Setting up TalentCentral

Transcription

1 Setting up TalentCentral 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 This document is designed to help you configure your administration settings on the CEB TalentCentral platform. For additional training materials please visit: For more detailed information and support please visit:

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. Note. Only a user with company admin and company super user access will be able to access company level settings. User Roles There are various permission levels that a user can be assigned. The roles available and their levels of access are: Company Super User Company Admin Manager Viewer Supervisor Can initiate/start a supervised test Can access candidates scores and reports Can view candidates assigned to a project Can create, update or administer projects Can view users in their user groups Can view projects their user groups is a part of Can create/update users and user groups Can change company level settings Can view all projects and users groups A company super user is considered to have full company access, and should be limited to a small number of users These are the people who will being setting up the TalentCentral site when it is launched. A company admin is considered to have advanced access, and should be limited to a small number of users These are the people who will be assisting a company super user or may be the head of a group/department/location. A manager is considered to have medium access, a majority of users will be allocated this level of access. A viewer is considered to have read-only access, only a small amount of users will need this level of access. This is for people who only need to access results. A supervisor is considered to have restricted access, this is allocated to a small number of users. This is for people who need to initiate the verification assessment.

3 Guidelines for Organising your TalentCentral Platform One of the first tasks a new company user will perform is creating new users and assigning them to a user group. Below are various examples of how the TalentCentral platform can be organised. Global/Multinational 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. CEB recommends to setup: - User roles: o The main administrator/contact is assigned as a Company Super User. o Nominate an additional administrator/secondary contact as Company Super User. o National level leaders are assigned as Company Admins. o All other roles/access should be assigned by the company super user or company admin. - User groups: o User groups are created for each country or region, each containing the relevant company admin. o 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. CEB recommends to setup: - User roles: o The main administrator/contact is assigned as a Company Super User. o Nominate an additional administrator/secondary contact as Company Super User. o Regional level/department leaders are assigned as Company Admins. o All other roles/access should be assigned by the company super user or company admin.

4 - User groups: o User groups are created for each region or department, each contacting the relevant company admin. o 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. CEB recommends to setup: - User roles: o The main administrator/contact is assigned as a Company Super User. o All other roles/access should be assigned by the company super user or company admin. - User groups: o User groups are created for each department or team, the company super user may create additional user groups as needed.

5 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. Note. Before you click on create, ensure that Send notification is selected, this means that the new user will receive an . They will need to register within 24 hours. Note. When creating a new user, they must be assigned to a group; this can be the default group. Managing Users

6 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. Note. A user must already exist in order to add them to a new user group.

7 Creating Project Tags A tag is a way to link projects with a certain type of data; for example they can be used when searching for projects or within dashboards. 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 Add and fill in the text box. - Then select Save. - The tag will now be available when a new project is created. Note. By deselecting a tag, no new projects can be linked to the tag. However this does not unlink the tag from existing projects.

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. o To add a product, select the product header, and then click on Add.

9 o o o 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.

10 Dashboard 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 choosing an available layout. This determines how many modules are displayed in your dashboard. - Click the plus sign on the left hand side, this will create a dashboard. - Now you can drag and drop the modules into the desired position, or you can click on the add symbol that appears on a module. - You can customise the layout by resizing and shifting the modules. - You can also rename and create multiple dashboards if needed.

11 - For more information about your module, select the information symbol on the top right corner of the module window. - To modify the information displayed select the gear symbol, this will display values that can be edited. - The minus icon will minimise the module. - The cross symbol will permanently delete the module. - To replace an existing module, drag and drop a new module on top of it. - To save your dashboard click on the Save Dashboard on the top right. Dashboard Modules Dashboard modules allow you to 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 your desired module that you want displayed. - Once you have selected the module/s 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, this will show either a graph or report. This document is designed to help you configure your administration settings on the CEB TalentCentral platform. For more detailed information and support please visit