ZERORISK Portal Access

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2 ZERORISK Portal Access Increase your hiring productivity by using the ZERORISK Portal! Assign an access code and send an to the candidate without having to keep up with a spreadsheet of codes Ability to easily track an assigned access code and when it has been completed Immediate access to completed profiles Automated rendering of benchmark templates Storage of profiles: continued access through the portal with no expiration date

3 Easy Start Up ZERORISK will send a Portal Invitation to designated Users to set up an account and password Click Remember Me Next Time to have the Portal conveniently stay open without the need to log in again for access

4 My Account Set Up Open the My Account information in the left hand panel bar Confirm the My Profile, My Company and My Preferences tabs

5 Convenient Assessment Delivery The My Preferences tab contains all other Portal Users enabled to access the Account The User has control of who receives delivery of the Assessment results The Default CC Users can be adjusted to carbon copy any Users on the Account to receive the assessment results The User assigning the access code is automatically copied on each assessment completed

6 Assign an Access Code Click on Assessments Assign Codes Select the Account and the Report Type

7 Assign Access Code Candidate Info Input the Candidate s name and position; address is optional

8 Assign Access Code Assessment Delivery Decide who will receive a copy of the completed assessment and move them into the Selected Users column You may set Default Users within My Account Preferences that will automatically receive a copy, however any of the Users can be added or subtracted easily Option to copy in individuals that are not Portal Users, simply type in the address and click the green plus sign to add as a recipient

9 Assign Access Code - Confirmation Provide the Candidate with either the Access Code or the Access Code Link to take the profile The Access Code Link will automatically populate the access code, name and position for the candidate upon log in to One quick click will automatically generate an to the candidate from your personal account

10 Send Candidate the Access Code The template is created in the User s own client and will be sent directly from the User to the candidate

11 View Assigned Access Codes Click on Assessments Assigned Codes All Assigned Access Codes for your Account are viewable and can be sorted by User or Account

12 Notification of Completed Assessment Upon the candidate s completion of the assessment a notification and Report Link is forwarded to the assigning User as well as any carbon copied individuals Report results are delivered via within minutes and are also available through the User s portal access

13 View Completed Assessments Click on Assessments Completed Assessments Render the completed Assessment Report by clicking on the PDF icon. This report can be ed by clicking on File Attach to in the PDF menu once the document is open.

14 Quick View of Candidate Info From the Completed Assessments screen, highlight and double click on the individual to open up the window for additional information The Info Tab allows assignment of employment status

15 Quick View of Candidate Scores Obtain a quick view of the individual s scores from the Scores Tab

16 Compare Candidate to Position Benchmarks The Benchmarks Tab contains industry and position specific Benchmarks for comparison to the individual

17 Automatic Rendering of Benchmarks Quickly render the position benchmark and obtain a risk assessment of the individual Click on the PDF icon to automatically render the comparison. This report can be ed by clicking on File Attach to in the PDF menu once the document is open.

18 Benchmark Comparison of Multiple Candidates Hold down the Control key and click on multiple individuals for comparison to a position benchmark -> select the Compare option to pull up the Assessment Comparison viewing window

19 Create a Grouping of Completed Assessments Hold down the Control key and click on multiple individuals -> select the Add to Group option to pull up the Add Assessments to Group viewing window

20 Single Location Account Set Up Example A company s main account is its Parent Account. Each Parent Account may have multiple Users. The Users must be set up by ZERORISK HR and a Portal Invitation sent to them to set up their individual account. All active Users have the ability to assign an assessment. All active Users have the ability to see any assigned and completed assessments for their account, regardless of which User may have assigned the assessment. Parent Account User 1 User 2 User 3

21 Two Locations Account Set Up Example The Parent Acct Users have the ability to assign an access code for itself and all Child Accts beneath it The Parent Acct Users have the ability to see its own and its Child Acct s assigned codes and completed assessments Child Accts cannot assign codes for the Parent Child Account cannot see up a level to view the Parent Acct s assigned codes and completed assessments Parent Account User 1 User 2 Child Account User 1 User 2

22 Multiple Locations Account Set Up Example The Parent Acct Users have the ability to see its own and its Child Acct s assigned codes and completed assessments The Parent Acct Users have the ability to assign an access code for itself and all Child Accts beneath it Child Accts cannot assign codes for the Parent Child Accts cannot see up a level to view the Parent Acct s assigned codes and completed assessments Child Accts can be customized to either have access to only their location s assigned codes and completed assessments or they can see across to other Child Accts information as well. Parent Account User 1 User 2 Child Account 1 User 1 User 2 Child Account 2 User 1 User 2 Child Account 3 User 1 User 2

23 Get Started! Contact us to have any additional questions answered: ZERORISK HR Client Services