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 dispatches
Click the menu icon on the top left of your screen. Click the expand icon beside Assessments in the main menu and choose Dispatches.
Step 2. Click create
Click the Create button on the top right of the page and choose Quick Dispatch.
Step 3. Enter details
Enter a name and select an assessment mode. Read the In depth vs whole competency article if you're not sure which one to use. Select the assessment type and click Next.
- Self assessment: a user assesses their own performance.
- Manager only: a manager assesses a user.
- 180˚: a user and their manager assess the user.
Step 4. Select users or jobs
Select a filter like Department and then select users to dispatch to. Click Next.
Step 5. Resolve conflicts
If any users are not associated to a job or their job is not associated to an assessment of the specified type (grouped, ungrouped, or whole competency), you'll see a list of Conflicts. Click Next to continue without them, or leave the assessment to resolve the conflict.
Step 6. Select assessments
If you've you've selected a user in a position associated to a job that's linked to more than one assessment of the specified type (grouped, ungrouped, or whole competency), select which assessment to dispatch. Click Next.
Step 7. Select managers
If some users in the dispatch don't have an assigned Manager, click "Select" to choose one. The manager you select will only apply to this assessment. Click Next.
Step 8. Select start and due dates
Select Dispatch Now or click the calendar icon to select a start date. You can also click a calendar icon to select a due date.
Step 9. Set reminders
Select the Reminders checkbox to set up automatic reminders and enter how often they should be sent.
Step 10. Dispatch or save
If you didn't select a start date, click Save. It's saved as a draft until you select a start date. If you have selected a Start Date, click Dispatch and participants will receive an email on the specified date.