Q U I C K R E F E R E N C E G U I D E

Transcription

1 M C Q U A I G O N L I N E Q U I C K R E F E R E N C E G U I D E W W W. M C Q U A I G. C O M

2 Table of Contents The Dashboard... 2 Sending Assessments... 4 Send Multiple Assessments... 5 Quick Enter Option... 7 Resend or Delete a Survey... 9 Editing/Changing Survey Details Assignments Filter By Generate Reports: Job Survey Report Word Survey Report Executive Summary Report Feedback Report Job Fit Interview Guide Self Development Survey Mental Agility Test Comparisons Settings Top Level Users Groups Merge Groups Reference Guide and Support Login to MO Forgot Password Account Set Up Page 1

3 The Dashboard This is the Dashboard page of the site. You can select Send one survey, Send Multiple surveys, or Quick Enter by clicking on any one of these options. On the Dashboard page, you can also go directly to the list of completed Assignments (assessments), Comparisons (composite reports), or Settings (assigning/managing users/groups) by clicking the options at the top of the screen Page 2

4 Dashboard Page When you scroll down on the Dashboard page you will see on the left a list of surveys in the Inbox these are surveys that have been completed by a candidate/employee. On the right is the Pending surveys these are surveys that have been sent to a candidate/employee and are awaiting completion. You will also see on the right the Credit Summary which provides an overview of your usage per assessment including the Word Survey (WS), Job Survey (JS), Mental Agility Test (MAT) and Self-Development Report (SDS). On the left is the News option where each month a new release will be accessible noting any changes or updates to the platform and other such as webinars, lunch and learns and customer newsletter Page 3

5 Sending Assessments To send an assessment select Send on the Dashboard which will take you to this screen where you can select the assessment you are sending out (JS, WS, SDS, or MAT) by clicking the down arrow under Assessment and fill in the candidate/employee , First Name, Last Name, Gender and Language along with the number of days given to complete the assessment and any Group that you want it listed under. Then select Submit. The assessment will be sent to the candidate/employee via with a notification from McQuaig. The notification includes a link to the assessment and it appears as this: Hi [Name], [Company XYZ] has invited you to complete a McQuaig Word Survey. A link to the survey can be found below, and it must be completed by If you have any questions about this survey or its content, please contact [Company XYZ]. Please click here to launch the survey If this link does not work, please copy and paste the following into your browser window: Sincerely, Company XYZ 2017 Page 4

6 Send Multiple Assessments If you are sending the survey to multiple candidates/employees at once, you can select Send Multiple from the Dashboard and it takes you to this screen. Enter the first persons , First Name, Last Name and Gender. Then click the + sign to add the next candidate/employee. Enter all candidates/employees that you will be sending the survey to for the same position. You also have the option to download a list from a CSV File Page 5

7 Send Multiple Assessments Once you have entered the names of the candidates/employees that you are sending the assessment to, on the right, select the Assessment that you want to send by clicking the down arrow, the Language to send the assessment to the candidate/employee in, the Expiry Date, and input a Label for this group (such as Senior Sales Executive), then select Submit. All assessments will be sent to the candidates/employees at the same time. They will appear under the Pending folder on the Dashboard until completed. If there is an error in an address or the assessment fails to deliver you will receive the following message: The assessment sent to angela@123.com failed to complete due to "Bounced (4.0.0)". This is typically caused by delivery problems. Please fix the issue before sending it again Page 6

8 Quick Enter Option To enter scores manually, select Quick Enter and it takes you to this screen. Select the type of assessment scores you need to enter by clicking one of the options including Word Survey, Job Survey, Mental Agility Test, or Self Development Survey Page 7

9 Quick Enter: Job Survey For example, if you selected Job Survey, this screen will appear. You can enter information such as the Position Title in in Last Name, Label can be the position Title (if preferred), Language and Job Title (ei. Senior Sales Executive). Then enter the scores manually at the bottom of the page for each of the four traits (DO, SO, RE, CO). The scores must total 168. Select Submit and the scores will be entered and the report will be available. It is rare that you may enter scores manually; however, the option is provided if needed Page 8

10 Resend or Delete a Survey To Resend an assignment that has Expired or Delivery Failed, select the survey that was initially sent from the Assignments page, select the Pencil Icon where changes need to be made, make the changes necessary, select the Check Mark to confirm the changes, and then select Resend in the top right corner of the screen. You also have the option to Delete Assignment. If an assessment has been deleted in error, you have the option to retrieve it back; contact our help desk for assistance. The third option is to Send New, which is to send a new assessment to the candidate. The Log will track any additional times the assessment has been resent or sent to another person Page 9

11 Editing/Changing Survey Details To change details on an assessment, including , First Name, Last Name, Gender, Label, Client, Group, or Language select the assessment from the Assignments page, click the Pencil Icon beside the section to be changed and edit the details, then click the check mark to confirm the correction. You have the option to Resend, Send New, or Delete Assignment on the top right corner Page 10

12 Editing/Changing Survey Details You will also see the Log as you scroll down the page which tracks the Date, Recipient , Type and Note regarding the assessment that has been changed/resent Page 11

13 Assignments The Assignments page provides a list of assessments that are Complete, Open, Expired or Delivery Failed in your account. It displays the First Name, Last Name, , the Type of assessment (JS, WS, SDS, MAT), when it was Sent, the Status of it (Open, Completed, Expired, Delivery Failed), the Label (if there is one), the Profile Type, and Bookmark. This page will list up to 100 most recent assessments, you can select next page to see previous assessments. If you are looking for an assessment that is not listed on the current page, you can select Filter By to do a search. You also have the option to Bookmark an assessment. This is useful for the Job e top of the list of Composites when you compare a candidates Word Survey to a Composite (benchmark) Page 12

14 Filter By To search for an assessment, go to Assignments page, select Filter By and this screen will appear. Fill in some or all of the detailed information including First Name, Last Name, Sender, , Group (select group name), Status (Open, Completed, Expired, Delivery Failed), Type (Word Survey, Job Survey, MMAT, Self-Development Survey), Sent (Date/Time Frame), and Label. Select Apply and it will pull up any assessments related to your request. To select Reset will clear this screen and allow you to start over Page 13

15 Filter By After you select Apply, this screen will appear with all related reports based on the information that was input in the previous screen. You also have the option to export data to CSV Page 14

16 Generate Reports: Job Survey Report To generate reports, you can go to the Assignments page to select the report. To retrieve a Job Survey, select the Benchmark/Title from the Assignments page and this screen appears. Select Generate Report and you will see the drop down for Job Survey Report, click that Page 15

17 Generate Reports: Job Survey Report After selecting Generate Report you have the option to select the sections of the Job Survey Report to include; either Select All or uncheck the sections you do not want included. Select the Interview Questions Type (General, Management or Sales) by clicking the drop-down arrow, and select the Language. To retrieve the report, you have the option to Open in New Tab, Download, or the report Page 16

18 Generate Report: Job Survey Report This report is created in a pdf document and will provide you with the details of that benchmark/position, including the sections you selected, and a description of the type of traits you are looking for in a candidate for this role Page 17

19 Generate Reports: Word Survey Report To generate other reports once it is complete, select the report from the Dashboard page or the Assignments page. This page above will appear. It includes the information about the candidate/employee on the left and the Response on the right which includes the Profile Type, Duration (length of time it took to complete the assessment- average is minutes), and the Situational and Real Scores for the four traits Page 18

20 Generate Reports: Word Survey Report To retrieve a copy of the detailed report, select Generate Report and you will see the options to retrieve one of the following reports: Word Survey Report, Executive Summary Report, Feedback Report, Job Fit Interview Guide, or Self Development Survey Report. Word Survey Report - temperament relating to four traits and comparison to the position they are being interviewed for (if you include the Assessment of Job Fit section) along with identifying the candidates/ Executive Summary Report Provides a summarized overview of the candidate/employee including the graph, Potential Assets, Developmental Considerations, Leadership Summary (if selected), Selling Style (if selected), Motivating Strategies, Coaching Guidelines. Feedback Report A one-page summary of the candidate/employee; used for candidate feedback who you have interviewed, however did not hire; and/or employee feedback Page 19

21 Job Fit Interview Guide Job Fit Interview Guide identifies if the person is a Strong Match, Potential Match, or Does Not Match the role you are interviewing them for. This can be included with the Word Survey report or retrieved separately. Self-Development Survey Report This report is written in second person, is suited to give to an employee for self-development and personal insight along with using for coaching and with performance assessments Page 20

22 Generate Reports: Word Survey Report After you select the Word Survey report to generate, this screen appears where you can select the sections of the report that you want to include. Click each section to check or uncheck the portions to include. The Profile, Interpretation Report, Leadership Profile, Selling Style, Interview Questions, and Assessment of Job Fit are essential for the interviewing of a candidate. The Management Overview, Motivating Factors, Strategies for Coaching and Developing, Developmental Learning Style, and Team Approach can be used in the interviewing stage for further insight about the candidate along with using it at the point of onboarding and coaching and developing the employee Page 21

23 Generate Reports: Word Survey Report If you include the Assessment of Job Fit, you must select the Job Survey or Composite by clicking the None to see the list of benchmarks you have created and selecting the one that you have in the dropdown menu to compare that candidate/employee to. This is also where the Bookmarked Job Surv ist with an asterisk beside it. Select the Report Style (Regular = Colour; Print Friendly = Black and White, except the graph), select the type of interview questions (General, Management, or Sales) by clicking under Interview Questions Type, and select Language for the report to be retrieved in. To retrieve the report, you have the option to Open in New Tab, Download, or it Page 22

24 Generate Reports: Word Survey Report Once you select the option to Open in New Tab (as above), Download, or the report, you will receive the report within a few seconds as a pdf document Page 23

25 Generate Reports: Executive Summary Report Executive Summary Report Provides a summarized overview of the candidate/employee including the graph, Potential Assets, Developmental Considerations, Leadership Summary (if selected), Selling Style (if selected), Motivating Strategies, Coaching Guidelines. This is a short, 2-3 page, report Page 24

26 Generate Reports: Executive Summary Report The Executive Summary Report is useful for a quick overview of the candidate. You have the option to include the Job Survey or Composite with this report which will include the three graphs Benchmark, Situation and Real of the candidate Page 25

27 Generate Reports: Feedback Report The Feedback Report is a brief and general, one-page summary of the candidate/employee profile and a report which you can to a candidate that you interviewed, however did not hire, or for a candidate you hired, and/or an internal employee Page 26

28 Generate Reports: Feedback Report Select Feedback Report and Open in New Tab, Download, or to retrieve this report or send to a candidate/employee. This is helpful for opening discussion and providing coaching and feedback Page 27

29 Generate Reports: Job Fit Interview Guide The Job Fit Interview Guide provides tips for before, during and after the interview, including the Graphical Summary, Summary of Job Fit, Gap Analysis and Strength Analysis, along with Interview and Reference Checking Questions Page 28

30 Generate Reports: Job Fit Interview Guide The Job Fit Interview Guide provides details about the candidate and how well they fit the position (Strong Match, Potential Match, Does Not Match) along with additional interview questions. This report is retrieved separate from the Word Survey; however, can be included with the Word Survey Page 29

31 Generate Report: Self Development Survey The Self Development Report empowers employees to manage their own development and provides personal insights. It offers feedback and suggested goals. It provides opportunity for coaching and direction for the employee on each trait, identifying their strengths and areas for development. Select Generate Report and then Self Development Report to retrieve this report Page 30

32 Generate Report: Self Development Survey The SDS to align talent, motivations and work ethic by enabling employees to better understand them self and their core strengths Page 31

33 Generate Report: Mental Agility Test To retrieve a Mental Agility Report, select Assignments, select the candidate and this screen appears. Click Generate Report and MAT Page 32

34 Generate Report: Mental Agility Test This page appears next with the option to Open in New Tab, Download or the report. Select one Page 33

35 Generate Report: Mental Agility Test The MAT assesses the cognitive abilities of a candidate/employee and compliments the Word Survey Report. For more information reach out to your Client Success Manager Page 34

36 Comparisons Comparisons can be used for multiple purposes including comparing candidates WS reports and/or comparing them to a benchmark, creating benchmarks for positions by combining multiple by exploring Profile Types. You can create Comparison reports by selecting +Add New in the top right corner. Enter a title for a comparison group and it will open the next screen to create a comparison Page 35

37 Comparisons Here you can Add Assignments (+Add) or Delete by clicking the - beside the his will calculate and display the Composite and Average scores on the left for those candidates/employees/reports and the type of report that is listed in this Comparison Group on the right. You have the options to Set/Clear Composite. Once you Set Composite you can then Generate Comparison Report, Generate Job Survey Report, or Delete Comparison Page 36

38 Generate Comparison Report The Generate Comparison Report provides you with a visual in graph format of the results of the comparison. When you select Generate Comparison Report you will see this page which gives you the options of what sections/formats of the report to include such as Profile Type Breakdown (Pie Graph), Vertical Comparison, and Horizontal Comparison. You also have the option to compare this group to a Job Survey or Composite for the position you are interviewing for by selecting that drop-down menu and the position you want to compare them to. This will provide an overlap in the Profile Type Breakdown Pie Graph of the benchmark to the number of profile types that fit that position Page 37

39 Generate Comparison Report The comparison report is helpful in team effectiveness, conflict management, and building an organization Page 38

40 Generate Comparison Report This Profile Type Breakdown (sample pie graph) shows the candidates profile types along with the (Job Survey) Generalist profile overlapping those who are the same profile. This is great for comparing candidates to the role you are hiring for Page 39

41 Generate Comparison Report: Vertical Comparison Style The Vertical Comparison, including the real and situational side, to compare. The initial graph is the benchmark (JS) that these candidates are being compared to Page 40

42 Generate Comparison Report: Horizontal Comparison Style And it also includes this Horizontal Comparison Style to view the DO, SO, RE, CO in comparison. In this sample, the top row is the benchmark that these candidates are being compared to Page 41

43 Settings The Settings allows you to add/edit/delete Top-Level Users and create Groups. Top-Level Users are the primary administrators on your account and have the option to be set up with a specific level of access to the platform including: None, Full, View or Send. Full means they have the ability to send assessments, retrieve any reports on file and make changes to reports or the platform, and add/edit/delete users. View allows the person to only view reports. Send allows the person to only send assessments. As a Top-Level user, you have the permissions to add other users by selecting Add User to Top Level and selecting the level of access they require or you can Delete users from your account. Groups can be used to set up divisions, departments, groups, or individual users of the platform. As a Top-Level User, you can set up Groups and have access to all Groups Page 42

44 Top Level Users To add a Top-Level User, select Add User to Top-Level and this screen will appear; input their Address, First Name, Last Name, and select the Permissions None, Full, View, or Send. Then select Submit and that person/group will be added to your account and appear on the Settings screen under Top-Level Users. That person will receive an notification from noreply@mcquaig.com with a link to sign in with their and create a password Page 43

45 Top Level Users You also have the option to select existing users to Edit or Delete the user. To Edit or Delete user, select that user and make required changes by clicking a Pencil Icon or Add/Remove Group Access for that user, and change Permission, then select Submit once changes are complete Page 44

46 Groups Under Settings, you also have the option to create Groups by selecting Create New Group in the top right corner Page 45

47 Groups: Add New Group When you select Create New Group this page appears where you can add the title [ei. Recruiter John Sample]. Enter the title you would like to give that group and select Submit Page 46

48 Settings: Group Added Once the Group is added you will see it listed under Groups on the Settings screen and you can select it to make changes, add users, or produce reports Page 47

49 Groups: Add Users This screen appears when you click the Group [Recruiter John Sample]. You have the option to Add User to Group, editing the group name by selecting the Pencil Icon; Delete this group by selecting the Delete Group option; or Merge this group by selecting Merge Group Page 48

50 Add New Users to the Group To add specific users to a group, select Add User to Group and this screen appears. Input the information including , First Name, Last Name, and level of Permissions (None, Full, View, Send) for the user. Select Submit and that person will be added to that group and receive an from noreply@mcquaig.com with a link to sign in with the and create a password Page 49

51 Group: Users Once you have entered the users for this group, the individuals appear under Users within that Group. To Edit the Users, click the individual user and edit as required. To Edit the Group, select the pencil icon beside the Group: [Sales Managers]. To Delete the Group, select the Delete Group option. To combine two groups, select the Merge Group option Page 50

52 Edit User Details To edit the individual User, click the name and this screen appears; make the changes necessary by clicking the Pencil Icon. Under Group Access select Add user to group, select the Group to add access to and level of Permissions for that group, then Resend Invitation or select Submit. You also have the option to Delete User Page 51

53 Merge Groups You do have the option to merge one group with other groups by selecting Merge Group in the top right corner Page 52

54 Merge Groups Select the drop-down arrow under Group to Merge Into and select the Group to merge with. Then select Submit. A notice will pop up stating This step is not reversible. Proceed? Select OK or Cancel. The two groups will merge all of the users under both groups into one group Page 53

55 Reference Guide and Support If you have a question about the platform, you can click the on any page of the platform and it will provide an explanation about that page. You can also open the Quick Reference Guide, our support desk at support@mcquaig.com or contact your Client Success Manager for additional support Page 54

56 Reference Guide The Reference Guide Provides screen shots and explanation for each section of the platform Page 55

57 Login to MO Once you are added to your account as an administrator, you will receive an notification from with a link to the McQuaig platform. You can sign in with your and create your own password Page 56

58 Forgot Password If you forgot your password, at the Login Page, select Forgot Your Password. This screen will appear; enter your address and select Submit. You will receive an notification with a link to reset your password Page 57

59 Forgot Password This is the notification you will receive via (see below) here and it will take you to this screen to reset your password. Enter the New Password and Confirm Password then select Submit. Hi [Your Name], You recently requested a new McQuaig Online account reset. Click here to create/reset your account. If you did not request this reset, rest assured that your account is safe. Account reset requested through our website are only sent to the contact on the account. If you're worried that someone is trying to gain unauthorized access, go ahead and reset the account, or contact a company administrator for assistance. After you have set your new password you will see a confirmation screen You have successfully reset your password. Please click OK to 2017 Page 58

60 Account Set Up Your account will be set up by your McQuaig Client Success Manager or a McQuaig staff member. You will receive an notification from the address noreply@mcquaig.com stating that you have been added to the site. Follow this information for set up: 1) Whitelist/Add the address noreply@mcquaig.com to your address book. 2). 3) Our site is compatible with IE 9 and above (10+ is recommended), Chrome, Firefox, Safari, and Edge. 4) Support requests can be called in at or send an to support@mcquaig.com. If you do not receive the notification in your Inbox, reference to the following: 1) Check your junk mail/spam folder for an from noreply@mcquaig.com. If it appears in that folder, add this address to your address book. 2) If you have an IT department, request for them to the address noreply@mcquaig.com and imp ) If you do not have an IT department, the address noreply@mcquaig.com yourself. You can reference to this site for additional instructions about how to an . Once that is complete, either resend the account invite or the survey to the employee/candidate. 4) For further assistance contact us at or support@mcquaig.com Page 59