Operations). They are meant to enable your people to filter out what they do not care about. 

We recommend that every piece of content has one top-level topic assigned to it so that they’re discoverable.

Tags 

Tags are the second-level, more narrow denotations, meant to provide more specific categorizations of content (eg: Javascript, Python, Git, Google Cloud). They are useful for signaling what exactly your people can expect.

We recommend that you assign as many narrow Topics as applicable to your content, to help your people find the content they want.

Flexible Filters

Your admin may have also created custom Flexible Filters [https://plusplus.co/docs/filtering-content/], which will show up as an additional field next to the Topics and Tags options. For example, you may have a “Languages” filter that enables you to choose which languages your course is taught in.

As a default, you can apply any topics and tags you want to your content. However, your admins may have limited the terms allowed on your system; in this case, you will see a drop-down of available options when you make your selection.

Access: Privacy & Groups

You may wish to control the access that your people have to your content. We provide two means of controlling who can see and engage with your content.

Privacy

You can designate any item as Private. Doing so will hide the content from the public-facing listings, but other power users will see the content with a crossed-eye symbol next to the title.

Private events are hidden by a security-by-obscurity principle. Their URL can still be shared with any person at your organization, who may then engage with the content. (Please note: this means that if any person in your organization has the URL of a private event, they are able to enroll in that event.)

It is useful to set privacy on content that you are in the process of building, but not yet ready to release to your whole organization.

Read more at https://plusplus.co/docs/private-events/

Groups

You may have different content for different groups of people. For example, managers may see manager training classes that are not available to individual contributors. The Groups feature allows you to control the access to an event based on the person’s group membership.

You can create and manage Groups at the Dashboard by navigating to Menu > Dashboard > Groups

From the Groups dashboard, you can create new groups.

Also, other users can create their own custom groups from Menu > My Groups:

Additionally, your admins can work with us to write a custom integration that will populate your groups according to data from your HR system.

Once a group exists, you can edit your content to specify which group or groups can see it.

Unlike the Privacy setting, content restricted to groups is only accessible to the people in those groups.

Read more at: https://plusplus.co/docs/groups/

Surveys

Your admins can work with us to create new custom surveys. 

Once a new survey is in the system, you can attach it to your events, and specify when your attendees are reminded to take the survey.

Read more at: https://plusplus.co/docs/creating-custom-surveys/


Power User Tools

We provide a number of tools to help you manage your content and glean insights from your people’s engagement with the platform.

Analytics

We provide a set of analytics panels detailing the engagement with your content. 

Navigate to Menu > Dashboard, and select the Analytics tab. There, you can see reports on statistics such as Total Events vs Engagement, Top Presenters, Open vs Booked Sessions.

Dashboards

We provide a set of dashboards to help you organize and edit the content on your system.

Navigate to Menu > Dashboard, and select any of the tabs for Events, Event Types, Enrollments, People, and Groups.

At each dashboard, you can search and filter the content, create/edit/delete items, and export a CSV with the filtered data.

(Admins also have access to additional dashboards to manage Surveys, Locations, Mentorships, and Program Sessions.)

Custom Rules

We can write a custom integration to capture the info from your HR data system (such as Workday) to provide enhanced features, including:

  • Enhanced profile data (such as Department, Title, and Location info)
  • Group population
  • Track assignment
  • Event enrollment

For more information, have your admin get in touch with our Customer Success team.

System Settings

Your admins have access to a settings menu, where they can:

  • Adjust content settings
  • Customize the public interface
  • Manage integrations
  • Edit notification templates

To adjust system settings, as an admin, navigate to Menu > Settings.


Events Types & Events

The Events Module consists of two primary building blocks: Event Types and Events.

Events can be classes of a course, workshops, team outings, happy hours, or whatever the people involved want them to be.

You can build events from scratch, or base them on an Event Type template. 

How to create an Event Type

Creating your first Event Type

  1. Click the Menu icon on the top-right corner, and select + Add Event Type

     2.  In the Event Type creation page, start entering the info for your Event. Keep in mind that any events created from this type will share the same information by default (however, all fields can be changed per individual event).

Notes on the fields:

3. Save the Event type once all the information is entered. 

Advanced options

We offer some additional options in creating Event Types in the following tabs:

Enrollment & Capacity 

Your event may occur in-person, as an online stream, or both. At this tab, you can choose which options are available. If you select the Online option, we will automatically generate a Google Meet link and add it to the event. (Please note: your admins may have disabled this option.

Additionally, your events may have a limit on the number of attendees. At this tab, you can specify the cap on attendees and the waitlist.


(Note: the Online cap is set at a system-wide level by your admins, and can be changed for the Event Types you create. [link to Event Type Settings section])

Read more at: https://plusplus.co/docs/separate-online-local-enrollments/

Additional Enrollment Instructions

You may wish to send your attendees additional instruction on work to complete before the event, and you may want your attendees to also check in on an external site. At this tab, you can indicate this information, and your attendees will be informed through our automated notification system.

Additionally, there is a field where you can enter a link to an external survey for attendees to complete after the event.

Access

This section is where you can designate privacy and group restrictions to control access to the event type. See more here.

Surveys

Here you can attach up to three surveys to your event type. Attendees of these events will receive reminders about these surveys at times that you designate.

Your admins can work with us to create new surveys. Read more here: https://plusplus.co/docs/custom-survey/

How to create an Event

Creating your first Event:

  1. In the PlusPlus, click the menu icon on the top-right corner Menu > +Add Event

2. Select the Event Type from which you want to create an Event. 

  • If you want a single event, which you do not intend to recur, click the “Create one-off event” button on the bottom of the dialog box.

3. At the Event creation page, fill out the rest of the information for the event.

Notes on the fields:

  • At a minimum, you will need a Title, Location, and Time.
  • We also recommend that your Event also has the following info:
  • The Room field can be populated with available rooms at your location, if your admins have activated our integration with Google Calendar. Otherwise, you will need to manually enter room names.

4. Save the Event.

5. Verify your event has been created by going to the Events tab on the top-left and viewing your event.

Advanced options

We offer some additional options in creating Events:

Multiple Event Sessions

You may wish to create an event that occurs over multiple times and/or locations, but are all part of the same event (ie, you want the same people to attend all timeslots).

To add additional timeslots to your event:

  • At the “Location and Sessions” tab, click + Add Session
  • Choose the next time and location of the event.
  • You can keep adding more timeslots by clicking + Add Session again.
  • The event will then appear with a listing of all timeslots.

Please note: an event can not be both multi-session and recurring.

Enrollment & Capacity 

Your event may occur in-person, as an online stream, or both. At this tab, you can choose which options are available. If you select the Online option, we will automatically generate a Google Meet link and add it to the event. (Please note: your admins may have disabled this option.

Additionally, your events may have a limit on the number of attendees. At this tab, you can specify the cap on attendees and the waitlist.


Note: the Online cap is set by admins, and can be changed per Event Type: See more here.

Read more at: https://plusplus.co/docs/separate-online-local-enrollments/

Additional Enrollment Instructions

You may wish to send your attendees additional instructions on work to complete before the event, and you may want your attendees to also check in on an external site. Here’s you can indicate this information, and your attendees will be informed through our automated notification system.

Access

This section is where you can designate privacy and group restrictions to control who can access this event. See more here.

Surveys

Like at the parent Event Type, you can attach up to three surveys to your event. Attendees of these events will receive reminders about these surveys at times that you designate.

Recurrence

You may wish to create multiple, separate events, which repeat all of the same information, but occur at multiple instances over different times. This is when you would create a recurring event.

At the Recurrence tab, check off “This is a recurring event” and select the frequency and start/end dates for the recurrence.

Once created, the recurring events are considered separate entities – changes on one event do not propagate to the others. (If you wish to update the details of all the events of one parent Event Type, instead edit the type, and allow the changes to propagate to all previously-created versions of the event.)

Please note: an event can not be both and recurring and multi-session.

Bulk Upload (advanced)

We also provide an option for organizers to upload events in bulk via a spreadsheet. The process is somewhat tricky; we have detailed the process at https://plusplus.co/docs/bulk-data/.

Enrollments and Roster

When an individual person is associated with an event, we call that an Enrollment. You can manage an event’s Enrollments at its Roster window.

Enrollments

Each Enrollment indicates the attendee’s status with regards to that event:

  • Attended: They have checked in to the event.
  • Going: They have enrolled to the in-person version of the event.
  • Going Online: They have enrolled in the online version.
  • Waitlisted: The event’s capacity is full, and they are in line to obtain a space that may free up in the future.
  • Not Going: They have been removed from the event.

Roster

Each event’s enrollments are tracked at its Roster window. To access the roster, click the “people” icon on the upper-right of an event’s details page:

Here, you can edit the existing enrollments, check people into the event, and see who has expressed interest in the event:

Additionally, you can see which people are interested in the event, and you may choose to enroll them in the event. (This section is populated by those who have clicked the “Request an Event” button at an Event Type’s page).

Enrollments across the whole system are tracked at the Dashboard.

Event Type Settings

As an organizer, you can control some of the system settings around the Event Types you create; allowing you to adjust enrollment windows, attach additional text to your notifications, and adjust the timing of when notifications are sent.

Settings

You can adjust the cutoff times for enrollments, cancellations, and self-check-ins, as well as reset the online enrollment limit for the event. 

From the Event Type’s description, click the Gear icon, then “Settings”.

Here, you can adjust the cutoff times for enrollments, cancellations, and self-check-ins, as well as reset the online enrollment limit for the event. 

Leave the options at “System Settings” to use the system-wide defaults, or designate your own values.

Notification Settings

PlusPlus has a notification system that reminds attendees and organizers about a range of system interactions, including event reminders, enrollment status changes, and notices around content creation.

Your admins are able to edit the content of these notifications and designate the timing of when certain they go out. (As an admin, navigate to Menu > Settings > Event Settings > Notifications).

As an organizer, you can override the system-wide timing settings for the Event Types you create. (Only admins can change the content of the templates.)

From the Event Type’s description, click the Gear icon, then “Notification Settings”

Here, you can enable/disable certain notifications (in the “General Notifications” section), and adjust the timing of when others are sent (in the “Notifications” section). Leave the options at “System Settings” to use the system-wide defaults, or designate your own timing.


Additionally, at the “Email Notification Blurbs” section, you can write in two strings of text that will be included in the notifications for the events made from that type.


Tracks & Snippets

Tracks are sequential learning paths. They are useful for modeling courses, onboarding paths, and other content you want your people to engage with in order. 

Tracks are composed of units called Snippets, which can house documentation, videos, and other resources.

How to create a Track

  1. Click the menu icon in the top-right corner and select Add Track.
  • In the New Track page, fill out the info for your learning track. No field is mandatory, but we recommend these fields at a minimum:
  • Cover Art: Choose an image that visually communicates the purpose. Image guidelines at: https://plusplus.co/docs/cover-guidelines/
  • Title: Use something descriptive and memorable.
  • Topics: Categorize your track at a high level for discoverability.
  • Tags: Categorize your track with more specific terms.
  • Privacy: if you are not ready to release the track to your people, check this box. It will hide the track from the public-facing listings. See more here.
  • Add an introductory snippet:
    • Click New Snippet
  • In the description field, write in an introductory description of what this track contains, and the setup instructions/pre-work required before taking this track.
  • Add additional snippets with the content of your course, using either of these buttons:
    • Add Existing Snippet: Import a previously-created snippet from another track.
  • “New Snippet”
    • Add the description for this snippet.
    • If this is the first snippet in the track, we suggest writing an introductory description of what this track contains, and the setup instructions/pre-work before taking this track.
    • Embed any content.
    • Click Save at the bottom
  • Check the Tracks tab to ensure that your new Track has been created.

Assignments

Once a track has been created, you can assign the people at your organization to that track. Assigning a person will send them a notification with a link to the track, and begin tracking their progress through the track.

To assign a person:

  • At the track’s description page, click the Assign button (or Assign More when you already have existing assignments).
  • At the assignment modal:
    • Type in the names of those to assign.
    • Optionally, add a custom message.
    • Click Assign.

After you have assigned people to the track, you can click See Progress to monitor each person’s progress.

Please note: Progress is tracked via the “honor system” – the individual chooses to indicate when they have completed a snippet. Completions are not tied to event attendance or viewing of content.

Embedding Event Types and other media

You can embed media content in your snippets, such as Youtube videos, Google Sheets, and Google Slides, as well as event types from PlusPlus.

To embed Event Types:

  • From the snippet edit page, click the Event Type tab on the upper-right.
  • Select the event type you want in this snippet, and Save (or Create Snippet if creating a new one.)
  • When your people view your track, this snippet will appear with a list of available events of that type, which they can enroll in.

To embed other content:

  • From the snippet edit page, click the Embed tab on the upper-right.
  • Either choose an image to embed, or enter a link to your content, and Save.
  • When your people view your track, the content will appear within the snippet.

Automatic Rules

Your admins can work with us to write a custom integration that can read the HR data you provide to us, and automatically assign people to tracks. This is particularly useful for directing new hires to onboarding paths.

For more info, have your admin get in touch with your PlusPlus Customer Success rep.


Programs & Sessions

Sessions are one-on-one appointments, designed to stimulate relationships between new employees and senior professionals.

The Programs module allows you to schedule less formal one-on-one appointments, such as office hours or coaching sessions. 

Similar to the Mentorship module, the individual appointments are called Sessions; however, the content is organized into categories called Programs (e.g “Coaching for Managers”, “Office Hours”, etc). 

Much like the Events module, you can use the Programs as templates for the individual Sessions created from them.

We refer to those creating Program sessions as Hosts. A Program can have sessions from more than one host, and a host can create sessions for more than one program.

Your people can browse the available programs in the Programs tab:

Note: Sessions created in Programs will not appear in Mentorship, and vice versa.

Creating a Program

  • Click the menu icon in the top-right corner and select Add Program.
  • Fill in the info for the Program
  • At a minimum, you will need to designate a Title and Program Manager.
  • We recommend giving your Program a Cover Image to stand out in the listings. (Image guidelines at: https://plusplus.co/docs/cover-guidelines/ )
  • Click Save

Your new Program should then appear under the Programs tab.

Advanced Options:

Limiting Access

At the Access tab, you can restrict access to this program (and the sessions created under it) to only certain groups of users. 

These Groups are either created by power users at the Groups Dashboard (Menu > Dashboard > Groups), or your admins can work with us to write a custom integration that will automatically populate your groups according to data from your HR system.

More on Groups here: https://plusplus.co/docs/groups/

Creating Sessions

Now that you have a Program, you can create individual Sessions to schedule time with your people.

Please note: By default, only admins can create program sessions. Admins can choose to allow any person at your organization to create sessions by changing the setting at Menu > Settings > Programs & Mentoring Settings, called “Any user can create program sessions”.

  • Click the menu icon in the top-right corner and select Add Programs Session.
  • Fill out the details for your Session:
  • Select the parent Program.
  • Choose who will Host the session.
  • Optionally, select the Attendee of the session (if not specified here, the session will appear in the listings for your people to reserve)./
  • Choose a Location, Time, and Duration for the session.
  • Click Save

You can see all of the sessions you have created (past and future) by navigating to Menu > My Sessions.

Advanced Options

Online Sessions

At the Attendance Method tab, you may designate that a session occurs in-person, online, or both. 

If your session is available online, you may also designate additional locations for it. The time zone of the session will be tied to the primary location, but the session will appear in the front-end search under all designated locations.

Recurrence

You can create a batch of sessions at once, using the Recurrence feature.

When creating a session, open the Recurrence tab and click “This is a recurring session”. Select the frequency and start & end dates for your run of sessions.

Once created, recurring sessions are treated as entirely separate instances, and editing one will not affect the other.

Session Enrollments

Making enrollments

Your people can see the available sessions to book by clicking the Programs tab, and then selecting a program. 

Clicking Schedule this session will bubble up a booking window, where they can share with the host the reason for this meeting. This reason is kept confidential between the host and attendee; no other organizer can see this reason.

Individuals can see the sessions they are scheduled to attend by navigating to Menu > My Sessions. Additionally, they can see any sessions awaiting feedback.

Managing enrollments

When a team member books a session, the host is then informed via email (as well as Slack, if your admins have enabled that integration).

A host can see all of their past and upcoming sessions by navigating to Menu > My Sessions.

Admin Settings

Your admins can change the settings on the Mentorship module by navigating to Menu > Settings > Programs & Mentorship. Amongst the options here, they can:

  • Allow any user to create sessions.
  • Set a feedback reminder to go out after a session.

Mentorship

The Mentorship module allows you to schedule one-on-one appointments, with the objective of connecting internal experts with those seeking to learn from them. 

Similar to the Programs module, the individual appointments are called Sessions; however, the content is organized according to the person offering the appointment (who we call a Mentor).

You users can browse the available mentors in the Mentorship tab:

Mentees can filter and search for mentors with available time slots, and book sessions directly in PlusPlus. Once a session is booked, it’s synced on both the Mentor and Mentee’s calendar.

Note: Sessions created in Programs will not appear in Mentorship, and vice versa.

Designating Mentors

In order to host a Mentorship Session, a person must first be designated as a Mentor.

This is accomplished by your admins, who can either:

  • Edit your profile to enable this status, or
  • Create a new session with you as a host – you will be automatically given Mentor status.

Creating Mentorship Sessions

Once you are a Mentor, you can create individual sessions to book time with the people at your organization.

  1. Click the menu icon in the top-right corner and select Add Mentorship Session.
  1. Fill out the details for your Session:
  1. Choose the Mentor for the session (admins only; as a Mentor you can only set yourself to host).
  2. Optionally, select the Attendee of the session (if not specified here, the session will appear in the listings for other people to reserve).
  3. Choose a Location, Time, and Duration for the session.
  4. Click Save

You can see all of the sessions you have created (past and future) by navigating to Menu > My Sessions.

Advanced options

Online Sessions

At the Attendance Method tab, you may designate that a session occurs in-person, online, or both. 

If your session is available online, you may also designate additional Locations for it. The time zone of the session will be tied to the primary location, but the session will appear in the front-end search under all designated locations.

Access

At the Access tab, you can restrict access to this session to only certain sets of users.

 These sets, which we call Groups, are either created by power users at the Groups Dashboard (Menu > Dashboard > Groups), or your admins can work with us to write a custom integration that will populate your groups according to data from your HR system.

(More on Groups here: https://plusplus.co/docs/groups/ )

Recurrence

You can create a batch of sessions at once, using the Recurrence feature.

When creating a session, open the Recurrence tab and click “This is a recurring session”. Select the frequency and start & end dates for your run of sessions.

Once created, recurring sessions are treated as entirely separate instances, and editing one will not affect the other.

Mentorship Session Enrollments

Making enrollments

Your people can see the available sessions to book by clicking the Mentorship tab, and then selecting and then selecting the mentor they wish to book. 

At the mentor’s profile page, they will see a list of their available sessions:

Clicking Schedule this session will bubble up a booking window, where they can share with the host the reason for this meeting. This reason is kept confidential between the mentor and mentee; no other organizer can see this reason.

Individuals can see the sessions they are scheduled to attend by navigating to Menu > My Sessions. Additionally, they can see any sessions awaiting feedback.

Managing enrollments

When a mentee books a session, the mentor is then informed via email (as well as Slack, if your admins have enabled the integration).

A mentor can see all of their past and upcoming sessions by navigating to Menu > My Sessions.

Admin Settings

Your admins can change the settings on the Mentorship module by navigating to Menu > Settings > Programs & Mentorship. Amongst the options here, they can:

  • Allow any user to create sessions
  • Allow users to request sessions from a mentor
  • Set a feedback reminder to go out after a session

Additional Resources

Here are some other sources of information you may find useful as an organizer:

Docs

We maintain a page with deeper dives on aspects of the platform at https://plusplus.co/docs/

Release Notes

We schedule releases of content every Tuesday, Wednesday, and Thursday morning. Every few weeks, we publish an article detailing the highlights from the latest releases at https://plusplus.co/release/

As a power user, you should also be on the mailing list for the release notes; if you are not and would like to be, send a message to hello@plusplus.co 

Support Channels

Do you have any questions that are not covered here? Vist https://plusplus.co/support/ to get in touch with us.