You need to enable an assessment before it can be dispatched. Dispatching is the process of inviting participants to perform an assessment.
Step 1. Go to new dispatch
Click the menu icon on the top left of your screen. Click the expand icon beside Assessments in the main menu and choose New Dispatch.
Step 2. Select the dispatch type
There are four dispatch types:
- Self assessment: a user assesses their own performance.
- Manager only: a manager assesses a user.
- 180˚: a user and their manager assess the user.
- 360˚: A group of participants assess the same user.
Step 3. Select the assessment
Click Next. Click the plus icon to expand a group in the index that's holding the job your assessment is based on. Select the assessment to dispatch and click Next.
Step 4. Assign subjects
Names are listed as potential subjects, or you can click the Select users link to search for other users to add as subjects. Select a filter in the first drop-down and then select the users you want to assign as subjects and then click the close icon . If you're dispatching a 360˚, you can only select one subject. Click Next.
Step 5. Select participants
Names are listed as potential participants, or you can click Select Users to search for other users to add as participants. For a 360˚ assessment, you don't need to add participants to every group. For example, you can dispatch an assessment that only has a subject, a manager, and a peer. Click Next.
Step 6. Edit dispatch messages
Click the pencil icon to edit a dispatch message. The changes you make only apply to this dispatch, not to the email itself when it's used again in another dispatch.
Step 7. Select the scoring authority (for 360˚)
Select the group of participants to be the scoring authority. In a 360˚ assessment, peers could rate a subject above target, but if the manager rates the subject below target on the same competency, the scoring authority determines if it's a strength or a competency for development.
Step 8. Set a send date and due date
Select Dispatch Now or click the calendar icon to select a send date. You can also click a calendar icon to select a due date.
Step 9. Click finish dispatch
Click the Finish Dispatch button. If you selected Dispatch Now, your assessment will be sent to the users you selected as subjects and participants. If you selected a send date, click Unsent Dispatches in the main menu and you'll see your dispatch listed in the Scheduled for Dispatch table.