Welcome to the Profiles on the Web Help Text. Please
use the table of contents below to locate the desired topic and click on the link to access the information. Table of Contents Getting Started
Minimum System Requirements
Overview
Taking An Assessment
Glossary Assessment Central
Assessment Central Overview
Scheduling assessments for a new candidate
Scheduling assessments for an existing candidate
Setting up Self-Registration for Candidates
Cancel scheduled assessments
Booklet Entry
Job Patterns Overview
Build Job Patterns
Change Job Patterns
Delete Job Patterns
Print Job Patterns
Score assessments
Make Reports
Batch Reporting
Batch Printing E-mailed Assessments
Teams Overview
Build Teams
Update a Team
Make Team Report
Import Data
Import Assessments
Import Patterns
Export Data
Export Patterns
Export Assessments
Backup
Transfer Tests
Candidate Match Report My Schedule
Overview Users
Overview
Delete User
Archiving and Restoring Users
Create New Candidate
Edit Candidate Information Meters
Overview
Meter Detail Log
Minimum System Requirements: For general access and taking assessments: Microsoft
Internet Explorer version 4.x or above with latest
Service Packs applied
- OR -
Netscape 4.x or above with latest
Service Packs applied.
For viewing and printing reports:
Microsoft Word 97
- OR -
Microsoft Word Viewer 97.
To experience all of the functionality of this site, you will need to
have the latest version of your browser with Javascript enabled. The most current version of your web
browser can usually be downloaded for free from the web site of your browser provider.
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Overview: Profiles on the Web is your interactive online assessment center providing
you with answers to your assessment questions. Clients of Profiles International and its representatives
may use this site to facilitate their assessments needs. Profiles
International, referred to as "The Information Company", is the
world’s leader in the assessment industry. Profiles International,
Inc. is committed to providing the best assessments and
evaluations to employers, clients, and candidates. Top
Taking an Assessment: To complete an assessment that you have scheduled for yourself:
- Click on "My Schedule".
- Identify the Assessment you have scheduled and click on Begin/Resume
to the right of the record.
Note: If at any time during
the assessment, your session is interrupted, you may
return and complete the
assessment at a later time. To do so, login using the
user name and password that was assigned to you. Select
the "My Schedule" tab from the left of the screen. After locating the interrupted assessment, select "Begin/Resume" to
the right of the assessment. Top
Assessment Central Overview: Assessment Central provides a central location for you to access all of
your assessment needs. From here, all of your scheduling, scoring and viewing of assessments can be
accomplished. Top
Scheduling assessments for a new candidate:
- From Assessment Central, select "Schedule an assessment for a new candidate...".
- From the Product drop down menu, select the assessment to be completed.
- From the Expiration drop down menu, select the number of days the candidate
will have to complete the assessment.
- Select "Allow" or "Disallow" from the Individual
Report drop down menu to allow or disallow the candidate
completing the assessment to have the option of viewing
his/her individual report.
- Select the entry method desired from the drop down box.
- Complete all candidate information, including creating
a unique username and password for the candidate. (Example:
Candidate User Name = candidate’s first initial and last
name.)
- NOTE:
User name and password are very important and must be recorded and provided to the candidate. The
candidate will not have access to complete an assessment without them.
- Click the "Review Scheduling" button
- Verify all information and click the "Save Scheduling" button.
You will be sent back to the Assessment Central screen.
- The candidate will automatically receive an email with instructions as long as an email address is entered.
Note: Scheduled assessments will automatically be deleted
if they are not completed before the expiration date. Candidates
that have no scheduled or completed assessments 90 days
after creation will also be deleted. Top
Scheduling assessments for an existing candidate:
- From Assessment Central select "Schedule Assessment for an existing
user...".
- From the Product drop down menu, select the assessment to be completed.
- From the Assessed User Name drop down menu, select the user name of
the existing candidate completing the assessment.
- From the Expiration (in days) drop down menu, select the number of
days the candidate will have to complete the assessment.
- Select "Allow" or "Disallow" from the Individual
Report drop down menu to allow or disallow the candidate
completing the assessment the option of viewing his/her
individual report.
- Select the entry method desired from the drop down box.
- Click the "Review Scheduling" button
- Verify all information and click the "Save Scheduling" button.
- The candidate will automatically receive an email with instructions as long as an email address is entered.
Note: Scheduled
assessments will automatically be deleted if they are
not completed before the
expiration date. Top
Setting up Self-Registration for Candidates: At times you may want to have the candidates provide their own User information.
Self-Registration allows you to create a special Authorization code for the desired Assessment. You
can then have a candidate go to the site and take an assessment using the Authorization code and your
User Name (Authorizing ID). The procedure is as follows:
- From Assessment Central select "Setup Self-Registration...".
- Designate a unique authorization code for the assessment/assessments
to be completed by the candidates.
- Place a checkmark in the box next to the assessment name if the assessments
are to be scored automatically upon completion by the candidate.
- From the Expiration (in days) drop down menu, select the number of
days the candidate will have to complete the assessment.
- Select "Allow" or "Disallow" from the Individual Report drop down menu.
This allows or disallows the ability of the candidate completing the assessment to view his or her
individual report. If you select "Allow", you must also select "Auto score" in
order for the candidate to be able to view the report.
- If you wish to receive a copy of the invitation email, then check the
generate email invitation check box.
- Click the "Saves Changes" button at the bottom of
the screen.
- Distribute your user name (Authorizing ID) and assessment authorization
code to the candidates who will take the assessment.
After the setup is complete and if you slected the option, you will receive the e-mail instructions for you to forward to candidates. Top
Cancel scheduled assessments: To
cancel a scheduled assessment, go to "Assessment Central"
and search for the desired assessment. From the assessment list, select the box next to the desired assessment record and click the "Delete Selected Assessments" button Top
Booklet Entry: To
have an Assessment entered using the booklet;
you must select "booklet" for the Entry method when scheduling
an Assessment. See assessment scheduling. After completing the schedule, you can enter the answers by using either the keyboard or the numerical keypad. When
using the numerical keypad the number 1 corresponds
with the answers "yes", "a", and "true". The number 2 corresponds with the answer
"no", "b", and "false". The number 3 corresponds with "c"
and number 4 corresponds with "d", etc. For PPI and PTA, it is necessary that each group statements be marked
with a 1, 2, 3, or 4. All four numbers must be used for each group, but only once per each group. When
the number is entered, the cursor will automatically go to the next entry box. Note: Auto cursor navigation is dependent upon the browser you are using. This function requires the most
recent version of Java Script. The latest version of your browser can usually be downloaded from the
web site of your browser provider. After
all the answers have been entered, simply click the "OK" button
and the results will be saved. Top
Job Patterns Overview: The Job Pattern Center located on Assessment Central allows you to perform
many different functions such as modification, deletion, and creation of patterns. For
information on the application of Job Patterns, refer
to the Users Guide. It may be downloaded from the Assessment
Central. Top
Build Job Patterns: Job
Patterns are created, by using the Build a Job
Pattern function. The job pattern type can be selected
from the pull-down. The Creation Method box has a pull-down
from which you can select Manual, Job Analysis Survey,
Concurrent, or Combination. After the method is selected,
click on the "Build Pattern" button. Manual- Allows you to select the range for all of the scales except
Learning Index. The Learning Index scale is automatically calculated based on the settings of the other
related scales. The range for the scales must have a span of at least 3 numbers. Job Analysis Survey-
This pattern is developed using a questionnaire about
the position. The completed questionnaire
is entered; if more then one survey for a job has been
completed you can add another survey by clicking on "Add Survey". Clicking on "Commit Pattern" will
automatically calculate the survey data and create the
pattern. Note: This option is only available for the Profile Assessment. Concurrent Study- This pattern is developed using the actual scores
of individuals that have taken The Profile. You will select the names from the candidates who have completed
The Profile Assessment. A minimum of three candidates is required to use this method. If you have a
long list you can condense it by utilizing the two Filter options, Position and Optional code. Note: Multiple
Candidates can be selected by holding down the "Ctrl" (Control) key while making your selections. You can also select a range of Candidates by holding down the "Shift" key
as you click on the first Candidate, scroll down, and
then click on the last Candidate. Combination- This method is used when you desire the input from
candidate scores and the Job Analysis Survey. It combines the process of the Job Analysis Survey and Concurrent
study. The method requires a minimum of one candidate and one Job Analysis Survey. Note: This option is only available for the Profile Assessment. Top
Change Job Patterns: Search for the desired pattern by using the filters provided under Locate
existing patterns. From the list, locate the pattern and click on Update. From there you can change
the name of the job pattern; add or select a different division name or optional code. You can also
change the scales by clicking on the number windows. The range for the scales must span at least 3 numbers.
For The Profile, the Learning Index scale can not be modified; it is automatically
calculated based on the settings of the other related thinking scales. Top
Delete Job Patterns: Search
for the desired pattern by using the filters
provided under Locate existing patterns. From the list locate
the pattern you wish to delete. Put a check mark in
the box next to the pattern and click on "Delete Selected Job Patterns". Top
Print Job Patterns: Search
for the desired pattern by using the filters
provided under Locate existing patterns. From the list locate
the pattern you wish to print and click on "Reporting". Report Type- You will be prompted to select a report type. Depending
upon your user type different reports will be available for you to select. E-mail Report- You can select to e-mail the report and send it
directly to the candidate. This allows you to save the time of downloading the report. Generate Report- You can either send an email, if selected, or
begin the download for you to view the report on screen. When you view on the screen, the report displays
in its entirety and you can browse any and all pages. You have the additional option while browsing
to print to the printer at any time by using your browser print function. Top
Score Assessments: Assessments can be administered without any meter usage. Then, the assessments
can be scored when the report is generated. If there are no meters available, you will not be able to view the report.
Once meters become available you can then view the reports and the meter will be expended at that time.
Top
Make Reports: From "Assessment Central", search for the desired assessment.
After identifying the candidate, select the Reporting Link next to the candidate’s
name.
- Report Type
You will be prompted to select a report type. Depending upon your user type different reports will
be available for you to select.
- E-mail Report
You can choose to e-mail the report and send directly to the candidate. This allows you to save the
time of downloading the report.
- Generate Report
You can either send an e-mail, if so desired, or begin the download process for you to view the report
on screen. When you choose print to screen, the report displays in its entirety and you can browse
any and all pages. You have the additional option while browsing, to print to the printer at any time
by using your browser print function.
Top
Batch Reporting: Place
a check next to any assessments for which you
desire a report. (To receive reports on assessments, they
must have a completed or scored status). After you
have selected the assessments, click the "Report on Selected Assessments" button. On the report generation screen select your report type (and select a Pattern if appropriate) and click the "Send Emails" button. Top
Batch Printing E-mailed Assessments: To perform this function, you must have Outlook as your e-mail program. Select
all of the e-mails you wish to print from your
mailbox by holding the control key and selecting with
the mouse. Once all of the files have been slected,
use the mouse to right click on any of the highlighted
items. Next,
click the print icon on the menu that pops up. After
print is selected, a print setup page will appear.
Check the box
in the lower left-hand corner labeled "Print attached files with item(s)".
Click OK to begin printing. Top
Teams: The Teams button is located on Assessment Central. Clicking this button
will link you to the Team Center and allow you to perform all team functions. Top
Build Teams: To
build a new Team, start from Assessment Central
and click the "Team" button. Click
the "Build new team" link. Next, type in
the name of the team. The list of candidates that have
taken the PTA will be displayed. From this
list, select the name
of
the team leader. Next, enter the names for the team members. Click
on "Review Team" to verify the accuracy of the Team. Click on "Commit" to
save the team. Note: This function will expend 2 meters. Top
Update a Team: To
update a Team, from Assessment Central click
the "Team" button. From
the list of teams select the one you wish
to update by clicking on the link that says, "Update". The composition of the team will be displayed. Make the necessary changes,
then click on "Review Team". After verifying the composition of the team, click "Commit".
Remember this function will expend 2 meters. Top
Make Team Reports: To
print Team report, start from Assessment Central
and click the "Team"
button. From the list of teams select the one you wish to print by clicking "Reporting".
- E-mail Report
You can choose to e-mail the report and send it directly to the candidate. This allows you to save
the time of downloading the report.
- Generate Report
You can either send an email, if so desired, or begin the download process
for you to view the report on screen. When you choose "print to screen",
the report displays in its entirety and you can browse any and all pages.
You have the additional option while browsing, to print to the printer
at any time
by using your browser print function.
Top
Import Data: This
function allows you to import patterns or assessment
data.
ALl patterns and assessments must be exported before you attempt an import. Assessments and patterns
can only be imported 100 at a time. If you have more than 100 records in one file than you will
be asked to repeat the transfer until all of the files are transferred. Once
all the data has been transferred you will be returned
to the assessments central page. Top Importing Assessments: To
import data from your single-user software to to the "Assessment
Central" link on the homepage. Next click "Import Data" under the Additional Options
menu. Click browse to find the records you wish to import. Once you have selected the assessment(s)
the path will appear in the text box. Click the Import Assessments
button to complete the operation. . Top Importing Patterns: To
import patterns, go tot the "Assessment Central" link on
the homepage. NExt, click "Import Data" under the Additional Options menu. Click
browse to find the patterns you wish to import. Once you have selected the pattern(s) the path
will appear in the text box. Click the Import Patterns button
to complete the operations. Top
Export Data: This function allows you to either export Job patterns or assessment data.
Top
Export Patterns: The
job pattern export allows you to select
the patterns you wish to export so that you can import
them into the Profiles Assessment Center single
user software. Select
the Job patterns you wish to export, click
on the "Export" job
patterns button. Using the File download
window, select the save to disk option. Choose the path
to where
you wish to save the file. Once the file is saved it can then be used to import to the Profiles Assessment
Center software. Top
Export Assessments: The Assessment export allows you to select the assessments you wish to
export so that you can use the data for statistical analysis or import the data into the Profiles Assessment
Center single user software. Select the type of assessment you wish to export. Select which records
you would like to export:
- ALL
Will export every assessment record for the type of assessment selected.
- SELECTED
Provides you a list of assessments to choose which records you want to export.
- NOT YET EXPORTED
Will export every record that has never been exported.
Export Type - Select the type of export desired:
- Import
will format the data to be imported into the Profiles Assessment Center single user software.
- Analysis
will format the data to an ASCII format or database. The Export file can be used to import the records
into a spreadsheet program for the purpose of information collection and analysis.
Top
Backup: Please note that it is NOT necessary for you to back up your information.
All of the Data hosted by Profiles on the web is backed up daily. Top
Transfer Tests: "Transfer Tests" is
used to transfer a scored Candidate(s) record(s)
either from PPI to PTA or from PTA to
PPI. Transferring a test will use a meter unit. From Assessment Central select either Transfer Assessments from PPI to
PTA or Transfer assessment from PTA to PPI. Select
one or more Candidates that you wish to Transfer and
then click the "Transfer" button. Note:The only assessments available for transfer will be assessments that have been scored. A meter will be expended for every assessment you transfer. Tip!
Multiple Candidates can be selected and transferred
all at one time by holding down on the "Ctrl" (Control) key while making your selections. You can also select
a range of Candidates by using the Shift-Click method. To perform
this function, click on the first candidate, then hold
down the Shift key while clicking on the last candidate. Top
Candidate Match Report: This report is for use only with candidates that have taken The Profile.
It allows you to select one Job pattern and compare any number of candidates to the Job. The report
will list in descending order which candidate has the best match to the Job Pattern. To
generate this report go to Assessment Central and click
on "Candidate
Match Report". You will need to select from the list of Candidates
that have taken The Profile. Then you will need to select
the Job Pattern you wish to compare them to.
- E-mail Report
You can select to email the report and send it directly to the email address selected. This allows
you to save the time of down loading the report.
- Generate Report
You can either send the email, if selected, or begin the download for you to view the report on screen.
When you view on the screen, the report displays in its entirety and you can browse any and all pages.
You have the additional option while browsing to print to the printer at any time by using your browser
print function.
Top
My Schedule: My Schedule lists the assessments that you have been scheduled to take.
This screen will display the name of the person or organization that has scheduled this assessment for
you. It identifies the Profiles assessments that have been scheduled for you and the status of these
assessments. Additionally, this page displays when the assessment was originally scheduled,
and shows the link that is used to begin taking the assessment. If during the assessment your connection to this site was terminated for
some reason, you will come to this page and use the same link to resume the assessment. Please remember that all assessments listed on this screen are scheduled
for you to take. Top
Users: The
list represents the users that are listed under
your account. The "User List" shows information regarding ALL Candidates. It is sorted by last name. For accounts
that have a large number of users there is the ability to filter by the type of user. There is also
an option to search archived users. Filter options are displayed in the "Show" pull
down field. User contact
information is also displayed. Clicking on "user name" will allow
you to edit candidate information. Top
Delete User: To
delete a user, select their name in the box next
to their name and click on the "Delete Selected Users" button. Please remember that once you release them from your list, you will
not be able to retrieve them. Top Archiving and Restoring Users: Archiving
users allows you to clean up your database. Once a user
is archived they will not show up under a normal search. There is, however, a button in the filter
options to allow you to search your archived users. To archive a user you must perform a search
of un-archived users. Once you find the user(s) that you wish to be archived, put a check in the
box beside their name and then click the "Archive Users" button. If you wish to restore
an archived user then you must perform and archived users search and select the users you wish to restore.
After the users are selected press the "Restore Users" button to
complete the operation. Top
Create New Candidate: Candidates
can be added by selecting the "Create New Candidate link".
This function is usually done when setting up new candidates
to take an assessment. This screen allows
you to create the profile for a candidate, which will make
scheduling easier when you choose to do so in the future. Top
Edit Candidate Information: All
information regarding a candidate, except User
Name, can be modified. Just click on their "user name" to
display their user Profile in edit mode. Note:If you change the password for a candidate, you must notify them of the new password or they will not be able to access the site. Top
Meters Overview: Client
users are allowed to purchase assessments from
this site or from your Profiles Representative. The scoring
of assessments is controlled by the use of the scoring
unit called a "Meter". All of our assessments require one meter for scoring. They can be scheduled and even
taken without meter consumption; but to view the assessments’ report
a meter is required. The process of building a team report
will expend 2 meters. The meter account screen is the list of your meter account balances and
allocations. You can also purchase meters from this screen. It will require a valid credit card for
that transaction. Top
Meter Detail Log: "Details" displays
all meter activity for the product selected.
The information displayed includes whom they
were received from; how many meter units were involved
for each transaction;
and a running total of meter units available. The log includes
any scored assessments. The meter unit activities displayed in the Meter Detail Log are:
- "PURCHASE" - this entry designates meter units that
were purchased from the site.
- "TRANSFER" - this entry designates meter units that
were transferred either to or from your account.
- "ASSESSMENTS SCORED" - this entry designates meter
units that were used to score an assessment. It shows
when meter units are used to build or change a Team
in the Profiles Team Analysis application.
Note: To print a Meter Detail Log report, use the print function of your browser. Top
Glossary:
- User Name - two to twenty-five characters in alphanumeric code
used to identify a client or candidate.
Note: Store information in a secure place.
- Password - four to twenty characters in alphanumeric code established
by the client for security purposes. Limits access to scheduling, scoring, and viewing candidate assessments.
Note: Passwords are case-sensitive.
- Candidate - type of user with privileges limited to the ability
to complete scheduled assessments.
- Client - type of user with the privileges of scheduling, scoring,
and viewing assessments
- Authorization Code - four to twenty characters in alphanumeric
code established by the client that is unique to each of the available assessments. This code allows
the candidate to take an assessment for a client. The candidate MUST have an Authorizing ID and an
authorization code provided by the client to enter the website and register to complete an assessment.
- Authorizing ID - the user name of the client that is allowing
a candidate to take an assessment. The candidate MUST have an Authorizing ID and an Authorization
code provided by the client in order to enter the website and sign up to complete an assessment.
- Existing Candidate - candidates who have completed the registration
process and have a unique user name and password. This user name and password will allow the candidate
to resume an interrupted assessment or complete additional assessments.
- Auto Score - Is an option that can be used when setting up Self-Registration
for candidates. If selected it will automatically score any completed assessments and they will be
ready for viewing. If it is not selected, assessments can be completed but will not be scored until
the client selects the reporting function.
- Option Code - Is a database field available to the user for
filtering. The field is available in two locations. One is within the Assessment record; two is in
the Job Patterns record. The contents of these fields can be modified at any time.
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