Difference between revisions of "SHaRe-Module"
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Revision as of 02:52, 24 October 2014
Contents
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 to questions/answers 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 a more efficient process for getting information from applicants.
Open a Canvas
To get access to an existing Canvas follow these steps.
- Once Logged into Subscribe-HR select the Module button on the top right corner.
- Select the SHaRe tool from the Drop-Down list.
- Select the Canvas Tab.
- Select the term Survey name or Survey Type to sort by these headings.
- Select a Canvas of interest.
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.
- After logging into Subscribe-HR, select the ShaRe Module.
- Select the SHaRe tool from the Drop-Down list.
- Select the Canvases Tab.
- Open the Canvas you wish to duplicate.
- Select the clone button.
- 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.
- 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 in initial state.
- Once Logged into Subscribe-HR select the Module button on the top right corner.
- Select the SHaRe tool from the Drop-Down list.
- Select the add button to create a blank canvas.
- On the General Tab you must type a Canvas Name, the Description is optional.
- Select one of the Survey Types of Human Resources or Recruitment.
- Select the Save button.
- The text Canvases saved successfully. is displayed
- Select the Canvas tab to start editing.
Build Canvas
Overview
The survey is built or updated by the tasks listed below.
- Select the text, "Click here to set the page name." This allows you to name the page.
- Select Add a page to put a blank page into the Questionnaire at the point of insertion.
- Select Adding a heading to insert a Heading at the top of the page. Click Save or Cancel.
- Select Inserting an item, which opens a pop-up to select the survey items as listed below.
- Select the Edit Icon to update the items already on the page.
- Select the Delete Icon to remove an item on the page.
- Select the Move Icon to change the location on the page 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 canvas.
Multiple Choice Item
This Item allows the insertion of a question with a list of choices, only one option can be selected. This allows applicants scores be linked to each option created with action flow to another question. The options here appear as Radio buttons.
- Select Multiple Choice to
- Enter the Question Name.
- Enter the Option and the Score.
- Select Add Option to add more options and scores.
- Select Question is Mandatory if required to have an answer.
- Select Add to Library if the question will be re-used.
- Select Action on answer if required.
- Select the required action. The options: are to Open a page; Select a question; Stop Application; Tag as Undesirable.
- Select Save to set the item on the page.
- Select Cancel to Abort the addition.
Multiple Select Item
This Item allows the insertion of a question with a list of choices, multiple options can be selected. This allows applicants scores be linked to each option created with action flow to another question/page.
- Select Multiple Select to insert a question with a list of choices. Multiple options can be selected.
- Enter the Question Name.
- Enter the Option and the Score.
- Select Add Option to add more options and scores.
- Select Question is Mandatory if required to have an answer.
- Select Add to Library if the question will be re-used.
- Select Action on answer if required. The options: are to Open a page; Select a question; Stop Application; Tag as Undesirable.
- Select Save to set the item on the page.
- Select Cancel to Abort the addition.
Rating Matrix Item
This item allows for a large set options to be created in a Matrix style with Radio button selectors. Applicants scores be linked to each option created with action flow to another question/page for one option only.
- Select Rating Matrix to insert a matrix with a list of choices. Only one rating option can be selected per item.
- Enter the Question Name.
- Enter the Rating Scale and the Score.
- Select Add Option to add more options and scores.
- Select Question is Mandatory if required to have an answer.
- Select Add to Library if the question will be re-used.
- Select Action on answer if required.
- Select the required action. The options are to Open a page; Select a question; Stop Application; Tag as Undesirable.
- Select Save to set the item on the page.
- View the Matrix options are all radio buttons.
- Select Cancel to Abort the addition.
Rating Matrix (Multiple Select) Item
This item allows for a large set options to be created in a Matrix style with Check box selectors. Multiple options can be selected. Applicants scores are linked to each option created, with action flow to another question/page for one option only.
- Select Matrix (Multiple Select) to insert a matrix with a list of options. Multiple options can be selected.
- Enter the Question Name.
- Enter the Rating Scale and the Score, for the top side of the matrix.
- Select Add Option to add more options for the left side of the matrix.
- Select Question is Mandatory if required to have an answer.
- Select Add to Library if the question will be re-used.
- Select Action on answer if required.
- Select the required option to action. The options are to Open a page; Select a question; Stop Application; Tag as Undesirable.
- Select Save to set the item on the page.
- Select Cancel to Abort the addition.
- View the Matrix options are all square tick 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
- Select Short Answer to insert a question with single line of free text answer box.
- Enter the Question Name.
- Select Question is Mandatory if required to have an answer.
- Select Add to Library if the question will be re-used.
Long Answer Item
When a larger answer is expected to be entered.
- Select Long Answer to insert a question with multi-line free text answer box.
- Enter the Question Name.
- Select Question is Mandatory if required to have an answer.
- Select Add to Library if the question will be re-used.
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.
- Select the Paragraph item.
- Select the text Clicke here to add some text ...
- View the inserted text area.
- A simple text editor will open to allow the addition of formatted text. You can paste into the text box from other documents.
Multiple Record Form Item
- Select Multiple Record Form to Map entire form in a related module with ability to enter multiple records.
- Enter the Question Name.
- Select Question is Mandatory if required to have an answer.
- Select Add to Library if the question will be re-used.
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.
- Select File to Add the field to upload files.
- Enter the Question Name.
- Select the file types allowed to be uploaded.
- Select Question is Mandatory if required to have an answer.