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1 McQuaig ONLINEQUICK reference QUICK START McQuaig online reference Guide McQuaig online reference Guide 2017 Page 1 Table of Contents The Dashboard .. 2 Sending Assessments .. 4 Send Multiple Assessments .. 5 Quick Enter Option .. 7 Resend or Delete a 9 Editing/Changing Survey Details .. 10 Assignments .. 12 Filter By .. 13 Generate Reports: .. 15 Job Survey Report .. 15 Word Survey Report .. 18 Executive Summary Report .. 24 Feedback Report .. 26 Job Fit Interview Guide .. 28 Self Development Survey .. 30 Mental Agility Test .. 32 Comparisons .. 35 Settings .. 42 Top Level Users .. 43 Groups .. 45 Merge Groups .. 52 reference Guide and Support .. 54 Login to MO .. 56 Forgot Password .. 57 Account Set Up .. 59 QUICK START McQuaig online reference Guide McQuaig online reference Guide 2017 Page 2 The Dashboard This is the Dashboard page of the site.

2 You can select Send one survey, Send Multiple surveys, or Quick Enter by clicking on any one of these options. On the Dashboard page, you can also go directly to the list of completed Assignments (assessments), Comparisons (composite reports), or Settings (assigning/managing users/groups) by clicking the options at the top of the screen. QUICK START McQuaig online reference Guide McQuaig online reference Guide 2017 Page 3 Dashboard Page When you scroll down on the Dashboard page you will see on the left a list of surveys in the Inbox these are surveys that have been completed by a candidate/employee. On the right is the Pending surveys these are surveys that have been sent to a candidate/employee and are awaiting completion. You will also see on the right the Credit Summary which provides an overview of your usage per assessment including the Word Survey (WS), Job Survey (JS), Mental Agility Test (MAT) and Self-Development Report (SDS).

3 On the left is the News option where each month a new release will be accessible noting any changes or updates to the platform and other such as webinars, lunch and learns and customer newsletter. QUICK START McQuaig online reference Guide McQuaig online reference Guide 2017 Page 4 Sending Assessments To send an assessment select Send on the Dashboard which will take you to this screen where you can select the assessment you are sending out (JS, WS, SDS, or MAT) by clicking the down arrow under Assessment and fill in the candidate/employee Email, First Name, Last Name, Gender and Language along with the number of days given to complete the assessment and any Group that you want it listed under. Then select Submit. The assessment will be sent to the candidate/employee via email with a notification from McQuaig .

4 The notification includes a link to the assessment and it appears as this: Hi [Name], [Company XYZ] has invited you to complete a McQuaig Word Survey. A link to the survey can be found below, and it must be completed by 2017-07-07. If you have any questions about this survey or its content, please contact [Company XYZ]. Please click here to launch the survey If this link does not work, please copy and paste the following into your browser window: Sincerely, Company XYZ QUICK START McQuaig online reference Guide McQuaig online reference Guide 2017 Page 5 Send Multiple Assessments If you are sending the survey to multiple candidates/employees at once, you can select Send Multiple from the Dashboard and it takes you to this screen. Enter the first persons Email, First Name, Last Name and Gender.

5 Then click the + sign to add the next candidate/employee. Enter all candidates/employees that you will be sending the survey to for the same position. You also have the option to download a list from a CSV File. QUICK START McQuaig online reference Guide McQuaig online reference Guide 2017 Page 6 Send Multiple Assessments Once you have entered the names of the candidates/employees that you are sending the assessment to, on the right, select the Assessment that you want to send by clicking the down arrow, the Language to send the assessment to the candidate/employee in, the Expiry Date, and input a Label for this group (such as Senior Sales Executive), then select Submit. All assessments will be sent to the candidates/employees at the same time. They will appear under the Pending folder on the Dashboard until completed.

6 If there is an error in an email address or the assessment fails to deliver you will receive the following message: The assessment sent to failed to complete due to "Bounced ( )". This is typically caused by email delivery problems. Please fix the issue before sending it again. QUICK START McQuaig online reference Guide McQuaig online reference Guide 2017 Page 7 Quick Enter Option To enter scores manually, select Quick Enter and it takes you to this screen. Select the type of assessment scores you need to enter by clicking one of the options including Word Survey, Job Survey, Mental Agility Test, or Self Development Survey. QUICK START McQuaig online reference Guide McQuaig online reference Guide 2017 Page 8 Quick Enter: Job Survey For example, if you selected Job Survey, this screen will appear.

7 You can enter information such as the Position Title in in Last Name, Label can be the position Title (if preferred), Language and Job Title (ei. Senior Sales Executive). Then enter the scores manually at the bottom of the page for each of the four traits (DO, SO, RE, CO). The scores must total 168. Select Submit and the scores will be entered and the report will be available. It is rare that you may enter scores manually; however, the option is provided if needed. QUICK START McQuaig online reference Guide McQuaig online reference Guide 2017 Page 9 Resend or Delete a Survey To Resend an assignment that has Expired or Delivery Failed, select the survey that was initially sent from the Assignments page, select the Pencil Icon where changes need to be made, make the changes necessary, select the Check Mark to confirm the changes, and then select Resend in the top right corner of the screen.

8 You also have the option to Delete Assignment. If an assessment has been deleted in error, you have the option to retrieve it back; contact our help desk for assistance. The third option is to Send New, which is to send a new assessment to the candidate. The Email Log will track any additional times the assessment has been resent or sent to another person. QUICK START McQuaig online reference Guide McQuaig online reference Guide 2017 Page 10 Editing/Changing Survey Details To change details on an assessment, including Email, First Name, Last Name, Gender, Label, Client, Group, or Language select the assessment from the Assignments page, click the Pencil Icon beside the section to be changed and edit the details, then click the check mark to confirm the correction.

9 You have the option to Resend, Send New, or Delete Assignment on the top right corner. QUICK START McQuaig online reference Guide McQuaig online reference Guide 2017 Page 11 Editing/Changing Survey Details You will also see the Email Log as you scroll down the page which tracks the Date, Recipient Email, Type and Note regarding the assessment that has been changed/resent. QUICK START McQuaig online reference Guide McQuaig online reference Guide 2017 Page 12 Assignments The Assignments page provides a list of assessments that are Complete, Open, Expired or Delivery Failed in your account. It displays the First Name, Last Name, Email, the Type of assessment (JS, WS, SDS, MAT), when it was Sent, the Status of it (Open, Completed, Expired, Delivery Failed), the Label (if there is one), the Profile Type, and Bookmark.

10 This page will list up to 100 most recent assessments, you can select next page to see previous assessments. If you are looking for an assessment that is not listed on the current page, you can select Filter By to do a search. You also have the option to Bookmark an assessment. This is useful for the Job e top of the list of Composites when you compare a candidates Word Survey to a Composite (benchmark). QUICK START McQuaig online reference Guide McQuaig online reference Guide 2017 Page 13 Filter By To search for an assessment, go to Assignments page, select Filter By and this screen will appear. Fill in some or all of the detailed information including First Name, Last Name, Sender, Email, Group (select group name), Status (Open, Completed, Expired, Delivery Failed), Type (Word Survey, Job Survey, MMAT, Self-Development Survey), Sent (Date/Time Frame), and Label.