USERS MANUAL EXAMINATION PERSONNEL ONLINE SYSTEM. (TSA and IPE Nomination and Endorsement)
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1 USERS MANUAL OF EXAMINATION PERSONNEL ONLINE SYSTEM (TSA and IPE Nomination and Endorsement) Version: 4.0 DEC 2017 The Hong Kong Examinations and Assessment Authority (HKEAA) The contents of this document remain the property of and may not be reproduced in whole or in part without the express permission of the HKEAA 1/44
2 Distribution Copy No. Holder 1 Hong Kong Examinations and Assessment Authority 2 Million Tech Development Ltd 2/44
3 Amendment History Change Number Revision Description Pages Affected on Respective Version Revision / Version Number 1 Initial release N/A Oct 2011 Date Approval Reference 2 Document Update N/A Apr Update changes due to 2015 Enhancement and MMS Migration P.10, 13, Feb Reviewed for 2016 Enhancement N/A Jul Update for 2017 Enhancement Section 2.4.1, 2.6.1, 2.8, 2.9.1, 3.3, 5, Dec /44
4 Table of Contents 1. INTRODUCTION DISPLAY LANGUAGE CHANGE LEFT MENU APPLICATION PROCEDURES LOGIN (NOMINATED APPLICANTS ONLY) LOGIN (INVITED APPLICANTS ONLY) CHOICE OF POST PERSONAL INFORMATION Personal Information (for IPE posts) CHOICE OF SUBJECT AND PAPER (MARKERS ONLY) ACADEMIC QUALIFICATIONS Academic Qualifications (for TSA Assessment Administrative Assistant & Invigilator and IPE posts additional item) TEACHING AND WORKING EXPERIENCE AREA PREFERENCE(S) AND DATE(S) AVAILABLE (FOR IPE POSTS) DECLARATIONS Declarations (for IPE posts) VERIFICATION OF INFORMATION SUBMISSION OF APPLICATION UPDATE PERSONAL INFORMATION LOGIN UPDATE PERSONAL INFORMATION UPDATE PERSONAL INFORMATION (FOR APPOINTED APPLICANTS) ENDORSEMENT PROCEDURES (FOR PRINCIPAL USE ONLY) LOGIN (PRINCIPAL) VIEW APPLICANTS LIST VIEW APPLICATION DETAILS ENDORSE OR DECLINE THE APPLICATIONS CONFIRM AND SUBMIT THE APPLICATIONS ENQUIRY OF NOTIFICATION OF REMUNERATION PAID LOGIN FORGOT PASSWORD DOWNLOAD NOTIFICATION APPLICATION STATUS ENQUIRY LOGIN VIEW APPLICATION STATUS Application Status /44
5 1. Introduction This manual describes the procedures for applying to be an Exam Personnel for the Territorywide System Assessment and International & Professional Exams. During the application process, you will be required to provide the following information: your personal particulars, your choice of level / subject, your teaching experience, and your academic qualifications, etc. Before you submit your application, there will be a preview page for you to review and verify the information you have entered. You may go back at any time to make changes to the information. After submission of your application, you may re-enter the system with your ID card number (or Passport number) and the Application Number assigned to you and make changes to your personal particulars, if necessary. However, please note that once your application has been endorsed by your school principal or by the HKEAA, only your correspondence information can be updated. If you want to make any changes to the other personal particulars, you will need to contact the HKEAA. 5/44
6 1.1 Display Language Change Each session, except submit success page, can change display language by click English / 中文 on the right-upper corner (box A in the diagram). A A 6/44
7 1.1 Left Menu After login and chosen post, left menu will show all necessary sessions of the application. 7/44
8 2. Application Procedures Login Choice of Post Personal Particulars Choice of Subject and Paper (Markers Only) Academic Qualifications Teaching & Working Experience Declaration Verification of Information Submission of Application You need to go through several major steps before submitting your application. To update your application details after your first entry to the EPO system, the same procedures should be followed. The following sections will illustrate the different steps. 8/44
9 2.1 Login (Nominated Applicants Only) Log into the application and endorsement page 1. If you are nominated to apply for posts (e.g. Marker, Oral Examiner, Invigilator, Moderator etc.), please refer to the General Information for School Applicants which can be obtained from your school. 2. Enter the User ID and Password shown on the General Information for School Applicants. 3. Click Login to enter. 4. After login, enter your HK ID or passport number on the application form and click Next to continue. Note This is the same login page for you to re-enter and update your application details. 9/44
10 2.2 Login (Invited Applicants Only) Log into the application and endorsement page 1. If an applicant receives an invitation sent by HKEAA for application of a post and would like to apply for the post, the applicant should ask the principal for the General Information for School Applicants and log in according to the Application Number and password on the information sheet. 2. After login, applicants should enter his/her HK ID number or passport number and application number (stated in the ). If applicant forgot the application number, click Retrieve Application Number, an included the application number will be sent to applicant s registered address. 3. Click Next to enter the application steps. 10/44
11 2.3 Choice of Post Choose the post you want to apply 1. Check the box in front of the posts you want to apply for. Note: You need to apply for at least one post, and you may also apply for more than one post. 2. You may click on the Post Description links to view the post details. 11/44
12 2.4 Personal Information Enter your name, address and other personal particulars No matter you are nominated applicants, invited applicants or public applicants, you need to provide your personal particulars. 1. If you provided your Passport Number, and the Country of Issue should be entered. 2. Enter your personal particulars. 3. You must supply your corresponding address and address in English. 4. You must provide either your home phone number or your mobile phone number for contact by HKEAA. 12/44
13 2.4.1 Personal Information (for IPE posts) 1. If you provide your Passport Number, and the Country of Issue should also be entered. 2. Enter your personal particulars. 3. You must supply your corresponding address and address in English. 4. You must provide either your home phone number or your mobile phone number for contact by HKEAA. 13/44
14 2.5 Choice of Subject and Paper (Markers Only) Choose the subject and the paper for TSA 1. Applicants must choose at least one marking preference. 2. Select the subject and paper you want to apply for. 3. You have to specify whether you are a panel chairperson or department head of the subject you apply for. The default will be No if you do not answer this question. Note 1. For primary school teacher, you are allowed to apply for posts of both P.3 and P.6 levels, but must be in the same subject. (Applicants will only be appointed as markers in one subject level.) 2. For secondary school teacher, you can only apply for posts in one subject at S3 level. 3. For direct subsidy school teacher, you can apply for P.3, P.6, and S.3 in one subject. 14/44
15 2.6 Academic Qualifications Provide your academic qualifications in chronological order A 1. Enter your academic qualifications in chronological order. You are required to provide at least one qualification and allowed to provide at most six qualifications. 2. If you want to add more qualifications, you can click +Click here to add more Qualification columns. And if you want to remove a qualification, you can click X after the last qualification. 3. The name of the major course must be provided. Note Applicants applying to mark English Language papers must have attained the Language Proficiency Requirement for Teachers as stipulated by the EDB. 15/44
16 2.6.1 Academic Qualifications (for TSA Assessment Administrative Assistant & Invigilator and IPE posts additional item) A For TSA Oral / Written Assessment Administrative Assistant and Research Test Invigilator, you will need to complete at least one Academic Qualification and the Language(s) / Dialect(s) Spoken section (box A in the diagram). For IPE posts, you should to input at least one Academic Qualification and the Language(s) / Dialect(s) Spoken section (box A in the diagram). 16/44
17 2.7 Teaching and Working Experience Provide your teaching experience of the most recent six years A B 17/44
18 B 1. Application for post as Marker enter the name of the school you are currently teaching and names of the schools you have taught in most recent 6 years. If you have logged in with your school s User ID, the name of your current school will be automatically displayed. If the applicant would like to apply as Marker for both Secondary and Primary levels, the applicant must be serving Secondary and Primary school teacher. Please select the type Sec/Pri for Teaching and Working Experience in the online application form and input your most recent 6 years teaching experience in Secondary and Primary schools. Note: You have to fill in your Secondary and Primary teaching experience for each year. 2. Application for post as non-marker For posts such as Invigilators, Assessment Administrative Assistants, etc, you need not enter information about your teaching experience. However, you still need to complete the rest of the form. 3. Choose the subject(s) you teach in the current year and the subject(s) you taught in previous years. If the subject(s) is/are not in the pull-down list, choose Others and put the name(s) of the subject(s) in the text box (box A in the diagram). 4. Other relevant experience includes: teaching experience other than that for the most recent six years; working experience as CDI curriculum officers, EDB inspectors, teacher trainers or university lecturers; and other experience related to Basic Competency Assessment or Territory-wide System Assessment (e.g. Moderation Committee member/tsa Moderator/TSA Ad Hoc Review Committee member/setter, etc.) 5. For application of posts for invigilators, it is necessary to provide related teaching and invigilating experience. (box B in the diagram). 6. Finally, enter other working experience in chronological order. 18/44
19 2.8 Area Preference(s) and Date(s) Available (for IPE posts) 1. Select the Area Preference(s) 2. Select the Date(s) Available for duty 3. Select the Date(s) Available for briefing 4. Select the Date(s) Available for interview 19/44
20 2.9 Declarations Confirm your declaration 1. All declaration items MUST be completed. 2. If you choose Yes, further details must be filled in as required. 20/44
21 2.9.1 Declarations (for IPE posts) 1. All declaration items MUST be completed. 2. If you choose Yes and input box is shown, please provide details if available. 21/44
22 2.10 Verification of Information Verify and confirm that the information you provide is correct 22/44
23 A 1. Before you submit the application, please check and confirm the information you provide is correct. 23/44
24 2. Check if the information in every item is correct. If you want to make any changes, use the Back button to go back to the relevant page and make the necessary changes. 3. After verifying the information, click the declaration check box (box A in the diagram) to declare that all the information supplied by you is true and correct. Note You can re-enter the system anytime and make any necessary changes to your application before endorsement. 24/44
25 2.11 Submission of Application Submit your application 25/44
26 1. This is the last step of the application process. 2. Click the Submit Application button to submit your application. 3. A unique Application Number will be assigned to you upon successful submission of your application. You will have to provide the Application Number when re-entering the system to make changes or enquire about your application status. 26/44
27 4. Please also keep a copy of the General Information for School Applicants or write down the User ID and Password you have used. You will need this information and the Application Number to log into the system again. Print out a hard copy or save a soft copy of the application for future reference using the Print or Save Locally buttons. Note You can re-enter the system anytime and make necessary changes to your application by repeating the first step of the application process. However, please note that once your application has been endorsed by your school principal or by the HKEAA, only your correspondence information can be updated. If you want to make any changes to the other information, please contact the HKEAA. 27/44
28 3. Update Personal Information 3.1 Login A B 1. Enter the link of Update Personal Information 2. Input your HKID Card Number / Passport Number (box A in the diagram) and click Next to continue. 3. Enter the Application Number (box B in the diagram) and click OK to continue. 4. If you forgot your Application Number, click Retrieve Application Number. An including your Application Number will be sent to your registered address. 28/44
29 3.2 Update Personal Information 1. Update your personal information. 2. Title, English Name, Gender, Occupation, Home Address, District and address are mandatory fields. You must supply these details. 3. You must provide any one of the following contact numbers: home telephone number, mobile phone number or overseas telephone number. 4. Click OK button to submit the form. 5. If update successfully, Update Personal Particular Success page will be shown. 29/44
30 30/44
31 3.3 Update Personal Information (For Appointed Applicants) If the applicant has been appointed, he / she would also need to update Bank Account Number besides basic personal information. 1. Update your personal information. 2. Title, English Name, Bank Code, Account Number, Payee Name, Marital Status, Payment Method, Gender, Occupation, Home Address, District and address are mandatory fields. You must supply these details. 3. You must provide any one of the following contact numbers: home telephone number, mobile phone number or overseas telephone number. 31/44
32 4. Click OK button to submit the form. 5. If update successfully, Update Personal Particular Success page will be shown. Remark: Personal Information Collection Statement (PICS) Confirmation Page will be shown before applicants update personal information when (a) An applicant is appointed for any EPMS posts of current EPMS year (b) An applicant hasn t agree and submit the PICS Confirmation pages (c) An applicant enters the Update Personal Particular Page using the EPO link or the URL link provided from the notification (i.e. template). 32/44
33 4. Endorsement Procedures (For Principal Use Only) LOGIN View the Applicants List View the Application Details Endorse or Decline the Applications Comfirm Confirm and Submit the Applications Appl. SUBMITTED There are four steps in the endorsement process. The application data will be sent to the EPO database for further processing after being endorsed. Please note that an endorsed application cannot be revoked. withdraw an endorsed application, please contact the HKEAA. In case you want to 33/44
34 4.1 Login (Principal) Log into the application and endorsement page 1. Refer to the General Information for School Principals provided by the HKEAA. 2. Enter the User ID and Password given on the General Information for School Principals. Click Login to log into the system. 34/44
35 4.2 View Applicants List View the Applicants List All applicants who have submitted an application through the school account will be displayed. 35/44
36 4.3 View Application Details View the application details A 36/44
37 1. Click on the applicant s name (box A in the diagram) and the application details will be displayed in PDF format. 2. Check the applicant s name, the teaching experience and the academic qualifications and other related information. 3. Verify if all the information provided by the applicant is correct. 37/44
38 4.4 Endorse or Decline the Applications Endorse or decline the applications C B D 1. Click on the Endorse or Decline button to endorse or decline the application (box B in the diagram). 2. Click on the Pending button if the applicant s information has to be further checked (box B in the diagram). 3. Click Endorse All button to endorse all application (box C in the diagram). 4. Verify the accuracy of the application information by clicking the check box (box D in the diagram). 38/44
39 4.5 Confirm and Submit the Applications Confirm and submit the applications 1. Verify the accuracy of the application information by clicking the check box (box E in the diagram). 2. Confirm the applications by clicking the Confirm button (box F in the diagram). 3. The application data will be submitted to the EPO database. 4. All applications with the Pending button clicked will be on hold until they are either endorsed or declined. 4. Applicants whose applications have not been endorsed will not be selected for appointment. F 39/44
40 5. Enquiry of Notification of Remuneration Paid 5.1 Login 1. Input your HKID Card Number / Passport Number, and password provided by HKEAA and click Login. 2. If you would like to view the frequently asked questions, please click the link Frequently Asked Questions at the top right corner. 3. If you would like to switch the language to Chinese, please click the link 中文 at the top right corner. 40/44
41 5.2 Forgot Password 1. If user forgot the password, please click Forgot Password. 2. Input your HKID / Passport No. and the Address (same Address as in application) and click Submit. 3. A reset password will sent to the provided if the HKID / Passport No. and Address are match. 41/44
42 5.3 Download Notification 1. Click the link here to download the notification for the captioned financial year. 42/44
43 6. Application Status Enquiry 6.1 Login A B 1. Input your HKID Card Number / Passport Number (box A in the diagram) and click Next to continue. 2. Enter the Application Number (box B in the diagram) and click OK to continue. 3. If you forgot your Application Number, click Retrieve Application Number. An E- mail including your Application Number will be sent to your registered address. 43/44
44 6.2 View Application Status Application Status Application cancelled by applicant 取消申請 Application not approved by school 申請不獲校方批准 Application received by HKEAA 考評局已收妥申請 Appointment declined by applicant 申請人拒絕受聘 Appointment letter issued 已寄出聘書 Appointment rejected 申請已被拒絕 Invitation declined by applicant 拒絕邀請 Pending endorsement 等候確認 Recruitment notice issued by HKEAA 已寄出招聘通知 Recruitment notice received by applicant 申請人已接獲招聘通知 Revision of application suggested by school 校方建議修改申請 44/44
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