eCoachPro User Manual - to the eCoachpro.com Profile
Contents
1. A match score of 100 means that the two people scored the same in each one of the 24 basic characteristics that are measured by the profile survey note that this does not necessarily mean that they answered all of the questions the same You may select the Folder containing the profile records against which you want to compare You may also select to compare to Employees or Job Seekers For example a promising candidate for hiring has submitted a profile You would like to know which of your employees is most like this person so that you can have a better feel for his personality Simply bring up the candidates profile data display click on Compare Scores and select Employees and the folder containing the group of employees that you want to compare against Another example a star employee is about to retire You have several promising candidates in the Pending folder but would like to know which of them is most like the person you are trying to replace Pull up the profile data display for the employee click on Compare Scores then select Job Seekers and the Pending folder Click on the Execute button to display the results 13 Generating Reports From the top level Profile Register page click on the Prepare Report action button Using the form entry boxes select the criteria that will determine which profile records will appear in the report You may select a date range folder employment status2. Finally in some cases the data itself is highlighted and underlined These are active links to other pages An example is the folder names in the Profile Registry Clicking on one of these names will open that folder to display the list of people it contains These also will be explained in more detail later in the manual In some cases the field may contain more data than can be displayed on a single screen In such cases scroll bars will be displayed either to the right or bottom of the screen or both Use your mouse to click on these scroll bars to move around the screen display Profile Register Folder Content List Change Benchmark Report Generator Account Information Change Subject View User Profile Data Background _ Password __ Results l Edit Subject Data j Compare Request Profile Background __ Scores __ Check Figure 1 eCoachPro Database Site Map 6 The Profile Register Once you log on the main screen you will see is the Profile Register You can return to the Profile Register from other places in the database by clicking on the Profile Register action button The register is organized as a number of folders that contain the profile results data When your account was set up three permanent folders were created These are the Inbox the Pending and the Archive folders These cannot be changed however you can create as ma
3. The standard benchmarks are based on the total population as determined by the experience of eCoachPro Each of your folders may use a different set of benchmarks The benchmark used is indicated in the Profile Register list of folders To change the benchmark used for a folder click on the benchmark name to the right of the folder name You will now see a table of the threshold numbers for each of the five profile types These may be changed according to your needs Two action buttons above the table allow you to create a new named set of benchmarks or to select a set used for one of your other folders Once a named set of benchmarks has been created for one folder it can be used on any of the other folders in your account Two additional action buttons are displayed below the table The one on the right saves the new numbers and returns to the folder content list Actually you can t change the standard set but must first create a new named set of benchmarks The action button on the left performs a statistical analysis of the contents of the folder and calculates benchmark numbers according to the 30 60 10 rule These calculated numbers may be used as is or adjusted according to your needs In order to have meaningful statistics the number of entries in the folder should be as large as possible As an example suppose that your western sales office sets the standard for performance You want to use them as the basis for evaluation of n
4. objectives for an individual that would allow him or her to be a better performer From the display of the persons profile data click on the Development Focus action button The display will change to show three characteristics that could be improved in order for the person to score higher on the profile survey They are listed in order of potential for improvement i e 1 offers the largest possibility for change in the rating This list of development objectives is sensitive to the profile type selected for the person Therefore for instance if you have someone who is effective in Sales and you want to know how to develop this person into an effective Manager first change the profile type see Section 8 and then click on the Development Focus button The display will list those areas that could most effectively be improved to enable the person to be an effective Manager 16 Requesting Background Checks 07 06 The eCoachPro profile database helps you to refine the selection of applicants to fill positions in your company When you have identified promising candidates based on their profile and want to find out more about these people you can request background checks to be done from within the database When you are looking at the person s detail profile results a Request Background action button will appear on the left hand side of the screen Clicking this button will pull up a form that allows you to s
5. and profile type to narrow the selection of records Then click on the check boxes on the right hand side of the form to pick which fields will be printed in the report Finally select the sort order alphabetical date or score and then click on the Generate Report button The requested report is then displayed You may use your browser Print button to send the report to the printer 14 Changing Benchmarks The profile results are made significant by comparing those of someone you are evaluating against people you know to be good performers To help you do this 07 06 9 07 06 population benchmarks are used When your account was established a set of standard benchmarks were selected These may be changed to make the comparison specific to your company s needs Also you may have several sets of benchmarks that you use for different purposes A set of benchmarks consists of a pair of score thresholds for each of the five profile types The pair of numbers is selected from the set according to the type of profile entered for the survey Scores that are higher than the upper threshold are graded as A while those less than the lower threshold are graded as C Grade A indicates the top 30 of the population while grade C indicates the bottom 10 Obviously winners are those at the top Another way of looking at the benchmarks is that the majority of people are average grade B A s are above average and C s are below
6. ck locator feature By clicking of the first letter of the last name you will jump to that point in the folder list From there you can move forward or backward in groups of ten Clicking on a person s name will display the details of the profile for that person Along with the individual s personal data that was entered the results for key characteristics are indicated with check marks showing which characteristics are above average A average B or below C A letter ranking is also shown for some power traits The ActivityWorkBench score is an indication of the person s organizational and time management skills The characteristics displayed vary according to the profile type that was entered by the person The person s scoring percentile is shown in the lower right corner of the page along with the benchmark used This percentile indicates how the person is ranked against the others who have taken the survey A percentile of 85 ile means that the person has scored higher than 85 of the people who have taken the test To move people records between folders follow a three step process First click on the check box to the left of the person s name in the list of folder contents You may click multiple entries even in different groups of ten Next select the destination folder at the bottom of the page click on the down arrow to the right of the folder names then pick the name of the one where the records should go Finally cli
7. ck on the Move Records action button 8 Changing Personal Data for Profiles When you are viewing the detailed data for a profile by clicking on an entry in the folder content list you may change the personal data by clicking on the Edit Subject Data action button on the left side of the screen This will cause the data to be displayed in a data entry form Make any changes you wish then click on the Save Changes action button Clicking the Cancel button will return without making changes You may change the profile type in which case the survey results will be re evaluated using the new profile The new results are immediately available in the profile register folders Searching for Personal Data Records If you do not remember what folder you put a specific data record in you may search your entire database all folders by clicking on the Locate Name action button Enter the Last Name and optionally the First Name you are looking for Then click on the Search button The display will open to the folder containing that record with the one being sought at the top of the page From here navigation within the folder is just like before If you don t get the spelling of the name exactly correct the program will search for similar names If more than one are found a list is presented for you to select the one you are looking for 10 Sending Profile Results via E Mail 1 07 06 ES You can send a cop
8. eCoachPro PERFORMANCE MANAGEMENT User Manual July 2006 CAPITAL Copyright 2006 Employee Screening Services All rights reserved 07 06 1 INTRODUCTION Whether an organization has a formal or informal performance measurement process the evaluation of employees although often subjective is ongoing Imagine if you had access to a tool that would enable you to eliminate much of the subjectivity inherent in the process by benchmarking your work force against the performance of your most productive employees Some of the advantages of having such a tool include e the ability to measure the performance of all employees against your best e the identification of attributes needed by an employee to increase productivity focused training e away to assess whether a new employee will be successful e a necessary step to controlling the high cost of turnover and recruitment eCoachPro has developed a technology based tool that will provide you with a method for achieving all this and more Our Performance Benchmarking tool is an internet delivered assessment that can be easily integrated into your current performance measurement process or serve as the basis for the development of such a process How It Works After combining extensive research with over fifteen years of professional experience we have successfully developed an Internet delivered Performance Benchmarking tool to help organizations decode and leverage thei
9. elect the specific types of background information you need Select all that apply and click on the Submit button This will initiate several actions First an e mail will be sent to the applicant requesting his permission for the background search and for some additional personal information A request will be sent to Employee Screening Services to do the background checks If the person s record is in the Inbox 11 folder it will be moved automatically to Pending Finally a background status page will be created for the person The background status page is accessed by clicking on the entry in the Background column of the folder content list on the row for the person This status page contains an entry for each of the possible types of backgrounds that you requested The status shown for each entry is No this category was not requested Pending the results of this check are not yet available Clear the check perform revealed no anomalies Note the check revealed something that may be disregarded Refused the applicant refused to sign the release for background check Red Flag the check revealed a serious issue Requested the background check has been ordered but hasn t been started yet In the case of Note or Red Flag Employee Screening Services will inform you of the details by separate communication A summary of the individual statuses is displayed in the folder content list 17 Displaying Account I
10. ew applicants You have everyone in the western sales office complete the online survey entering your company code in the proper field It is important that you get the whole population not just your best performers As the survey results come in you move them to a newly created folder name Western Sales When all of the results are in you open the Western Sales folder and click on the Set Benchmark action button Click on the Create New Benchmark button and name the new set Western Office Now click on the Calculate Statistics 10 button in the lower left hand corner and see the new thresholds that represent your new yardstick for comparison Click on the Save amp Return button to go back to the folder list Then go up to the Profile Register and select the Inbox folder Click on the Set Benchmark action button then in the selection box above the table pick the Western Office set and click on the Select button next to it Click on the Save amp Return Now all new entries in Inbox will be compared against the benchmark set by your own company s performance Of course if you don t have a western sales office you can use any names in the above example You may have any number of benchmark sets store in your account Once they have been created benchmark sets can be selected for use on any particular folder at will 15 Development Focus A powerful feature of eCoachPro is the ability to determine development
11. net will make your use of the database more productive Contact your Internet Service Provider ISP for information on the available access speeds 2 07 06 Membership Signup You may register your company for membership in the eCoachPro database by visiting the site http www essusa com signup Once at the site fill out the membership data form and the sign up questionnaire You will be registered as a trial member with access rights and a number of free profile surveys When the database has accepted your membership data you will be sent an e mail containing a company code and an initial password These are your keys to access the information contained in the database Keep them safe don t lose them An eCoachPro representative will contact you to explain the membership options and to assist with the conversion of your account from trial to permanent status Taking the Profile Survey Once you have set up your eCoachPro membership account you may direct your employees and prospects to take the profile survey by visiting the web site at http www essusa com At this site the survey taker must first complete a short form of personal data including the company code that identifies your account A valid e mail address is also required The profile survey will be evaluated in one of five categories Executive Manager Sales Support Technical The survey taker selects which one should apply to his response
12. nformation From the Profile Register display top click on the Account Info action button to display your membership type expiration date the number of profiles that you may have in your database and the number of profiles that you have used thus far Call Employee Screening Services at 800 544 7735 to order additional profiles or to renew your membership 18 Changing Your Member Data Your membership data includes the contact information that the eCoachpro com staff will use to get in touch with you You should be sure to keep it up to date To review and change your membership data select the Edit Member Data action button Once the changes have been made click on the Save Changes button to record the new information in the database 19 Changing Your Password The password used to log on to your account can be changed You should do 07 06 12 this as a minimum to change the initial one assigned to you when your account was first set up It is also a good idea to change your password on a regular basis or if you suspect that someone may be gaining unauthorized access to your data To change your password first bring up the member data screen then click on the Change Password action button Your password may be any combination of letters numbers and symbols up to 24 characters in length Upper and lower case is significant It must be entered in exactly the same way every time it is used Pick a pa
13. ny new folders as you like to manage your data When new survey data is submitted by someone taking the profile survey it arrives in the Inbox The Pending folder may be used to hold those people you are considering for hire The Archive is intended to hold those people you 07 06 6 07 06 are no longer interested in Data is never deleted from your account you may always retrieve it from the archive Manipulating Folders and Profile Records Three action buttons above the folder list allow you to manipulate the folders Create a new folder by clicking on the Create Folder action button You will be prompted to enter a folder name You can rename an existing folder by first clicking the radio button to the left of the folder name then clicking on the Rename Folder action button Again you will be prompted to enter the new name Finally you may delete a folder by clicking on the Delete Folder action button Data is never lost when you delete a folder rather it is sent to the Inbox folder where you can distribute it to other folders Clicking on a folder name will display a list of the contents profile records in that folder Initially this list is sorted alphabetically but you may change the sort order to be by the profile score grouped by profile type The list is displayed ten entries at atime You can call up additional entries by clicking on the Next and Previous labels below the list Above the list is a qui
14. r human capital Whether profiling the potential of an existing sales force evaluating an existing management team or assessing the abilities of an entire work force the Performance Benchmarking tool will assist you in measuring performance against a high standard and aid in the ability to deploy competencies required for optimal performance All participants complete an online assessment to evaluate each individual s unique personality characteristics motivations and behavior that otherwise may have taken months or even years of association to learn Utilizing a combination of proprietary software with state of the art data analysis techniques all assessment responses are analyzed to generate a detailed overview of an organization s human capital and performance potential The analysis is then condensed into an executive summary snapshot revealing an organization s human capital assets and liabilities About eCoachPro Since 1991 eCoachpro has been pioneering the research and development of Advanced Expert Systems EXS designed to help organizations improve their work force potential Along with technological competence and product superiority one of the key factors differentiating organizations that survive and thrive is the ability to deploy human capital with increased focus and efficiency This discipline while certainly not new has taken on significant strategic importance as organizations strive to achieve and sustain a competitive ad
15. s You should indicate the appropriate choice to the survey taker based on the position being applied for at the time you give the company code to him The survey consists of 132 questions with multiple choice selections For the first 120 questions the survey taker will indicate the response that is most like him or her and the response that is least like him or her The last twelve questions require only a single response It is important that the survey taker answer all of the questions with both a positive and negative selection To do 07 06 otherwise will only lower his or her score If the survey taker is already in the database with a profile completed in the last twelve months then he will be offered the option of sending the same responses to your account without retaking the survey Note it is not necessary to re enter the survey data in order to evaluate the responses under a different profile type This will be explained later When someone takes a Survey you will be sent an e mail to inform you of that the new information is available in your membership account Logging On to the Database Access to the data stored under your eCoachpro membership account is gained by logging on to the site http www essusa com member To log on you must enter your company code or user id and password exactly as shown in the e mail that was sent to you Upper and lower case is important You should always end your data viewing ses
16. sion by selecting the Logout button This protects against unauthorized access to the personal data contained in the database If your session is inactive for fifteen minutes no new web pages are selected you will be automatically logged off To regain access you will have to re enter your company code or user id and password Once logged on you will notice several action buttons on the left side of the page These change depending on where you are in the database They are used to select the various actions you can take to manipulate the data Additional action buttons will appear with the data as appropriate Navigating the eCoachPro Database Website Figure 1 shows the site map for the eCoachPro Database When you log on you will be placed at the top page which is called the Profile Register You can return to this page from anywhere within the site by selecting the Profile Register action button at the top of the button set on the left of the screen Navigating to different web pages will be done in one of three ways depending on the context and the action you wish to perform A set of action buttons is found at the left hand side of each page This set changes depending on your location in the site map The portion of the screen to the right of these action buttons is called the field and will display the data or forms In some cases action buttons will be located within the field These will be explained later
17. ssword that you can remember but make it something that others will not be able to easily guess Once you enter your password it is not possible for anyone including the eCoachPro staff to determine what it is It is your responsibility to remember it You will be asked to enter the new password twice to be sure that you haven t made a mistake in typing it 20 Linking from Your Web Site 07 06 If you would like to provide a convenient way for job applicants or employees to locate the web site to take the profile survey consider placing a link to the survey site on your own web page Your company code can be passed as an argument and will automatically be filled in on the form when it opens For instance if the client code assigned to your company when you signed up was XZ6789 then the link would look like lt a href http www essusa com code XZ6789 gt Take the eCoachPro survey lt a gt 13
18. vantage 07 06 2 1 07 06 Table of Contents System Requirements Membership Signup Taking the Profile Survey Login On to the Database Navigating the Database The Profile Register Manipulating Folders and Profile Records Changing Personal Data for Profiles Searching for Personal Data Records 10 Sending Profile Results via E Mail 11 Sending Profile Results to Another Company 12 Comparing Profile Scores 13 Generating Reports 14 Changing Benchmarks 15 Development Focus 16 Requesting Background Checks 17 Displaying Account Information 18 Changing Your Member Data 19 Changing Your Password 20 Linking from Your Web Site DNS OME NE System Requirements To access the eCoachPro database you will need a PC with internet capability You should have either Internet Explorer 5 or later or Netscape Navigator 5 or later While the database may work with other browsers it has been tested with the two mentioned For best results your monitor resolution should be set to 1024x768 or higher Lower resolutions will cause some of the screens to be clipped Your browser should be configured to run JavaScript and to accept cookies These are usually the default settings of the browser Consult the user help information for your browser to confirm or change these settings While eCoachPro makes every attempt to make the database web pages concise and fast loading a higher speed access to the inter
19. y of the Profile Results to someone via e mail by selecting the E Mail This Record button while viewing the Individual Profile screen for the person you have selected from a folder An e mail message is sent to your account i e to the e mail address registered for your membership You may then by using your e mail viewing program e g Outlook etc retrieve the message and forward it to whoever you would like after editing the message to add an explanatory note Sending a Profile Record to Another Company If your company has multiple membership accounts with eCoachpro you can send a duplicate of any Profile Record to another account by selecting the Send record to another company button while viewing the Individual Profile screen for the person you have selected from a folder You will be prompted to enter the Company Code for the account that is to receive the duplicate record Then press the Submit Query button The duplicated record will count against both of the companies test limit 12 Comparing Profile Scores You can compare an individual profile to the rest of the profiles stored in your database to determine who is most like this individual To do this first display the page containing the profile data for the person you want to compare then click on the Compare Scores action button on the left side of the screen The display will switch to show up to five people who are close matches to this person
Download Pdf Manuals
Related Search