Sending Invitations
Clicking any of the Send Invitations buttons will initiate the associated phase and send the relevant invitation emails to participants with email addresses.
To send invitations to all employees captured in Manage PARTICIPANTS, click the OK button. To select specific individuals to whom invitation emails should be sent, click the Assessees button, which will open the Assessees menu of Engage ASSESS>MANAGE PROJECT, where the appropriate toolbox functions (Send rater nomination links, Send manager review links or Send assessment links) will initiate the sending of the invitations.
Clicking Send Invitations for an INDIVidual assessment will open the Assessees menu of Engage ASSESS>MANAGE PROJECT. Use the Send assessee links toolbox function to send the assessment invitations.
Sending Reminders
After the initial invitation has been sent, the Send reminders button becomes available:
Reminder emails can be sent as many times as necessary. Click on the Resend reminders button to send reminder emails yet again, or click on the Send reminder emails function in the Administration toolbox group in the Engage ASSESS>MANAGE PROJECT side panel.
Managing Rejected Emails
To view the list of rejected emails navigate to Engage ASSESS>MANAGE PROJECT and export the list via the Export rejected emails function in the Administration toolbox group in the side panel.
The exported list will include the reason, if it is available, why the email was rejected:
- Soft bounce usually indicates a temporary email delivery problem (e.g. mailbox full or anti-SPAM prevention measures).
- Hard bounce indicates either an invalid/incorrect email address or a non-existent mailbox (e.g. employee no longer employed at the organization).
Tracking 360 Assessment Project Status
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Engage ASSESS>TRACK PROJECT displays the status of a 360 multi-rater assessment. The phase status indicator is listed above an equivalent, though reduced (only affected Business Units are displayed), to the Assessees list. Use the Display/Show radio buttons to select the category of participants to be displayed.
Clicking the Manage participants button will open the Assessees list in Engage ASSESS>MANAGE PROJECT. Navigating to Engage ASSESS>MANAGE PROJECT also provides access to the Progress tracking link which can be sent to anyone wishing to track the 360 assessment project status but is unable to sign in to the Engage EX platform.
Tracking INDIVidual Assessment Participation
The participation dashboard is updated in real-time and provides a convenient summary of the number of overall INDIVidual assessment responses, as well as a breakdown of responses per business unit.
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| 1. | Assessment participation per day – number of responses per day for the assessment so far. |
| 2. | Participation per business unit – total number of online responses per business unit, as well as the participation percentage. |
| 3. | Participation cumulative total – cumulative number of responses received so far. |
| 4. | Progress tracking link – click on the button to obtain a URL link to a view-only version of the participation dashboard that can be forwarded to stakeholders and/or business unit managers so they can view their business unit’s survey participation progress in real-time. |
| 5. | Unit tracking links – click the button to download an Excel file containing a separate Progress tracking link for each business unit. Interested parties will be restricted to tracking the assessment progress of only the business unit(s) whose links have been forwarded to them. |
| 6. | Managing assessment participants – click on the Manage participants button to navigate to the Assessees list in Engage ASSESS>MANAGE PROJECT to view or manage assessment participation per individual participant. |
| For more information, click on a sub-menu item at the top of the page⇑ or in the right margin⇒ |