Creating a Project with the new OPQ32r The new OPQ32r provides more precise and powerful outputs in around half the time for an individual to complete. This document describes how to set up a new project to take advantage of the new OPQ32r and the new SHL On Demand candidate interface. www.shl.com SHL on Demand Application Guide 1 v1.0
Introduction In order to assess an individual using the SHL On Demand system, it is necessary to create a project. Projects contain information about assessments and individuals. They are used to define the assessments that an individual will be asked to take, the reports that will be generated and the emails that will be sent to those involved in the project. This document provides a simple introduction to setting up a project to use the OPQ32r and covers all of the essential steps required. For more information about setting up projects and the different ways in which they can be used, see the SHL On Demand user guide which can be found at www.shl.com/shlondemand. Preparation prior to creating a Project Prior to creating a new project, you need to decide what assessments you want each individual to complete, what reports you would like to be generated once the assessments are complete and who should have access to these reports. It is also useful to have the name and email addresses for each of the individuals that you would like to assess. In our example, we will be assessing individuals using the OPQ32r assessment and once complete we will have a Manager Plus report generated for us. We will start off by assessing James Candidate, and Emma Feedback will receive the reports for each individual. The remainder of this document deals with this specific scenario; many other combinations are possible by selecting additional assessments and/or reports. Creating the project Step 1: Log in to the SHL On Demand system and click on the Project Maintenance tab along the top of the window. Step 2: Click on the Create New Project link at the left hand side of the page. 2 SHL on Demand Application Guide www.shl.com
Step 3: On the Create Project Details page, choose the > Personality Template type from the drop down box as shown below. You must also choose a Project Location and enter a Project name and Project description in the appropriate boxes. Your project details should look similar to those below. Step 4: Click on the Create new project button. This will create the project for you in the system and take you to the Configure Project Rules page. On the Configure Project Rules page, click on the Select Instruments and Reports link on the left hand side. Step 5: On the Select Instruments page, make sure that only the OPQ32r is selected. If you want to utilize a different norm group with the OPQ32r, then you can choose the correct one from the Norm Set drop down box. Once you have done this, click on the Select Reports button. www.shl.com SHL on Demand Application Guide 3
Step 6: Scroll down through the list of available reports until to find the OPQ32 Manager Plus report and make sure that it is selected. This should be the only report selected in the list of reports. Once you have confirmed this, click on the Save button at the bottom of the list to return to the Configure Project Rules page. 4 SHL on Demand Application Guide www.shl.com
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Step 7: On this page, you will see the information that you have already entered along with an overview of the project. Most of this information can be left as it is. If you wish, you should update the Project milestone dates to allow a reasonable amount of time for individuals to complete their assessments. You can use the Reminders area on the page to automatically send reminders to individuals who have assessments to complete. If the Days before due date is set to 0, then the reminder will not be sent. You should also ensure that the checkbox Add Focuses after Project Start is checked. If it is not, you will not be able to add additional individuals to be assessed once you have launched the project. Once you are happy with the information, click the Save button. 6 SHL on Demand Application Guide www.shl.com
Step 8: We need to add a project administrator to the project by clicking on the Add project administrator link on the left of the screen. The project administrator is the person that will be able to manage all aspects of the project including adding new individuals to be assessed. In this example we will be adding an existing user, John Supervisor, to the project administrator position. www.shl.com SHL on Demand Application Guide 7
Step 9: Enter all or part of his surname into the search box and click on the Search button. If you only enter part of the surname, you also need to include the * as a wildcard as shown in the screenshot. Click on the Add to project link to add John Supervisor as the project administrator. Step 10: So far, we have set the assessments and reports up but have no individuals to be assessed. In this example, we will add James Candidate to our project. To do this, click on the Add assessment focus link on the left of the Project Details page. 8 SHL on Demand Application Guide www.shl.com
Step 11: In this example, we will create a new user by clicking on the Create new user link on the left of the page. If you want to add an existing individual, you can search using a number of details about them. Step 12: On the Create user page, enter the Forename, Surname and e-mail address for the individual. All of the other information on the page can be left as default. Click on Save and add as focus to project button to add this individual. www.shl.com SHL on Demand Application Guide 9
Step 13: Click the Back to Project Details link on the Add assessment focus screen. Step 14: We need to add a feedback provider to the individual we just added. Click on the Add feedback provider link on the left of the page. The feedback provider is the person who will be notified when the Manager Plus report has been generated. Each individual being assessed must have a feedback 10 SHL on Demand Application Guide www.shl.com
provider defined. If we do not do this specifically, then by default the project administrator will be set as the feedback provider. Step 15: Use the same process to search for the person you are looking for that we used in Step 9: above. In this example, we will add Emma Feedback as the feedback provider. Once you have found the correct person, click on the Select as feedback provider link. Step 16: You will now see a list of individuals who have not yet had a feedback provider associated with them. In this case, there is only one, James Candidate. Click the checkbox under the heading feedback to assign Emma Feedback to be the feedback provider for James Candidate. Click Save changes. You will then be returned to the Project Details page where you will see that James Candidate now has a feedback provider assigned. www.shl.com SHL on Demand Application Guide 11
Step 17: To make the assessments available for James Candidate and any others you have set up, you must launch the project. To do this, click on the Launch project link on the left of the page. Step 18: You must choose how to launch the project. Click the Launch project now link to do this. When you click on this link, the project administrator will receive an email informing them that they have been assigned to that position and all individuals who have been assigned assessments will be sent an email invitation to the system. 12 SHL on Demand Application Guide www.shl.com
Step 19: You will now see that there are new options available in the left hand menu. Project emails that are sent When a project is launched, the person who has been assigned as the project administrator will receive an email similar to the one below. This tells them the name of the project as well as providing a link for them to login. If they have been created especially for this, they will also receive an email with their username and password to enable them to login. www.shl.com SHL on Demand Application Guide 13
In addition to the email to the project administrator, each individual who has been set up to complete an assessment will receive an email invitation detailing the assessments they have to complete and how long they should allow. An example of this email is shown below. 14 SHL on Demand Application Guide www.shl.com
Once the candidate has completed their assessment, then the assigned feedback provider will receive an email letting them know that the report is ready to review. An example of the report is shown below. www.shl.com SHL on Demand Application Guide 15
REMEMBER! This document outlines a specific scenario; many more options are available to you by selecting different assessments, reports or combinations of them. You can request optional reports at any time after a candidate has completed their assessments. The best practice templates are pre-configured with assessments and reports for some common scenarios. If you are in doubt about which assessments and reports these are, and you need to assess in one of these situations, refer to www.shl.com/shlondemand for more information. All of the project templates prefixed with > will give candidates the best possible assessment experience by utilising the new candidate interface on SHL on Demand. 16 SHL on Demand Application Guide www.shl.com