Project Creation
What are competencies and sentiments?
These are the new terms that have replaced behaviours and surveys respectively. “Competencies” are workplace behaviours and “Sentiments” are survey topics on domains of workplace culture like engagement, wellbeing, diversity and inclusion.
Can I create a project for multiple teams or my whole company?
Yes, you can create a project to be as wide and all encompassing or as small and specific as you choose. You have full flexibility when it comes to creating and structuring teams and people.
Do I need to include both Competencies and Sentiments in my project?
No, you can select any combination of assessments. You can also vary these specifications across teams. So, if you’d like to send out a competency assessment to one team and surveys to another, you can do that.
What can I customise within a single project?
Teams, competencies, surveys and assessment frequencies are all interchangeable and customisable within the same project.
How many competencies do I need to select when creating a project?
You will need to select 4-8 competencies that are relevant for you and that you would like Thrive to focus insights upon.
How do I know what each competency is about?
All you have to do is click on the relevant competency tile and then press “read more” for a detailed description.
What changes can I make after publishing my project?
The new version of EPD provides complete flexibility so you can add and update teams and assessments if you need to make changes after you publish your project. You can add a new team and select new assessments for it after the project has already been published.
You can also add competencies or sentiments to teams that didn’t have these included when you first published your project.
Can I turn automatic frequency off so that assessments don’t go out when I don’t want them to?
Yes, you can turn recurring assessments off from the team updater. All you have to do is switch recurring assessments off. Note that to turn these back on, you’ll need to visit the individual team results section again.
You can of course choose not to add any recurring assessments at all when setting the project up.
Project Results Section
Where can I find the results of my project?
You can access the results of your project from the “Projects” tab on the left hand navigation pane.
Can I access results at a company wide level?
No, in this release you can access results at a team level, not company wide. Simply click on the team that you’d like to view and you’ll be taken directly to the team results overview.
What type of results will I be able to access?
You can take a look at a results overview for Competencies and Sentiments and you can drill down into those areas specifically through individual tabs for each of them. You will also be able to take a look at the Team report for insights at a team level.
When will results appear?
Team results will populate as soon as 60% of a team have completed their assessments. Individual results will populate as soon as an assessment is completed.
Where can I find more info or instructions on how to interpret results?
Keep an eye out for additional info that we’ve built into the UI. For more information, look out for the “i” icon with a heading next to it. You will also be able to access instructions on how to interpret results on all results pages, just look for the graph icon.
Where do I find insights such as development and management tips?
There is now an overview section where you can access the team overview and a 'team report' section where you can get detailed development insights for the team in question.
Are skills assessments part of EPD?
No, we have not included skills assessments in this version of the EPD tool.
Individual Results & Reporting
How do employees receive their results?
Employees will receive a link to their report as soon as they complete their assessment. You can also manually send this out from the individual results section.
How do I access individual results?
When navigating through results for any team, look for the “Individual report” button at the top right of your screen. This will allow you to view results for individual employees.
The report looks different, how do I navigate through it?
Our new reports are now interactive and in HTML format. Information is categorised and located behind individual tabs. You can simply navigate through these by clicking on the section names in the left hand pane.
How can I share this report with employees and managers?
When viewing the results report for an employee you will notice two buttons at the top of the page. Pressing “Download results” will allow you to access a PDF version of the report for the overall results section. Pressing “Share report” will allow you to copy and share a link to access the full report.
How do I know if I’m seeing all of the results available?
All of the results associated with an individual can be viewed and understood within the report. Simply navigate from tab to tab via the navigation pane on the left hand side. Some information is expandable so keep an eye out for arrows that indicate that there’s more information or information that can be expanded.
So what can I do to make use of these results and insights?
Don’t worry, we’ve simplified this for you at each step. Simply follow the instructions in each tab and make use of the “How to discuss results” Tab to effectively relay information and drive actionable improvement points.