NEOS Assessment Centre User Manual
Contents
1. 1 VIEW AND PRINT assessments 2 EXPORT results list into Excel 3 APPROVE assessments 4 EDIT draft assessments 5 DELETE assessments 1 From the main menu pane select Review Bearch Home Backend Management Organisation Mangement Edit Employees Log Out Search 2 Select an assessment lt Performance Review 3 Select assessment name Results Add New Performance Review Performance Review Results 4 The screen below will appear listing all the assessments made by you and depending on your security access i e for internal supers and assessors you may be able to see other assessors assessment MENU NEOS Pty Ltd Job Evaluation Results Res ID Date Job No Job Title Award Stream Result Approved 216 08 14 2014 001 test Anglican Schools Schedule 4 Finance 3 135 05 13 2014 001 test Ivi less than 9 NSW Local Government Award INSW LG Award 2 Q 163 06 06 2014 1234 Administration Officer auc Officers Award al 164 06 06 2014 1233 Labourer QLG Emp Award Labourers and Others 165 06 06 2014 1232 Plant Operator QLG Emp Award Plant Operators 4 166 06 06 2014 1231 Plant Operator QLG Emp Award Plant Operators 3 Q 195 07 09 2014 23 Erfdes Sample JEMS Sample JE 3 197 07 12 2014 34 Test New Hope New Hope 3 Q 217 08 15 2014 1 Test Sample JEMS Sample JE s 133 05 06 2014 001 test Nsw Local Government Award nsw LG Award jJ 46 02 22 20142. Select the EDIT ICON 4 The assessment will appear 5 Everytime you make a change a comments dialog box wil automatically appear see below It is at your discretion whether you leave a comment to justfy your change comment icon will appear next to the element name once a comment is left Add Comments For Record 243 Element Initiative Comment Dialog Box Update 6 Once you have made the necessary changes comments click to save changes Complete steps 5 0 Select the assessment you wish to edit by clicking the desired row once selected it should remain highlighted yellow Select the EDIT ICON 9 Click Page 18 of 19 6 Support amp Password assistance Initially all support calls to Neos Pty Ltd Phone 07 3420 8200 Email admin neoshr com au RE FORGOTTEN EXPIRED PASSWORDS or LOGIN LOCK OUT e See Chapter 1 1 of this manual to reset your password Page 19 of 19
3. 00i Test Social Community Award 2010 Social amp Community Schedule 4 35 02 20 2014 100 test ais Officers Award 2 a 36 02 20 2014 001 test QLG Officers Award QLGO A 3 Q 42 02 22 2014 test test Social Community Award 2010 Social Community Schedule B I O a8 02 22 2014 001 QLG Emp Plant Operators 45 02 22 2014 001 Test Social Community Award 2010 Social amp Community Schedule 8 2 OQ 207 08 09 2014 3 Ewe Anglican Schools Schedule 4 Finance al 203 07 25 2014 78 jyui Schools Schedule 4 administration x 4 o 200 07 12 2014 323 Fredd Sample JEMS Sample JE 3 G 96 04 15 2014 001 Test NSW Local Government Award NSW LG Award 3 29 02 22 2014 001 Test QLG Officers Award laso A 3 160 05 28 2014 Test Test Anglican Schools Schedule 4 l Administration x i 159 05 28 2014 Test Test Anglican Schools Schedule 4 Administration x 2 Page 15 of 19 5 1 To View and Print drafts amp approved assessments 1 Complete steps in 5 0 2 Click the report to highlight it yellow You may filter the results according to the filter options featured on the top rows 3 Select the Reports ICON E serons dialog box below will appear containing the report options see 4 8 for more information re Report X Classic Classic no legend With Notes and Comments Full Show This will generate the report in PDF format From here you may print t
4. see the following confirmation Please check your email Copyright 2044 Neos Pty Lid e Your designated email will receive the following message prompting you to reset your password via a new Link NEOS PASSWORD RESET Dear Mark To gain access to the NEOS system please click on the link below http neoshrsystem com access index php ru admin amp rc 94 2aaba2 fe6d5bd2ae768 a5edaa459cfaeab2abd Regards NEOS Support e Clicking on the reset link in the email will redirect to the following screen Please enter a new password Usermame admin Password NN Acceptable Copynight 2014 Neos Phy Lid Page 5 of 19 e Password strength is evaluated as you enter the new password When the pass word is acceptable i e contains at least one Upper case and one Character the Change password button will appear Please enter a new password Lisermame admin Password LetMeln Change Password Acceptable L7 Net safe Copy ngh 20174 Neps Py Lid e The following confirmation will appear once your password change has been finalised Password changed Copynght 2014 Neos Pty Lid e You will then be redirected to the login screen Enter your username and new password Welcome to NEOS This On line Review System 15 for registered users only Usemame E remember me Password Log in Please enter your login details 2014 Neos Ply Lid P
5. 14 6 SUPPORT PASSWORD ASSISTANCE E ER ERES 14 Page 3 of 19 1 Logging In To login Go to the http neoshrsystems com home page figure 1 Enter your username and password then click Log in BROWSER NOTE The following browsers are advisable in the use of this system Google Chrome Firefox amp Safari MENU Welcome to NEOS This On line Review System is for registered users only Usemame Bl remember me Password Log in Please enter your login details Copynghi 2014 Neos Ply Lid Figure 1 Login e he remember me box creates cookie on the user device which will populate the user name automatically It will not remember your password Deselecting the box deletes the cookie immediately 1 1 LOGIN TROUBLESHOOTING RESETING amp CHANGING PASSWORDS e You have 3 attempts to enter the correct password e f you wish to change your password deliberately enter 3 incorrect passwords The system will lock you out and send an email prompting you to reset your password as the below steps illustrate e After invalid login attempts are exceeded you must reset your password The following prompt will appear Welcome to NEOS This On fne Review System is for registered users only Usemame m remember me Password Log in Account suspended too many invalid login attempts Click here to reset your password Page 4 of 19 After clicking on the Click here hyperlink you will
6. 7 Complete Assessment The ICON should appear the bottom left corner once the assessment has been completed If Store Record DOES NOT appear this indicates your assessment is incomplete and you may have missed one or more selections If an element name is NOT bold OR GREEN this indicates a level selection has NOT been made Page 12 of 19 8 Report Generated The screen below will appear upon the storing of a record It is a list of all assessments made for the module The assessment you have just completed will be the first in the list HEOS Pty Lid 10 Date Jab THE Amp J Larania LT dal anne C 25 12 2034 i est lel tha NSW Local Ga Et Lis Amari 3 DS gU d Do C 1 rije I Latina Qi Emp iwed Lena z cm LI C 2n ca an Par ZUG Pap Aam C cnc LIJI Part Opa LG Emp Aard Part Operon L aniye Ert npa 2 E crf e220 34 1 Mow Hopa luo L m RETI 1 EHE lj i eae 129 Mow Local Gauerr LG Amid L l 226220 iTe Jaag Commu D 1 Cem 20 20 20 OG best SUG Gono i bes aL Cheers Amsed OD E i Did E a mne Conrmum 5 1 Sonne ha B i1 Ta ZUG Dap operator 4 Tee Tons CTWTUTILETITW ars 2 1 IX Camm rhe n C kgia am 1 fran ica Fir u A ghca CIE adl tampe JH m Et a1 Tat risu Local LG Ama
7. NEOS Assessment Centre User Manual Simple and meaningful business reporting NEOS Pty Ltd Updated 28 October 2014 O Neos Pty Ltd 2014 This manual is copyright Apart from and fair trading for the purposes of private study research criticism or review as permitted under the Copyright Act no part may be reproduced stored in a retrieval system or transmitted in any form by means electronic mechanical photocopying recording or otherwise without prior written permission All enquiries to Neos Pty Ltd PO Box 70 Mt Gravatt Central QLD 4122 Australia Phone 61 07 3420 8200 Fax 61 07 3849 8944 Page 2 of 19 Table of Contents 1 LOGGING IN 4 2s WELCOME PAGE noo SEE M PRU UR IR NUR RE ERI E OR ANUS 7 LX 8 4 CONDUCTING A NEW ASSESSMENT eoo eR o tiet eR bebes 8 9 FUNCTIONS IN ASSESSMENT HISTORY RE E EET T PEE PE E Ee EP 11 30 TO BEGIN Mu 11 5 1 TO VIEW DRAFTS amp APPROVED ASSESSMENTS 12 5 2 TO EXPORT THE HISTORY TO AN EXCEL 13 APPROVE ASSESSMENT ten Po va cbe 13 sm EDIT p e AT E A 14 3 9 DELE TE DRAF TS ODE angie tetas ITE d ce EPOD du
8. age 6 of 19 2 Welcome Page Once you have successfully logged in the welcome page will appear see below The menu pane will fan out upon selecting the menu ICON on the top left corner of the screen NEOS Pty Ltd Welcome Mark Shaw Your system access details Company details System NEOS HR Mame MEOS Pty Ltd Access Level Administrator Approved Reviews 1 Approver WES Awasing Approval 1 YES Thal Reviews 2 Access Expires 01 Aug 2114 Active Modules 21 Copyright 2014 Neos Pty Lid Figure 2 Welcome Page and Menu pane System access details indicate Your access level Your approver status Whether you have an organisational chart Your access expiry date Company details indicate Your company name many of your reviews have been approved How many of your reviews are awaiting approval The total amount of reviews you have conducted How many active modules you have access to Page 7 of 19 3 Menu Pane amp Navigation The menu pane allows you to navigate across the applications You may also utilise the Search Bar featured at the top of the Menu pane to navigate often if you already know your desired selection Figure 3 Menu pane The numbers on the right hand side of the menu pane indicate the number of sub items contained in each item Note The type of items you have on your menu pane may differ to those that appear above depending on what your user account has acc
9. ess to System Time Out The system will time you out after 60 mins of being inactive The initial log in page will appear and you will have to re enter you log in details To go back a screen Click the back arrow on your browser Page 8 of 19 4 Conducting a new assessment 1 To conduct a new assessment select Review on the menu pane cun MIOVCCS Figure 4 a Close up of Review 2 Select the desired assessment Demonstration Performance Review Job Evaluation Risk Assessments Interviewing Reference Check Sample JEMS Assessment Induction Figure 4 b Review menu pane Note Your options in Review will differ depending on which assessments your user account and licence agreement has granted access to 3 Select Add New assessment name to start conducting the new assessment Figure 4 c New Assessment Performance Review Example Page 9 of 19 4 details page will appear in which you must make the relevant entries and drop down menu selections Click Submit to proceed Creating a new Performance Review Please ensure the information is correct before submitting as the details can not be changed Create a new Performance Review Emp No Select Employee Set Select Set Stream Select Stream Submit Copyright 2014 Neos Pty Ltd Figure 4 d Details page Performance Review Example Note A slight variat
10. he report as per your settings Note The options featured in the above screen shot will vary according to your licence agreement For example if your licence agreement grants you 360 degree feedback or trend reporting options These names i e Trend Report will appear in lieu of the labelled Classic or Class no legend etc options The type of security access may alo limit your actions to select certain reports security access For example sub assessors will only be able to generate their own assessments whereas internal super org super and assessors can generate reports of others 4 Select a report it will download as a PDF file White boxes indicate approved assessm ent Green boxes indicate non approved b as5essm ents Note Reports will bear a DRAFT watermark if it has not yet been approved also indicated by a white square in the approved column of the list i e last column You can only approve if you have an approver user status see 5 3 below Page 16 of 19 5 2 To Export the results list into an Excel spreadsheet This function allows you to export the list of assessments that appear on the results screen 1 Complete steps in 5 0 3 Click the Export ICON on the bottom left side of the screen 5 3 To Approve assessment Note This option will only appear for users with an Approver status see 8 0 1 Complete steps in 5 0 2 Select the assessment you wish to approve b
11. ion of the page may appear depending on the type of assessment being undertaken NEOS Pty Ltd Ref 255 Position 10764 Roati Paul Admin Staff Characteristics Competency Notes 2 Initiative The incumbent has demonstrated a satisfactory level of initiative when acting within the normal constraints of their role v The incumbent has demonstrated a satisfactory level of initiative when acting within the normal constraints of their role AND takes extra initiative to solve problems or improve conditions The incumbent has demonstrated a satisfactory level of initiative when acting within the normal constraints of their role AND takes extra initiative to solve problems or improve conditions AND has demonstrated initiative within the wider School context Diversity Complexity Procedures a Copyright 2014 Neos Pty Ltd Figure 4 e Assessment Performance Review Example Note Depending on the type of assessment the layout will differ However generally the key aspects of the screen are 1 Reference details The assessment seen above details the reference number and appropriate name and or or identification number and stream name Page 10 of 19 2 Category tabs These feature below the details bar and contain the groupings of elements Simply click the various tabs to move between categories listed left to right B Elements Characteristics These feature within the categories a
12. nd contain multiple levels of information typically criteria descending or ascending in scale for you to select Simply click the various drop down tabs to move between the elements listed top to bottom and to reveal the levels Levels Choose the most appropriate level by reading all of their descriptors and clicking on the checkbox or anywhere on the Level area A green square Chrome Firefox OR tick Internet Explorer should appear on the left of your selected level The element name will BOLD and turn green to indicate a selection has been made See an example below To make a comment select the Comment ICON that appears on the bottom left corner of each element You can make comments within every element The dialog box below should appear Add Comments For Record No 243 Element Initiative Improvement Save Comments Click save comments upon completion These comments will be seen by the person who can approve the report and will also appear in the final reports Page 11 of 19 The comment icon za will appear against the element name to indicate your comment has been left See below Characteristics Requirements Re Direction Close directions necessary Thi whithout a direct reference to Regular direction required Thi not need day to day supervisia procedures and regular superv General direction required At 1 be able to plan their week but their supervisor may still be dz
13. rd 1 J xl 1 1 il x a dele devant 1 a Testi Test Jic dale or TO VIEW amp OR PRINT THE REPORT 1 Click the report to highlight it yellow 2 Click featured on the bottom left hand side of the list A dialog box will appear outlining options for different formats of the report X Classic Classic no legend With Notes and Comments Full Show Note The options featured in the above screen shot will vary according to your licence agreement For example if your licence agreement grants you 360 degree feedback or trend reporting options These names i e Trend Report will appear in lieu of the labelled Classic or Classic no legend etc options 3 Select your report it will download as a PDF file Note Reports will bear a DRAFT watermark if it has not yet been approved also indicated by a white square in the approved column of the list above i e last column You can only approve if you have an approver user status See your System Administrator to clarify or change your status Page 13 of 19 The figure below shows a sample report for a Performance Review NEOS Pty Ltd alls 1205 Assessor Mark Shaw 22 07 14 Ret 243 Performance Review Emp Name Roat Paul Emp No 10764 In our assessment the evaluation of Roat Paul as assessed on July 23 2014 should be graded as Level 2 very good under the Admin S
14. taff Review Evaluaton Results amp 1 p mum 1851 48 eof Elementa n 1 The Charactenstcs include Has demonstrated a satisfactory level of initiatwe when acting within the normal constramts of ther role AND takes extra inibatve to solve problems or improve conditions AND has demonstrated initiative within e Has demonstrated the ability to perform a diverse range of tasks and duties as expected in the role Has demonstrated the ability to perform tasks at the complexity required by their role Has demonstrated the ability to follow procedures as required by ther role AND possible E e ee Figure 4 i Sample Report Performance Review This report contains the following detail The date the assessment was made and its unique reference number key indicating the meaning of each numbered level A graph indicating how many elements were rated at each level Word descriptions of each level selected Usually in summary form Nb Any notes made by the assessor will appear report This report can then be printed saved under a general directory of an electronic management system or emailed This document should be stored processed as per your company s policies You may also access these reports later see 5 1 View Reports p 12 Page 14 of 19 5 Functions in Assessment Results There are a number of functions that can be completed in assessment history You may
15. y clicking the desired row once selected it should remain highlighted yellow 3 Select the EDIT ICON This will take you through the assessment enabling you to view the assessors selections and comments A comment icon appears against the element name to indicate a comment has been left by the assessor You are unable to edit another assessor s selections Everytime you make a change a comments dialog box wil automatically appear see below It is at your discretion whether you leave a comment to justfy your change You can dismiss the dialog by clicking the x on the top right corner A comment icon will appear next to the element name once a comment is left Add Comments For Record 243 Element initiate Comment Dialog Box Approve 4 You may choose to approve the record by selecting if you agree with the assessment You may now view the report as per 5 4 below OR You may wish to consult the assessor before approving You may prompt them to edit the assessment as necessary or elaborate and explain their selections more specifically Cancel In this case select and review the assessment with the assessor Page 17 of 19 Note only the user who created the record can edit the assessment Also see 8 0 for more information 1 Complete steps 5 0 2 Select the assessment you wish to edit by clicking the desired row once selected it should remain highlighted yellow 3
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