WorkKeys Internet Version Training

1. WorkKeys Internet Version Training Groups and Batch Loading Version 2013.11.25

2. Agenda • Creating a group • Batch loading • Adding registrations • Authorizing a group • Resources

3. Groups and Batch Loading

4. Groups and Batch Loading • You can use groups without using batch loading • You can use batch loading without using groups • Determine what works best for your testing situation

5. Group Administration • Creating a group and including the Group ID number in the batch load file can save time • Add the same test registrations to the group • Authorize tests by group rather than by individual • Groups allow you to pull group reports from the Reports Portal

6. Group Administration Process Generally, you’d follow the steps below when administering tests to a group of examinees: • Create a group; record the Group ID • Create examinee accounts • Add test registrations • Complete the financial profile • Authorize one or more exams for the entire group • Assist examinees with launching their exam(s) • Generate score reports

7. Groups and Batch Loading:Creating a Group

8. Creating a Group

9. Creating a Group

10. Creating a Group

11. Creating a Group

12. Creating a Group

13. Creating a Group

14. Adding Examinees to a Group Now that you’ve created a group, you need to add examinees to the group. • To add examinees to the group as you create their records, see the Quick Start Guide, “Adding Examinees to a Group at Registration.” • To add existing examinees to the group, see the Quick Start Guide, “Adding Existing Examinees to a Group.” • To add examinees to the group through batch loading, see the Quick Start Guide, “Registering Examinees Using Batch Load.”

15. Groups and Batch Loading:Setting Up Batch Loading

16. Batch Loading Tips • Ensure WinZip or a similar program (e.g., 7-Zip) is loaded on your computer • Use the Batch Load Guide included in Validus • This is different from the Batch Load Quick Start Guide (“Registering Examinees Using Batch Load”) • Contains allowed formats and values • Save as a PDF • Print only the pages you need • Use your formatted header file as a template • Upload your file at least 24 hours prior to testing

17. Setting up Batch Loading:Downloading the Batch Load Header File

18. Setting up Batch Loading:Downloading the Batch Load Header File

19. Setting up Batch Loading:Downloading the Batch Load Header File

20. Setting up Batch Loading:Downloading the Batch Load Header File

21. Setting up Batch Loading:Downloading the Batch Load Header File

22. Setting up Batch Loading:Downloading the Batch Load Header File

23. Setting up Batch Loading:Downloading the Batch Load Header File

24. Setting up Batch Loading:Downloading the Batch Load Header File • If you include groups: up to 100 records • If you do NOT include groups: up to 200 records

25. Setting up Batch Loading:Completing the Necessary Information • Required • First name • Last name • Examinee ID (“employeeId”) • Group ID • Suggested • Date of Birth (8-digit birth date WITH slashes) • User ID (“userName”) • Password

26. Setting up Batch Loading:Completing the Necessary Information • Prevent leading zeros from disappearing • Format as “Text” • Select “Format > Format Cells > Number > Category > Text” • Do not move columns or rename column headings • Delete empty columns • Save the file • Save as Excel Workbook if you don’t want to lose formatting • Will need to upload a “csv” version of the file

27. Setting up Batch Loading:Uploading the Spreadsheet into Validus

28. Setting up Batch Loading:Uploading the Spreadsheet into Validus

29. Setting up Batch Loading:Uploading the Spreadsheet into Validus

30. Setting up Batch Loading:Uploading the Spreadsheet into Validus

31. Setting up Batch Loading:Uploading the Spreadsheet into Validus

32. Setting up Batch Loading:Uploading the Spreadsheet into Validus

33. Setting up Batch Loading:Accessing the Invalid Rows File and Log File

34. Setting up Batch Loading:Accessing the Invalid Rows File and Log File

35. Setting up Batch Loading:Accessing the Invalid Rows File and Log File

36. Setting up Batch Loading:Accessing the Invalid Rows File and Log File

37. Setting up Batch Loading:Accessing the Invalid Rows File and Log File

38. Setting up Batch Loading:Accessing the Invalid Rows File and Log File

39. Setting up Batch Loading:Accessing the Invalid Rows File and Log File

40. Setting up Batch Loading:Accessing the Invalid Rows File and Log File

41. Setting up Batch Loading:Accessing the Invalid Rows File and Log File

42. Setting up Batch Loading:Accessing the Invalid Rows File and Log File

43. Setting up Batch Loading:Accessing the Invalid Rows File and Log File

44. Setting up Batch Loading:Accessing the Invalid Rows File and Log File

45. Setting up Batch Loading:Accessing the Invalid Rows File and Log File

46. Setting up Batch Loading:Accessing the Invalid Rows File and Log File

47. Groups and Batch Loading:Setting Up Registrations

48. Setting Up Registrations

49. Setting Up Registrations

50. Setting Up Registrations