How do I create and launch Talent Development Assessments?
After creating a Team of Individuals, also known as Participants, you are now ready to create their Talent Development Assessments.
Add a Talent Development Assessment
Click on the team's avatar on the Teams Dashboard. This will take you the the team's Assessments Dashboard. Be sure the toggle in the upper right hand corner is set to Individual, which will allow you to see any previous Talent Development Assessments set up for this team.
To create a new Talent Development Assessment for this team, click the green Add an Assessment button and the modal for creating Talent Development Assessment will appear.
Create Individual Assessment Navigation
During the process of creating a Talent Development Assessment, the top navigation will remain in tact. Here you can delete the assessment, save the assessment as a draft and exit the assessment.
If you click Delete, a pop up asking you to confirm your deletion will appear.
If you click Save as Draft or exit the assessment by clicking the X, the assessment will save as a draft on the team's Individual Assessments Dashboard. You will be able to finish and publish the assessment by hovering over the radar and clicking the pencil icon that will appear. You will be able to tell the assessment is in draft mode due to the gray dot to the right of the projected start date below the radar image.
Create Assessment Screen
Once you are on the Create Assessment page, you will choose the Assessment Type from the drop down, enter the Assessment Title, choose the Assessment Start Date/Time and End Date/Time, and enter the Point of Contact's name and email address.
The available Talent Development Assessments will display in this drop down list.
Enter a distinguishable name to the Participants and Reviewers, such as Product Owner Baseline Q1 2021 or Scrum Master First Half of 2021. Choose a name that will make sense when the Participants and Reviewers receive the email with the assessment link. If this team of individuals takes this assessment multiple times, you will find a distinguishable name useful when you need to find a specific assessment's results easily. Please do not use special characters in the name.
Assessment Start Date/Time:
Choose the launch date for the assessment. Click on the calendar icon and a pop up calendar will appear. This date determines when the Participants and Reviewers receive the assessment via email.
Click on the time or the clock icon to change the time of day the Participants and Reviewers will receive the assessment via email.
Assessment End Date/Time:
Choose the End Date/Time for the assessment. Click on the calendar icon and a pop up calendar will appear. The date you choose is the time the assessment will close to all Participants and Reviewers. After that date, the assessment will be closed and no new responses can be gathered.
Point of Contact:
The Point of Contact person will be listed on emails sent to both the Participants and Reviewers taking the assessment, in case they have questions. This person should be prepared to answer questions that the Participants or Reviewers may have about the assessment or AgilityHealth®.
Once you have filled out this screen, click Next to move to the Add Reviewers screen.
Add Reviewers Screen
Here, you can add Reviewers to provide feedback for the Participants. You can also allow Participants to invite their own Reviewers and view their own results.
Add Additional Participants:
If you would like to add another Participant who is not already listed in the Participants/Reviewers section towards the bottom of this screen, click the blue + icon to Add Additional Participants.
A pop up will appear for you to fill out, allowing you to select from AgilityHealth users assigned to your company outside the existing team members. New Participants will display in the Participants/Reviewers section after selecting them from the Email drop down and clicking the Select button.
Choosing What Participants Can Do:
You can choose options for Participants by checking one or two of the check boxes under 'Participants can'.
If you would like the Participants to be able to invite their own Reviewers, in addition to whom you select for them, check the Invite their own Reviewers box. If this box is checked, when the assessment is launched on the start date and time you chose, the Participants will receive an email with a link to their assessment, as well as a message to log into AgilityHealth® and invite their own Reviewers.
If you would like the Participants to be able to view their results inside AgilityHealth®, check the View their own results box. If you do not check this box, the Participant will need to review their results with someone who does have access to them, such as a Viewer or Company Admin. You will choose Viewers on the next screen.
For each Participant listed under Participants/Reviewers, you can choose to add Reviewers. A Reviewer will receive an email with a link to the assessment and be asked to take the assessment, providing feedback on a particular Participant.
You can add different Reviewers for each Participant or the same Reviewers to each. If a Reviewer is listed for multiple Participants, the email the Reviewer receives will include a link to an assessment for each Participant they were added to.
When you click the blue + icon next to Add Reviewers, a pop up will appear. Here you can type in the search box to search for someone who has access to your company in AgilityHealth®.
Check the box to the left of each Reviewer you want to add for this Participant. Then click the Add Selected button to add them as Reviewers to the Participant and return to the main screen.
To create a Reviewer that does not already exist, click the Create new Reviewer link in the upper right hand corner of the Add Reviewers pop up. You can add people as Reviewers who do not have AgilityHealth® accounts. They will not be given an account and will not have access to assessment results.
After you have entered their information, click the blue Create button to return to the Add Reviewers screen. The newly created Reviewer will now be in the list and the box next to their name will be checked. Click Add Selected to return to the main screen.
You will see the Reviewers you have added appear under the Participant in the Participants/Reviewers section. The names in blue are Participants, the names in white are their Reviewers. Repeat this process for each Participant.
Once you have finished adding Reviewers for your Participants, click Next to go to the Invite Viewers screen.
On the Invite Viewers screen, you can decide who can view assessment results (besides the Participants). You decided if the Participants could see their results on the previous screen.
On this screen, you'll be choosing other individuals that can see the assessment results. These could be Reviewers or could be other individuals who are not providing feedback on Participants, but are interested in the results. A Viewer must already have an AgilityHealth® account.
A Viewer will not receive any email notifications regarding this assessment. They will be granted the access you choose in their AgilityHealth account.
You can type in the email of the Viewers you would like to be able to see all of the Participant's assessment results and an aggregate roll-up of all the team's results. Type those email addresses in the Individual and Aggregate box. A directory of users assigned to your company in AgilityHealth® will become available as you type.
If you have some Viewers you would only like to see the aggregate roll-up of all the team's results, type their email addresses in the Aggregate box. A directory of users assigned to your company in AgilityHealth® will become available as you type.
Once you have finished adding Viewers, click Next to Review & Publish your assessment.
Review and Publish Screen
On the Review and Publish Screen, you can review the Assessment details, Participants, Reviewers and Viewers. Click the carrot icon next to each section to expand the section and click the pencil icon to edit that section. To Publish your assessment, click the blue Publish button!
The Participants and Reviewers you selected will receive emails with links to take the assessment on the Start Date at the Start Time you chose when creating the assessment.