Locating your project

• Log in to TalentCentral+™
• In the top left menu, under Projects, click on View all projects
• On the Projects page, you can customise your view of the page by clicking on Manage columns on the right and choosing whether you want to Save this configuration for all users
• Check that the drop-down at the top is set to Project then you can use the Filter and/or the search bar at the top of the page to narrow your search
• Under Actions, click on Add participants next to the right project
• If you click on the Save participant group button without adding any participants to your project, you will see a Please add participants or define link count first error message

Adding participants

Bulk upload

• To Bulk upload your participants, download one of the sample files provided (.csv or .xlsx) making sure you save the file in the right format
• If the file does not download, look for a pop-up blocker on the top right-hand side of the search bar - click on the pop-up blocker and click Allow
• Take care not to rearrange any of the columns, or headers, of the file as this will impact how the file is uploaded back into the system
• Add a new serial number (S.no.) for each participant you add to the file
• Only the Email field is mandatory but it is best practice to add a First Name and Last Name
• If you want to add a Mobile Number then make sure you do not include the country code
• You can also add the participant's date of birth (DOB) in the format shown and up to five tags of your choosing
• Before saving and uploading your completed file, make sure the Email field has been completed for each participant, that no two e-mail addresses are the same and that you have deleted the instructions section of the file
• Click on the Upload CSV/XLSX icon on the system, where you will be prompted to find your completed file for uploading
• If you have not completed the file correctly, you will see an error message telling you to follow the instructions contained within the file
• Once your participants have been uploaded, they will appear in the Participants in this group section, where you have the option to Edit their information or Delete them from your project
• In the Set deadline section, you can choose the Country and set the Time zone for your deadline - please note that the information that is defaulted in these fields matches what was chosen when you were set up as a User
• You will need to choose how you set your deadline from two choices - Fixed date or Fixed duration
• For Fixed date, you can choose a Start date and Start time and an End date / Deadline and an End time
• For Fixed duration, you can choose how many days your participants will have to complete their assessment(s) after they have registered on the system
• In the Communications section, you can choose which Participant and Admin templates you would like to use - click on Configure to add Additional recipients or to Preview the template
• Within some of the templates, you can choose to Configure Reminders in your preferred format
• Click on Save participant group, which will bring up a pop-up box where you can review all of your chosen options
• Click on Save participant group to trigger the invitation e-mail to your participant(s)

Add individually

• For participants you want to Add individually, manually enter their details into the form shown - although some fields are optional, it is best practice to add a First name and Last name
• At the bottom of the form you have an option to add Participant tags if you wish to
• At a minimum, the Email field is mandatory so make sure this has been filled in before you click on Add participant
• Once your participant has been added, they will appear in the Participants in this group section, where you have the option to Edit their information or Delete them from your project
• Repeat until all your participants have been added to your project
• In the Set deadline section, you can choose the Country and set the Time zone for your deadline - please note that the information that is defaulted in these fields matches what was chosen when you were set up as a User
• You will need to choose how you set your deadline from two choices - Fixed date or Fixed duration
• For Fixed date, you can choose a Start date and Start time and an End date / Deadline and an End time
• For Fixed duration, you can choose how many days your participants will have to complete their assessment(s) after they have registered on the system
• In the Communications section, you can choose which Participant and Admin templates you would like to use - click on Configure to add Additional recipients or to Preview the template
• Within some of the templates, you can choose to Configure Reminders in your preferred format
• Click on Save participant group, which will bring up a pop-up box where you can review all of your chosen options
• Click on Save participant group to trigger the invitation e-mail to your participant(s)

Multiple-use link

• If you choose the Multiple-use link option, the assessment link that is generated will be the same for all participants
• You can limit the number of times each participant can take the assessment by changing the number in the Link usage limit box - please note, the system will use security questions to work out how many times a participant has previously taken the assessment
• You will need to select which users of the system you want to send the links to by typing their name into the Select company users to send links to box
• In the Set deadline section, you can choose the Country and set the Time zone for your deadline - please note that the information that is defaulted in these fields matches what was chosen when you were set up as a User
• You will need to choose how you set your deadline from two choices - Fixed date or Fixed duration
• For Fixed date, you can choose a Start date and Start time and an End date / Deadline and an End time
• For Fixed duration, you can choose how many days your participants will have to complete their assessment(s) after they have registered on the system
• In the Communications section, you can choose which Participant and Admin templates you would like to use - click on Configure to add Additional recipients or to Preview the template
• Within some of the templates, you can choose to Configure Reminders in your preferred format
• Click on Save participant group, which will bring up a pop-up box where you can review all of your chosen options
• Click on Save participant group to trigger the Multiple-use link e-mail to your chosen user(s) who can send this link on to the participants

Single-use links 

• If you choose the Single-use links option, you will get separate assessment links for each participant
• Choose the number of links you want by changing the number in the Number of unique links box
• You will need to select which users of the system you want to send the links to by typing their name into the Select company users to send links to box
• In the Set deadline section, you can choose the Country and set the Time zone for your deadline - please note that the information that is defaulted in these fields matches what was chosen when you were set up as a User
• You will need to choose how you set your deadline from two choices - Fixed date or Fixed duration
• For Fixed date, you can choose a Start date and Start time and an End date / Deadline and an End time
• For Fixed duration, you can choose how many days your participants will have to complete their assessment(s) after they have registered on the system
• In the Communications section, you can choose which Participant and Admin templates you would like to use - click on Configure to add Additional recipients or to Preview the template
• Within some of the templates, you can choose to Configure Reminders in your preferred format
• Click on Save participant group, which will bring up a pop-up box where you can review all of your chosen options
• Click on Save participant group to trigger the Single-use links e-mail to your chosen user(s) who can send the link(s) on to the participant(s)