Prevue - Candidates

Quintave Indonesia

Serviced By: Assessment Printed:
Quintave Indonesia 1/29/2018

Assessment Taken:
1/7/2018

Jef Joe

Prevue HR Systems Inc. © 2016

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Invite Candi...

Candidates_How to Invite Candidates Using Prevue Wizard

Last Updated: Apr 21, 2017 11:54AM PDT

Assessing a Candidate
The easiest way to register a candidate to complete an assessment in Prevue Online is to use the Prevue Wizard. T
quickly assign a candidate to an Activity, which determines the appropriate assessment to use. Depending on how
reports will either be delivered by email once the candidate has completed the assessment, or you can log into th
view reports for the candidate. To learn more about building reports for a candidate who has completed the asses
Guide – Building Prevue Reports.
Assessing a Candidate using the Prevue Wizard
STEP 1: Access the Prevue Wizard
To get to the Prevue Wizard, click on the ‘Prevue Wizard’ menu item.
STEP 2: Choose the Activity
Select the appropriate Activity for the candidates you want to add. An Activity is a pre-determined set of instructi
assessing individuals and sending automatic reports. Which Activity you choose determines how your candidate wil
provided with a specific activity name, you can choose one of the Assessment Only Activities to assess your candi
Note: The Assessment Only activities are designed to allow you to send out Invitations to candidates and receive
candidates are done. You may also create and use job specific Activities. See the How-To-Guide “Create Activity”
following default Assessment Only activities:
Assessment Only – WNS1S2IP (Full) Words, Numbers, Shapes 1 & 2, Interests and Personality Assessment Only – WNS
Shapes 1 & 2
Assessment Only – NIP (Numerical) Numbers, Interests and Personality
Assessment Only – IP (Coaching) Interests and Personality
Assessment Only – P (Personality) Personality Only
STEP 3: (Opt) Choose from Existing Candidates
If you want to add candidates to the Prevue Wizard that you know have already been added to the system, select
Candidates>. If you do not need to do this, skip to Step 8.
STEP 4: (Opt) Search for an Existing Candidate
To find the candidate you want, type the letters of the candidate’s last name into the Search field. If the candida
you will see his/her name selected and highlighted in blue.
Note: Use Choose from Existing candidates if you wish to re-send an email to any candidate who previously was
account.
STEP 5: (Opt) Add a Candidate to the Selected Candidates List
Highlight the candidate(s) you want to add, and then click on <Add>. To select multiple candidates, use the <SHIF
keyboard.
STEP 6: (Opt) Remove a Candidate
If you want to remove a candidate from your selected candidate list, select the item from the Selected Items list a
STEP 7: (Opt) Confirm Selected Candidates
Click on <OK>to confirm your selected candidates and return to the Prevue Wizard.
STEP 8: Enter Candidate Information
To enter a new candidate, fill out his/her title, first name, last name, and email address (if available).

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STEP 8a: (Opt)
The language will default to English. Use the language drop down menu to change the invitation language, if nece

STEP 9: (Opt) Add Multiple Candidates
If you want to add more than one candidate, click on <Add> and enter the information for the next candidate as i
added all the desired candidates.

STEP 10: (Opt) Remove a candidate
If you have added a candidate’s information incorrectly, click on <Remove> to remove him/her from the list and r

STEP 11: Process the Request
To process your request to add the candidate(s) to the selected Activity, click on <OK>. Please note that you must
candidate to process the request.

Note: The Activity Name that is displayed will be used to add all the candidates displayed below the empty text b
wish to add candidates to a different Activity than the one displayed, you must finish sending emails to the group
click the Prevue Wizard from the menu heading of the same name and repeat the procedure set out in this How-To

STEP 12: Display Printable Version
If you want to print a summary of your Prevue Wizard transaction, click on <Printable Version>. Click on <File>, t
menu to print the summary. To return to the website, click on <Return to Website>.

STEP 13: (Opt) Review the Summary
Review the summary information to understand how the Prevue Wizard processed your request. If your candidate
a P will appear next to their name. If the candidate was invited by email to take the assessment, an I will appear
addresses the invitation was sent to. If the candidate has completed the necessary assessment a C will appear nex
status email has been sent on a candidate, then an R or an S, respectively, will appear under Emails Sent with the
sent to. Please note the username and password that have been provided for each candidate. The candidate will n
the assessment site. In most cases, the Activity will be set to send this information to the candidate by email.

Note: If the Emails Sent column does not display an I: S: or R: with email address(es), the site has not generated
no email address being provided or the instructions set up in the Activity.
 

Attachments
Candidates_-_How_To_Invite_Candidates.pdf

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TM How to Invite Candidates Using the Prevue
Wizard
support
The easiest way to register a candidate to complete an assessment in Prevue
Online is to use the Prevue Wizard. The Prevue Wizard allows you to quickly
assign a candidate to an Activity, which determines the appropriate scope of
assessment to use. Depending on how the Activity has been set up, reports
will either be delivered by email once the candidate has completed the
assessment, or you can log into the site and use the Report Viewer to run
reports for the candidate.

Step 1 - Access the Prevue Wizard

To get to the Prevue Wizard, click on the ‘Prevue Wizard’ menu item.

Step 2 - Choose the Activity

Select the appropriate Activity for the candidates you want to add. An Activity
is a pre-determined set of instructions for sending out invitations, assessing
individuals and sending automatic reports. If you were not provided with a
specific activity name, you can choose one of the ‘Assessment Only’ Activities to
assess your candidate.
Note: The Assessment Only activities are designed to allow you to send out
Invitations to candidates and receive a Status email when your candidates are
done. You may also create and use job specific Activities. See the How-To-Guide
“Create Activity”.
You may select from one of the following default Assessment Only activities:

WNS1S2IP - Words, Numbers, Shapes (1&2), Interests & Personality
WNS1S2 - Words, Numbers, Shapes (1&2)
NIP - Numbers, Interests, Personality
IP - Interests, Personality
P - Personality
SFP - Short Form Personality Screening

Step 3 (Optional) - Choose from Existing
Candidates

If you want to add candidates to the Prevue Wizard that you know have already
been added to the system, select <Choose from Existing Candidates>.
If you do not need to do this, skip to Step 8.

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How to Invite Candidates Using the Prevue
Wizard

TM Step 4 (Optional) - Search for an Existing
Candidate
support
To find the candidate you want, type the letters of the candidate’s last name into
the Search field. If the candidate has completed an assessment, you will see his/
her name selected and highlighted in blue.

Note: Use Choose from Existing candidates if you wish to re-send an email to any
candidate who previously was added to your PrevueOnline.com account.

Step 5 (Optional) - Add Candidate to
Selected List

Highlight the candidate(s) you want to add, and then click on <Add>. To select
multiple candidates, use the <SHIFT> and <CTRL> keys on your keyboard.

Step 6 (Optional) - Remove a Candidate

If you want to remove a candidate from your selected candidate list, select the
item from the Selected Items list and click on <Remove>.

Step 7 (Optional) - Confirm Selected
Candidates

Click on <OK> to confirm your selected candidates and return to the Prevue
Wizard.

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How to Invite Candidates Using the Prevue
Wizard

TM Step 8 - Enter Candidate Information

support To enter a new candidate, fill out his/her title, first name, last name, and email
address. The language will default to English. Use the language drop down menu
to change the invitation language, if necessary.

Step 9 - Add Multiple Candidates

If you want to add more than one candidate, click on <Add> and enter the
information for the next candidate as in Step 8. Repeat until you have added all
the desired candidates.

Step 10 - Remove a Candidate

If you have added a candidate’s information incorrectly, click on <Remove> to
remove him/her from the list and re-enter the candidate.

Step 11 - Invite the Candidate

Click on <OK> to add the candidate the the Activity and invite them to take the
assessment. Please note that you must have entered at least one candidate in
order to
process the request.
Note: The Activity Name that is displayed will be used to add all the candidates
displayed below the empty text boxes, prior to clicking “OK”. If you wish to add
candidates to a different Activity than the one displayed, you must finish sending
emails to the group of candidates displayed and then click the Prevue Wizard
from the menu heading of the same name and repeat the procedure set out in
this How-To-Guide.

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How to Invite Candidates Using the Prevue
Wizard

TM Step 12 - Display Printable Version

support If you want to print a summary of your Prevue Wizard transaction, click on
<Printable Version>. Click on <File>, then <Print>, in your browser menu to print
the summary.

Step 13 - Review the Summary

Review the summary information to understand how the Prevue Wizard
processed your request.

P - Pending completion
I - Invited for assessment
C - Completed Assessment
S - Status Sent
R - Report Sent

Note: If the Emails Sent column does not display an ‘I’, ‘S’, or ‘R’ with an email
address, the site has not generated any emails. This could be due to no email
address being provided or the instructions set up in the Activity.

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Re-Invite Ca...

Candidates_How to Re-Invite Candidates through Prevue Wizard

Last Updated: Apr 21, 2017 11:55AM PDT

There are two ways to re-invite Candidates in the system:
1. Using the ‘Prevue Wizard’ (available to all PrevueOnline.com logins)
2. Through the ‘Activities’ area - Candidates tab within an Activity (available only to logins with access to the ‘A

This How-To-Guide will outline the steps using the Prevue Wizard.  The Prevue Wizard is available to all logins on P
most efficient way to re-invite a candidate. Please refer to other How-To-Guide on How to Re-Invite Candidates Th
for alternate method.
Note: Before you begin, if you need to make any amendments to the invitation emails, please carefully read an
‘Amending the Invitation Email’ section of this guide before you begin the steps in the ‘Re-Inviting Candidates t
section of this guide.
Re-Inviting Candidates through the Prevue Wizard
The Prevue Wizard is available to all logins on PrevueOnline.com. For most logins, using the Prevue Wizard will be
a candidate.

STEP 1: Accessing the Prevue Wizard
Click on the <Prevue Wizard> menu heading.

STEP 2: Selecting the Activity
From the <Activity Name> dropdown options, choose the appropriate Activity that you wish to re-invite the candid

Note: Every PrevueOnline.com account has six (6) default Activities which are designed to allow the login to send
Status emails. These Activities are called “Assessment Only” and represent the six (6) scopes available for Prevue
also have job specific Activities which may carry out additional instructions, such as sending Report emails once th
Prevue Assessments.

STEP 3: Accessing the Candidate
Click on <Choose From Existing Candidates> to access the Candidate List.

STEP 4: Locating and Adding the Candidate
Use the Candidate List on the left side of the screen to locate the Candidate(s) you wish to re-invite, or use the Se
Candidate(s).

Note: Use the <Shift> and <Ctrl> keys to highlight more than one candidate, if you need to re-invite multiple cand

Note: This list defaults to display the “Regular” candidate list. You may use the “Candidate Type” drop down men
previously added to a benchmark study as either “Concurrent” or “JDS” participants.

Once the Candidate(s) has/have been found and highlighted, click <Add> to move the Candidate Name into the rig
Items”.
Click <OK> on to add the selected Candidate(s) and return to the Prevue Wizard.

STEP 5: Sending the Invitation
On the Prevue Wizard, click on <OK> to send the Invitation Email to the chosen Candidate(s).

STEP 6: Confirmation of Email
The Prevue Wizard will display a confirmation screen advising that the Invitation Email has been sent and giving de
website.
Amending the Invitation Email (Optional)
STEP 1: Amending the Invitation Email Through Activities
Click on the <Activities> menu heading.
Click on the magnifying glass beside the Activity that you are amending the assessment invitation in.

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Step 2: Choose the <Emails> Tab.
Click on the <Emails> tab

Note: If you need to amend the Invitation Email attached to an Activity, this should be done prior to re-inviting yo

STEP 3: Locating the Email
Click <View Email> in the Invitation Email section.

STEP 4: Editing the Email
Click the <Customize> option in the area above the subject link and make your changes in the box below.

STEP 5: Saving the Email
Click <Save and Close> to save the changes in the Invitation Email in the Activity.
 

Attachments
Candidates_-_How_to_Re-Invite_Candidates_Through_Prevue_Wizard.pdf

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TM How to Re-Invite Candidates Using Prevue
Wizard
support
There are two ways to re-invite Candidates in the system:

1. Using the ‘Prevue Wizard’ (available to all PrevueOnline.com logins)

2. Through the ‘Activities’ area - Candidates tab within an Activity (available only
to logins with access to the ‘Activity’ area)

This How-To-Guide will outline the steps using the Prevue Wizard. The Prevue
Wizard is available to all logins on PrevueOnline.com and will be the most
efficient way to re-invite a candidate. Please refer to other How-To-Guide on How
to Re-Invite Candidates Through Activities - Candidates Tab for alternate method.

Note: Before you begin, if you need to make any amendments to the invitation
emails, please carefully read and follow the instructions in the ‘Amending the
Invitation Email’ section of this guide before you begin the steps in the ‘Re-
Inviting Candidates through the Prevue Wizard’ section of this guide.

Step 1 - Accessing the Prevue Wizard

Click on the <Prevue Wizard> menu heading.

Step 2 - Selecting the Activity

From the <Activity Name> dropdown options, choose the appropriate Activity
that you wish to re-invite the candidate to.

Note: Every PrevueOnline.com account has six (6) default Activities which are
designed to allow the login to send out Invitation emails and receive Status
emails. These Activities are called “Assessment Only” and represent the six (6)
scopes available for Prevue Assessments. Your account may also have job specific
Activities which may carry out additional instructions, such as sending Report
emails once the candidate has completed the Prevue Assessments.

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How to Re-Invite Candidates Using Prevue
Wizard

TM Step 3 - Accessing the Candidate

support Click on <Choose From Existing Candidates> to access the Candidate List.

Step 4 - Locating and Adding the
Candidate

Use the Candidate List on the left side of the screen to locate the Candidate(s)
you wish to re-invite, or use the Search function to locate the Candidate(s).

Note: Use the <Shift> and <Ctrl> keys to highlight more than one candidate, if
you need to re-invite multiple candidates.

Note: This list defaults to display the “Regular” candidate list. You may use the
“Candidate Type” drop down menu to locate candidates who were previously
added to a benchmark study as either “Concurrent” or “JDS” participants.

Once the Candidate(s) has/have been found and highlighted, click <Add> to
move the Candidate Name into the right-hand column titled “Selected Items”.

Click <OK> on to add the selected Candidate(s) and return to the Prevue Wizard.

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How to Re-Invite Candidates Using Prevue
Wizard

TM Step 5 - Sending the Invitation

support On the Prevue Wizard, click on <OK> to send the Invitation Email to the chosen
Candidate(s).

Step 6 - Confirmation of Email

The Prevue Wizard will display a confirmation screen advising that the Invitation
Email has been sent and giving details of the login information and website.

Amending the Invitation Email (Optional)

Step 1 - Amending the Invitation Email
Through Activities

Click on the <Activities> menu heading.
Click on the magnifying glass beside the Activity that you are amending the
assessment invitation in.

Step 2 - Choose the <Emails> Tab

Click on the <Emails> tab

Note: If you need to amend the Invitation Email attached to an Activity, this
should be done prior to re-inviting your candidate(s).

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How to Re-Invite Candidates Using Prevue
Wizard

TM Step 3 - Locating the Email

support Click <View Email> in the Invitation Email section.

Step 4 - Editing the Email

Click the <Customize> option in the area above the subject link and make your
changes in the box below.

Step 5 - Saving the Email

Click <Save and Close> to save the changes to the Invitation Email in the Activity.

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Search Candi...

Candidates_How To Search Candidate List

Last Updated: Apr 21, 2017 11:55AM PDT

The Candidate List defaults to display only the candidates added to the system in the last 30 days. Use any of the
Candidate Search box to search & sort the Candidate List. Then either display the search results within PrevueOnli
results to an Excel spreadsheet.
STEP 1: Access the Candidate List
Click on the <Candidates> menu and choose <Candidate List>
STEP 2: Search the Candidate List
The system will default to display those Candidates who have been entered into the system within the last 30 days
If your Candidate does not appear in the list provided, change the to the preferred date range and/or criteria at t
Search criteria includes:

First Name, Last Name and Company Name
Self-Registration: displays all the Candidates who self-registered to complete the assessment
Activity: displays all Candidates attached to the specified Activity
Login: displays all Candidates added by a particular Login
Category: displays all Candidates attached to each specific Category; you may choose up to three Categories
STEP 3: Completing the Search
When the search options have been identified click <Search> to display the search results within PrevueOnline.com
export the selected Candidates to an Excel worksheet.
 

Attachments
Candidates_-_How_to_Search_the_Candidate_List.pdf

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TM How to Search the Candidate List

support The Candidate List defaults to display only the candidates added to the system in
the last 30 days. Use any of the available search criteria in the Candidate Search
box to search & sort the Candidate List. Then either display the search results
within PrevueOnline.com or export the search results to an Excel spreadsheet.

Step 1 - Access the Candidate List

Click on the <Candidates> menu and choose <Candidate List>.

Step 2 - Use the Search Fields

The system will default to display those Candidates who have been entered into
the system within the last 30 days.

If your Candidate does not appear in the list provided, change the to the
preferred date range and/or criteria at the bottom of the page.

Search criteria includes:
• First Name, Last Name and Company Name
• Self-Registration: displays all the Candidates who self-registered to
complete the assessment
• Activity: displays all Candidates attached to the specified Activity
• Login: displays all Candidates added by a particular Login
• Category: displays all Candidates attached to each specific Category; you
may choose up to three Categories for the search.

Step 3 - Complete the Search

When the search options have been identified click <Search> to display the
search results within PrevueOnline.com or click on <Export to Excel> to export
the selected Candidates to an Excel worksheet.

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1/29/2018 Prevue HR Systems Inc. | Candidates_How to Edit Candidate Details

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Edit Candida...

Candidates_How to Edit Candidate Details

Last Updated: Jan 24, 2017 01:01PM PST

There are times when you have previously added a candidate to the site and must later edit the Candidates detail
<Candidate List> to access the Candidate Details page.
If you have made a mistake in entering the Candidate’s details, you may edit components of the Candidate Details
the page to open the fields which are available for editing. These include, the Candidate’s title, first or last name
information such as Phone Numbers, Contact Info, Language, Categories, Account Access and the Owner may also
Accessing Your Candidate
STEP 1: Accessing the Candidate List
Click on the <Candidates> menu and choose <Candidate List>
STEP 2: Accessing the Candidate List Details
The system will default to display those Candidates who have been entered into the system within the last 30 days
appear in the list provided, change the date search range at the bottom and click <Search>.
STEP 3: Choosing the Candidate
Clicking on the magnifying glass icon to the right of the chosen Candidate will refresh the page to display the Cand
STEP 4: Editing the Candidate Details
Clicking <Edit> will open the text fields that are available to edit.
Edit the details for any of the options listed below:

Title, First Name and Last Name of the chosen Candidate
*Candidate’s Email Address – address to which the invitation email may be sent to
Work and Cell Phones (optional)
Language: the system will default to English - NA but the dropdown list will display further options
Account Access: whether <Public> or <Private>
Owner: the Login who entered the Candidate into Prevue Online
Categories: clicking <Edit> will display the categories (optional)
Work Info: includes Work or Home address, Job Title, Company, and Division (optional)
Notes field: This area is to enter any notes you wish to share with other logins who have access to the candid
NOTE: If you need to edit the email address to re-invite the candidate, refer to the How to Guide “How to Re-invit
the steps in this guide.
STEP 5: Saving the Changes
Clicking <Save Changes> to allow the system to accept the changes and complete the task.
 

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Reassess Can...

Candidates_How to Reassess Candidates Interrupted Sections

Last Updated: Apr 21, 2017 11:54AM PDT

From time to time, candidates may need to be reassessed on certain sections of the assessment, particularly if the
a timed section of the assessment. This how-to-guide will walk you through the step by step instructions required
particular section(s).

Reasons for reassessing candidates include, but are not limited to:
Pop-Up Blockers: Candidate experienced technical difficulties (usually pop-up blocker related) and was bumped o
Internet Connection: Candidate was using wireless internet connection and lost connectivity
Firewalls, Anti-Virus/Anti-Adware/Spyware Software: Firewalls and anti-virus software can pose communication
candidate’s computer and the Prevue servers. This is typically the case when the candidate is using a work comput
assessment. The security settings on the computers may not permit candidates to access unknown websites or per
such sites. Taking the assessment from a non-work related computer can be the difference between being able to
gaining access
Computer Compatibility: The Prevue Assessments may not be compatible with older Mac computers, although new
windows-like capabilities support the Prevue Assessment.  If possible, it is recommended that candidates use a PC
Browser Compatibility: Not all browsers are compatible for opening the Prevue Assessments. Please note that in o
Candidates must use one of the following browsers: Internet Explorer 10 or above, Firefox 30 or above, Opera 21 o
above, Safari 5 or above.
Environment: The candidate was under stress or in a hectic environment.

Some things to remember about the Candidates’ Prevue Assessment experience are:
The first four sections of the assessment are timed sections. Each timed section must be completed in one si

sections is as follows:
Working with Words: 8 minutes
Working with Numbers: 3 minutes
Working with Shapes 1: 7 minutes
Working with Shapes 2: 2 minutes
 If the candidate has to log-out of the assessment while completing any of the timed sections, for any reason

complete the section exited.
The balance of the assessment is not timed. However these sections should be completed as quickly as possi

instructions preceding each section. In most cases the first or initial response will provide a more accurate pictu
Please note that candidates MUST use the mouse to answer all questions. Attempting to use the keyboard, pa

may result in the assessment being invalidated.
Reassessing a Candidate on Interrupted Assessment Sections
STEP 1: Access the Candidate List Page
To access the Candidate List page, click on <Candidate List> under the <Candidates> menu.

STEP 2: Locate the Candidate
Use the Search function at the bottom of the Candidate List to locate the candidate. It is helpful to Search by the
Click <Search> to display the results on the <Candidate List> screen.

STEP 3: Select the Candidate
Click on the magnifying glass located on the right hand side of the candidate who needs to be reassessed. This wil
page.
Note: You may only select one candidate at a time.

STEP 4: Candidate Details Page
The <Candidates Details> page will load and appear as displayed on the left. Click on the <Assessment> tab on th
the <Edit> and <Done> buttons.

STEP 5: Checking for an Interruption
On the Assessment tab, you will be able to determine if the candidate was interrupted in any of the sections, if th

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listed below it and the line is highlighted in red. Under the column title “Time Taken”, it may read “In Progress” o
candidate spent in the section.

STEP 6: Reassess the Candidate
Once in the Assessment tab, place a check mark to the left of the section that needs to be re-assessed and click o

Note: The check box for each section will only appear if the candidate has entered that section at least once and
the next section. If the candidate does not try to sign into the next section, the check box may not be available. T
the candidate will need to copy the candidate’s username and password and enter it at www.assessmentstation.co
instructions for the next section are displayed. Once the instructions are displayed, close the Assessment and go b
Prevue Online and refresh the page in the browser. The check box will appear next to the section that was interru
the login may proceed with reassessing the section.

STEP 7 (Optional): Candidate Answer Sheet
It is also helpful to check the candidate’s answer sheet by clicking on the hyper-link above the Assessment tab, loc
hand side of the page. Opening this answer sheet will allow you to determine if the candidate answered any quest
that section.

You should click on the link "WNS1S2IP" above the assessment tab and save the candidate's answer sheet to your c
reassess. This will allow you to compare the answers before and after the re-assessment.

Note: This hyper-link displays the first letter of each section that the candidate submitted responses for. For exam
read as “Assessment WNS1S2IP”. If any of the letters are missing from the Assessment hyper-link, this is an indica

STEP 8: Inform the Candidate
The candidate will not receive a new invitation email from Prevue Online. Please direct the candidate to use the o
still have it. If not, copy and paste the candidate’s username & password into an email from the top left side of th
the candidate to the assessment site www.assessmentstation.com.  A typical format for sending this information is
 
Site: www.assessmentstation.com
Username: LastName_FirstName
Password: ABC45
 

Attachments
Candidates_-_How_to_Reassess_Candidates_Interrupted_on_Assessment_Section(s).pdf

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TM Reassessing a Candidate on Interrupted
Assessment Sections
support
If the candidate was interrupted during a timed section of the assessment,
the section needs to be ‘reassessed’ before the candidate can log back in to
complete it. This how-to-guide will walk you through the step by step instructions
required to reassess a candidate on particular section(s).

Step 1 - Access the Candidate List Page

To access the Candidate List page, click on <Candidate List> under the
<Candidates> menu.

Step 2 - Locate the Candidate

Use the Search function at the bottom of the Candidate List to locate the
candidate. It is helpful to Search by the First Name or Last Name.

Click <Search> to display the results on the <Candidate List> screen.

Step 3 - Select the Candidate

Click on the magnifying glass located on the right hand side of the candidate
who needs to be reassessed. This will load the <Candidate Details> page.

Note: You may only select one candidate at a time.

Step 4 - Candidate Details Page

The <Candidates Details> page will load and appear as displayed on the left.
Click on the <Assessment> tab on the right hand side, located below the <Edit>
and <Done> buttons.

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Reassessing a Candidate on Interrupted
Assessment Sections

TM Step 5 - Checking for an Interruption

support In the Assessment tab, the candidate was interrupted in a sections show if a
“Yes” is listed below the “Interrupt” column and is highlighted in red. Under the
column title “Time Taken”, it may read “In Progress” or show you the exact time
the candidate spent in the section.

Step 6 - Reassess the Candidate

Place a check mark to the left of the section that needs to be re-assessed and
click on “Reassess”.

Note: The check box for each section will only appear if the candidate has
entered that section at least once and entered the instruction screen for the next
section. If the candidate does not try to sign into the next section, the check
box may not be available. To rectify this, the login reassessing the candidate
will need to copy the candidate’s username and password and enter it at www.
assessmentstation.com and click through until the instructions for the next
section are displayed. Once the instructions are displayed, close the Assessment
and go back the Candidate Details page in Prevue Online and refresh the page
in the browser. The check box will appear next to the section that was interrupted
and set to “In Progress” and the login may proceed with reassessing the section.

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Reassessing a Candidate on Interrupted
Assessment Sections

TM Step 7 (Opt.) Check Candidate Answer Sheet

support It is also helpful to check the candidate’s answer sheet by clicking on the hyper-
link above the Assessment tab, located in the box at the top right hand side of
the page. Opening this answer sheet will allow you to determine if the candidate
has completed any sections before or after the interrupted section.

Note: This hyper-link displays the first letter of each section that the candidate
submitted responses for. For example, for a full assessment, it may read as
“Assessment WNS1S2IP”. If any of the letters are missing from the Assessment
hyper-link, this is an indication the section has been missed.

Step 8 - Inform the Candidate

The candidate will not receive a new invitation email from Prevue Online once
a section has been reassessed. Please direct the candidate to use username
and password in the original invitation email, if they still have it. If not, copy
and paste the candidate’s username & password into an email from the top left
side of the Candidate Details page. Direct the candidate to the assessment site
www.assessmentstation.com. A typical format for sending this information is as
follows:

Site: www.assessmentstation.com
Username: LastName_FirstName
Password: ABC45

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1/29/2018 Prevue HR Systems Inc. | Candidates_How to Check that Candidates ...

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Check that C...

Candidates_How to Check that Candidates Have Been Invited

Last Updated: Apr 21, 2017 11:53AM PDT

There are times when you must check to see if Candidates have been sent an Invitation Email from PrevueOnline.c
a candidate may not have received an invitation email. These are:

The Candidate was not attached to an Activity – therefore there is no “Last Invite Date” showing next the Ca
The Activity was not set up to send the invitation automatically
The Candidate had self-registered – in which case an “S” will appear to the left of the Candidate Name in the
The Candidate’s email address was omitted or has been entered incorrectly
Note: The Candidate email is an optional field.

STEP 1: Access the Candidate List
Click on the <Candidates> menu and choose <Candidate List>.

STEP 2: Check the “Last Invite” Column
Check the “Last Invite” column on the Candidate List. If a date appears under this column next to the candidate’s
Candidate was sent an Invitation Email and is attached to an Activity that requires the Invitation Email to go out a

STEP 3: Check the “S” Column
Check the “S” column to the left of the Candidate names. This indicates whether the Candidate has self-registered
Invitation email. If the candidate has self-registered, no “Last Invite” date will appear.

STEP 4: Check the “P” column
Check the “P” column to the left of the Candidate name. This indicates whether the Candidate has an assessment

If the P appears but there is no “Last Invite” date, the candidate was likely added to PrevueOnline.com from the <
<Candidate> menu and was not associated to an Activity (manually added).

The <New Candidate> page has an Activity drop down menu that is set to “None Selected” by default to allow flex
be sent to a candidate.

NOTE: If the candidate’s email address is entered incorrectly or is blank, follow Steps 5 to Step 7 to Edit the Candi

STEP 5 (Opt): Access Editing the Candidate Details
Click <Edit> to access the Candidate Details you wish to change.

NOTE: The email address is an optional field

STEP 6 (Opt): Adding/Editing the Candidate’s Email Address
Click <Edit> to access the Candidate Details you wish to change.

Note: The email address is an optional field
Once the Candidate Details page has displayed the text boxes, make any appropriate changes to the email address

STEP 7 (Opt): Saving the Candidate’s Email Address
Once the Candidate’s email address has been entered or amended, click on <Save Changes> to allow the system to

NOTE: If the Candidate’s email address has been changed and you wish them to receive the Activity Invitation ema
him/her (see How to Guide – Re-Inviting Candidates).

STEP 8 (Opt): Check the Email Message History Page
Click the <Administration> column, scroll down to <Emails> and select <Email Message History>.
The Email Message History page defaults to the last 30 days and displays the date, email type and Activity the can
displays the Email Address(es) to which the email(s) were sent.

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Use the <Search> criteria at the bottom of this page to narrow the search for specific Candidates, range of dates,
the candidate does not appear under Email Message History, but does appear in the Candidate List, the candidate
PrevueOnline.com.
STEP 9: Re-invite the Candidate
There are two ways to re-invite Candidates in the system:

1. Using the ‘Prevue Wizard’ - Available to all PrevueOnline.com logins
1. Refer to ‘How to Re-Invite Candidates Through Prevue Wizard’ guide

2. Through the ‘Activities’ area – Re-inviting Candidates using the Candidates tab within an Activity
1. Refer to ‘How to Re-Invite Candidates Through Activities Tab’ guide

 
 

Attachments
Candidates_-_How_to_Check_That_Candidates_Have_Been_Invited.pdf

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TM How to Check That Candidates Have Been
Invited
support
There may be times when you’d like to check to see if a Candidate has been
sent an Invitation Email from PrevueOnline.com. There are several reasons why a
candidate may not have received an invitation email. These are:

• The Candidate was not attached to an Activity – therefore there is no “Last
Invite Date” showing next the Candidate’s Name

• The Activity was not set up to send the invitation automatically
• The Candidate had self-registered – in which case an “S” will appear to the

left of the Candidate Name in the Candidate List
• The Candidate’s email address was omitted or has been entered incorrectly

Note: The Candidate email is an optional field when they self-register.

Step 1 - Access the Candidate List

To access the Candidate List page, click on <Candidate List> under the
<Candidates> menu.

Step 2 - Check the “Last Invite” Column

Check the “Last Invite” column on the Candidate List. If a date appears under this
column next to the candidate’s name, this indicates the Candidate was sent an
Invitation Email and is attached to an Activity that requires the Invitation Email to
go out automatically.

Step 3 - Check the “S” Column

Check the “S” column to the left of the Candidate names. This indicates whether
the Candidate has self-registered rather than receiving an Invitation email. If the
candidate has self-registered, no “Last Invite” date will appear.

[email protected] 1.888.277.3883 x.2 Prevue HR Systems Inc. © 2016

How to Check That Candidates Have Been
Invited

TM Step 4 - Check the “P” column

support Check the “P” column to the left of the Candidate name. This indicates whether
the Candidate has an assessment still pending.

If the P appears but there is no “Last Invite” date, the candidate was likely added
to PrevueOnline.com from the <New Candidate> page under the <Candidate>
menu and was not associated to an Activity (candidate was manually added).

The <New Candidate> page has an Activity drop down menu that is set to “None
Selected” by default to allow flexibility for when invitations should be sent to a
candidate.

Note: If the candidate’s email address is entered incorrectly or is blank, follow
Steps 5 to Step 7 to Edit the Candidate Details page.

Step 5 (Opt) - Access the Candidate Details

Click the magnifying glass icon under the Edit/View Report column to access the
candidate’s details you wish to change.

Step 6 (Opt) - Adding/Editing the
Candidate’s Email Address

Click <Edit> in the middle of the page to access the Candidate Details you wish
to change.
Once the Candidate Details page has displayed the text boxes, make any
appropriate changes to the email address box.
Note: The email address is an optional field.

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How to Check That Candidates Have Been
Invited

TM Step 7 (Opt) - Saving the Candidate’s Email
Address
support
Once the Candidate’s email address has been entered or amended, click on
<Save Changes> to allow the system to register the information.

Note: If the Candidate’s email address has been changed and you wish them to
receive the invitation email, you will have to re-invite him/her (see Step 9). If you
need to amend the invitation email, see How to Guide – How to Edit Emails for a
Specific Activity.

Step 8 - Check the Email Message History
Page

Click the <Administration> column, scroll down to <Emails> and select <Email
Message History>.

The Email Message History page defaults to the last 30 days and displays the
date, email type and Activity the candidate is associated with. It also displays the
Email Address(es) to which the email(s) were sent.

Use the <Search> criteria at the bottom of this page to narrow the search
for specific Candidates, range of dates, Activities, Email Types, Logins. If the
candidate does not appear under Email Message History, but does appear in the
Candidate List, the candidate was NOT sent any emails from PrevueOnline.com.

Step 9 - Re-invite the Candidate

There are two ways to re-invite Candidates in the system:
1. Using the ‘Prevue Wizard’ - Available to all PrevueOnline.com logins
• Refer to ‘How to Re-Invite Candidates Through Prevue Wizard’ guide
2. Through the ‘Activities’ area – Re-inviting Candidates using the Candidates
tab within an Activity
• Refer to ‘How to Re-Invite Candidates Through Activities Tab’ guide

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1/29/2018 Prevue HR Systems Inc. | Candidates_How to Export Candidate Detai...

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Export Candi...

Candidates_How to Export Candidate Details

Last Updated: Apr 21, 2017 11:53AM PDT

There are times when you may require a ‘spreadsheet view’ of Candidates who have previously been added to you
<Candidate List>.
Exporting Candidate Details allows a quick overview of the Sten Scores achieved by each candidate. This spreadshe
sections that are pending, candidates who have not completed their assessment, and Activities/Categories assigne
Candidates through the Prevue Wizard
STEP 1: Accessing the Candidate List
Hover over the <Candidates> menu heading and choose <Candidate List>.
STEP 2: Accessing the Candidate List Details
The system will default to display those Candidates who have been entered into the system within the last 30 days
If your Candidate(s) does not appear in the list displayed, change the <From Date> to display a broader date range
candidates that meet your search criteria onscreen.
NOTE: The search will return all the candidates invited and/or added to your account during the span of time that
Date>. If candidates have previously been deleted, they will not appear in the search results.
STEP 3: Exporting the Candidate Details
Click on <Export To Excel> to prompt the site to generate a spreadsheet of your candidates. Based on your browse
<Open>, <Save> or <Download> the spreadsheet.
NOTE: You will be limited to exporting up to a maximum of 200 candidates. If your criteria exceeds this maximum
need to revise your search criteria to shorter date ranges and repeat the <Export to Excel> function until you have
STEP 4 (Optional): Editing the Excel Worksheet
Edit the Excel spreadsheet to include the details that are relevant to your organization.
The spreadsheet will default to list the following:

Title, First Name and Last Name of the Candidates
Username assigned to each of the Candidates
Category and Position of each of the Candidate
Date the Assessments were completed
Owner: the Login who entered the Candidate into Prevue Online
The Assessment that was completed for each Candidate
Number of Sections Pending for each Assessment
Activity and Categories assigned to each Assessment
Sten Scores achieved for each of the scales
NOTE: A ‘-‘ indicates no score for the specific scale.
NOTE: Benchmark Suitability Scores are not exported. The spreadsheet includes all of the scales, however, some c
for a smaller scope assessment. In these situations, all the scales are listed but only the sten score for the assessm
exported. If a dash appears under the corresponding column, the candidate either did not complete the correspon
interrupted.
 

Attachments
Candidates_-_How_to_Export_Candidate_Details.pdf

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TM How to Export Candidate Details

support Exporting Candidate Details allows a quick overview of the Sten Scores achieved
by each candidate. This spreadsheet also displays assessment sections that are
pending, candidates who have not completed their assessment, and Activities/
Categories assigned to each Candidate. Re-Inviting Candidates through the
Prevue Wizard.

Step 1 - Accessing the Candidate List

Hover over the <Candidates> menu heading and choose <Candidate List>.

Step 2 - Accessing the Candidate List Details

The system will default to display those Candidates who have been entered into
the system within the last 30 days.

If your Candidate(s) does not appear in the list displayed, change the <From
Date> to display a broader date range and click <Search> to display the
candidates that meet your search criteria onscreen.

Note: The search will return all the candidates invited and/or added to your
account during the span of time that matches the <From Date> and <To Date>.
If candidates have previously been deleted, they will not appear in the search
results.

[email protected] 1.888.277.3883 x.2 Prevue HR Systems Inc. © 2016

How to Export Candidate Details

TM Step 3 - Exporting the Candidate Details

support Click on <Export To Excel> to prompt the site to generate a spreadsheet of your
candidates. Based on your browser, you may be prompted to <Open>, <Save>
or <Download> the spreadsheet.

Note: You will be limited to exporting up to a maximum of 200 candidates at
a time. If your criteria exceeds this maximum limit of 200 candidates, you may
need to revise your search criteria to shorter date ranges and repeat the <Export
to Excel> function until you have exported all the necessary data.

Step 4 (Opt) - Editing the Excel Worksheet

Edit the Excel spreadsheet to include the details that are relevant to your
organization.

The spreadsheet will default to list the following:

• Title, First Name and Last Name of the Candidates
• Username assigned to each of the Candidates
• Category and Position of each of the Candidate
• Date the Assessments were completed
• Owner: the Login who entered the Candidate into Prevue Online
• The Assessment that was completed for each Candidate
• Number of Sections Pending for each Assessment
• Activity and Categories assigned to each Assessment
• Sten Scores achieved for each of the scales

Note: A ‘-‘ indicates no score for the specific scale. Benchmark Suitability Scores
are not exported. The spreadsheet includes all of the scales, however, some
candidates may have been invited for a smaller scope assessment. In these
situations, all the scales are listed but only the sten score for the assessment
scope completed are exported. If a dash appears under the corresponding
column, the candidate either did not complete the corresponding assessment or
was interrupted.

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1/29/2018 Prevue HR Systems Inc. | Candidates_How to Categorize Candidates

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Categorize C...

Candidates_How to Categorize Candidates

Last Updated: Apr 21, 2017 11:51AM PDT

Categories are used to simplify the Search function by limiting the number of items to be retrieved. Search by Cat
Candidate List and within the Candidate Details page. It is helpful to create Categories ahead of time before apply

Categories are unique to each Account in PrevueOnline.com and can be used in any way that makes sense to the A
example, a Login may wish to categorize candidates by status of “Hired”, “Never Hired” or “Former Employee”. C
and apply the appropriate category to each Candidate in the Candidate List.

STEP 1: Access the Candidate List
Click on the <Candidates> menu and choose <Candidate List>

STEP 2: Access the Candidate List Details
The system will default to display those Candidates who have been entered into the system within the last 30 days
in the list provided, change the <Date Created> to the preferred range and click <Search>.

STEP 3: Add Categories from the Candidate List
Place a checkmark to the left of each candidate you wish to categorize and click on <Category+>. Follow steps 7-8

Note: If you have candidates appearing over multiple pages, you may only select & categorize the candidates who
Repeat the process for each page of candidates you wish to categorize.
If you do not wish to categorize multiple candidates together, follow Steps 4 to 7 and 9.

STEP 4: Choose the Candidate
Clicking on the magnifying glass icon to the right of the chosen Candidate will display the Candidate Details screen

STEP 5: Edit the Candidate Details
Clicking <Edit> will access the completed details submitted from the <New Candidate> page.

STEP 6: Add a Category to a Candidate
Clicking on <Edit> will access the Company Category List.

STEP 7: Add and Remove Existing Categories
When the Categories screen appears you can scroll through the available items listed on the left side to find the a
the Candidates. Highlight the appropriate Category and click <Add> to move the category from the left column to
Categories”.
When the correct Category appears in the Selected Items list, click <OK> to attach the category to the Candidate.

NOTE: Use the Shift and CTRL keys to highlight multiple categories, if necessary.
To remove categories already attached to a candidate, highlight the item in the Selected Items column and click <
category.

NOTE: Removing a category from a candidate will NOT remove the category from the company list.
Click <OK> to complete the function. Click <Cancel> if you do not wish to attach or remove a category.

NOTE: New Categories may be added to the Categories List from the <Add Category> link located at the bottom le
b).

Step 8a: Add and/or Delete New Categories
Click on the link located at the bottom left of the screen to access this function. Click on link to delete a category

Step 8b: Create a New Category
Add the name of the new category in the box provided then click on <Add Category> the button next to the catego

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Click on <Cancel> if you do not wish to enter the new category.
Click on <OK> to allow the system to accept the new category and apply to apply it to the selected candidate(s).
Click <Cancel> if you do not wish to accept the new category.

STEP 9: Save Changes
When the Category has been chosen and attached to the Candidate, click <Save Changes> to allow the system to a
to 7 and 9 for all Candidates to be added to the Category.
 

Attachments
Candidates_-_How_to_Categorize_Candidates.pdf

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TM How to Categorize Candidates

support Categories are used to simplify the Search function by limiting the number of
items to be retrieved. ‘Search by Categories’ is available on the Candidate List
and within the Candidate Details page. It is helpful to create Categories ahead of
time before applying these against Candidates.

Categories are unique to each Account in PrevueOnline.com and can be used
in any way that makes sense to the Administrator(s) in the Account. For example,
a Login may wish to categorize candidates by status of “Hired”, “Never Hired”
or “Former Employee”. Create Categories for these statuses and apply the
appropriate category to each Candidate in the Candidate List.

Step 1 - Access the Candidate List

To access the Candidate List page, click on <Candidate List> under the
<Candidates> menu.

Step 2 - Access the Candidate List Details

The system will default to display those Candidates who have been entered into
the system within the last 30 days. If the Candidate does not appear in the list
provided, change the date for search range at the bottom of the page and click
<Search>.

Step 3 - Add Categories from the Candidate
List

Place a checkmark to the left of each candidate you wish to categorize and click
on <Category+>. Follow steps 7-8b.

Note: If you have candidates appearing over multiple pages, you may only select
& categorize the candidates who appear on the current page. Repeat the process
for each page of candidates you wish to categorize.

If you do not wish to categorize multiple candidates together, follow Steps 4 to 7
and 9.

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How to Categorize Candidates

TM Step 4 - Choose the Candidate

support Clicking on the magnifying glass icon to the right of the chosen Candidate will
display the Candidate Details screen.

Step 5 - Edit the Candidate Details

Clicking <Edit> will access the completed details submitted from the <New
Candidate> page.

Step 6 - Add a Category to a Candidate

Clicking on <Edit> beside ‘Categories’ will access the Company Category List.

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How to Categorize Candidates

TM Step 7 - Add and Remove Existing
Categories
support
When the Categories screen appears you can scroll through the available
items listed on the left side to find the appropriate category to attach to the
Candidates. Highlight the appropriate Category and click <Add> to move the
category from the left column to the right column titled “Selected Categories”.

When the correct Category appears in the Selected Items list, click <OK> to
attach the category to the Candidate.

Note: Use the Shift and CTRL keys to highlight multiple categories, if necessary.

To remove categories already attached to a candidate, highlight the item in the
Selected Items column and click <Remove> to deselect the chosen category.

Note: Removing a category from a candidate will NOT remove the category from
the company list.

Click <OK> to complete the function. Click <Cancel> if you do not wish to attach
or remove a category.

Note: New Categories may be added to the Categories List from the <Add
Category> link located at the bottom left of the screen (see Steps 8a and b).

Step 8a - Add and/or Delete New
Categories

Click on the link located at the bottom left of the screen to access this function.
Click on link to delete a category from the company list.

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How to Categorize Candidates

TM Step 8b - Create a New Category

support Add the name of the new category in the box provided then click on <Add
Category> the button next to the category name.

Click on <Cancel> if you do not wish to enter the new category.

Click on <OK> to allow the system to accept the new category and apply to
apply it to the selected candidate(s).

Click <Cancel> if you do not wish to accept the new category.

Step 9 - Save Changes

When the Category has been chosen and attached to the Candidate, click <Save
Changes> to allow the system to accept the addition. Repeat Steps 3 to 7 and 9
for all Candidates to be added to the Category.

[email protected] 1.888.277.3883 x.2 Prevue HR Systems Inc. © 2016