How do I use Assessments as an admin?

Document created by Bridge Doc Team Employee on Jun 5, 2019Last modified by Bridge Doc Team Employee on Nov 8, 2019
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You can add standards, job titles, and skills by editing your account's Assessment Settings in Bridge Perform. Assessments help managers and employees gather data around job performance by identifying training gaps and growth opportunities on an individual and team level.

Note: Some features may be restricted based on permissions for your user role.

Open Admin Menu

  Open Admin Menu

In the Global Navigation menu, click the Application Switcher icon [1], then click the Admin option [2].

Open Assessment Settings

  Open Assessment Settings

Click the Account Management link [1], then click the Assessment link [2]. 

View Assessment Settings Page

  View Assessment Settings Page

The Assessment Settings page defaults to the General tab [1].

The General tab allows you to enable or disable the skill assessment scope, employee created assessments, self-assessments, and default assessment skills [2].

  • Skill assessment scope [3]: allow employees to be assessed on skills that are not assigned to their given job title
  • Employee created assessments [4]: allow employees to create and send an assessment
  • Self-Assessments [5]: allow employees to perform a self-assessment
  • Default assessment skills [6]: allow employees to be provided with default assessment skills
  • Assessment Expiration [7]: select how long assessment invitations will remain active. Click the expiration option drop-down menu and select between 1, 2, 3, or 4 weeks [8].

View Job Titles Tab

  View Job Titles and Skills Tab

The Job Titles tab displays the job titles and skills needed [1].

In the Search field [2], you can search for job titles.

In the Sort By menu [3], you can sort job titles alphabetically in ascending or descending order.

You can view the total number of employees with a specific job title [4].

To add a new job title, click the Add Job Title button [5].

To add a new job skill to a job title, click the New Job Skills button [6].

Note: Job titles are automatically synced from active Bridge Learn users. Job titles can be added manually.

View Skills Tab

  View Skills Tab

The Skills tab displays active skills in your account [1].

In the Search field [2], you can search for skills.

In the Filter by menu [3], you can filter skills by displaying all skills, only Bridge default skills, or only admin-added skills.

In the Sort by menu [4], you can sort skills alphabetically by skill name, number of applicable job titles, or number of descriptors.

To add a new skill, click the Add Skills button [5].

To view job titles and descriptors with certain skills, click a skill name [6].

Default skills display a Bridge badge next to their name [7].

To delete individual or multiple skills, click the checkbox next to the skill name [8] and click the Delete link [9].

View Job Titles

  View Job Titles

After opening the skill name, you can view job titles [1].

In the Search field [2], you can search for job titles.

In the Sort By menu [3], you can sort job titles alphabetically in ascending or descending order.

To add a new job title, click the Add Job Title button [4].

To delete a job title from a certain skill, click the Delete icon [5].

To return to the Skills page, click the Back link [6].

View Descriptors

  View Descriptors

After opening the skill name, you can view descriptors [1]. Descriptors can be positive or negative statements to describe the skill added to a job title in your organization.

View the descriptors added to the skill [2]. Descriptors can be positive or negative statements [3].

To delete a descriptor from a certain skill, click the Delete icon [4].

To add a new descriptor, click the Add Descriptors button [5].

To return to the Skills page, click the Back link [6].

View Standards Tab

  View Standards Tab

The Standards tab displays standards that you have added to your account [1]. Job skill assessments may be compared against these industry standards to provide a clear measurement of an employee's mastery level.

To add a new standard, click the Add Standard button [2].

View Scale Tab

  View Scale Tab

The Scale tab displays options to customize the Assessment scale [1]. You can select a color scheme [2], select a scale type [3], and edit the category labels [4].

Note: The customized changes apply to all future assessments.

 

Select Color Scheme

  Select Color Scheme

To change the assessment slider color scheme, click the Color menu arrow [1] and then select a color scheme [2]. The preview pane displays the color scheme selection [3].

Select Scale Type

  Select Scale Type

To select a scale type, click the Slider or Likert radio button.

Edit Category Labels

  Edit Category Labels

To edit the category labels, click the Edit link [1].

In the Category Label fields, type custom category labels [2]. To add more category labels, click the Add Category link [3]. The preview pane displays the custom category labels [4].

Note: Language translation is not supported for custom category labels. To restore the default labels, click the Restore Default Categories link [5].

Publish Changes

Publish Changes

To preview the customizations, click the Preview button [1].

To apply the customizations to future assessments, click the Publish Changes button [2].

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