Create project and choose assessments

• Log in to TalentCentral+™
• In the top left menu, under Projects, click on Create Project
• What you will see in the pop-up box will depend on what you have bought from SHL
• Choose a project type then click on Next
• Please note that, if you have bought Experience templates, these will be available for you to choose from, otherwise you will see a padlock on this tab
• If you would like to buy Experience templates, please contact your Account Manager
• Under Project details, choose a Project name and confirm the Project type (Solution) is showing the option you chose in the previous step
• The Project catalog section will default to display All the available assessments on your system, but you can use the bookmarks below this option to narrow your search
• Click on the Configure text next to any of the assessments you want to include in your project
• A pop-up box will appear where, on the left, you will see a brief description of the assessment as well as the time (Assessment duration) your participant will need to complete the assessment
• Here, you can choose your Assessment language and Add reports
• When you click on Add reports you will see which reports are available for your chosen assessment and the languages the report is available in
• Click on the box to select the report then click to Add to assessment
• Your chosen report will be added to the Reports section where you will see an option to Share with participants, if you wish to
• Click on Add to project
• The assessment(s) and reports you have chosen will appear at the bottom of your screen under Selected products
• If you want to remove any of your chosen products, click on the minus symbol in the circle next to it
• Please note that, once you have published your project, you will not be able to add any additional products so make sure you have added all the products you need before moving on to the next section 
• Once you have chosen all the assessments you want to add to your project, click on Save & next

Define stage(s)

• As a default, your assessments and reports will be listed under Assessments in Stage 1
• Here, you can click on the Settings wheel on the assessment to review the choices you made for that assessment
• If you want to split your assessments into different stages, click on Add stage in the bottom right and add as many stages as you need
• It is a good idea to Add stage name to each stage but it is optional
• Within a stage, you can choose to order your assessments in the Order shown or you can choose for them to be shown to your participants in Any order
• You can click on the six dots next to an assessment to drag it to a new position in the stage list, or even to a different stage
• Alternatively, you can move assessments to different stages by clicking on the box next to the assessment then clicking on Move to stage and choosing the relevant stage
• To remove a stage, click on the three vertical dots on the right and Remove stage
• If you have added any additional stages to your project, you will need to choose your Progression Criteria for every stage except for the last one
• If you choose Score-based progression or invitation, you will need to choose an option from the Minimum score to progress drop-down for each assessment in your stage
• At the top of the page, under Stage settings, you can choose to Hide the next stages from participants and, if applicable, choose your Banding template and Edit band values, if you wish to
• If you want to add a template to the Banding template list, you will need to contact your Account Manager
• Click on Save & next to move on to the Participant experience section

Participant experience

• Here, you can choose what devices you would like the assessment(s) to be available on
• You can also choose the default language for all on-screen text and communications - please note, the option you choose here is not the language your participants will see the assessment in as this will be the option you chose in the previous step
• Under On Screen Messages, you can preview the Available messages in your system, which can be chosen when you add your participants to the project
• If you wish to use an Application form, you will be given the option to Use existing or Create New
• Please note, if you customise an existing form it will only be available on this project - if you want to add it to the list of forms, you will need to contact your Account Manager
• Project Proctoring allows you to verify the identify of your participants and inspect the testing environment
• Click on the proctoring options text to read more about the options available
• Some proctoring options have to be added at company level - if you want to add a proctoring option, you will need to contact your Account Manager
• Under Additional experience options, you can choose how many days a participant must wait before they can re-attempt an assessment
• Click on Save & next to move on to the Review & publish section

Review and publish

• On this page, you can choose to Bookmark project by clicking on the ribbon icon on the top right
• Your name will automatically be added to the Project administrators (optional) section as a default
• You can add additional administrators to this section by typing their name into the Project administrators (optional) field, which will bring up a list of all individuals who have been added to your system as Users
• If you want them to receive project update notifications, tick the box below the field
• Project tags allow you to link your projects to data, e.g., departments, office locations, etc., which can make reporting easier as you can narrow your search to only those areas of interest
• As a default, some Project tags will be automatically added to the project for you - if you want to remove any of the tags, click on the x symbol next to it 
• You can add new tags by typing into the Project tags (optional) field then clicking out of it to save the tag
• You can choose to add a Project description if you wish to
• At this stage you can choose to Save draft and come back to your project at another time
• If you click on Save draft, you will be taken to your Projects page where you should see your project listed in the table
• From here, you can choose to copy the project or edit it using options on the right
• If you choose to Edit project, you will need to click Save & next through the project until you get to where you left off
• Alternatively, click on Review details, which will bring up a pop-up box where you can review all your project details
• Here, you will be able to see the total Duration of all the assessments you have chosen for your project
• At this stage you can choose to Publish & exit your project or, if you already know who your participants are, you can click to Publish & add people
• If you choose to Publish & exit, you will be take to your Projects page where you should see your published project listed in the table
• Here, you can choose to Add participants under the Actions section of the table or, if you have already added your participants, you could review their Participant details
• If you chose to Publish & add people, you will be taken to the Add people section
• Here, you can choose whether to Bulk upload, Add individually or use a Multiple-use or Single-use link
• If you click on the Save participant group button without adding any participants to your project, you will see a Please add participants or define link count first error message

Adding participants

• To Bulk upload your participants, download one of the sample files provided (.csv or .xlsx) making sure you save the file in the right format
• If the file does not download, look for a pop-up blocker on the top right-hand side of the search bar - click on the pop-up blocker and click Allow
• Take care not to rearrange any of the columns, or headers, of the file as this will impact how the file is uploaded back into the system
• Add a new serial number (S.no.) for each participant you add to the file
• Only the Email field is mandatory but it is best practice to add a First Name and Last Name
• If you want to add a Mobile Number then make sure you do not include the country code
• You can also add the participant's date of birth (DOB) in the format shown and up to five tags of your choosing
• Before saving and uploading your completed file, make sure the Email field has been completed for each participant, that no two e-mail addresses are the same and that you have deleted the instructions section of the file
• Click on the Upload CSV/XLSX icon on the system, where you will be prompted to find your completed file for uploading
• If you have not completed the file correctly, you will see an error message telling you to follow the instructions contained within the file
• Once your participants have been uploaded, they will appear in the Participants in this group section, where you have the option to Edit their information or Delete them from your project
• In the Set deadline section, you can choose the Country and set the Time zone for your deadline - please note that the information that is defaulted in these fields matches what was chosen when you were set up as a User
• You will need to choose how you set your deadline from two choices - Fixed date or Fixed duration
• For Fixed date, you can choose a Start date and Start time and an End date / Deadline and an End time
• For Fixed duration, you can choose how many days your participants will have to complete their assessment(s) after they have registered on the system
• In the Communications section, you can choose which Participant and Admin templates you would like to use - click on Configure to add Additional recipients or to Preview the template
• Within some of the templates, you can choose to Configure Reminders in your preferred format
• Click on Save participant group, which will bring up a pop-up box where you can review all of your chosen options
• Click on Save participant group to trigger the invitation e-mail to your participant(s)

Add individually

• For participants you want to Add individually, manually enter their details into the form shown - although some fields are optional, it is best practice to add a First name and Last name
• At the bottom of the form you have an option to add Participant tags if you wish to
• At a minimum, the Email field is mandatory so make sure this has been filled in before you click on Add participant
• Once your participant has been added, they will appear in the Participants in this group section, where you have the option to Edit their information or Delete them from your project
• Repeat until all your participants have been added to your project
• In the Set deadline section, you can choose the Country and set the Time zone for your deadline - please note that the information that is defaulted in these fields matches what was chosen when you were set up as a User
• You will need to choose how you set your deadline from two choices - Fixed date or Fixed duration
• For Fixed date, you can choose a Start date and Start time and an End date / Deadline and an End time
• For Fixed duration, you can choose how many days your participants will have to complete their assessment(s) after they have registered on the system
• In the Communications section, you can choose which Participant and Admin templates you would like to use - click on Configure to add Additional recipients or to Preview the template
• Within some of the templates, you can choose to Configure Reminders in your preferred format
• Click on Save participant group, which will bring up a pop-up box where you can review all of your chosen options
• Click on Save participant group to trigger the invitation e-mail to your participant(s)

Multiple-use link

• If you choose the Multiple-use link option, the assessment link that is generated will be the same for all participants
• You can limit the number of times each participant can take the assessment by changing the number in the Link usage limit box - please note, the system will use security questions to work out how many times a participant has previously taken the assessment
• You will need to select which users of the system you want to send the links to by typing their name into the Select company users to send links to box
• In the Set deadline section, you can choose the Country and set the Time zone for your deadline - please note that the information that is defaulted in these fields matches what was chosen when you were set up as a User
• You will need to choose how you set your deadline from two choices - Fixed date or Fixed duration
• For Fixed date, you can choose a Start date and Start time and an End date / Deadline and an End time
• For Fixed duration, you can choose how many days your participants will have to complete their assessment(s) after they have registered on the system
• In the Communications section, you can choose which Participant and Admin templates you would like to use - click on Configure to add Additional recipients or to Preview the template
• Within some of the templates, you can choose to Configure Reminders in your preferred format
• Click on Save participant group, which will bring up a pop-up box where you can review all of your chosen options
• Click on Save participant group to trigger the Multiple-use link e-mail to your chosen user(s) who can send this link on to the participants

Single-use links 

• If you choose the Single-use links option, you will get separate assessment links for each participant
• Choose the number of links you want by changing the number in the Number of unique links box
• You will need to select which users of the system you want to send the links to by typing their name into the Select company users to send links to box
• In the Set deadline section, you can choose the Country and set the Time zone for your deadline - please note that the information that is defaulted in these fields matches what was chosen when you were set up as a User
• You will need to choose how you set your deadline from two choices - Fixed date or Fixed duration
• For Fixed date, you can choose a Start date and Start time and an End date / Deadline and an End time
• For Fixed duration, you can choose how many days your participants will have to complete their assessment(s) after they have registered on the system
• In the Communications section, you can choose which Participant and Admin templates you would like to use - click on Configure to add Additional recipients or to Preview the template
• Within some of the templates, you can choose to Configure Reminders in your preferred format
• Click on Save participant group, which will bring up a pop-up box where you can review all of your chosen options
• Click on Save participant group to trigger the Single-use links e-mail to your chosen user(s) who can send the link(s) on to the participant(s)