Create Assessments

Create Assessments

Relevant for: Organisation Administrators, Administrators (see "User Roles in the Cockpit").

To create a new Assessment, click on "New Assessment" in the top right-hand corner of the Assessment overview or, if you are on another page in the Cockpit, first click on "Assessments" in the top left-hand corner of the header and then on "New Assessment" on the next page. 

A new "New Assessment" page opens with various options.  

General

Here you can fill in the following fields under "General":
  1. Under "Name" you can define the name of the Assessment. Under this name, you can also find the Assessment later in the overview.
  2. Under "Target Position" you can specify the position for which you are performing the Assessment.
  3. Under "Organization" you can enter the name of the/your company.
  4. Under "Start date" and "End date", enter the corresponding date and time at which the Assessment should start and end.
  5. Under "Description" you can optionally enter additional information about the Assessment as text. To enlarge the given box, click on the dashed corner at the bottom right and drag the box larger. 
  6. Under "Competency Model" you can select on the basis of which Template the Assessment is to be carried out. Here you can select Templates that have already been created. In addition to the name of the Template, the organization is also displayed so that you can search for both in the field. If you have selected a Template, that has already been created, and added it to the Assessment, the "Customize" button on the right appears in organization-specific color and is no longer grayed out.   
    Clicking on "Customize" opens a     pop-up window in which all Competency Clusters and competencies of this Template are displayed. If you do not want to include all competencies and clusters in the new Assessment, you can deselect them accordingly by clicking on the boxes to the left of the name. By default, all competencies and clusters of the Template are selected at the beginning. Selected competencies/clusters are displayed with a white check mark on a colored background. For deselected competencies/clusters, the box to the left of the name is empty. Unless all competencies of a cluster are selected, a "-" appears in the box. The same applies to the "Select all" category. 
    By clicking on the box to the left of "Select All" you can either deselect all competencies with one click or add all competencies again with another click. If you deselect a Competency Cluster, all associated competencies will automatically be deselected as well. However, you also have the option of selecting and deselecting individual competencies of a cluster.
    Click on "Save" to transfer your customized Template to the Assessment or click on "Cancel" to keep the original Template.
    Alternatively, you can create an Assessment without a Template and add it later. For more information on Templates, see "Create and edit Templates". 


  1. Under "Report" you can select on the basis of which template the candidate-specific reports are to be created at the end of the Assessment. Click in the field under "Report" and a pop-up window "Select Reports" appears. Here you can place a check mark in the box next to the name of the desired template to add it to the Assessment. You can also select multiple templates to add to the Assessment. 
    As soon as you move the mouse over the name of the Report, a small "    eye symbol" appears on the right. Click on it to open the template in a new window. Here you can view the template, a preview of your individual template or both at the same time. This ensures that you add the correct Report template to the Assessment. You can find more information on the Report template preview     here. For many templates created, you can use the search box to find a specific template by entering the name of the template.
    Click "    Save" to keep your selection or "Cancel" to discard your selection. Selecting a report template when creating the Assessment is optional.
    You can only select templates here that you have already created and uploaded under "Templates". You can learn more about this here.

Assessment Workflow

Under "Assessment Workflow", you can automate the workflow over time. 
The timeline shows the possible statuses in which the Assessment can be and the respective time periods until the Assessment is transferred to the next status (you can find more information on the statuses of the Assessments here). 
There are three different time periods between the statuses:
  1. Activate Assessment: Change from draft status to active status,
  2. Complete Assessment: Change from active status to completed status, and
  3. Delete Assessment: Change from completed status to deleted. You can choose between two different options here. You can either select the "Insights Archive" option or the "Deleted" option. If you select "Insights Archive", all personal data is deleted
    and the remaining data is used for the Insights; e.g. the ratings are still available for the Insights. 
    For Assessments, this means that the organization and target position as well as the date and time period remain, but files, schedules and other descriptions are deleted.
    Personal data of Candidates, such as name, e-mail address and specific files are deleted as well; year of birth, gender, language and position, as well as the results of the test integration tests are retained.
    The role of the Observer and the User role in the Applysia software are retained; assigned files are deleted.
    In the competency model, names and files are deleted; exercises, clusters, competencies, behavioral anchors, the scale and organization are used for the Insights.
    All Assessments, consolidated values and self-assessments remain. All general notes and competency notes are deleted.
    If you select the "Deleted" option instead, the Assessments will be
    completely deleted and not used for the Insights.
    One week before the respective Assessment is deleted (either only the personal data or completely), the first moderator of the respective Assessment will receive an e-mail informing them that the data will no longer be available after one week. The data should therefore be backed up in advance if necessary.
By default, the settings stored by the organization administrator appear here. Further information can be found here.

You can change these settings for the Assessment at any time by clicking on the "Edit Workflow" button. A pop-up window will open. 
The settings for the Assessment Workflow that you select here are only applied to the Assessment that you are currently creating. 
You can customize the three time periods between status changes and the deletion option of the Assessments according to your individual needs. Further options for editing the Assessment Workflow can be found here.  
Click on "Close" to close the pop-up window. Your changes will be applied and you will be back on the "Create Assessment" overview page.


Features

There are also various "Features" that you can select and deselect for the particular Assessment by clicking on the "switches" on the far right so that they are colored or grayed out. 
  1. The option "Automatic Consolidation" automatically calculates the average value of the uploaded ratings of the Observers and sets it as the consolidated value. You can find out more about this under "Consolidate".
  2. With the "Scheduler" the schedule of your Assessment can be managed in a scheduler, which allows the creation of individual schedules for the Observers. More information about this feature can be found under "Schedule/Scheduler". 
  3. By activating "Share Notes", Moderators in the Conference can view the notes of all Observers on the different Candidates in the different exercises. You can find more information on this under "Single view Candidates".

Branding

Under "Branding" you can set how the respective Assessment is to be displayed in the App, i.e. you can use a custom branding. To make settings here and activate the branding, click on the "switch" on the far right so that it is highlighted in color.
  1. To customize the color of the Assessment, click on "Select". You can then set an individual color by RGB, HSL or HEX. By clicking on the "Eyedropper" you can select a color on your screen (e.g. a color of the logo). 
  2. You can also set a custom "Logo". To do this, click "Upload file" and select an image (PNG, JPG) or drag and drop an image into the provided field.

If you do not set an assessment-specific branding, then the branding of the Workspace will be applied for the respective Assessment. 


To create the Assessment, click "Save" at the bottom right.




 After saving, a new page opens with your created Assessment. On the left side, a navigation menu appears that allows you to access various settings. The folder "Edit Assessments" explains the respective settings in more detail. 

However, you can also find and open the created Assessment at any time via the Assessments overview, i.e. by clicking on "Assessments". 
At the top below the header you can see at any time in which area of Applysia you are. Click there to navigate between the different areas. 

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