SHL TalentCentral TM. Configuration Guide for Company SuperUsers. Contents:

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1 SHL TalentCentral TM Configuration Guide for Company SuperUsers Contents: Setting up TalentCentral User roles Guidelines for organising your TalentCentral platform Creating and managing a user Creating a user group Creating project tags Creating an assessment profile Dashboards

2 Setting up TalentCentral Company admins and company super users can set and change company level settings. One of the first tasks a new company user will perform is creating new users and assigning them to a user group. Accessing Company Level Settings: - Click on the Welcome button, on the top right hand side. - Then select Settings from the drop down. Company level settings can only be accessed by company admins and company superusers User Roles There are various permission levels that a user can be assigned. The roles available and their levels of access are: Page 4

3 Guidelines for Organising your TalentCentral Platform Below are several examples of how the TalentCentral platform can be organised. Global/Multi National sized company: Example of company structure: The company is globally based, operating over multiple countries/regions. There may be national level leaders for each country/region. SHL recommends to setup: User roles: The main administrator/contact is assigned as a Company Super User. Nominate an additional administrator/secondary contact as Company Super User. National level leaders are assigned as Company Admins. All other roles/access should be assigned by the company super user or company admin. User groups: User groups are created for each country or region, each containing the relevant company admin. The company admin may create additional user groups as needed. National sized company: Example of company structure: The company is nationally based, operating over multiple regions/departments. There may be regional level leaders for each region/department. SHL recommends to setup: User roles: The main administrator/contact is assigned as a Company Super User. Nominate an additional administrator/secondary contact as Company Super User. Regional level/department leaders are assigned as Company Admins. All other roles/access should be assigned by the company super user or company admin. User groups: User groups are created for each region or department, each contacting the relevant company admin. The company admin may create additional user groups as needed. Regional/Small sized company: Example of company structure: The company is small or regional based with one HR department. Page 5

4 SHL recommends to setup: User roles: The main administrator/contact is assigned as a Company Super User. All other roles/access should be assigned by the company super user or company admin. User groups: User groups are created for each department or team, the company super user may create additional user groups as needed. Creating and Managing a User Creating a New User Within company level settings, the available options are listed on the left hand side. To create a new user: - Select Users from the list. - Then select Manager Users from the drop down. - This will allow you to create new users and also manage existing users. - Select New User on the right hand side to begin filling in the information. - Once you have completed all the fields, click on create. A new user must be assigned to a user group, this can be the default group. Ensure that Send notification is selected for the new user to receive an . They must register within 24 hours Page 6

5 Managing Users: Once you have created a new user there are some additional actions that you can perform: - Deactivate will disable the users account, preventing them from accessing the administration site. - Edit will allow you to change/update any of the user s information (this includes changing user roles/groups). - Notification will resend the notification to the user, allowing them to register and access the administration site. Creating a User Group A user group will allow a team to access a project that has been assigned to them. The level of access that has been assigned to a user will determine what actions they can perform within the project. To create a new user group: - Select Users from the list on the left hand side. - Then select Manager User Groups from the drop down. - Then select New User Group on the right hand side to begin filling in the information. - Group name is mandatory; however the group description is optional. - To add users to the group, search for your users under the option called Select Users, and then choose the users that will be part of the group. - Once you have filed in the required fields click on create. A user must already exist in order to add them to a new user group Page 7

6 Creating Project Tags A tag is a way to link projects with a certain type of data. Tags can be used when searching for projects, generating statements or within dashboards. An example of a project tag could be geographical locations, departments within a company, or company categories. Within a tag, you can then specify sub-categories called tag values. An example of this could be a project tag of Departments with tag values of HR, Finance, and IT. To create a tag: - Select Admin Experience from the list on the left hand side. - Then select Tags from the drop down. - To create your first tag, select on the right hand side. - Enter the name of the tag and click on + add tags - The new tag will appear - Click on Save - The new tag is saved and you can now add a tag value To create a tag value: - Click on Add Value - Enter the name of the tag value and select + Add Value - The new value will appear on screen - If you have multiple values to create click on Add Value and repeat these steps. - When all tag values have been added select Save. Page 8

7 To view tag values that are associated to project tags, click on the symbol to display the list. Added project tags and tag values will now be available to use when creating projects Page 9

8 Creating an Assessment Profile An assessment profile is a selection of assessments reports that can be used as the basis for creating projects. It can be used to ensure consistent measurement of job competencies across hiring events and across teams. Creating a New Assessment Profile: - Select Create New option from the menu bar. - Then select Assessment Profile from the drop down. - Enter in the name of the assessment profile, and an optional description. - There is also the option of selecting a level and family category. - Once you ve filled in the details, you will be able to select your products. There are two methods you can either search by name or description, or search by product categories. - Searching by name or description: o When searching by name or description, the results will provide you with a list of matching products. o To add a product, select the product header, and then click on Add. o Some products will require you to select additional information e.g. comparison group, reports or languages. o Products that have been added will appear under the title Selected Products on the right hand side. o Assessments added at the time of creating a project are called Core assessments. - Searching Product Categories: o When searching by product categories, click on See More ->, to display the full range of available products. Page 10

9 o o o o To add a product, select the product header, and then click on Add. Some products will require you to select additional information e.g. comparison group, reports or languages. Products that have been added will appear under the title Selected Products on the right hand side. Assessments added at the time of creating a project are called Core assessments. - After you have completed all sections, you can either save the assessment profile or save and create a project. - By selecting Save and Create Project, the assessment profile will be saved and can be selected when creating a project. Dashboards TalentCentral s dashboard provides insight into the assessments across your company by visually displaying the data using a variety of different modules. Creating a Dashboard: - Select Dashboard from the menu bar. - Start by clicking on Create New - This will create a blank untitled dashboard page for you to name and configure. Page 11

10 - There are several dashboard modules available to add to your dashboard. - Double click on a module to add it to a dashboard - You can rename and create multiple dashboards as required. - Customise the layout by resizing and rearranging modules. - For further details on a module select the information symbol - To edit the settings for a module select the cog symbol - The cross will delete the module. - Global Settings allows you to apply the same date range to all modules displayed on the dashboard page - To save your dashboard click on Save on the right. Page 12

11 Dashboard Modules on the Homepage You can access the same data and statistics about your site on your homepage. To add a module on your home page: - Select Choose Modules on the top right of your homepage. - Select the desired module to display - Click Apply. - To view more detailed information about your selected module, click on the icon displayed in the bottom right corner of the module box to show either a graph or report. Page 13

12 This document is designed to help you configure your administration settings on the SHL TalentCentral platform. For more detailed information and support please visit About SHL SHL is a best practice insight and technology company. In partnership with leading organizations around the globe, we develop innovative solutions to drive corporate performance. SHL equips leaders at more than 10,000 companies with the intelligence to effectively manage talent, customers, and operations. SHL is a trusted partner to nearly 90% of the Fortune 500 and FTSE 100, and more than 70% of the Dow Jones Asian Titans. More at SHL.com. About SHL SHL is a best practice insight and technology company. In partnership with leading organizations around the globe, we develop innovative solutions to drive corporate performance. SHL equips leaders at more than 10,000 companies with the intelligence to effectively manage talent, customers, and operations. SHL is a trusted partner to nearly 90% of the Fortune 500 and FTSE 100, and more than 70% of the Dow Jones Asian Titans. More at cebglobal.com. Page 14