WorkKeys Internet Version Training

WorkKeys Internet Version Training Groups and Batch Loading Mary Lewis Systems Solutions Manager November 2013

Agenda • Creating a group • Batch loading • Adding registrations • Authorizing a group • Resources

Groups and Batch Loading

Groups and Batch Loading • You can use groups without using batch loading • You can use batch loading without using groups • Creating a group and including group information in the batch load file can save time when creating examinee records • Determine what works best for your testing situation

Group Administration • Groups are useful when everyone is taking the same test or set of tests • You can authorize tests by group rather than by individual • Groups allow you to pull group reports from the Reports Portal

Group Administration Process Generally, you’d follow the steps below when administering tests to a group of examinees: • Create a group; record the Group ID • Create test registrations • Complete the financial profile • Authorize one or more exams for the entire group • Assist examinees with launching their exam(s) • Generate score reports

Groups and Batch Loading:Creating a Group

Creating a Group

Adding Examinees to a Group Now that you’ve created a group, you need to add examinees to the group. • To add examinees to the group as you create their records, see the Quick Start Guide, “Adding Examinees to a Group at Registration.” • To add existing examinees to the group, see the Quick Start Guide, “Adding Existing Examinees to a Group.” • To add examinees to the group through batch loading, see the Quick Start Guide, “Registering Examinees Using Batch Load.”

Groups and Batch Loading:Setting Up Batch Loading

Batch Loading Tips • Ensure WinZip or a similar program (e.g., 7-Zip) is loaded on your computer • Use the Batch Load Guide included in Validus • This is different from the Batch Load Quick Start Guide (“Registering Examinees Using Batch Load”) • Contains allowed formats and values • Save as a PDF • Print only the pages you need • Use your formatted header file as a template • Upload your file at least 24 hours prior to testing

Setting up Batch Loading:Downloading the Batch Load Header File

Setting up Batch Loading:Downloading the Batch Load Header File • If you include groups: up to 100 records • If you do NOT include groups: up to 200 records

Setting up Batch Loading:Completing the Necessary Information • Required • First name • Last name • Examinee ID (“employeeId”) • Group ID • Suggested • Date of Birth (8-digit birth date WITH slashes) • User ID (“userName”) • Password

Setting up Batch Loading:Completing the Necessary Information • Prevent leading zeros from disappearing • Format as “Text” • Select “Format > Format Cells > Number > Category > Text” • Do not move columns or rename column headings • Delete empty columns • Save the file • Save as Excel Workbook if you don’t want to lose formatting • Will need to upload a “csv” version of the file

Setting up Batch Loading:Uploading the Spreadsheet into Validus

Setting up Batch Loading:Accessing the Invalid Rows File and Log File

Groups and Batch Loading:Setting Up Registrations

Setting Up Registrations

WorkKeys Internet Version Training