Sunday, 11 September 2011

Managing your Users

We recently updated the Users section of the KS dashboard.  Here is a guide to the new features.

When you log into your KS dashboard, you'll see some new sections in your menu sub-navigation:

It is worth pointing out that changes made to the user data in your dashboard, do not affect your results data. This is simply an area where you can manage your user information.

Adding Users

There are a number of ways to add user records to your dashboard.  First, when you send assessment invites, the user record is automatically added to your user list (unless it is already present, in which case it will not be duplicated).

Next, you can go to the 'New User' page and add individual records from here.

Third, we have improved the way that user records can be uploaded via csv file.  You can also export your user data as well.  Go to 'Import/Export User Data'.  In the Help notes box, you will find a link to a formatted sample csv template.

Save the template and copy across your user list from MS Excel, using the same 10 columns that you see in the template.  They are: Email, First name, Last name, Status, Datafields 1-5 and Additional Information.

Browse for your csv file and use the 'Import User Data' tool to upload your new user list.

Please not that if you don't use the correct format on your csv file, then the KS system will not accept the imported file.

You can also export your user list to csv, using the 'Export User Data' tool.

Additional Datafields

You can capture 5 additional fields of information for each user, by selecting the magnifying glass icon, next to the user record.

When you click the magnifying glass tool, you will see a dropdown display, where you can edit a number of fields, including changing the status of a user (i.e. from Interviewee to Employee, or Employee to Ex-Employee).

You can use the information captured in the 5 datafields to filter your assessment results, in the Results page of your dasboard.

You can add custom labels to the 5 datafields, by going to Settings > User Datafields. Input your new labels and hit 'Save'.  When you go back to the Users page and view individual records (by selecting the magnifying glass tool), the new labels will display against each user.

Filtering User Records

We have added searching and grouping functionality to the Users page, to make it easier for KS admins to filter their user data and create sub groups of user records. This is especially useful, when inviting different teams to take a skills assessment.

Select the 'Show search' and 'Show groups' tools, on the orange bar located at the top of the user page.

This opens up two new fields, where you can search against a number of user parameters, including, name, username, email, user status and the 5 additional datafields.

When you have run your search, select the user records by checking the box next to the user name (the top box is a 'select all' option). Then enter your group name in the 'Create New Group' field and select 'Create'.

You can view your new groups by selecting the dropdown field, in the Groups table. You can also add/remove new users to/from existing groups.

Inviting Groups

To invite a sub-group of users to take a KS skills assessment, go to the Groups table, select the group in the dropdown, check the box(es) next to the names of your invitees and hit the 'Invite selected users' button.

This will pre-populate your user list on the assessment Invites page. Just edit your invite text and email header and hit 'Send Email'.

So managing KS user data is now even easier. Remember, changes made to your user records have no direct impact on your live results data.


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