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PAC/PSC User Roles
In this video, users will learn about user roles in the Profiles Assessment Center and Profiles Survey Center. Roles determine the level of access that a specific user has. The video will walk through assigning roles to users, changing the permissions that are set for a role, and adding new roles.
Issuing a Grant
In this video, users will learn how to issue their PXT Select servicer a grant into their Profiles Assessment Center or Profiles Survey Center to allow the servicer to act in their account.
Downloadable Resource
PAC Client Grant Job Aid >
Configuring Email Templates
In this video, users will learn how to edit their email templates for all assessment-related notifications. The video will walk through making copies of templates to create new versions and how to edit any of your existing templates.
Adding a Library Performance Model to Your Assessment Center
In this video, users will learn how to take a Performance Model from our Performance Model Library and add it to the assessment center. This video will explain the steps for selecting a specific Library Performance Model, adding it to your site, and activating it for use. This module also covers locating and viewing the Performance Model within your assessment center after activation.
Converting Performance Models
In this video, users will learn which performance models can be converted. The video will also walk through the steps the user will need to take to convert their performance model.
*Please note: This video discusses products in the PXT Select family.
Scheduling by Assessment
In this video, users will learn how to schedule candidates using one of the three methods of scheduling: Schedule by Assessment. This method allows scheduling of up to 500 candidates for the same position. Using this method, users complete a workflow for each instance, and the system emails personalized assessment invitations to each candidate. Users will also learn how to attach reports to the workflow that are auto-delivered to specified recipients when the candidate completes the assessment.
Creating Scheduling Templates
In this video, users will learn how to create a scheduling template in their Profiles Assessment Center. Scheduling templates allow you to create a saved workflow for scheduling scenarios that occur frequently.
This video will demonstrate the second of the three methods of scheduling: Schedule by Scheduling Template. This method allows users to schedule up to 500 candidates using a saved workflow. This efficient method allows you to pre-select options that will be the same for future scheduling scenarios.
Downloadable Resource
Compare Scheduling Methods >
Scheduling by Self-Registration
This video will teach users how to schedule using the third method: Schedule by Self-Registration. Self-Registration is an option for scheduling a large volume of assessments. Rather than entering each candidate's name and email address and selecting scheduling options for each scenario, self-registration allows users to send candidates a generic link. The candidates will enter their information, thus registering for the assessment, and complete it via the pre-determined workflow.
Downloadable Resource
Compare Scheduling Methods >
Converting Assessment Results: PXT Select to PXT Select Non-Cognitive
In this video, users will learn how to convert a candidate's PXT Select results to PXT Select Non-Cognitive results. The video will walk through the steps a user will need to take in order to convert the results.
*Please note: This process is for candidates who have already completed the PXT Select assessment.
Converting Assessment Results: PXT Select Non-Cognitive to PXT Select
In this video, users will learn how to convert a candidate's PXT Select Non-Cognitive results to PXT Select results. The video will walk through the steps a user will need to take to schedule a candidate to complete the Thinking Style portion of the assessment.
Upgrading Assessment Results: PXT/PSA to PXT Select
In this video, users will learn how to upgrade a candidate's ProfileXT® or Profiles Sales Assessment results to PXT Select results. The video will discuss the PXT Select Upgrade Program and the steps users must take to schedule a candidate for the PXT Select upgrade "mini-assessment."
Managing Candidates & Reporting
This video will guide users in managing candidates and generating downloadable reports in the PAC. Within the candidate view, the system allows for configuration and advanced searches. With these features, you are able to gain specificity and granularity in the information that is displayed in your candidate list. From this training, you will also learn how to access detailed information about each candidate, such as when the assessment was scheduled, started, and completed and how to edit or cancel candidate scheduling. Although the PAC encompasses features to automatically email reports after completion of the assessments, this video will also demonstrate how to generate on-demand reports.
PXT Select™ Team Report
In this video, users will learn about the PXT Select™ Team Report. The video will talk through some of the different ways that organizations can use the Team Report, and will also walk through the steps a user will need to take to generate the report within their Profiles Assessment Center.
PXT Select™ Leadership Report
In this video, users will learn about the PXT Select™ Leadership Report. The video will talk through some of the different ways that organizations can use the Leadership Report, and will also walk through the steps a user will need to take to generate the report within their Profiles Assessment Center.
PXT Select™ Manager-Employee Report
In this video, users will learn about PXT Select™ Manager-Employee Report. The video will discuss some of the different ways organizations can use the Manager-Employee Report and will also walk through the steps a user will need to take to generate the report within their Profiles Assessment Center.
Generating PXT Select™ Multiple Candidates & Multiple Positions Reports
In this video, users will learn how to generate a PXT Select™ Multiple Candidates Report and Multiple Positions Report within their Profiles Assessment Center.
Company Service Perspective
In this video, users will learn about the Company's Service Perspective. The video will talk about what the Company Service Perspective is and how it's used. It will also walk users through the steps to access the Perspective questionnaire, input the answers into the system once the questionnaire is complete, and update the Perspective if needed.
*Please note: The Company Service Perspective is only used with the Customer Service Profile™.
Creating Optional Code
In this video, users will learn what Optional Codes are used for and how to create them in their Profiles Assessment Center or Profiles Survey Center.
Managing Optional Codes
In this video, users will learn how to edit an Optional Code after its creation. They will also learn how to add an Optional Code value to an existing candidate record and how to use Optional Codes to sort and search their data.