Applicable Roles:

1. Administrators 
   
2. Supervisors
   

Assessment templates are used to launch your Willing (Will) and Able (Skill/Ability) assessment programs.

1. Click COACH on the menu bar and select the Assessment Templates option.
       
      
2.  Click the CREATE A TEMPLATE button on the right corner of the screen.
   
   The left panel reveals all the metadata of an assessment template while the right panel contains all the skill/abilities and willingness category questions.
        
   
   
3. Under the Assessment Name, enter a name for the assessment template. 
        
          
   
   
4. Select job titles that can be associated with this assessment template. 
        
   
   
   
   

   

   The system will automatically assign the most suitable assessment template to each participant in the program (see step 6 of Assessment program wizard)  based on the job titles you associate with the assessment templates. 

   
   
5. Select a business unit applicable to the assessment. 
        
   
   
   
6. Select the type of users the assessment is suited for under Assessment Suited For. 
   
         
   
   
7. Add a short description to the assessment. 
   
          
   
   
8. Click the Camera icon () to upload an image for your assessment template. 
   
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1. Click the + ADD SKILLS & ABILITIES CATEGORY. 
   
          
   
   
2. In the Add Skills & Abilities Categories popup window, you can choose to create custom questions and categories or select from Skillibrium's extensive list of questions and categories, or you could select from the two to create a blend. 
           
   
   
3. Click on the Plus icon ( + ) to add question categories to your template form on the right side. 
   
       
   
   
   
4. Click SAVE.     
5. The categories and its questions will appear in the template form. 
   
       
   
   
6. To add a Willingness category, click the + ADD WILL CATEGORY. 
      
   
   
7. Click SAVE.

1. Click the category name or question to edit. 
   
      
   
2. Use the Copy icon ( ) to clone a question. 
       
     
   
   
3. To delete a category or question, click the Recycle Bin icon () and click DELETE. 
      
   
4. Click SAVE to save your edits.     
   
   

1. Use the accordion sign () to reorder the categories or questions. 
   
     
   
   
   
2. Click the Hide questions on the top right corner of the template form to focus only on the categories while working on the template form.
   
    
   
   
3. Click SAVE to save your changes. 

1. Draft:  Saved Assessment templates that are not published are set to Draft status. Set assessment templates to draft when further editing is required.  
   
      

1. Published: Assessment templates in this status can be used in an assessment program. You cannot edit templates that are set to published status. 
   

Published Assessments cannot be set to Draft status if they have been used in an assessment program. 

            

1. Archive: Assessment templates in this status will no longer be available for selection in the assessment program wizard. 

            

Click SAVE AND CLOSE to save your changes. 

 Assessment templates must have at least one category and question for Skills and Abilities, and at least one category and question for willingness.