Quick dispatch assessments

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.

360 assessments cannot be sent using Quick Dispatch. If that's the type of assessment you're dispatching, follow the instructions in the Dispatch an assessment article.

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.

Once you click to create a Quick Dispatch after resolving conflicts, you'll be returned to where you left off. But you'll need to remove the user and add them again to apply the updates to the dispatch.

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.