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User Guide for:

Pearson’s Comprehensive Talent Assessment Online Platform – Standard Subscription Version 1.2.1 - May 2012

User Guide to TAP – Standard Subscription 2

�� Introduction ........................................................................................................ 4 Getting started: Standard subscription features ........................................................ 5

1. First steps ................................................................................................. 5 Browser Requirements ................................................................................ 5 Saving your unique URL .............................................................................. 6 Candidate Settings ..................................................................................... 7 Language Settings ...................................................................................... 8 Updating the Language Settings for Firefox .................................................. 10 Customising your dashboard (Step 4 - Getting started) .................................. 11 Dashboard Widgets ................................................................................... 12 Reviewing & customising email templates (Step 5 - Getting started) ................ 12 Approve administrators ............................................................................. 13

2. Catalog ................................................................................................... 15 Ordering ................................................................................................. 15 Search .................................................................................................... 15 Batteries (Step 6 - Getting started) ............................................................. 18 Order History ........................................................................................... 21

3. Assign .................................................................................................... 22 Select Candidates ..................................................................................... 22 Select Products ........................................................................................ 25 Custom URL ............................................................................................ 30 Creating your Custom URL ......................................................................... 31 Candidate email invitation – important information ........................................ 34 Candidate experience using the Custom URL ................................................ 34 Searching for candidates assigned a custom URL .......................................... 36 Upload candidates .................................................................................... 36 Groups (Group Management) ..................................................................... 39 Demographics .......................................................................................... 42

4. Results ................................................................................................... 47 Product Status Matrix – Viewing the results .................................................. 47 Available tests ......................................................................................... 50 Assigned tests ......................................................................................... 50 Completed Assessments ............................................................................ 52 Completed Results – Individual ................................................................... 53 Completed Results – Merge ........................................................................ 53 Expired tests ........................................................................................... 54 Reclaiming expired assessments ................................................................. 55 Withdraw Assessments .............................................................................. 56 Archiving candidate reports ........................................................................ 57 Norms Management .................................................................................. 58

5. Settings .................................................................................................. 61 System messages ..................................................................................... 69

6. Customising your account .......................................................................... 73 7. Switch Client ........................................................................................... 75


Version 1.2.1 – Updated May 2012 Pearson Talent Assessment Level 6, 287 Elizabeth Street SYDNEY NSW 2000 Pearson is a trademark in the U.S and/or other countries, of Pearson Education, Inc. or its affiliate(s). All information contained in this document was correct at the time of publication. Published by Pearson Talent Assessment 2011

Visit our website www.talentlens.com.au


Introduction Welcome to Pearson’s online platform.

The talent assessment platform (TAP) has defined best practices in a web-based assessment, exceeding the security and performance audit requirements of some of the most demanding, security-conscious clients and organisations in the world. The entire system is web-based and can be accessed by virtually any computer with internet connectivity.

Through TAP you have access to all of the Pearson talent specific assessments with free access to relevant test manuals and sample reports.

The TAP platform also allows you to monitor assessment activity, view result reports within minutes of completion, and create custom assessment batteries.

Getting started: Need some help?

Adding unbiased insight to your people decisions is easy with Pearson.

Our team of talent assessment consultants are committed to guiding and supporting you in implementing scientific assessments to enhance your talent decisions.

In addition, we offer a wide range of training options to enable you to administer, score and interpret psychometric assessments with ease.

These sessions range from basic test administration and scoring to in-depth analysis, interpretation and accreditation of restricted tests e.g. the Golden Personality Type Profiler.

If you would like to know more about the services our consultants provide please email [email protected] or visit our website www.talentlens.com.au/page/consultants

If you require technical assistance please contact our Talent Assessment account management support team on:

1800 570 308 (Australia)

0800 643 660 (New Zealand)

[email protected]

Or visit our FAQ page at: http://pearsonassessmentsupport.com/support/index.php?CategoryID=560


Getting started: Standard subscription features 1. First steps

Once registered you can access the Talent Assessment platform using your own unique custom URL that would have been emailed to you with your user name and password;

eg; https://tara.vitapowered.com/SampleAccount.

User ID: saccount Password: password1

Before you get started please ensure you read the following sections carefully and update your settings as per the recommended guidelines. This will ensure your account is set up according to the online platform requirements.

Step 1: Check your IE or Firefox browser meets the online platform requirements

Step 2: Visit your unique URL and save to your Favourites

Step 3: Check and update your browser language settings

Step 4: Customise your Dashboard (page 7)

Step 5: Review and update your email templates. We recommend reviewing all templates before getting started (page 67)

Step 6: Review and understand how to create an assessment Battery (page 18)

Browser Requirements

Administrator Settings

It is recommended that the administrator of the account uses Microsoft Internet Explorer 7.0 or later OR Firefox 3.0 or later. To ensure your settings are compatible and meet the platform requirements please select Check My Browser from your account home page.


Saving your unique URL

The online platform components are secured with advanced encryption. In order to save your unique URL to your Internet Explorer Favourites please use the following steps:

1. Copy your unique URL link from your email and paste this into your Internet Browser

For example https://tara.vitapowered.com/SampleAccount

This should take you directly to your Home Page.

2. From the top navigation menu options select: Favourites > Add to Favourites

3. The following screen will display: In the Name field enter a name. At the same

time you can create a new folder by selecting New Folder


The following screen will appear:

4. Select Create. This will take you back to the Add a Favourite screen, select Add to save your new folder and favourite name.

Candidate Settings

Only the following browsers are compatible for a candidate completing an assessment:

Microsoft Internet Explorer version 7 or 8 Microsoft Internet Explorer version 9 in compatibility mode Firefox 3.0 or later (Firefox 10.0 to 11.0 is not compatible as of May 2012)

If a candidate attempts to complete the testing on any other browser (including Internet Explorer version 6, AOL, Safari or Google Chrome), they may experience technical difficulties. To check which version of a browser is being used, click the Help button from the browser’s menu bar and select the About link. This should display all version details of the selected browser.

We recommend updating your ‘Tester assigned’ email template to advise the candidate of these requirements. Please refer to page 67 for more information on customizing your email templates.

Note: The system will recognise if the candidate is using an unsupported browser and the following warning message will display:

This version of the browser is not supported. Continuing may results in unexpected performance or incorrect results. We recommend that you verify the systems requirements and install a supported browser or utilize an alternate machine.


Language Settings

The online platform requires your Internet Explorer language settings to include English – US. This setting will ensure your online account operates correctly.

To update your language settings to include English – US please follow the steps below.

Updating Language Settings for Internet Explorer:

1. Open an Internet Explorer session

2. Select Tools from the top navigation bar

3. Click on Internet Options

4. Select the General tab, and click on Languages.


5. The following screen will appear. Select add to add a new language preference:

Note: If your browser language preferences already includes ‘English (United States) [en-US]’, your browser is configured correctly and the language preferences do not need to be changed.

6. Select English (United States) [en-US] and then click on OK.

7. Important – Use the Move up or Move down buttons to ensure English (United States) [en-US] is the first language on the list.


8. Select OK to finish.

Updating the Language Settings for Firefox

1. Click on Tools | Options 2. Select the Content panel 3. Under Languages select Choose 4. From the Select a language drop down menu select English (United States)

[en-US] 5. Select Add 6. Important – Use the Move up | Move down buttons to ensure English (United

States) [en-US] is the first language on the list 7. Click OK to save your settingsHome


Customising your dashboard (Step 4 - Getting started)

When you login you are given the option to customise your Dashboard. The administrator dashboard provides you with some basic system information and a high level overview of what assessments you have ordered, assigned, and completed.

If you wish to add ‘Widgets’ to your dashboard click on the link:

You currently do not have any dashboard widgets selected, click here to Customise My Dashboard

Check the box next to the widgets you wish to display on your dashboard. After saving, you may drag the widgets into the order you want them to appear.

The dashboard can be customised at any time and each widget can be selected or deselected as required.

Dashboard Widgets Administrator Dashboard

Select from the following widgets:

Activity Summary

Available Inventory

News and Messages

Release Notes

Browser Statistics (last 30 days)

Completed Assessments by Month (last year)

Product Activity (last 30 days)

Client Sales Activity (last 30 days)

View of a customised administrator dashboard

IMPORTANT: at a minimum we recommend that you add the Available Inventory, Browser Statistics, News and Messages and the Activity Summary widgets to your dashboard.


Dashboard Widgets

The following is a summary of the available Widgets.

Widget Name Description

Activity Summary Displays summary information including the last login date, credit balance & available credit and order history for the last 30 days.

From the Activity Summary widget you can click on the following hyperlinks:

Receipt – this will open a new session and allow you to view and print a copy of the receipt. Buy Now – selecting this option will add this item to your shopping cart.

Available Inventory Displays what inventory you currently have available to use.

News and Messages Highly recommended. This is used to display important system maintenance messages, new content being added to the system and other essential data.

Release Notes Displays product release notes for the last six release cycles.

Browser Statistics (last 30 days)

Displays a pie chart with a breakdown of the various web browsers used to login to the platform within the last 30 days. This is tracked for both users and candidates.

These statistics will assist in identifying potential candidate problems. For example if you see that Safari 5.0 is listed on your chart then you can then go to Settings > Logs (page 70) and drill down to further investigate the candidate issue.

Completed Assessments by Month (last year)

Displays a column chart with a breakdown of the number of completed assessments by month over the last year.

Product Activity (last 30 days)

Displays a bar chart that lists assessments that have been assigned and/or completed over the last 30 days.

Client Sales Activity (last 30 days)

Displays sales summary information by highest totals sales for up to 50 child clients. Clicking on the client name will allow you to switch to that clients details.

Reviewing & customising email templates (Step 5 - Getting started)

All email templates e.g. the candidate invitation, can be customised. We recommend you review all templates before getting started. For more information on customising your email templates please refer to page 62.


Approve administrators

With the Standard Level subscription, you have the option of having multiple administrators. Multiple administrators allows more than one administrator to have access to the account. Each user has a separate login but shares inventory, score reports, and can see the activity of other users.

New administrators must register first by clicking on Register to administer tests from your home page and completing all the relevant details on the registration form. Please note that all users must be logged out for a new administrator to register.

Register New Administrators

To approve a new administrator, log in to your account and select ‘Approve Admins’ from your ‘Home’ tab. From here you will see all new/pending registrations. Click on the View button next to the individual you wish to approve.

Approve Admins


You are now able to review all demographic information for the individual you are approving:

Approve Admins – Demographics

Please follow the below instruction in order to approve/reject a registration request

Field Description

Status: Select ACTIVE to approve

Select REJECTED if you do not wish to approve the user. You are finished at this point if you choose to reject the registration

Qualification Level: Select the qualification level of the User (qualification requirements are listed next to each level)

New Client? Select NO

If you select YES, you will be required to create a new account for the user. This account will then be set up as a child relationship to the existing account.

Please contact your Pearson Talent Assessment representative if you wish know more about setting up a hierarchy of accounts

Assign Client to Leave as the default setting

Assign Security Select STANDARD

Update Administrator An email will be sent to the new administrator notifying them of the approval. This email will include their Login information.


2. Catalog

Ordering

Based on the system settings when your registration was approved, ordering can be done via purchase order or payment by credit card. Note: Credit card option is currently not available on the New Zealand platform.

To order an assessment, select ‘Catalog’ from the top navigation bar in the Talent Assessment Platform.

Below Catalog you will see the following options

Search: Search for an assessment or reports

Batteries: Create a battery of assessments

Order History: View a history of previous orders

Search When selecting ‘Search’, a full list of available products within TAP will appear in alphabetical order. From here, you are free to manually scroll through the list of assessments or search more specifically using the search bar.


You can further refine your search using the filters provided.

If you wish to find out more information about a particular assessment, you can click on the product name. This will take you to a detailed overview of the assessment as can be seen below.

Whilst in the detailed overview you will have access to:

Sample Reports

Manuals

Research Information

Assessment Specifics

When you are ready to order, close the product detail page and return to the Pearson Product Catalog, click on the Add button next to the assessment and enter the correct quantity desired.

The assessments will be added to the shopping cart and the details will display on the right hand side of the screen.

To finalise the transaction select Checkout from the Edit/Checkout option. The shopping cart screen will display

Pearson Product Catalog – Add to Cart


At this point you can choose to continue shopping or finalise the transaction by selecting Continue at the bottom of the screen.

Checkout – Shopping Cart

The final checkout screen will then appear.

Checkout – Payment Screen

Select the appropriate payment method:

1. Credit Card Note: Credit card payment is only available on the Australian platform. Credit card payments will be available on the New Zealand platform at a date to be advised.

2. Purchase Order Note: this option will only be available to pre-approved customers who have a valid Pearson trading account. Please check with your account


management contact on 1800 570 308 (Australia) 0800 643 660 (NZ) for further clarification.

Once the appropriate payment method is assigned and approved, the inventory will be available to use.

Batteries (Step 6 - Getting started)

Important: The online platform is a single administration platform, which means you can only assign one assessment to one candidate at a time. If you want to assign multiple assessments to a candidate with a single login, then you must create a battery.

In addition you MUST create the Battery BEFORE you purchase the individual products from your catalog. Once you create your battery it will appear in your catalog ready to purchase.

The steps for a Battery creation are shown below.

Click on the Batteries link located in the Catalog tab as shown below:

Catalog - Batteries

Click on Add New Battery to create a new battery, then give your battery a new name as well as a description.

Fields Description

*Name: Give your battery a meaningful name e.g. Recruitment Battery

*Description:

Note: It is recommended that the assessments being used in the battery are listed in the description for ease of use.

This is restricted to 100 characters and must be a single line of text. Do not use line breaks.

e.g. Correct format: WG-II and SPM and WPI

Incorrect format: WG-II SPM WPI

*Products: Select the products required for your battery from the catalog.


Click on Add Products to Battery.

Catalog – Add New Battery

A list of all available assessments will appear and you may choose which assessments to add to your battery.

Catalog – Add Selected Assessments

Once you have selected the assessments you wish to add, click Add Selected Products.

You can then choose to add any additional reports. Effectively this option allows you to run an additional report using a different set of norms. You can only choose the Reports option after selecting the assessment. If the assessment selected does not have additional norms then nothing will display.


To add alternative reports, select Reports and then Search. The following screen will display:

Catalog – Add Selected Reports

Once you have selected the desired reports, click on Add Selected Products then select Finished. The reports will then be added to the battery.

You will then see the tests and report you have chosen as a part of your battery along with the total cost of the new battery created.

You can also select the sequence of how the tests are to be delivered by clicking on the up or down arrows next to the assessment.

Catalog – Create / Edit Batteries

To finalise your battery select Save Battery.


You will know your battery has been saved to your catalog when the Success message appears on your screen.

Success Message

You can then select Buy Now which will take you to the catalog where you can add the new battery to your cart.

If you want to purchase the battery later then select Close.

The new battery will be added to your catalog listed by the name you selected.

Order History

You may view previous orders via the Order History link under the Catalog tab.


3. Assign

To assign tests, click on the Assign tab from the main task bar.

Assign – Step 1 - Candidates

Select Candidates

Once in the assignment screens, you can either:

1) Add new candidates to the system.

2) Select existing candidates from a list, or

Option 1 – Add new candidates

To add candidates one at a time, click on Create New Candidate. Under this option, there are required fields that must be entered:

Required fields:

First Name Last Name Email Address Login ID –

Important – the login ID must be unique for each candidate. We recommended using their email address or a combination of their first name / last name. e.g. Mary Test or [email protected]

Optional fields:

Alternate ID Postal Code

Select Create and the following screen will appear displaying the candidate created.

Assign – Step 1 - Candidates

Create New Candidate


Option 2 - Search for an existing candidate

To select existing candidates, click on Search for Existing Candidates.

This screen provides you with a number of search options. The default and recommended option is to Search by All. Alternatively you can choose to search using a single field e.g. Last Name OR you can choose to search using multiple fields e.g. Last Name and Email.

Step 1 – Search for Candidates

You can also search from groups uploaded using the Upload feature – refer to Uploading Candidates on page 30.

To add candidates from an already uploaded group, click Select.

A screen will display all groups available to choose from.

Step 1 – Candidates - Select Candidates from an Uploaded Group

Double click to select the group to open.


The group name will then display giving you the option to Select another group or Remove the selected group. To continue with the selected group(s), click search.


The following screen will display:


Choose the candidate you wish to assign and click on Add Selected Candidates.


The candidate/s selected will appear at the bottom of the screen. At this point you have the option to remove any candidates before moving to the next step.


Select Products

Once the candidate(s) have been selected or entered, you must then select the assessment to deliver. Click on the Step 2 – Products tab to select the assessment. Select the product you wish to assign and then click the Add Selected Product button.

Note: only products that you have inventory for will appear. The quantity available to use will also display.

Step 2 – Select Products


Once you have selected the assessment(s). You can then select the norms you wish to use.

Step 2 – Select Products

If you wish to remove an assessment, you can also do so by clicking the red ‘x; button under ‘Remove’.

NOTE: The product list will display the total quantity available in your inventory. This screen will also display the number of products currently selected and ready to be assigned.


Step 3 - Assign

The final step is to assign the assessment to the candidate. Select ‘Step 3-Assign’ tab. The candidate as well as the assessment to be assigned will display.

Step 3 – Assign

Select email: you can choose to send the standard email template or modify the test assignment email that will be sent to candidate.

Create New Email: Select to modify and edit the email.

When Create New Email is selected the following screen will display. Make whatever changes are required.

Step 3 – Assign - Create New Email

Once the changes have been made you have two options:

1. Save – this will overwrite the existing template with your changes


2. Use only once – this will update the email template and once sent will revert back

If you want to save this as a template to use again you MUST enter a name in the Template Name: field e.g. Candidate Invitation - Test

The saved email template will then be available to use again and will appear in the Select Email drop down list.

The new template will also be added to your Email Templates and visible via Settings > Email Templates.

Note: Please do not edit tokens when they are inserted. Tokens are designed to automatically populate data into an email. Editing tokens after they are inserted will affect the way data is populated.

Before selecting the Assign to Candidates button verify that all details on this screen are correct.

Step 3 - Assign to Candidates

Click the Assign to Candidates button at the bottom of the screen.

Important: Once this button is clicked an email will be triggered and sent to the candidate. The email will contain a link for the candidate to click on to launch the assessment. If you do not want the email to be sent then this option must be turned OFF prior to the assign step. This cannot be done at a Standard Account level. Please contact your Pearson Talent Assessment administrator for assistance.


Step 4 - Demographics

Note: if an assessment has administrator demographics or multiple norm groups, Step 4-Demographics will appear after selecting Assign to Candidates.

Assign – Step 4 - Demographics

Under Norm Group select the appropriate norm group.

Note: Administrator demographics are only available with the ‘Professional Subscription’.

Click on ‘Continue’

Step 4 – Demographics – Select Norm Group

The Assign to Candidates button and candidate name is displayed.


Launch Option

After finalising Step 3-Assign or Step 4-Demographics of the assignment process, the following message box will pop up.

Assignment Successful

1. To launch the email invitation to the candidate/s, select Close.

2. To set up for onsite administration, select the option to Start Test Now.

3. To assign more products to the selected candidates select Assign More Products

Custom URL

Custom URL allows the candidate to complete an assessment without being assigned first by the administrator. This is ideal when the candidate’s information (name for example) is not known ahead of time.

Note: Once a custom URL has been clicked on by the candidate it is considered used inventory and your inventory will decrease by one (1).


Creating your Custom URL

Under the Assign tab, click on Custom URL

Select ‘Add New Custom URL’

Custom URLs – Manage Custom URLs

The Manage Custom URLs screen will display. Note there are two tabs:

1. URL

2. Products

The information in both tabs must be completed before selecting to Save.

Custom URLs – Creating a Custom URL


URL Tab

Field Description

URL Name Name your URL (this will append the URL you use to Login to your account). You will share this new URL with individuals when setting candidates up or you can choose to save it to your desktop for ease of use.

URL Preview Previews the full URL.

Password Password is NOT required.

Enter a password to ensure only individuals with the password can access the assessment. If you choose to use this feature be sure to share the password with the candidates.

Maximum number of candidates

This option allows you to enter the maximum number of candidates that will be able to access this URL.

Available between Start Date & Finish Date

Enter the specific dates of when the URL is accessible. We recommend using this feature to ensure that candidates do not try to access the Custom URL at a later date and therefore consume any available inventory.

Enabled To activate the URL please select Yes for Enabled

Notify when maximum reached

Select Yes to be notified when maximum number of candidates you entered previously is reached.

Notify inventory is Low

Select Yes to be notified when when inventory is getting low.

Note: If all of the purchased quantities have been administered, candidates will be presented with a message stating the URL is temporarily unavailable if they try to access it.

Inventory Count to Notify

Enter the lowest # of tests available to trigger the ‘Inventory is Low’ notification. e.g. enter 2 – an email will be triggered to notify the administrator there are only 2 tests available

Assigned group Allows you to assign the Custom URL to a group already setup in your account

Save or Cancel Select : Save to save the Custom URL OR Cancel

Important NOTE In order for the URL to work you must pre purchase the selected products so they are available in your inventory to assign to the Custom URL.


Products Tab

Once you have completed the URL details, click on the Products Tab to associate the assessment to be completed with your URL (Please note, products must be ordered and in your available inventory prior to assigning them to a URL).

Custom URLs –Assigning the Products

Check the box next to the assessment you wish to add to the Custom URL.

Custom URLs – Assigning the Products

If there are any demographics associated with the assessment a drop down menu will display. Select the Norm Group and then click Save.

Your Custom URL is now ready for use.

Important NOTE: Only one product can be selected per URL. If multiple assessments need to be assigned to one Custom URL create and order a battery of assessments prior to creating the Custom URL. For more information on creating a battery please refer to page 18.


Candidate email invitation – important information

To ensure your candidate has a smooth experience we recommend including the following important information in the candidate email invitation:

Microsoft Internet Explorer 7.0 or later, or Firefox version 3.0 or later must be used to complete your online testing. If you attempt to complete the testing on any other browser (including Safari, Google Chrome or older versions of Microsoft Internet Explorer or Firefox), you may experience technical difficulties. To check which version you are using, click the Help button on your Internet Explorer menu bar and select About Internet Explorer.

Note: The system will recognise if the candidate is using an unsupported browser and the following warning message will display:

This version of the browser is not supported. Continuing may results in unexpected performance or incorrect results. We recommend that you verify the systems requirements and install a supported browser or utilize an alternate machine.

Candidate experience using the Custom URL

If you are sending the custom URL in an email to the candidate and you created a password, be sure to include this in the email invitation or ensure it is communicated to the person administering the assessment to the candidate/s.

When the URL is clicked and the assessment launches, the candidate will be taken to the login screen below. If a password has been assigned to the URL, they will need to enter this in a prior screen that will display.

Custom URLs – Candidate Experience

Important Information

Once the candidate has entered their details an email will be sent to them explaining the procedures if the session is disrupted or not completed (due to technical difficulties etc…). For more information on re-entering the assessment please refer to page 35.

Next the candidates will be asked to input their account information:

First Name Last Name Email Address Login ID and Password


Note: The candidate needs to create their own login ID and password if they have not been instructed otherwise and we recommend including this instruction in your email. It is important that the candidate records their Login ID and Password in the event they are unable to complete the assessment in one sitting.

If the candidate does NOT complete the assessment then the inventory can be expired and this will return the assessment to your inventory. For more information on Expired Tests please refer to page 52. If a candidate needs to log back into an incomplete assessment, they will need to login manually using the client URL and their unique login ID and password they created after they first logged in. This will then take them back to the last answered question in the assessment.

Custom URLs – Candidate Login (no password)

Once the candidate has completed their account details, the assessment will launch.

Custom URLs – Personal Information

Re-entering a previously launched assessment

IMPORTANT

*****If the Candidate is not able to complete the assessment once it is launched, please ensure it is communicated to them they should NOT click on the Custom URL again.


They should have received an email after entering details login and password.

Custom URLs – Candidate Email

The link in this email will direct them to YOUR account login page URL (NOT the Custom URL you created).

The candidate will need to enter their Login ID and Password (Created as the first step when they accessed the custom URL). This will take them back to the assessment.

Custom URLs – Candidate Email

Searching for candidates assigned a custom URL

Refer to Manage Users > Settings > Users on page 62.

Upload candidates

It is not always practical to input candidate’s one-at-a-time, so there is an option to upload candidates in bulk. A group can also be created at the time of the upload. Creating a group allows you to assign an assessment to all candidates in the group at one time, eliminating the need to select each candidate one by one for assignment.

Click on the Assign tab and then select the Upload Candidates feature.

On the main screen you will see a Requirements and a Download Sample File to assist you in formatting the data correctly before uploading.


Upload Candidates - Requirements

Note: only .csv files can be uploaded so be sure to save your data as a ‘.csv’ file. It is recommended that you save the file as an .xls spreadsheet before saving as a .csv file. If you make any further changes to the file repeat this process i.e. save as an .xls spreadsheet and then save as .csv file. A .csv file simply removes all hyperlinks.

Tip: Ensure the cells have been formatted as ‘general’ and Arial font is selected.

Upload Candidates – Sample File

Important: If you do not have any data in the optional field columns do not delete any of these columns. Leave the cells blank and keep the column headings for:

Alternate ID

Postal Code

Password

Uploading More than 17 Candidates: When uploading a CSV file spreadsheet of

candidates using the Upload Candidates feature (under Assign), if there are more than

15 candidates listed in the spreadsheet, it may give an error, starting at line 17. The

error appears similar to the following:

Error: Line 17 - Incorrect number of fields (Try inserting data into required fields or a

blank space in non-required fields)

To fix this add spaces into blank fields for rows 17 and above of the file and then re-save

the CSV file. Once this is done, re-import the file and all of the candidates will be

successfully imported.

Once a file is selected and uploaded, any errors found during the import process will be displayed.


Upload Candidate/s - Errors

Common record errors include:

Login ID is not unique

Email not properly formatted

Missing data

Use your mouse to hover over the icon in the Status column to view information on errors that need correcting.

Upload Candidate/s - Errors

Any errors must be corrected on the original spreadsheet and then re imported again.


If the upload is successful the following screen will display:

Upload Candidate/s - Successful

To save the candidates, enter a group name and click Save below the grid. To select a different file, click Cancel.

Groups (Group Management)

The ‘Groups’ functionality gives the user the ability to create a group of candidates to report on. Groups can be created using different criteria including:

How demographic questions were answered

When a candidate/tester was added to the system

Under the ‘groups’ tab you will be able to create and/or modify groups.

In addition using groups allows you to generate reports for a specific ‘group’ of individuals. A variety of reports can be selected including a ‘Group Aggregate Report’ and ‘Results Over Time’. Reports can only be generated in the Professional Subscription of the Pearson Assessment Online Platform

Groups – Group Management

To add a new group, click on Add New Group.

Assign Tab - Groups


The following screen will display:

Groups – Add a New Group

Field Description

*Group Name: Give your group a meaningful name.

*Description: Enter a brief description of the group.

The following fields are not mandatory and can be added or updated at another time.

Search Candidates Search by:

This option allows you to select the criteria for the search. Search options include: All / Last Name / Email / Login ID / Alternate ID

Click on the Search button to generate the search.


Field Description

Example of using the available search criteria:

Candidate created from / to

This option will display candidates that were created in a specific time frame.

From existing group: This option allows you to select candidates from an existing group.

Select an assessment or battery:

Important – only assessments in your available inventory will appear in the drop down menu.

Save Group Select this to save the group.


Demographics

The ‘Demographics’ functionality gives the user the ability to add custom demographic questions to a particular assessment. Please note that any demographic questions will be asked to all assigned members upon assessment delivery.

The custom demographic items can also be edited.

There are three (3) steps required when creating a custom demographic.

Items - The questions and or text that will make up your custom demographics. Sequence – The sequence in which the demographic questions will be asked. Assessments – Allows you to preview the assessments that demographics have

been added to.

Demographics

Step 1 - Items

Select Add New Item. This opens the Item Editor which has three (3) tabs.

1. Appearance

2. Settings

3. Assessments

Demographics – Step 1 Items

Assign Tab - Demographics


Appearance tab

Type: There are 3 options available

Text Only (e.g. an introduction paragraph) Short Answer Multiple Choice

Complete appropriate details for Type.

Demographics – 1. Appearance

Text Only screen

Short Answer screen

Multiple Choice screen


Settings Tab

This option allows you to:

enable the demographic who will view the demographic and whether it is a ‘required’ element or not.

Demographics – 2. Settings

Assessments Tab

This option allows you to select the assessment that the demographic will be applied to.

Check the assessment from the available menu and select Add Selected Assessments. This will add the assessment/s to the Selected Assessments box.

Select Save to complete this step.

Demographics – 3. Assessments


Sequence

This option allows you to change the sequence of the demographic items being delivered.

Use the arrow buttons to move the item up or down .

Demographics – Step 2 Sequence

Assessments

This step previews the demographic items created for the selected assessment.

Demographics – Step 3 Assessments


Double click on ‘Assessments’ to display the demographic items. The following screen will display.

Demographics – Step 3 Assessments

The candidate experience

The candidate launches the assessment from the email sent and the assessment session begins. The subsequent screens walk the test taker through informational screens and questions.

The Candidate Experience – Personal Information

When the candidate has completed the assessment they are given the opportunity to review content. If satisfied the candidate will click on the Finish button


4. Results

Product Status Matrix – Viewing the results

Default settings will automatically send you (as the administrator) an email when a candidate completes an assessment. This setting can be turned off – please contact your Pearson Talent Assessment account representative for more information.

To view results, you will need to log back in as an administrator.

From the dashboard, click on the Results tab.

There are two options available.

Product Status Candidates

Product Status

When this option is selected the Product Status Matrix will appear giving you a status of all your assessments.

Results – Product Status

By clicking on the hyperlinked cells in each of the rows, you can get additional information.

For example, in the screen shot shown, clicking on the “1” in the Completed column for the row Core Abilities Test will give you a list of the candidates that have completed that assessment.

Results


Results – Product Results

IMPORTANT: If no candidate results appear remember to check and update the date range.

If you wish, you can filter your results by entering the appropriate information and clicking on Search.

Candidate

This option will allow you to search for a specific candidate by any of the available search fields. This will help you find a candidate and see a history of all of their results. You can also do this for all clients in your hierarchy.

Results – Search for Candidates


Once you have searched results, they will appear in a table below the original search criteria.

Click on the candidate name to further drill down to the candidate results.

Results – Search for Candidates - Results

The following screen will appear.

Results – Search for Candidates Results


Available tests

Allows you to view available, ready to use inventory in your cataloq.

Product Status Matrix

Assigned tests

The Product Status Matrix also has the ability to review assigned tests for information on candidates not yet completed. This is executed the same way by clicking on the hyperlinked number cell in the corresponding column.



Once selected the following screen will display:

Product Status Assigned - Results Screen

Via the Actions column you can:

1) Launch Assessment This allows you to launch the test directly from the user’s PC in a proctored situation. Meaning, a candidate could walk in for a testing session and be launched directly from a PC without login credentials

2) Resend Assignment Email This allows you to resend an email to remind the candidate of the need to take the test.

IMPORTANT:

The email reminder will be sent using the default email “Candidate Invitation –Test – English”.

When you select this option the following pop up screen will display.

Product Status – Email Template Assignment

a. Important: If you customised the email template when you first sent the invitation then you must remember to customise the default email template again before selecting this option.

b. If you created a new email template then you must select the template used from the Resend Assignment Email Template drop down menu BEFORE you select the option to ‘resend the assessment’


3) Expire Assessment Allows you to manually expire a test. Note: this option is only available when no candidate data has been populated. E.g. a candidate has clicked on the link within the email but has not completed any personal demographics or started the assessment. For more information refer to Expire Tests on page 52.

4) Withdraw Assessment A test or battery is considered "used" when it is started. The Withdraw feature allows the administrator to handle started sessions that will most likely never be completed. Note: This is a terminating step for an assessment and you will no longer be able to access the product and the inventory cannot be reclaimed or refunded.

Completed Assessments

To view competed assessments click on the hyperlinked cell in the corresponding column.

Product Status Matrix – Completed


The default date range is 90 days, so only results for the previous 90 days will be displayed. To expand the range of reports to display select a Date Range then click search.

Product Status Matrix – Completed Assessments

Completed Results – Individual

Click on View Report this feature allows all results for a single individual to be generated in a single .pdf. This can be a time saver for auditing a candidate's overall performance or just a convenient way to send overall results to a candidate.

Product Status Matrix – Completed Assessments

Completed Results – Merge

Everyone uses the system in different ways. This feature provides the administrator with the ability to print or save results in a batch.

E.g. the administrator might have to print out the results for 20 people in a testing centre; or they may want to print out all results from a date range and save it offline. The merging feature on the Product Status screen enables you to select a number of completed tests, merge them, and save or print them in bulk.

Note: The option to view and print individual reports without merging is still available.


Expired tests

The Expired column is a repository for assessments that have been assigned and not activated by the candidate. Rather than losing this inventory and session, you 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, i.e the candidate has clicked on the link within the email and completed any personal demographics or started the assessment then the inventory is considered used at that point.

Results – Expired

In the example below the data in the first line is blank and the option to Expire Assessment is available from the Actions drop down menu.

Results - Expired Tests Example


Once the Expire Assessment option is selected the following pop up screen will display.

Select OK to continue and expire the assessment.

Reclaiming expired assessments

To reclaim inventory for assessments that have expired and place them back into your available inventory:

1. Click on the Results tab.

2. Click on the number under the ‘Expired’ column for the assessment you want to reclaim. The Expired Detail window will appear displaying a list of all candidates whose assessment has expired (as can be seen below).

Results – Reclaiming Expired Tests

3. Check the box beside each candidate whose assessment you want to reclaim (or click the checkbox in the column header to select all).

4. Click the Reclaim button at the bottom of the window. The item will be returned to your inventory.

5. Click the Close button to exit the Expired Detail window. You will see the number under the "Expired" column reduced and the number under the "Available" column increased by the number of expired assessments reclaimed.


Withdraw Assessments

To withdraw an assessment, please follow the below steps.

From the Product Status Matrix or using the Search for Candidates option select the assessment to be withdrawn by clicking the number under assigned.

Results – Withdraw

From the Actions column click on the Action to Perform. Select the Withdraw Assessment option.

Results - Withdraw

Once the Withdraw Assessment option is selected the following pop up screen will display.

Select OK to continue and withdraw the assessment.

1


Archiving candidate reports

The platform has the ability to archive candidate reports. All reports either active or archived can be searched on and retrieved at any time.

To archive candidate report/s:

1. Select the Results tab

2. Click on Completed Assessments Search using the appropriate fields. Remember the default date range displayed is only 1 day before and the current date. Expand the date range if you want to include more results.

3. Select Archive


The following pop up screen will display:

You can find this assessment hereafter by searching for ‘Archived’ assessments in the results search. Note: this option is only available upon request. Please contact your Pearson Talent Assessment representative if you wish know more about archiving.


Norms Management

The system is capable of handling more flexibility regarding norm management. If a candidate has completed an assessment using one norm group and you want to run the report again using a different norm group the platform allows you to purchase or select additional norm groups as needed. Note: this option is only applicable to assessments with multiple norm groups.

To run a report with a different norm group for a candidate:


2. From the Product Status Matrix select the completed assessment

3. Search for the candidate and then select View Report from the left hand column

Results – Norms Management

The Report Information screen will display

4. Select Add a Report from the drop down menu

Results – Add a Report


5. Highlight the norm group required then select Add Report. If you do not have the available inventory the following message will appear:

To purchase additional inventory select Click here and this will take you to the product Catalog where the assessments relevant to this report will display

Results – Norms Management – Ordering the Additional Report


To run the report with the additional norm group go to the Results tab and find the candidate again.


2. From the Product Status Matrix select the completed assessment

3. Search for the candidate and then select View Report from the left hand column

4. The Report Information screen will display

5. Select Add a Report from the drop down menu

Results – Add Report

6. Once the report is select the Add Report option is activated. Select Add Report to run the report. Once the report has been generated it will appear under the Score Report column. Double click on the report to launch and view the report.

Results – Viewing the New Report


5. Settings

Edit my info

This allows you to update any of your contact, address and login information including:

Name

Address

Phone number

Email

Password

Login ID

Update the information as required and select Save.

Settings – Edit My Info

Users

Manage users

This feature allows you to search for a candidates and/or users of the system.

Search using any of the data you assigned when you created the candidate or user (first name, last name, email address, Login ID). You can edit Candidate and User information including misspellings, email addresses, reset passwords etc.

Enter the appropriate search criteria or simply select Candidate or User from the Account Type field. Then select Search.

Settings – Users – Manage Users


If Candidate is selected then a list of all candidates will be displayed at the bottom of the screen. If a custom URL was assigned to the candidate the custom URL name will also display.

Settings – Users –Search

Double click on the candidate to edit.


The details screen will display. Edit the information as required and select Save.

Settings – Users –Editing the candidate details

If User is selected then a list of all the system users will be displayed.

Settings – Users –Editing the user details

Double click on the user to view or edit.


The following screen will display.

Settings – Users –Editing the user details

Edit information as required.


Email templates

Emails that are sent from the system can be revised and customised. Your account is populated with a number of generic templates and we recommend a review of the following templates before you get started.

Email Type Email Template

Administrator Functions Candidate Customer URL Notification Candidate Score Reports Available Login ID Change Notification Test Completed Test Completed for External Emails

Client Settings Reset Password Template URL Inventory Low URL No Qty

Assignment – Candidate Tester Assigned Tester Assigned Reminder

Double click on a row to select the email template to display.

Settings – Email Templates


Settings – Email Templates - Editing

All fields can be updated.

Important: Text closed by percentages are called ‘tokens’. The token will be populated with data from your account. E.g. %%TesterName%% - this token will populate with the candidate name once the email is generated from the system.

It is important when editing your templates that you do NOT remove important information such as the assessment link (%%BatteryUrl%%). Any of the tokens can be replaced with text.

For example %%Adminphone%% will populate with the phone number on your account. You might choose to replace this with a 1300 or 1800 number or the number of another person within your organisation.

In this case the administrator contact details in the body of your email might look like:

For any additional requirements please contact me

%%Adminname%% 1800 888 777 [email protected]

‘Tester Assigned’ Email Template Example

From Address: Default is %%AdminEmail%%. This will populate with the email address of the administrator of the account.


Body: In this example the body contains instructions to the candidate and the necessary information for them to complete the assessment.

Copy/Paste Warning

If you are copying information into the ‘Body’ of the template then you must first paste the text into a text editor such as Notepad, alternatively you can type in any new information.

WARNING: Check all your changes carefully. Using this edit/paste option does in some cases, duplicate information.

Browser Requirements: We recommend that you include the following information in your ‘Tester Assigned’ email template

Microsoft Internet Explorer version 7/8 or Firefox 3.0 up to and including version 9.0 (version 10.0 to 11.0 are currently not compatible as of May 2012) must be used to complete your online testing. If you attempt to complete the testing on any other browser (including Internet Explorer version 6, AOL, Safari or Google Chrome) you may experience technical difficulties. To check which version you are using, click the Help button on your Internet Explorer menu bar and select About Internet Explorer.

Insert Token Into Body Click on the dropdown menu to view all available ‘tokens’. Select the desired token and click select Insert to include the token in your email body.

Revert to original If you make a mistake and want to start again you can select the Revert to Original button and this will revert back to the system default template.

Send email review Select this option to review the email. Select Save to save your changes.


Creating a new email template

Choose an email template from the available list under Settings > Email Templates. Double click on the template to open.

Make the changes to the template as required. Remember to use valid tokens from the Insert Token Into Body option.

To create the new template select the Save As button at the bottom of the screen. A pop up screen will display. Enter a name for the new email template then select OK.

Settings – Email Templates – Creating a New Email Template

The new template will then be available under Settings > Email Templates.


System messages

Add a message to the Dashboard for your Candidates to see if the Candidate Account Creation assignment process is utilised.

Settings – System Messages


Logs

This option allows you to view and search:

logs of emails sent from the system browser settings for troubleshooting login attempts the System.

This is a good way to check if candidate email invitations have gone out.

From the Log Type there are several options to select.

Settings – View Logs

Log Types: Email: Displays a log of all emails sent from the system. From this screen you can also resend a range of system generated emails.

Settings – View Logs - Email

1 2


There are two (2) ways to resend a system generated email:

1. Select Re-send from the left hand column to resend an email to an alternate email address.

2. Double click on the hyperlink within the Subject column to resend an original email. The email is not editable and the only option available is to resend the original email.

Browser Displays browser settings used by individual users. This information is useful for trouble shooting.

Settings – View Logs - Browser

Login Displays all Login Attempts, Login Ids and Status i.e. Success and Failed

Settings – View Logs - Login


System Displays a log of system messages

Settings – View Logs - System

Start Date: / End Date: Important the date range only displays the current day and one day prior. Remember to expand the date range as required.

Specific User: Allows you to search a specific user.

Application: Allows you to search across specific areas within the platform. We recommend searching on the system default which is ALL.

Log Category: Allows you to search across specific categories within the platform. We recommend searching on the system default which is ALL.


6. Customising your account

The Pearson Talent Assessment online platform can be customised to meet your organisational branding needs. Your account administrator can submit logos and images* to upload to your account that will override the default branding display allowing you to apply your own look and feel to your account.

Custom Branding Locations

The areas within the Login Screen that can be customised with your organisation-specific logo or messages are outlined below.

Login Screen

*By providing your organisation’s logos, banners or images to Pearson Assessment, Inc for custom branding

purposes of your Talent Assessment platform you are confirming that these image files are free of any

copyright infringements or other intellectual property violations.

The maximum size of the logo is limited to 125 X 75 (in pixels). NOTE: if the image supplied is larger than 125 X 75, it will be scaled to fit these dimensions.

Logo

Welcome Image


Administrator View

Candidate View

Your logo will display here

Your logo will display here


Edit Appearance

Outlined in the screen below are the areas that can be customised upon request. Customisation of these areas is limited to colour. For example the header background in the screen shot is white – this can be customised to any colour requested.

Please contact the Talent Assessment team for further assistance with customising your account.

7. Switch Client

This option is only available when there is a hierarchy of accounts. For example a Parent / Child relationship where the head office is the parent with offices located in different areas.

For more information on this option please contact your Talent Assessment account administrator via [email protected] or 1800 570 308 (Aus) or 0800 643 660 (NZ).

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Menu Text Colour

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