Add participants to a Program (Step 3 of the Assessment Program Wizard)

Add participants to a Program (Step 3 of the Assessment Program Wizard)

Applicable Roles: 
  1. Administrators 
  2. Supervisors

After you set the start and end dates for your program, the next step in the assessment wizard is to add participants.

There are two options for adding participants to the program:
  1. Add participants from a directory of users already enrolled in the Skillibrium app within your organization.
  2. Add participants by importing a list of users through an Excel file upload.


Add participants from a directory of users already enrolled in the Skillibrium app within your organization.

  1. Click on the Search for users option.



  2. In the popup window, select participants by clicking on the Plus sign icon (+). The selected users will appear on the right side of the window. 



  3. Alternatively, you can add all participants in bulk by clicking the + ADD ALL button.



  4. Use the filters at the top of the window to filter users based on their business unit or job title.



  5. Search for a specific user by entering their name under Search.


  6. To remove selected participants from the left side of the window, click the Negative sign icon (-). Alternatively, use the REMOVE ALL button to remove all the selected participants in bulk.



  7. Click SAVE to store your changes.



  8.  If you need to make further changes to the participants' list, click the ADD OR REMOVE USERS button.



  9. Click the NEXT STEP button to proceed to the next stage of the assessment program wizard.
       

Add participants by importing a list of users through an Excel file upload.

  1. Click the Import a list of users.



  2. On the window popup, click the TEMPLATE button to download the Excel worksheet. 



  3. Add the email addresses of the users you want to include in the program, making sure to include only the individuals within your organization that are already enrolled in the platform. 



  4. Save the worksheet on your local PC. 
  5. Click the IMPORT button on the popup window.



  6. Select the saved worksheet on your PC and click IMPORT to upload it. 



  7. If you need to make further changes to the selected users, click the ADD OR REMOVE USERS button.



  8. Click the NEXT STEP button to proceed to the next stage of the assessment program wizard.



If you launched a program and later realized that certain individuals were not included in the participants list, don't worry! You can easily add more participants to the program after its launch. Simply navigate to the program's details page and use the 'ADD MORE USERS' link. 

Now that you've added participants to your assessment program, the next step is to add evaluators to the program.

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