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					                       PAN Assessment Platform User’s Guide
                              for Pearson Customers
                                                                      11/24/10



USER REGISTRATION: ............................................................................................................................ 2
USER LOGIN: .............................................................................................................................................. 3
ORDERING: ................................................................................................................................................. 5
CANDIDATE ASSIGNMENT:.................................................................................................................... 7
CANDIDATE LOGIN: ................................................................................................................................11
REVIEWING RESULTS: ...........................................................................................................................11
REPORTING: ..............................................................................................................................................13
ADDITIONAL FEATURES:.......................................................................................................................14
    ADDING DEMOGRAPHICS .........................................................................................................................14
    APPROVE ADMINISTRATORS ....................................................................................................................16
    CUSTOM URL ...........................................................................................................................................18
    M ANAGING EMAIL TEMPLATES AND MESSAGING ...................................................................................20
    REVIEWING USERS AND SECURITY ..........................................................................................................22
    UPLOAD CANDIDATES ..............................................................................................................................10
    VIEWING LOGS .........................................................................................................................................23
                                      USER REGISTRATION:

The process of registration begins with a one-time registration to administer tests in the system.
The URL to register is https://tara.vitapowered.com/Pearson.

On the below page, the link is on the middle of the screen: “Register to administer tests”




The next page prompts the client to fill out his or her administrator information (free of charge). If
any fields do not make sense or are not applicable, enter none or NA. If it is a phone or date
field, you must follow the defined structure.
This is the first screen that appears. The progress bar will note progression through the screens.
Pay special attention to the unique login and email information. All communication will happen
through email and the login cannot be changed later.




Once complete with the registration, you will be approved in most cases by a Pearson
representative.




               USER LOGIN: *Basic, Standard, and Professional Subscription*

You will receive information on logging in through email. A link to login and administrator login
information will be in the email. The login splash page is the same page you went through to
register. If a new client has been created, the url will change to have the client name at the end.
Upon login, the user is taken to the default dashboard. This screen should provide you with basic
system information and the potential for messaging and other functions through the use of
“widgets”. It should give a high level overview of what assessments have been ordered,
assigned, and completed. Each administrator has the ability to configure his or her own widget to
appear at login.
                ORDERING: *Basic, Standard, and Professional Subscription*

Based on the system settings at implementation, ordering can be done via purchase order or
payment by credit card. To establish credit, an application is presented on the standard check
out screen when ordering.

To order, click on the Catalog tab and the list of available assessments will be displayed.
Searching and sorting for the type and use of test is available. There is also an “Assessment
Finder” for more scientific searching on specific testing implementations.




The administrator can click on the links with the test name to get more information on the test:
    Sample Reports
    Test Manuals
    Research information, or any other test artifacts

An example of a product detail page is below:
When prepared to order, click on the “Add to Cart” button next to the assessment and enter the
correct quantity desired.




The tests will be added to the shopping cart, and payment screens will follow after you hit the
Edit/Checkout screen in the top right.
Once the proper payment method is assigned and approved, the inventory will then appear for
the administrator to assign. There are alternative methods to billing, which include:
    1. Periodic billing based on test activation.
    2. Contracted billing for integration clients (using an ATS or outside system)

A receipt will be sent to the billing contact once the order is successfully placed.


       CANDIDATE ASSIGNMENT: *Basic, Standard, and Professional Subscription*

To assign tests, click on the “Assign” link on the main task bar.
The first step is to select candidates. Once in the assignment screens, you can either 1) Create a
new candidate or 2) Search existing candidates in the system.

To add candidates one at a time, click on the option that says, “Create New Candidate”. Under
this option, there are required fields to be entered:
      First Name
      Last Name
      Email Address
      Login

To select existing candidates, click on the option that says, “Search for Existing Candidates.”
This screen is an intelligent screen with many options. The user can enter single or a series of
values in the text box and the search engine will find all matches. Strings of text can be pasted in
from such applications as Microsoft Excel to find a group of candidates. A user can also search
from groups uploaded using the Upload feature.
An example search return:




Once the admin has selected or entered candidate(s), have chosen the candidate, you then pick
the test to deliver. The process is the same for selecting the product to be assigned, highlight it
and add the Selected Product. The final step is to assign this to candidates. The “Assignment
Successful” screen takes a few seconds to populate, and that completes sending the assessment
to the candidate.




       Other options include:
           o The user can Create New Email templates to be stored for future use.
           o Alternate language options can also be used for international testing.
           o If specified at the client level, results can be automatically shared with the
               candidate upon completion.
Upload Candidates *Standard and Professional feature only*
It is not always practical to input candidates one-at-a-time, so there is an option to upload
candidates in bulk. The user must click on the Assign page and then the Upload Candidates
feature. The requirements and a sample file are available from this main screen.




Once a file is selected an uploaded, a data grid is presented on the next screen to show any
issues that need corrected. Common record errors:
     Login ID is not unique
     Email not properly formatted
     Missing data

By clicking on the ! icon, more information is given to the user to help with addressing the
problem. It can be fixed on-screen by clicking on any of the cells in the grid and updated real-
time.
The group of candidates being uploaded can be named on this screen. Then, when assigning
candidates, this group can be searched for bulk assignment. The grouping feature becomes
useful in data retrieval and reporting, as your group can be used in the selection criteria.


                                      CANDIDATE LOGIN:

The candidate will receive an email (or be logged in by an administrator). In most cases, the
candidate will simply click on a link and be automatically launched into the testing session. There
are options for candidate login, but we will focus on the most widely used scenario here.




The subsequent screens walk the test taker through informational screens and test questions.


When complete, the test taker is allowed to review content and then is asked to close the window.
The assessment will disappear from the candidate view.


         REVIEWING RESULTS: *Basic, Standard, and Professional Subscription*

The user/administrator will log back in to view results. Upon reaching the home page and
standard dashboard, click on the left hand pane on the Product Status link to get a general
overview of the assessment program.
By clicking on the highlighted cells in each of the rows, the user can get additional information.
For example, clicking on the “1” in the Completed column for the row Watson Glaser II Form D:
Profile Report will give the results of that test, both in score and report form.




The user can then click on the “View Report” button for additional information and a more
formatted view of the score information.
Also on the Product Status menu is the ability to review assigned tests for information on
candidates not yet completed. This is executed the same way by clicking on the highlighted
number cell in the corresponding column.




The user could 1) resend an email to verify the candidate is reminded of the need to test, or 2)
launch the test directly from the user’s machine in a proctored situation. So, a candidate could
walk in for a testing session and be launched directly from a machine without login credentials.

Finally, the Expired column is a repository for assessments that have been assigned and not
acted on by the candidate. Rather than losing this inventory and session, a user can reclaim the
inventory and remove the candidate session. The inventory will be returned to the ordered
column and can be re-used by another candidate. If a session is started in any way, the
inventory is considered used at that point.


                         REPORTS: *Professional Subscription only*

The system is enabled with default reports for users to extract and analyze data. The reports are
broken down by the major system components:




       Enterprise Portal. All client level attributes are reported here.
       Inventory Management. Sales activity, assignment, and administrator progress can be
        tracked here.
       Testing Engine. All testing breakdowns, data exports, and item analysis are done here.

The reporting module will be very fluid as far as reports added, but here are a few to highlight
(see screenshot):




         ADDITIONAL FEATURES: *Standard and Professional Subscription only*

Adding Demographics
A user can add demographics to an off-the-shelf assessment or survey. This can be
accomplished by going to the Assign tab and selecting Demographics, then clicking Add New
Item.




From this screen, the user selects the various drop down and input options to create the desired
demographic. There are parameters to change the layout and look of the questions. The
Preview box will update as the selections are made. The demographic item editor has three tabs:
   1. Appearance. This tab is where the item is created and formatted. The “Type” drives the
      sub menus that appear.
   2. Settings. This tab enables the demographic, shows who would see it when delivered
      (Admin or Candidate), as well as whether or not it is required.
   3. Assessments. To add the demographic to an assessment or survey, the Assessments
      tab has options for adding.

Groups
The system has a way to account for grouping of candidates throughout the testing process. You
can see the Group under the main heading Assign. Grouping candidates have the following
benefits:
     An administrator can track candidates from start to finish on any of the screens by
        searching using groups.
     Groups can be created after assignment for data analysis.
     Groups can be used in reporting for macro level management evaluation.
The group screen can either create new or edit an existing. Groups are not dynamic, in that they
remain static until they are updated. So, if a group is created to be all males who took a test, it
would need to be re-run prior to reporting to include all males. It is “point-in-time” grouping.

An example is shown below to view results based on a group.




Approve Administrators-*Professional Subscription Only*
As client sites have people registering, users can have privileges to approve those administrators.
The link is on the Home Page, and it displays any users pending approval or rejection.




Administrator approval is reviewing the information submitted, and deciphering which roles and
access levels should be given. The user can show or hide information moving down the page
and the decision points are at the bottom.
   Status of the admin can be changed by clicking the Active or Rejected buttons.
   Qualification level is very important to legal and proper test administration. Qualification
    levels should be established based on these criteria:
    https://tara.vitapowered.com/UserQualificationLevels.aspx
   The New Client option has to do with client hierarchy. If the client maintains a “flat”
    structure where all registered users would be on the same plane, a new client is not
    necessary. If a hierarchy is needed, then a new client would be established, and the
    existing client doing the approval would become a “parent” to the new registrant.
        o Example: An existing client, say Ford Motor Company, gets a request to approve
              2 registrants 1) a corporate HR recruiter, and 2) a selection administrator from
              Dodge.
        o The first user would NOT be a new client, as they would need to be on a peer
              level with Ford.
        o The second user would be a new client, as Dodge is a child company of Ford.
        o The levels are driven by how the business uses the system and how data should
              be accessed. Peer users have view rights to each other’s data. Children cannot
              see parent data, but parents can see children’s data.
   The assign groups option has to do with user access and these roles are created at client
    setup. An approver can assign multiple groups or single groups depending on the
    access desired by the business.
Custom URL-*Standard and Professional Subscription Only*
From the Assign page, a user can create a custom URL for assessments. The difference
between this and a standard assignment process is as follows:
     The custom URL is “static”, so a user can send everyone to the same link.
     A custom URL could be assigned from MS Outlook or an email package outside of the
       system. The link could be put in the email body and candidates could access from there.
     The standard assignment process requires candidate to be input into the pan system and
       assigned from our email package.
     This is typically better for very large candidate pools where assignment could be
       cumbersome.




The user clicks “Create New URL” and does the following steps:
   1. Names the URL something unique for his or her client. Examples might be “survey1” or
       “maintenance testing”. But, the full URL will be
       https://tara.vitapowered.com/CLIENTNAME/URLENTRY
   2. A password can be created. This way, when this is sent to candidates, the user can
       ensure they have been given the password to access the link.
   3. Maximum Number of Candidates can be established to keep from over-exposing the
       content. So, if the user has ordered 500 assessments, he or she could say only 200 can
       be taken before the link inactivates.
   4. The user can also establish “live dates” of the link. If the link is accessed outside this
       window, it will not work.
   5. It can be set to enabled or disabled at any given time.
   6. The user can also be notified when thresholds are reached (both total inventory available
       and the defined maximum above).
The product “behind” the URL must then be selected. For example, the user may want to deliver
a pre-defined battery of assessments, or a stand alone survey.




There are a couple of behaviors to note on the custom URL. Each instrument in the catalog has
an attribute of a survey or assessment.
    1. If an “Assessment” is being delivered:
             a. At first login, the candidate will be forced to enter a name and login.
             b. The assessment will be scored as would be done via typical assignment.
    2. If a “Survey” is being delivered:
             a. The candidate will not be asked for any identifying information.
             b. A survey can be reported on, but does not “score”.

Once the URL is saved and enabled, it can be used immediately.
Managing Email Templates and Messaging-*Standard and Professional Subscription Only*
The system is enabled with a correspondence management system. Therefore, a user can
update system emails and correspond directly via candidate and admin dashboards. This is in
the Settings tab, and under the heading Email Templates.

By clicking on Email Templates, the email template displays. The user can select any of the
templates by double-clicking on the appropriate message.




This screen allows the user to update the text in the email, change the subject line, as well as
create a “From Address” to make the system generated email appear as it is coming directly from
a user. If mistakes are made, the user can revert to the original.
For Message Management, a user can also correspond directly with his or her user and
candidate population.




The options above can be altered to send a message just to a particular audience, or to the entire
population of child clients. The message will appear at login on the main dashboard.
Reviewing Users and Security-*Professional Subscription Only*
When clicking on the Settings tab, options for user management are under the heading Users. A
user can review candidate and other user’s administrations, change passwords, and user security
from these screens.

The user must enter search criteria, and then hit search users. Once the user is found, click on
that link to change any information.
Viewing Logs-*Professional Subscription Only*
For first level support purposes, there is a lot of information in our logs. To access this, click on
the Settings tab, and the bottom of the left hand pane has the different types of logs that can be
browsed:
     View Browser Logs. This could be used to determine if a candidate is using an approved
          browser in attempting to access a test.




       View Login History. This could be helpful in analyzing login disputes. The system
        reports incorrect password messages and other useful information.
   View Sent Emails. If an email was claimed to have not been received, the system can
    determine if it was successful from pan’s side.

				
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