Select Survey Invitations Invitations candidates to complete the survey – Proctored or Unproctored (Approx. 7 minutes) Welcome to your next OutMatch training! In this tutorial, I am going to show you how to invite candidates to take your survey through your Select user site.

What is Select and who is it for? The Select Associate Screening System is a family of pre employment tests designed to measure important work-related, personality characteristics predictive of success in entry-level jobs. Two secure websites Survey site - designed to allow applicants to complete the survey online User Site - designed to allow you to process results & test via paper and pencil Candidate Completes Survey Process Reports For your Select surveys, there are two sites that are important to remember. The survey site, which is the site where applicants complete the survey online, and the user site, for you as an administrator to process and access results. Candidates can take the survey online at any computer with internet connection, and reports are automatically available within your user site once the survey is completed. . Test candidates online via any computer connected to the web Process reports online via any computer connected to the web

The Select User Site - Login http://www.bigby.com/SelectSystem Secure access to the site with User ID and Password ssmith@abc.com lllllll Accessing the user site and getting reports is simple. You will have a unique user ID and Password to access the site. For security purposes, please do not share login information. If you need a new user added, please speak with your system administrator.

Inviting Candidates to Take the Survey There are two main ways to invite a candidate to take the Select survey Use the ‘proctored’ approach and launch the online survey for the candidate to take on-site Use the ‘unproctored’ approach and generate unique access passcodes so candidates can take the survey remotely There are two main ways to invite a candidate to take the survey. You can have them take the survey on site – this is referred to as our ‘proctored’ approach and is the ‘online survey’ option on the navigation pane You can have them take it remotely with a unique passcode where they can take it in the comfort of their own home; this is referred to as our ‘unproctored’ approach Many organizations use a combination of the approaches or may choose to use only one. If you are unsure which approach is most appropriate within your organization, please reach out to your client manager or email clientservices@outmatch.com.

Unproctored Survey Administration First, let’s discuss the unproctored survey approach.

Unproctored: Survey Administration Click Unproctored Survey to administer the Survey in office via the web To set up a candidate for an unproctored assessment, click “unproctored survey” on the left navigation pane. When people take the unproctored version of the survey, they are required to have a unique passcode to access the survey. From here, you can create a unique Passcode for each candidate and send email instructions directly from the site. Click on “Generate new Passcode(s)”; Passcodes are not only unique for each candidate but also a secure way to make sure the survey is only taken once by the candidate and that the link to the survey won’t be shared. This ensures confidentiality.

Unproctored: Generate Passcodes Choose the number of passcodes you need, click your User ID from the drop down and choose the survey you would like to administer. On the next page, you will follow the steps to generate new passcodes. The passcodes will be used to tie a candidate to his/her assessment results. They are auto-generated by the Select system. Remember, you will only generate a passcode if the candidate is completing the unproctored version of the survey. The first step is to enter the number of passcodes you want to generate. You can create as few as one or as many as 100 at once. The second step is to assign the passcodes to yourself using your User ID. This step will be very helpful later when you want to retrieve reports for your candidates. The third step is to choose the assessment you want the candidate to complete. If you are responsible for administering more than one assessment, you must generate a new batch of passcodes for each assessment. If for any reason, this option is not available to you, please email clientservices@outmatch.com to activate this option for your account. clientservices@outmatch.com

Unproctored: Assign Passcodes The Survey Passcode screen will now include the new passcodes you have created. To send email instructions to the candidate through Select system, click a passcode for the appropriate survey. The Survey Passcode screen will now include the new passcodes you have created.<pause> Now you need to assign a passcode to an individual. You did this by clicking on the passcode link. Passcodes that are not underlined have already been used. Notice the columns Generated For and Candidate Name. When you Generate a Passcode for an individual and fill in their name, it will appear under “Generated For”. When the candidate enters his/her demographic information before taking the survey, it will populate under “Candidate name” Make sure the names match and the survey was in fact, taken by the same person. It is a good way to track your candidates

Unproctored: Email Instructions Under Assign Passcode, enter the Last Name and First Name of the candidate. If you are not sending the email instructions through the Select System, just click Save without Sending Email. Enter the candidate’s last name, first name, and email address. You can also edit the survey instructions. Be sure not to edit steps 1-5, otherwise you may delete important information the candidate needs to complete the assessment.

Unproctored: Monitor Status The Survey Passcode list now includes the name of the candidate assigned to the passcode and indicates the email instructions have been sent. Monitor the status of the candidate you just added and all other candidates on your candidate dashboard. (highlight as discussed) The Passcode is unique to each candidate and may be edited at any time before the survey is completed. Passcodes will expire after 30 days. The “Emailed” column indicates whether or not the instructions email has been sent to the candidate You can see who has started the survey under “Used” as well as under “Survey Status” The “Candidate Name” is the name the candidate entered when he/she began the survey. The “Survey Status” will indicate the survey is “Not Started”, “In Progress”, “Ready to Process”, or “Processed”.

Unproctored: Resuming an Unfinished Survey Candidate will follow original instructions, connect to the URL, and enter the same Passcode and User ID. For a candidate following the unproctored approach – they will be able to resume the survey using the access information they received in their original email. If they no longer have access to that email, you can resend it from your candidate dashboard. The candidate will first enter in their passcode and user id. Then, because this is a passcode that has been used before, they will be prompted to enter their passcode and the last name they entered when initiating the survey the first time. Typically when people are having difficulty resuming a survey, it is because they are entering the wrong last name or included extra spaces when typing in their name for the first time. You can also look up the last name for the candidate on your dashboard.

Proctored Survey Administration Let’s now take a look at the proctored survey approach.

Proctored: Guidelines Click Online Survey for administering the Survey and follow the directions Many companies use the proctored survey approach if they are going to ask a candidate to take a survey on-site. Proctored surveys are launched by the administrator on the computer the candidate will need to take the survey on. To begin this process, select ‘Online Survey’ on your navigation pane. This page is going to provide you some general guidelines for proctored survey administration as well as provide you the login information and survey site URL. The system is pretty simple and has all the necessary steps to help you through the testing process!

Proctored: Survey Site Provide a computer connected to the internet in a quiet location where the candidate will not be interrupted. To begin the proctored survey, you – as the hiring manager or recruiter – will need to access the survey site first. Choose the correct language for the candidate. Keep in mind – this drop down is to select the language for the survey site and does not necessarily mean the survey is available in all languages. Email clientservices@outmatch.com to find out which surveys are available in which languages. clientservices@outmatch.com

Proctored: Survey Access Access via Secured Website Access requires a Short Account Name and User ID. Each account has a unique Short Account Name & each User will have a unique User ID. Enter the Short account name and user ID. Each account has a unique credentials. click submit. Then you will want to pick the appropriate survey for the candidate. Note- if you only have one survey activated, this screen will not appear, it will take you directly to the beginning of the survey.

Proctored: Candidate Experience Seat the candidate at the computer in a location free of distractions. The candidate will need to type “Agree” to the informed consent and enter his/her name and demographic information to begin the survey. agree Next –briefly introduce the survey and survey process for the candidate and seat the candidate at the computer. Make sure it is a quiet environment free of distractions so as to not affect the way the survey is answered. The candidate must agree to the statement of informed consent before starting the survey. He or she must type the work ”Agree” and click to continue. This field is not case sensitive. Once the candidate is done, you will want to thank the candidate for their time and close and reopen the browser before starting the survey again for a different candidate. (SHOULDN’T WE SAY SOMETHING ABOUT DEMOGRAPHICS AND THE SURVEY ITSELF?) The candidate will be prompted to provide basic information and then be launched into the first page of survey questions.

Proctored: Access an Unfinished Survey Test Administrator will connect to the Survey Site and proceed to the screen with the list of surveys available. Click on Resume Unfinished Survey. To resume a proctored survey, access the survey site as if you were initiating the survey for a new candidate. On the top right corner of the page where you select the survey you want the candidate to complete – you will see a link that says ‘Resume Unfinished Survey’. If you do not have multiple surveys available in your account, the resume link is going to be on the candidate consent page.

Proctored: Resume the Survey A list of candidates who have not completed the survey will be shown. Click the appropriate candidate name. A list of candidates who have not completed the survey will be shown. Click the appropriate candidate name. You will be automatically taken to the last page the candidate was on prior to discontinuing. Answers are saved through the last completed page. You may now seat the candidate at computer and ask that survey be completed.

© 2016 Chequed Holdings LLC. All rights reserved. Thank you! Please click here for a 1-minute survey to help us improve our training! Be sure to select ‘SELECT Survey Invitations’ clientservices@outmatch.com And those are the basics of inviting a candidate to complete the Select survey! We are thrilled that your company has decided to partner with OutMatch! Please click the link on the screen to complete a one minute survey and help us improve our trainings. If you have any questions regarding the Select system or sending your Select survey invitations, please email client services. And please be sure to review our other tutorials for information about accessing reports and managing your applicants. Thank you! © 2016 Chequed Holdings LLC. All rights reserved.