Add participants to a program after its launch
Applicable Roles:
- Administrators
- Supervisors
Participants are individuals who will be added to an assessment program. The individuals will self assess. They will also be evaluated by a leader or coach who will complete the Leader Rating and 1:1 Meeting tasks.
If you launched a program and later realized that certain individuals did not make it to your participants list or came on board, we have got you!
You can add more participants to a program after its launch as long as the program's self assessment due date has not passed.
Follow the steps below to set up additional participants:
- On the program's details page, click the ADD MORE USERS link.
- In the setup window, use the dropdown to search for users.
- Select the required users.
- Assign an evaluator by selecting a user under the Evaluator column, or use the ASSIGN LEADERS AS EVALUATORS button located at the top right of the window.
- Choose an assessment from the options available under the Assessment column.
- Click SAVE.
The participants' table will be updated to include the newly added users.
Everyone in a program is given the same due date to complete a tasks, so be sure to add the new participants before the first due date. Once the self assessment due date passes, the option to add new participants will be hidden.
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