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Evalart User Guide

Evalart User Guide

Although it is advisable to read all the documentation to take full advantage of all the features of Evalart, this introduction allows you to start with the use of the tool in a few minutes.

When you want to start a selection process, the first step is to create the “Process” in the system and once it is created you select the “Questionnaires” to be used in the created process. The Questionnaires are the tests, evaluations, etc. which can be used to evaluate the candidates.

Added to the process are the “People” (Candidates) who will receive the questionnaires to be answered. Once the questionnaires and people have been added to the process, it is possible to automatically send an email to the candidates where they are invited to participate in the process, indicating the links to the questionnaires that must be answered.

Finally, once the questionnaires have been answered by the candidates, it is possible to see the reports with the results.

To see the questionnaires available in Evalart go to the menu “Questionnaires” and select “List of Questionnaires”. You can filter the results to see only the questionnaires that interest you. For example, filter by the family “Programming” to see only those questionnaires related to programming. To see the basic information of the questionnaire click on the magnifying glass icon. To see all the information (and also to modify the questionnaire if you have privileges to do so) click on the icon corresponding to the questionnaire builder. Finally, if you want to see the questionnaire as the candidate will see it, click on the eye icon to see a preview. The preview can be answered as a candidate would do and if you want to see the corresponding report at the end of the questionnaire you must click on “Finish but keep instant” at the end. The report will be visible in the list of reports.

To create a process, being inside the Evalart administration module, go to the “Processes” menu and select “New Process”. Enter a name for the process, such as “Junior Developer Alpha Project” and a description. Click on “Save” to create the process.

Once created, the process will be redirected to the Processes list. The last created process always appears at the beginning of the list. To add questionnaires and people to the process, click on the person’s icon.
The process configuration view has two sections “Questionnaires” and “People”. Clicking on the folder icon in the questionnaires section opens a window to choose the questionnaire to be used (it is possible to choose more than one, although it is quite common to use only one).

In the people section you can add candidates to the process. It is possible to add candidates that you already have in your Evalart database or add new ones, either individually or importing from a file. To add a new person you must click on the “+” button. Enter the candidate’s information and the email address where the questionnaires will be sent.

To view or edit the email message, click on the envelope icon. You can customize the text as desired or use the templates directly using the “Replace with” option.

Done all this, click on “Save”. Clicking on “Preview” will show an example of the mail the candidates will receive.

Finally, click on “Send” so that the emails are sent to the candidates.

As the candidates respond to the questionnaires, you can see the results reports. To see the particular reports to a process, go to the menu “Processes” and select “List of Processes”. Find the process for which you want to see the results and click on the icon of the folder. You will see a list of all the Questionnaire Instances (the questionnaires created for each person) and their status. In this list you can see the instances created, those that are in progress (initiated by a candidate) or completed (already answered).

Click on the icon of the bars and you will see the report corresponding to the instance.

The results reports indicate the score and a lot of additional information about the questionnaire answered, which will allow you to make decisions about which candidates should continue in the process. The information shown in each report varies depending on the type of questionnaire used. You can access the reports from the questionnaire, process or person lists (by clicking on the folder icon) or from the reports menu.

Questionnaires

Questionnaire is the generic term used in Evalart to refer to a test or evaluation. Whether it is a psychometric test, an intelligence test, a programming test or a knowledge evaluation, Evalart refers to any of these as “Questionnaire”.

A questionnaire consists of a set of questions that can be grouped into sections. The questions usually have an associated score that allows you to rate the questionnaires. The meaning of a particular score can be defined by a set of scoring ranges. For example, a questionnaire to measure knowledge of business architecture could have 10 questions of 2 points each, giving a maximum score of 20 points. The set of ranks could indicate that a person who gets between 15 and 20 points has a deep knowledge of business architecture while someone who gets between 10 to 15 points has average knowledge.
The questions can also be associated with a category (and even the answer alternatives to a question). The categories allow to identify different areas to be evaluated and for the previous example one could have questions with category “Business Architecture” and another “Applications and Data Architecture”, in order to identify independent scores by category to identify the level of knowledge or ability of a person in each of these. It is also possible to associate score ranges to the categories of a questionnaire, which works in a similar way to the ranges that apply to the total score of the questionnaire.
Both the questionnaires and the questions are grouped into Family and Subfamilies. This has no effect on the evaluation, but facilitates the organization of questionnaires and questions. For example, if you want to search for questionnaires related to intelligence you can search for that family, and within this, a specific area, such as “Logical Reasoning”.

Evalart has a large library of questionnaires and questions. It is possible to use them directly or modify them according to the need. It is also possible for the user to create their own questions or questionnaires.
All the options related to the questionnaires can be found in the main menu, under the option “Questionnaires”.

To see all the questionnaires available, you can use the option “List Questionnaires” in the Questionnaires menu. The list shows all the questionnaires to which the user has access, I include the questionnaires of your account, as well as the official Evalart questionnaires. Depending on the privileges that the user has on each questionnaire, you can have the option to edit them or otherwise, just to see them.

As with any listing in Evalart, there are filters and search options to reduce the number of records returned. For example, to see only the “Programming” Family questionnaires. It is also possible to sort the results by any column, for this, you only have to click on the column for which you want to order. The first click orders ascending, the second descending.

In the column “Actions” various icons are shown with the operations that the user can perform. These are listed below:

: Allows you to view the Questionnaire Instances of the Questionnaire. A questionnaire instance is a questionnaire assigned or answered by a particular person. We can think of this as in the test a teacher takes on his students. The Questionnaire would be the exam with all the questions that the teacher then prints to deliver a copy to each student on the day of the exam. The instance of the questionnaire would be the exam that the teacher gives to each student, which contains (or will contain) the name and the answers of the particular student who received the exam. When listing the questionnaire instances, all the questionnaires assigned or answered by people will be displayed, allowing to see the name of the person, their score, among other data.

: The magnifying glass allows to see the details of the questionnaire, but without being able to edit it.

: The pen allows you to edit the questionnaire (it only appears in registers that the user can edit). This option opens the header data edition view of the questionnaire. If what you want is to edit details as the questions that compose it, you should go to the questionnaire builder.

: The “X” allows you to delete the questionnaire. The behavior of the erasure may vary depending on whether the questionnaire already has instances and the status of these.

: This option leads to the questionnaire builder. From here it is possible to see (and if you have edit access) all the characteristics of the questionnaire, including the questions, sections and score ranges that compose it.

: This option shows the versions of the same questionnaire. The versions allow editing questionnaires that are already in use or creating minor variations without affecting the instances already created.

: The eye icon leads to the preview of the questionnaire. This preview allows you to run the questionnaire and see it as a person would see it when they answered it. This view is very useful to verify that the questionnaire to use works and looks the way we expect.

When viewing or editing a questionnaire from the list of questionnaires a series of fields or attributes are listed. Below, each of these is detailed:

Control of Consistency: When viewing a questionnaire both in the edit view and in the constructor, an indicator of consistency problems may appear with the questionnaire in the upper part (This only appears if there are inconsistencies, otherwise it is not shown). The indicator can be yellow indicating minor inconsistencies, which means that the questionnaire can be used, but it could have some unwanted characteristics (such as not having a set of scoring ranges to evaluate the questionnaire). If the indicator is red it means that the questionnaire has serious inconstancy and can not be used (such as not having questions). Clicking on this indicator will list the detected inconsistencies. These can be of two types:

  • Warning: What corresponds to minor inconsistencies that do not prevent the questionnaire from being used. The consistency indicator will be yellow if it only has inconsistencies of this type.
  • Inconsistency: These are severe inconsistencies that prevent the questionnaire from being used. If there is an inconsistency of this type, the consistency indicator will turn red.

Id: It is the identification code of the questionnaire. All entities in Evalart have a unique numeric code called “Id”. In the particular case of the questionnaires, this identifier corresponds to the Id of the master questionnaire (For more information see “Versions of Questionnaires”)

Name: It is the name of the questionnaire. This is the data shown in the listings or anywhere where questionnaires are listed.

Description: It is a description of the questionnaire.

Level: Corresponds to the level of difficulty of the questionnaire. It can have 3 values ​​(Easy, Medium and Difficult) or “N / A” if the concept does not apply to this questionnaire. For example, a questionnaire that measures programming knowledge can be “Easy” to evaluate beginners and to evaluate programmers with more experience or for more complex work you can use one of “Difficult” level. A personality test in contrast probably indicates a level of “N / A” since the term level of difficulty does not apply in this type of questionnaire.

Status: Status of the questionnaire (If active or deleted)

Time Limit: The time limit assigned to the questionnaire, expressed in minutes. In case the questionnaire does not have a time limit, the value for this field is zero. The time begins to run since the person who answers the questionnaire starts this. Time does not stop even if the browser is closed during the execution of the questionnaire.

Limit of Days: The limit of days is similar to the time limit but measured in days.

Type of Record: The type of record indicates the requirements that must be met for a person to answer the questionnaire. For the version corresponding to this guide, only one type of “xxxx” record is enabled, which requires that the people who are going to answer the questionnaire have received an invitation by mail generated from the process module.

Show Final Score: Indicates if the person answering the questionnaire will have access to see their results after the questionnaire is finished.

Language: The language of the questionnaire. The buttons and other predefined texts of the questionnaire will be displayed in the selected language. If you work with the questionnaire in the editor, you will list questions and contents in this language by default.

Score Ranges: The score range table that will be used to score the questionnaire. It is possible to associate the same table with several questionnaires.

Type: A general classification of the type of questionnaire.

Family and subfamily: Allows to classify a questionnaire within a family and subfamily (for example, family programming and Java subfamily). By default in the questionnaire builder the questions that correspond to this family and subfamily will be shown as available to add to the questionnaire.

Results Report: Indicates the report format to be used to see the results of the questionnaires answered.

Negative to zero in total score: Convert the total score of the questionnaire to zero if it became negative. The total score can become negative if there are alternative questions with negative values, for example.

Negative to zero in category score: It works the same as the previous option, but for the scores by category.

Increase Total Score: Value that is added to the total score in all cases. It is usually used to move score ranges so that they do not start in negative or zero

Increment Rating Categories: Value that is added to the score of the categories in all cases. U is usedsumente to move score ranges so that they do not start in negative or zero. Score format: Define how the total score is shown in the reports and list. You can use the following markers: << SCORE >>, << MAXSCORE >> and << RESULTNAME >>. The score score will take the value of the score, maxscore the maximum possible score for the questionnaire and resultname the name corresponding to the score range associated with the score. For example << SCORE >> of << MAXSCORE >> would show something like “12 of 20” for a questionnaire that obtained a score of 12 out of a maximum of 20. To modify any attribute of the questionnaire you should go to the editor, either from the List of Questionnaires or from the Questionnaire Builder.

The questionnaire builder is a tool that allows you to build or modify a questionnaire (if you have the privileges to edit a particular questionnaire), as well as see all your information and related items in one place. The questionnaire builder can be accessed from the main menu, Questionnaires, Questionnaire Builder or from the list view of questionnaires. If you enter from the menu, the questionnaire builder starts empty and you have to click on the icon of the folder at the top to load a particular questionnaire. If you want to create a new questionnaire, you must first go to the “New Questionnaire” option in the “Questionnaire” menu in the main menu. Once created, you can move on to the constructor to add the questions, sections and other configurations of the questionnaire.

In the upper part of the Questionnaire Builder the name of the questionnaire is shown, its version (which is an internal identifier of the current version of the questionnaire) and an alert in case there are inconsistencies detected in the questionnaire (such as a questionnaire without questions). Next to the button of the folder that allows to open a questionnaire, there is an icon with the shape of an eye that allows to open a new window with a preview of the questionnaire. Next, the header attributes of the questionnaire, such as level, description, etc., are shown.

A little further down the screen is divided into two parts, on the left the questions of the questionnaire and on the right a view of tabs to add and define the various elements of a questionnaire: Questions, Sections, Pages and Questions (in the tools tab ) and Score Ranges.

Preview: Clicking on the eye icon next to the name of the questionnaire opens a new window with a preview of the questionnaire. This window will show the questionnaire as a candidate would see it when executing the questionnaire. The previews generate a questionnaire instance, so if they are answered, it is possible to see the instance in the results reports. At the end of the questionnaire in preview mode the user will be asked if he wants to save the instance or delete it. If you save it, you can see the results report in the list of questionnaire instances, which can be useful to better understand the information that the report shows. In case of closing the window before finishing, the instance is saved, but it will be automatically deleted the next day (or you can delete it manually from any list report of questionnaire instances). Avoid opening more than one preview at the same time, as this may produce unexpected results.

Add or remove questions: To add questions to the questionnaire you must go to the question tab, which will list all available questions. By default only the questions of the family and sub family of the questionnaire are shown, but you can change the filters to see other types of questions. To add a question, just click on the question you want to add and drag it to the list of questions on the left. The order of the list determines the order in which the questions will appear in the questionnaire (it is possible to drag questions from the list of selected questions to the position that you want the question to have within the questionnaire).

To remove a question you must drag it back from the list of selected to the list of questions. For a preview of a particular question, click on the eye icon of the question, which will show how that particular question looks when running the questionnaire. If you have editing privileges on a particular question, you will see a pencil icon on it, which allows you to go to the question edit view (notice what if you edit a question, this change will affect all the questionnaires that have that question including, not only the questionnaire that is currently working)

It is possible to edit the score and time of a question only for the current questionnaire. For this click on the gear icon. Two fields will appear to edit the score and time. Note that the time does not affect the questionnaire, this value is only referential to estimate an approximate time for the entire questionnaire.

Below the list of selected questions there are several totals that show summarized information.

Add or remove sections: All questionnaires must have at least one section (but may have more). The sections allow to group questions within a questionnaire allowing to describe the subject of the questions that compose it. For example, a proficiency questionnaire could have a numerical reasoning section and a verbal reasoning section. The information of the section will be displayed at the beginning of this lastyou the execution of the questionnaire. The sections have an attribute called “Additional Information”. The additional information is a text that is displayed during the execution of the questionnaire by clicking on a button for this purpose located in the upper right corner of the questionnaire. The questions may also have additional information and if they did not have it, clicking on the information button would show the additional information of the section (if any). To add a section, drag it to the list of selected questions from the sections tab (or the opposite operation to remove a section of the questionnaire). Pagination: By default all the questions appear one per page, however, it is possible to group several questions inside from the same page (what is recommended for short questions). To group several questions on a single page, go to the “Tools” tab and click on “+ Add Page”. Once this is done, 2 bands will appear to mark the start and end of a page. Drag the start band and place it above the question that would be the first question on that page and to mark the last question on the page drag the end-of-page band below it. All questions within the start and end bands will appear on a single page when the questionnaire is run. To undo a page you can drag back the bands or click on the “x” that they have on the right to eliminate them. Note that it is not possible to place sections within a page. Random Questions: Random questions allow to group a set of questions of which only one will be shown during the execution of the questionnaire at random. This is ideal to generate variations of the same questionnaire, being important to ensure that the random questions are equivalent in difficulty and score to maintain the consistency of the questionnaire. To use the random questions function, go to “Tools” and click on “+ Add Random”. You can group a set of questions by dragging the bands that appear, in a similar way as was done with paging, dragging these bands to the question section to indicate the start and end of the group. When the questionnaire is executed, only one of the group’s questions will be displayed randomly. Score Ranges: The scoring ranges allow a questionnaire to be graded according to the score obtained, determining a description for each value of the rank. For example, a score of 1 to 5 can be qualified as “Low Knowledge” and 5 to 10 as “Medium Knowledge”. For each range, a short description and a longer one with more detail on how to interpret the score are specified. The ranges can be applied in two levels: Questionnaire or Category. If a rank is applied at the questionnaire level, it will use the total score of the questionnaire to determine the descriptions, while if it is applied by categories, the rank will be determined by the score obtained by the category to which the rank was assigned ( usually if you are going to use ranges by category you have to define a range for each category that the questionnaire uses) To add or edit a range to the questionnaire, use the “Score Ranges” tab. This tab allows you to select a range or view the range used. It is also possible to edit the score range by clicking on the “Score Ranges” link in blue. Keep in mind that it is possible that several questionnaires share the same rank, so if you modify a range, it could affect multiple questionnaires. To use ranges by category you must go to the “Rating by Category” tab. For more information on what the categories are and how they work see “Categories” Here you can see a tab for each category for which a range was defined (or no tab if the questionnaire does not have ranges by category). To select a range for a category that does not yet have a tab, click on the link “Set of Rating Ranges by Category” in blue. This will open a window where you can link a rank to a category by clicking on the “+ New” button. The same link can be used to edit the categories and ranges already defined for the questionnaire. Finally, you can also edit the values ​​of the ranges for a category. For this, within the particular tab of the category, click on the blue link of “Rankings by Score” and remember that a range can be used by multiple questionnaires or categories and a change can affect all questionnaires that use that range .Cloning: The clone button allows you to generate a copy of the questionnaire. By doing this a new questionnaire will be created equal to the original. This function allows for example to clone a public questionnaire for which you do not have editing permission so as to have a copy that you can modify (take into accountnta that if you want to modify questions for which you do not have access to editing would require cloning the questions individually, since the questions are not cloned by cloning the questionnaire, the questionnaire cloned reference the same questions as the original) Record: The button save will store all the changes in the Evalart database. In order for the preview to show the questionnaire, you must first click on record, since the preview only shows information already saved. If the questionnaire you are trying to save has been used previously, a message will ask if you want to generate a new version. See the following point to determine which option to choose. Questionnaire versions: The questionnaires have versions. A new version can be generated by saving a questionnaire. The versions allow modifying a questionnaire without affecting questionnaire instances already generated. For example, if you used a questionnaire for a while and want to change one of the questions because it is perhaps already well known, you can make the change in the constructor and when recording, choose the option to generate a new version. In this way, any instance of previous or pending questionnaire will not be affected. Keep in mind that, if the change on the questionnaire is not minor, as if the maximum score or the number of questions is modified, it may be better to clone it. The version number is an internal and non-sequential number for a questionnaire, so it is normal to see versions that skip numbering.

Questions

The Questionnaires are composed of questions. There are several types of questions in Evalart, such as open-text questions, multiple-choice questions, or programming questions. Evalart has a wide database of questions of various types and categories, but it is also possible for the user to create their own questions (or create modified versions of existing ones).

To see the available questions, edit or create new questions, go to the “Questionnaires” menu, to the “Questions” option. To add questions to a Questionnaire, use the Questionnaire Builder.

When you enter the “Questionnaires” menu, option “Questions”, a list with all available questions is displayed. From here it is possible to create new questions or view / edit / delete existing questions. To create a new question click on the button again. To edit a question click on the pencil icon (questions that do not have a pencil are not editable, but you can create a copy and edit it using the clone button).

In both cases, the edit view of questions with multiple options opens. The preview button (with the eye) allows to see how the question will be shown to the user. At the end of the view are the buttons to save the question and to clone. When cloning a question, a new one is generated that is identical to the original one (useful if many similar questions are being created or to have an editable copy of a question from Evalart’s question library)

Also at the end of the form there are buttons to create or edit the alternatives of the question (for example, if the question is what is the capital of Switzerland, the alternatives could be “Bern”, “Vienna”, etc). This option should only be used in questions of choice of alternatives. The “Evaluation” option is used in programming questions to determine validation scenarios. For example, if the question is to write a program that multiplies a number by itself, it could have several evaluation scenarios, such as “X = 0”, “X = 5”, etc. that will be used to verify the code entered by the candidate .

Type of Questionnaire: Indicates what type of questionnaire this question is apt for.

Family and Subfamily: Allows classifying the questions in families and subfamilies to facilitate their management. For example, a question may be from the “Programming” family and the “Java” subfamily.

Type: This attribute defines the type of question and combines several options: If the question uses images (both for the header of the question or for the answer alternatives)

If the answer is a free text (of one or multiple lines) or of multiple selection (that can be of simple choice if only one can be chosen or multiple if several alternatives can be selected)

If the question is programming, in which case they can be with or without a predefined code (the predefined code is a code that is included at the beginning of the code, which allows defining variables with values ​​that will be used by the user when writing their own code ). For example, a programming question might ask the user to write a program that multiplies a number by itself using the variable X. The predefined code could be X: = 5.

Description: This is the description that helps the person assembling the questionnaire to know what the question is about (it is not the text that the candidate will see when seeing the question). For example, a description could be “Java question validating multi thread knowledge”.

Text: It is the text of the question that the user will see, for example “What is the capital of Switzerland?”.

Referential Score: It is the default score that has the question (which can be modified for a particular questionnaire from the Questionnaire Builder)

Precondition: It is the value of the precondition if the question is of programming with predefined code.

Correct Answer: It is the text that corresponds to the correct answer (for open-text response or programming questions). In case of questions of multiple alternatives the correct answer is determined in the alternatives view.

Referential Time: The maximum time in minutes recommended for the question. It is not controlled during the questionnaire, it is only a reference to better estimate the total time to be assigned to the questionnaire that contains the question.

Width: The width on the screen of the question.

Informative Text: data-content = “Indicates the record of additional information to be used (which is shown during the questionnaire when clicking on the information button.) If none is selected then it will use the one in the section containing the question during the questionnaire”

Compulsory: If this option is checked, the question is mandatory and therefore it must be answered so that the user can complete the questionnaire.

Category: It is the category associated with the question. This is used in the reports, since these can show the summation of scores by category (the sum of the score obtained in all the questions of a questionnaire of the same category)

Module: Applies for programming questions, where the programming language of the question is selected.

Level: The level of difficulty that is attributed to the question.

Performance Weight: In programming questions that measure performance, this indicates the weight in percentage that the performance has in the total score of the question.

The programming questions will be created in the same way as the other types of questions, but there is a specific tool to facilitate the creation of programming questions.

To access this tool go to the "Tools" menu and select "Programming Question Builder".

After loading the question, the corresponding information will be displayed. On the right side you have an editor to test how the question would evaluate an answer. On the left side are the conditions (validation scenarios) to validate the question, there being two sections, the first one that is used to validate the question when the candidate is responding and then the ones that will be used to validate and determine the score of the question . This is to prevent the candidate from entering a trivial answer such as "Print 5" instead of an algorithm to solve the problem of the question. This is why usual practice is to include predefined code, one to validate during the exam and others to assign the score (with other values) so that the candidate cannot enter a trivial response without the corresponding logic.

Both for the validation during the exam and for the score it is necessary to enter the expected value. This can be entered directly or you can write a program to test the question and then copy the output of it to the answer section. You can run your program with any of the conditions by clicking on the corresponding Run button. The conditions to validate have a weight since it is possible to place several different conditions, each with a different weight.

Finally, for questions that support measuring the performance of the code, it is possible to indicate the ranges and the weight of performance in the question's score. It must be marked which of the validation scenarios will be used to measure the performance. Currently, only the questions that use the TLang module allow measuring performance.

 

Recruiting Process

The selection processes in Evalart are managed using “Processes”. The first step is to create the process using the “New Process” in the “Process” menu. Once a process has been created, it is possible to assign the questionnaires to be used in the process. For example, for a process where you are looking to hire a Java Developer who speaks English, you could use the “Java Developer” questionnaire and the English “Intermediate English” test, which is done from the process configuration module. In this module it is also possible to add the people who will be invited to the process (for processes with invitation) and obtain the link to access the questionnaires of the process (which can be sent automatically by mail if desired).

As the candidates are responding to the questionnaires, it is possible to see the status of these, as well as the detailed reports of results.

To create a new process go to the main menu and under the “Process” menu select “New Process”. When doing this, a form will be opened to enter some information: Name of the Process: It is the name that you want to give to the process, such as “Senior Java Developer”. It is important to emphasize that this text will be visible to the candidates. Description. A more detailed description of what is sought in the process. This information is not visible to the candidates. Registration Type. This field determines how the candidates to the process and the questionnaires it contains will access. There are two types:

By invitation, it does not require registration: When this option is selected only the candidates invited to the process can participate. In these cases you must enter the data of all candidates to be included in the process (or select from those that already exist in the database). Each candidate will receive a personal link to access their questionnaires. This is the default option and the one that is generally used.

Without invitation, requires registration: The processes configured with this option do not require a list of candidates. For each questionnaire, a single link is generated which can be used by any person. Clicking on the link will ask the person to enter their information. This option is usually used if you want to make an open application where people can directly access the questionnaires. For example, you can place a notice on a job search page with the links to the questionnaires. Interested people will click and can give the tests. You will have access to the data of the people who registered, as well as the results of their evaluations.

Notes: Comments or notes that you want to add to the process (they are not visible to candidates)

To finish click on save.

To configure a process go to the process menu and select “Process List”. The last created process appears at the beginning of the list. To enter the process configuration module, click on the person’s icon.

When entering the module, the information of the selected process will be displayed. You can optionally define a date and time limit for the process (in which case the questionnaires can only be answered until that date)

In the questionnaires section you can add questionnaires to the process. To do this, click on the folder icon next to the questionnaire title. A small window will open to navigate the questionnaires and select one of them). Click on “Select” to add the selected questionnaires to the process.

If the type of process is by invitation, there will be a section in the lower right to add candidates to the process. You can add people who are already in your database by clicking on the folder icon in that section or you can click on the icon with the “+” symbol to create new people that would be added to the process.

Make sure to click on record after adding people or questionnaires to the process. To send an email to each candidate, simply click on the “Send” button. You can customize the mail that will be sent or use another template by clicking on the button with the envelope. This will open an editor where you can modify the text or use a different template. For the dynamic content of the circle you can use the labels. For example, for the link of the questionnaires the tag is {$ links} (to see the labels click on “Insert Label”). If you want to keep the message for use in other processes, you can save it as a template by clicking “Save Template”. To save it only for the current process click on “Save”. You can use the preview option to display the message as a candidate would see it. It is also possible to manually send the link to the candidates. To do this, click on the button with the gear wheel next to the candidate for whom you want to manually send the link. A message will open asking if you want to create instances and see links or send. If you click to send an email will be sent only to that candidate. If you click on “Create Instances and see links” the questionnaire instances for that candidate will be generated and the links will be displayed. To copy the link, right click on the link and select the option to copy the link (it may vary depending on the browser). When you do this the links are kept in the “Not sent” state, so you can click on the envelope icon next to the text “Not sent” to be marked as sent (this will allow you to remember that you have already sent the link to this candidate)

If the process does not require an invitation, the list of people will not appear. In this type of process there is a unique link for each questionnaire that can be used by any candidate. To see the links click on the icon with the link. For links to work in this type of process, you must add questionnaires from your plan to the process. For this click on the “+” button. If for example you add 6 questionnaires, then only 6 questionnaires can be answered for this process. For example, if your process has 2 questionnaires and places the links to these in a web page, when you have exceeded the limit of 6 questionnaires answered (for example, if 3 people answered both questionnaires), anyone who clicks on the link You will see an error indicating that the questionnaire is not available at this time. In the questionnaires section of this module (bottom right corner) you can see how many questionnaires you have added, how many were used and how many are available.

Once you have sent the questionnaires to the candidates you can see the status of each instance and the results reports for a specific process by going to the process list and clicking on the icon of the open folder (You can display the information grouped by person or without grouping using the option in the upper right corner). The newly created questionnaire instances will be in the “CRE” state If the user clicked on the link and started the questionnaire, it will be in the “PRG” (In Progress) state. If you cancel a questionnaire instance, it will go to the “CAN” status (Canceled) .The canceled questionnaires (depending on the conditions) will revert the used credit, so the questionnaire credit will be added again to your plan or to the process.

For completed questionnaire instances it is possible to view the results report (if the questionnaire has an assigned report type). To see the report, click on the magnifying glass. Completed reports can also be canceled by clicking on the trash can icon, but in these cases the credit is not reversed.

Additionally, in this same list it is possible to carry out two operations. One is to re-calculate the score (this is used if you created a questionnaire with certain score conditions and then change them when the candidate has already finished the questionnaire). To recalculate, click on the icon with the arrow in a circle. For expired questionnaires it is also possible to force the score to be calculated for which you must click on the check button. The other option offered by this list is “reset” a questionnaire instance. For this click on the icon with the lightning, which will leave the questionnaire in its initial state (as when it was created). This can be useful if a candidate had a problem, for example, that he ran out of internet during the test and when he resumed the time expired and asked him to take the test again.

There are other views to see results. To see the last questionnaires of any process you can use the View Sent Questionnaires report from the main menu (in Reports). You can also see all the questionnaire instances of a particular candidate by looking at the list of people in the process menu, by clicking on the folder icon. Finally, the main page of the Evalart administrator (click on the Evalart logo inside the administration module) contains graphs and information about the processes and active questionnaires in a single view.

Evalart allows to edit the score of any questionnaire instance (One questionnaire instance corresponds to a questionnaire answered by a particular candidate). This is useful if it is determined that the candidate must receive a score different from that assigned by the system. This can occur for example if the candidate wrote a response that is generally good but has a minor error when displaying the answer (different from what is expected for that question), in which case the system will assign zero but the evaluator might want to give a partial score. This option is also used for manual correction questions.

To manually edit an instance, just click on the pencil icon in any list of questionnaire instances (such as the report of questionnaires answered). This will open a view of the questionnaire instance for editing.

To change a score select the question and then click on the pencil icon in the field labeled "Manual Score". It is also possible to edit the description of the result and you can even modify the candidate's answer (for example, if you consider that he made a minimum error and you want to verify this by directly correcting the code). In these cases the candidate's original response is stored and it is possible to restore it if necessary.

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Con Evalart es posible gestionar el proceso de selección haciendo un seguimiento del estado y etapa en que se encuentra cada candidato (applicant tracking)

 

Por defecto los procesos utilizan el flujo genérico de Evalart. Para gestionar el estado y fase de cada candidato, entrar al menú de Procesos de Selección, opción Flujo de Proceso. Desde aquí pude colocar a sus candidatos en la fase en que se encuentran con tan solo arrastrar y soltar.

 

También es posible cambiar el estado del candidato haciendo clic en el campo de estado (el campo con subrayado de puntos azules). Desde este reporte puede adicionalmente agregar o editar una calificación con un rango de una a cinco estrellas para agregar una nota a sus candidatos.

 

Si lo desea, puede crear su propio flujo, con los estados y fases que necesita. Para esto debe ingresar a Configuración, Flujos de Proceso, Flujos de Proceso lo que abrirá la vista de configuración de flujos de proceso. Desde aquí puede crear un nuevo flujo o editar uno existente.

 

Una vez creado un flujo, puede arrastrar y soltar las fases que desea incluir (o crear sus propias fases) y luego agregar los estados que pueden tener los candidatos dentro de estas fases (arrastrando los estados a la fase correspondiente o creando nuevos estados si es necesario).

 

Para asignar un flujo de proceso a un proceso, debe seleccionarlo al momento de crear un nuevo proceso de selección o puede modificarlo ingresando a la edición del proceso al que quiere configurar con un flujo distinto.

 

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