Difference between revisions of "SHaRe-Module"

Revision as of 11:38, 30 October 2014

SHaRe Tool

Overview

The purpose of the SHaRe Tool is to enable the creation of Questionnaires for the Recruitment, Human Resource or the Performance Management solutions (when it is released). The primary use in Recruitment is for the gathering of information on Applicants. SHaRe canvases are created and linked to a Vacancy, so that applicants can respond and submit answers to questions. Scoring can be assigned for answers to questions in the SHaRe canvas, so that applicants are given a score which can be used to rank the applicants and then process them. Canvas Questions can have a flow to either another question or page, which allows for an efficient process for getting information from applicants.

Open a Canvas

To get access to an existing Canvas follow these steps. Canvases that have been previously created will be listed.

1. Once Logged into Subscribe-HR select the Module button on the top right corner.
2. Select the SHaRe tool from the Drop-Down list.
3. Select the Canvases Tab.
4. Select the term Survey name or Survey Type to sort by these headings.
5. Select a Canvas of interest.
6. Select the Details tab to see the canvas content.

Clone a Canvas

This function allows you to start a new canvas from one that has already been created. This gives you an easy way to update a canvas without losing the original format.

1. After logging into Subscribe-HR, select the ShaRe Module.
2. Select the SHaRe tool from the Drop-Down list.
3. Select the Canvases Tab.
4. Open the Canvas you wish to duplicate.
5. Select the clone button.
6. The Cloned canvas will be opened automatically with the text -copy appended to the name. You may wish to rename the canvas at this point.
7. The text You are now on the cloned survey. Record has been cloned successfully. is displayed.

Create a Canvas

This option allows the creation of a new canvas that is blank.

1. Once Logged into Subscribe-HR select the Module button on the top right corner.
2. Select the SHaRe tool from the Drop-Down list.
3. Select the add button to create a blank canvas.
4. On the General Tab you must type a Canvas Name, the Description is optional.
5. Select one of the canvas Types of Human Resources or Recruitment.
6. Select the Save button.
7. The text Canvases saved successfully. is displayed
8. Select the Details tab to start editing.

Build Canvas

Overview

The Canvas is built or updated by the tasks listed below. For each task it is assumed you already have your canvas open.

1. Select the text, "Click here to set the page name." .This allows you to name the page.
2. Select Add a page to put a blank page into the Questionnaire at the point of insertion.
3. Select Adding a heading to insert a Heading at the top of the page. Optionally Click Save or Cancel.
4. Select Insert an item which opens a pop-up to select the canvas items as listed below.
5. Select the Edit Icon to update the items already on the page.
6. Select the Delete Icon to remove an item on the page.
7. Select the Move Icon to move the item on the canvas relative to other items.

Canvas Items

The Items are the building blocks of the canvas. Each item has its own set of features that can be used to create a complete questionaire. When you insert or edit an item you will always have the option to save or cancel the task.

Multiple Choice Item

This Item allows the insertion of a question with a list of choices. Applicant scores can be linked to each option created with action flow to another question. The options here appear as Radio buttons.

1. Select Multiple Choice to insert a question with a list of choices. Single options only can be selected.
2. Enter the Question Name.
3. Enter the Option and Score.
4. Select Add Option to add more options and scores.
5. Select Question is Mandatory if required to have an answer.
6. Select Action on answer if required.
7. Select the required action. The options: are to Open a page; Select a question; Stop Application; Tag as Undesirable.
8. Select Display in Applicant Details (Vacancy Management Tool) to have applicant answers appear in the applicant work area.
9. Select Save to set the item on the page.
10. Select Cancel to Abort the addition.

Multiple Select Item

This Item enables the insertion of a question with a list of choices, multiple options can be selected. This allows applicants scores to be linked to each option created, with action flow to another question or page.

1. Select Multiple Select to insert a question with a list of choices. Multiple options can be selected.
2. Enter the Question Name.
3. Enter the Option and the Score.
4. Select Add Option to add more options and scores.
5. Select Question is Mandatory if required to have an answer.
6. Select Action on answer if required. The options: are to Open a page; Select a question; Stop Application; Tag as Undesirable.
7. Select Display in Applicant Details (Vacancy Management Tool) to have applicant answers appear in the applicant work area.
8. Select Save to set the item on the page.
9. Select Cancel to Abort the addition.

Rating Matrix Item

This item allows for a large set of options to be created in a Matrix style with Radio button selectors. Applicants scores are linked to each option created with action flow to another question or page, for one option only. A scale is set that applies for each of the options created. Only one option can be selected by applicants across the rating scale. This is useful for obtaining information on applicants, for example in a set of skills with an associated experience in months or years.

1. Select Rating Matrix to insert a matrix with a list of choices. Only one rating option can be selected per item.
2. Enter the Question Name.
3. Enter the Rating Scale and the Scores.
4. Select Add Option to add more options and scores.
5. Select Question is Mandatory if required to have an answer.
6. Select Add to Library if the question will be re-used.
7. Select Action on answer if required.
8. Select the required action. The options are to Open a page; Select a question; Stop Application; Tag as Undesirable.
9. Select Display in Applicant Details (Vacancy Management Tool) to have applicant answers appear in the applicant work area.
10. Select Save to set the item on the page.
11. View the Matrix options are all radio buttons.
12. Select Cancel to Abort the addition.

Rating Matrix (Multiple Select)Item

This item allows for a large set of options to be created in a Matrix style with check box selectors. Multiple options can be selected. Applicant scores are linked to each option created with action flow to another question or page, for one option only. This is useful for obtaining information from applicants, for example in a specific skills as the options and using the rating scale with a broader skill type.

1. Select Matrix (Multiple Select) to insert a matrix with a list of options. Multiple options can be selected.
2. Enter the Question Name.
3. Enter the Rating Scale and the Score, for the top side of the matrix.
4. Select Add Option to add more options for the left side of the matrix.
5. Select Question is Mandatory if required to have an answer.
6. Select Action on answer if required.
7. Select the required option to action. The options are to Open a page; Select a question; Stop Application; Tag as Undesirable.
8. Select Display in Applicant Details (Vacancy Management Tool) to have applicant answers appear in the applicant work area.
9. Select Save to set the item on the page.
10. Select Cancel to Abort the addition.
11. View the Matrix options are all square check boxs.

Short Answer Item

This item allows for a short text answer to be written into the text box that is inserted. Use this item to get brief answers from applicants.

1. Select Short Answer to insert a question with a single line of free text answer box.
2. Enter the Question Name.
3. Select Question is Mandatory if required to have an answer.
4. Select Add to Library if the question will be re-used.

Long Answer Item

When it is anticipated a larger amuont of text answer is required to be entered by your applicant, use this item.

1. Select Long Answer to insert a question with multi-line free text answer box.
2. Enter the Question Name.
3. Select Question is Mandatory if the question must be answered.
4. Select Display in Applicant Details (Vacancy Management Tool) to have applicant answers appear in the applicant work area.

Paragraph Item

This item allows you to enter a large formatted text statement onto the page. This can be used to describe a background to questions. This can also be used to give details of the vacancy itself with text pasted from any existing Vacancy descriptions that are held in Word or PDF format.

1. Select the Paragraph item.
2. Select the text Click here to add some text ...
3. View the inserted text area.
4. A simple text editor will open to allow the addition of formatted text. You can paste into the text box from other documents.

Availability Item

This item allows the applicant to indicate when they are available to work. A non-modifiable matrix of options is inserted when you select this option. The options for applicants to select are Monday to Sunday; versus Morning, Afternoon, and Night.

1. Select Availability Matrix
2. Enter the question name.
3. Select Question is Mandatory if the question must be answered.
4. Select Display in Applicant Details (Vacancy Management Tool) to have applicant answers appear in the applicant work area.

File Item

This item allows the upload of files of the file types that are shown listed. An example usage of this is for applicants to upload specific documents/pictures or examples of work that are not shown in other sections of the Applicants Profile.

1. Select File to add the option to upload files.
2. Enter the Question Name.
3. Select the file types allowed to be uploaded.
4. Select Question is Mandatory if the question must be answered.
5. Select Display in Applicant Details (Vacancy Management Tool) to have applicant answers appear in the applicant work area.