Welcome to this video tutorial series, which we created to explain and demonstrate the features and functionality of HRDQ's online assessment portal. If you would like to set up an account in the Assessment Center, please call 800.633.4533.

  • Introduction and the Project List | 1m 45sec
  • Creating a Project | 4m 19sec
  • Purchasing Assessment Credits | 3m 23sec
  • Managing Assessment Projects | 1m 37sec
  • Adding Participants to a Project | 2m 34sec
  • Creating a Project - Team Assessment | 3m 40sec

FAQ | PARTICIPANT PORTAL

Setting Up An Account

I set up an account last time I did this. Do I need to do it again?
As long as you have set up and accessed a portal account in the last 3 years then you do not need to do so again. Instead of creating a new account, you will be prompted for your older login information. Most participants reassess their skills every 12-18 months and therefore do not have to worry about the 3 year window.

Why am I getting an "Invalid Password" error when I enter my password?
You may be entering the password incorrectly. Double check the characters before submitting the password. Also, make sure that there are no spaces in between the characters of the password or before and after the entire password. If you continue to have problems, please submit a support ticket.

I want to setup an account but I don't have a password. What do I do?
Passwords are sent out via a communication email from your vendor. The communication emails are only sent to those that are setup by the project administrator to complete feedback project(s). If you have not received a communication email from your vendor, you most likely are not involved with a feedback project. If you know you are supposed to be involved in a feedback project, then contact the project administrator from your company.

Account Access

How am I supposed to login if I don't have a password?
If this is the first time you are accessing your Portal account, you will need to use the temporary password (provided) to begin set up. / Inside of your Invitation email, you will find a link that will take you to the Portal page. This link has your email address and temporary password built in- you will see that this information has already been entered in the Log In box once you arrive at the page. Please select Log In. Next, you will be asked to create a personal password for your account. You will gain access to the Portal once you have finished setting up your account. / If you have already created an account but cannot remember your password, please use the Forgot Password Link to create a new password and regain access to your Portal.

I forgot my password. What do I do?
If you have forgotten your password, you can retrieve this on the Portal Log In page. The Forgot Password Link can be found above the password field. Once you've selected this link, you will be asked to enter the email address associated with the account. Next, you must provide the answer to your Security Question. Once you've completed these steps, you will receive confirmation that a new temporary password email has been sent to the email address provided.

Once you receive the temporary password email, please follow the instructions and select the link inside. Once you arrive at the Portal Log In page, your email address and temporary password will already be entered- just select Log In. You will then be asked to create a new personal password that allows you to access your account.

My account is locked, how do I unlock it?
For security purposes, your account will be locked after 3 failed password attempts. To unlock your account, please Submit a Request or contact our Support team for assistance.

I don't remember my account email address. What do I do?
The email address that is associated with your account is the one in which you received the Invitation or Reminder emails that provided a link to the Log In page. The address is usually your work or company address. / If you are unable to access your account because the email address is incorrect, please Submit a Request or contact our Support team for assistance.

I have forgotten the answer to my security question. What do I do?
If you've forgotten the answer to your Security Question and you are trying to retrieve your account password, please Submit a Request and a member of our Support team will assist you. Please note: answers to Security Questions are case-sensitive.

Why am I getting a "Invalid email address / password combination" message?
If you are receiving the "Invalid email address / password combination" message, the email address or password that you entered does not match our records. Please ensure that each of the following are not causing this:

  1. Your account email address should match the address that the Invitation or Reminder emails are being sent to.
  2. The password for your account is CASE sensitive. It is also required that your password contains 1 uppercase letter, 1 lowercase letter, 1 number, and must contain a minimum of 8 characters.
  3. If you have forgotten your password, please use the Forgot Password Link to create a new one.

If you are still unable to access your account, please Submit a Request or contact our Support Team for assistance.

Receiving Reports

I downloaded the PDF of my report but cannot open it. What's wrong?
In order to view the PDF version of your feedback report, you will need to have Acrobat Reader 5.0 or higher. If you do not have the reader, you will need to download it from the "View Feedback Report" page or from the URL below. If you do have Acrobat Reader 5.0 or higher and you are still unable to view the PDF, then please submit a support ticket. Get Acrobat Reader: http://get.adobe.com/reader/

I have a PDF of my feedback report but will I also receive a printed copy?
Whether or not you receive a PDF and/or printed version of your feedback report depends on your project administrator and agreement with your vendor. If you received a PDF version of your report, you may not be getting a printed version. We suggest that you check with your project administrator regarding what type of report(s) you will receive.

I've completed the requirements and the deadline has expired. Why don't I have a report?
There are 2 reasons why your report may not be available:

  1. You will be receiving a hard copy report in a classroom or coaching setting.
  2. It has not been 3 business days since the deadline date expired.

If you still believe that this is an error then please submit a support ticket.

Setting Goals

How do I save my goals?
If you would like to save your goals for review at a later time, you can do so by selecting the save answers button. This can be found below the Set Goals instructions section, near the top of the page. Please note: if you do not save your answers and navigate to another tab inside of the Portal, your answers will not be saved. Please ensure that you save your answers before leaving the page.

Can I send my goals to multiple people?
Yes, you can send your goals to multiple people or addresses one of two ways:

  1. In the email field to the right of the set goals questions, enter the email addresses separating each one with a semicolon or comma.
  2. Enter one email address and click on "send". Your answers will be sent to the address you entered- you will remain on the same page with your answers saved. You can then send your answers to another email address.

Taking the Self Survey

Still have questions regarding the self survey?
If you have further questions about the self survey, you can access the survey help from the self survey screens. Simply click on "Help" in the upper right hand corner of a survey question screen.

If I don't have time to complete my self survey, can I return to finish it later?
Yes. You can leave and come back to the self survey as many times as needed. However, once your self survey has been submitted as final you will not have access to your self survey any longer.

I'm having difficulty accessing my survey, Why?
You may not be able to access your survey if cookies are blocked on your machine. If you received the error message: "This web site requires that your browser accept session cookies. It appears that your browser is either unable to accept cookies or has been configured to not accept cookies." - follow the steps below to unblock your machine.

What are session cookies and how do I enable them?
The HRDQ Assessment Portal and Survey Applications use session cookies to ensure that the answers and information you give is tracked, ONLY while you are logged in. Once you log out or quit your browser, session cookies are automatically deleted. To enable/disable cookies, contact your IT department or follow the instructions below.

How to enable session cookies:

INTERNET EXPLORER (For PCs Only)
To enable/disable cookies in Internet Explorer 6.x or higher
1 - Choose TOOLS and then INTERNET OPTIONS
2 - Click the PRIVACY tab
3 - Move the slider to the desired level of security you would like

FIREFOX (For PCs)
To enable/disable cookies in Mozilla Firefox 1.x or higher
1 - Click on TOOLS, then OPTIONS (or Edit | Preferences on Linux)
2 - Select the Privacy icon
3 - Choose your PREFERRED SETTINGS

FIREFOX (For Macs)
To enable/disable cookies in Mozilla Firefox 1.x or higher
1 - Choose PREFERENCES from Firefox menu
2 - Select SECURITY icon
3 - Cookie settings are shown in window
4 - Choose your preferred settings

CHROME (For PCs)
To enable/disable cookies in Chrome 4.x or higher
1 - Choose the wrench icon in the upper right hand corner, then select OPTIONS
2 - Select the UNDER THE HOOD tab, then scroll down to cookie settings
3 - Choose your preferred settings

CHROME (For Macs)
To enable/disable cookies in Chrome 4.x or higher
1 - Choose the wrench icon in the upper right hand corner, then select OPTIONS
2 - Select the UNDER THE HOOD tab, then scroll down to cookie settings
3 - Choose your preferred settings

SAFARI (For Macs Only)
To enable/disable cookies in Safari 1.x or higher
1 - Choose EDIT then PREFERENCES from Safari menu
2 - Select SECURITY icon
3 - Cookie settings are shown in the window
4 - Choose your preferred settings

Inviting and Reminding Raters

I've distributed surveys to my raters but I forgot someone. What do I do?
You can add raters to your Rater List and invite them at any time before your deadline. Once you've added the new raters to your list, you can send their Invitation email by using the Invite button. Invitation emails will only go to those raters that have not already been invited.

How do I remind my raters?
You can send Reminder emails to your raters from the Portal by selecting the Invite and Remind Raters tab. Next, you can select the Manage Reminders tab located at the top of the rater list. Here, you can select the Remind Raters button to send out the reminder emails. Please note: Reminder emails will only be sent to those raters that have not completed their survey.

How do I know whom I've distributed surveys to?
On the Invite and Remind Raters tab, you can view your rater list and information regarding each. In the Invited column, you can see the date that the Invitation emails were sent to the raters to provide feedback. / This column will also let you know if there are raters in your list that have not been invited. If a rater has not been invited, you will see a red box that reads "Not Invited". To Invite those raters that have not been invited, please select the Invite button.

I distributed a survey to the wrong person. How can I remove them?
If you have added a rater in error or would no longer like to request their feedback, you can remove the rater from your list. You can remove raters from the Invite and Remind raters tab by selecting the Remove button on the right side of their record. / Once you've removed a rater, they will no longer receive email communication in regards to providing feedback for you. Their survey passkey will also be deactivated which prevents them from accessing their survey.

How do I know which raters have completed my survey?
In order to protect rater confidentiality, we do not display the completion status of individual raters. Instead, you can see the total number of completed surveys broken out into each rater level. This can be found in the Met Requirements section of the Project Dashboard.

You can also find this information in the Update emails that you receive once you've completed your self-survey. Here, you will see the total number of surveys that have been completed, broken out into each rater level. / If you see that the number of completed surveys is low, you can send Reminder emails to your raters. This email will notify your raters that they have not completed their survey. The Reminder emails will only be sent to those raters who have not completed their survey. These emails can be sent from the Invite and Remind Raters tab by selecting Manage Reminders- found above your rater list.

I distributed a survey to a rater and it bounced back to me. What do I do?
If you received a bounce back email stating that the survey email was not delivered, it is most likely because there is an error with the email address. Please double check that the email address that was entered is correct. If it is not, you can remove that rater from your list and re-add them back using the corrected email address. Once they've been added, you must send another Invitation email using the Invite button.

If you find that the email address is correct but the email was still not delivered to the rater, please Submit a Request or contact our Support Team for assistance.

FAQ | ADMINISTRATION SITE

Homepage & Site Navigation

What are credits?
Credits are the equivalent of tokens that are purchased in bulk and are applied to the cost of a survey used by a client/consultant. Some clients and consultants prefer credits because it simplifies the purchasing/invoicing process.

The project list is not showing all of my client projects. How can I see all of them?
The project list defaults to showing only projects you have created. To see all the projects for your client, uncheck the 'show only my projects' check box.

Searching

Where can I access a search box?
There is a search field located in the gray bar at the top of every page through out the application interface.

What can I search for?
You can search for projects, people, project submissions, and clients. When you select what you are searching for you will be given search options based on your selection.

What specific terms can I search for?
Below is a list of the parameters and descriptions of the options you may see. (Note that not all search options are available for everyone).

    • Project ID - Project ID's are automatically generated when a project is created. An ID can sometimes be easier to search for than a project name, if you have many similar projects.
    • Project Name - The name of the project entered by you or your admin.
    • Company Name - Name of the company.
    • Consultant Name - Name of the consultant. Typically an organization name.
    • Survey Acronym - Many of the surveys in the system have acronyms associated with them. (For example, the acronym for Leadership Competencies for Managers is LCM).
    • Project End Date - Sometimes referred to as Survey Deadline Date.
    • Class Location - This will only appear if the information is listed in the project's training module.
    • Class Date - This will only appear if the information is listed in the project's training module.
    • Last name, first name - Name of the individual you are looking for.
    • Email Address - Nearly everyone in the system has an email address.
    • Employee ID - Employee ID is optional information and may not be in the system for an individual.
    • Client ID - Client IDs are automatically generated by the system when a client is added.
    • Project Submission ID - Project Submission IDs are automatically generated by the system when a Create a Project process completed.

Creating a Project

I have requests that are not a part of the Create a Project process, such as a composite report. What do I do?
Additional notes can be added by clicking on the 'Need to add additional notes?' link to the left of the Create Project button.

I'm creating a project and I want the reports to be sent to me. How can I do that?
You will show up as a recipient under the 'Select report recipients' step in the create a project process. Click on the check box next to your name and the reports will be delivered to you.

How long should I allow participants to receive survey data?
We recommend 2-4 weeks to collect data if it's a 360 feedback survey. A collection period this long tends to accommodate participant and rater work schedules.

When will the survey end for the project I created?
The project/survey deadline date is adjusted based on the reports needed date entered. This will also vary depending on how you want the reports handled.

When are participant invitations sent after I've created a project?
Participant invitations are typically sent on the start date that was entered when the project was created. There are exceptions to this rule. Please contact your project manager for details.

I don't see all the assessments I use in the assessment pulldown. Why?
You will only see the assessments listed in the pulldown that are associated with the client you entered. If an assessment is missing for the client you entered then please contact your project manager.

Why can't I find the client name I'm looking for?
If you are searching for a client name correctly and nothing is shown in the results then you may need to add the client before proceeding.

Why don't I have the Create a Project option?
Create a Project is a feature that needs to be turned on. If you would like more information on this feature contact your project manager.

Project: Participants Tab

Can I change the survey deadline for a participant?
The survey deadline for a participant can be changed two ways. One, you can change it yourself by overriding the date and entering a new date further out, if you have access. Or two, you can contact your project manager.

How do I see the survey deadline for a participant?
In order to see the survey deadline for a participant you will need to click on the expand button (a square with a plus sign) located to the left of the participant's name.

Project: Details Tab

What are Suggested Requirements?
Suggested requirements are the number of raters by rater group needed for a participant to receive a full feedback report. The requirements are pulled into participant reminder emails and the participant portal. These requirements are also used to determine which participants have met or not met the minimum requirements in a status report.

What is the Minimum Questions field?
The minimum number of questions a participant or rater needs to answer in order to submit their survey. This does not pertain to open-ended questions which are optional.

I see that a project can have different languages. Can I choose a different language then English?
All projects default to English but may be available in different languages, if they are available. Please check with your project manager about language availability.

Project: Reports Tab

How can I see all reports created at once?
To see all reports that have been generated, click on the 'Reports' tab then the 'reporting log' link located in the light blue header above the list of report sets.

How can I see more detail about the reports in a set?
You can view more detail within a report set by clicking on the link located to the left of the 'delivery log' link. The link text changes based on the status of the reports being generated or delivered.   Clicking on the link will show you who was included in the set, what kind of reports are being processed, and the number of surveys being included.

What's a report set?
A report set is a group of reports that have been selected to be generated.

Project: Survey Tab

Why is the number of surveys completed higher than the number of invited?
If the participant has completed their Self survey then they will be accounted for in the total. However, since participants are not invited like raters they are not included in the invite total.

Why do I see "Not Met" under the "Min Req" column?
"Min Req" stands for Minimum Requirements. These suggested survey requirements are set in the general options under the details tab. Suggested requirements are the number of raters by rater group needed for a participant to receive a full feedback report. If the requirements have been met then you will see "Met" in the "Min Req" column otherwise you will "Not Met."

FAQ | SURVEY APPLICATION

Technical Requirements

What browsers should be used to view our application sites?
Our sites are designed to be viewed and functional in most major browsers, versions and monitor resolutions. Below are the versions of each browser that our sites have been optimized for.

Do you furnish a list of supported browsers?
Yes. Although the application may work properly in many browsers and versions, below is a list of the most recently tested and validated browsers. If you are experiencing problems with the display of your survey, please check the browser and version that you are using. If your browser is not supported, please log in to your survey using one of these popular browsers.

PC Browsers
Internet Explorer 11
Microsoft Edge (Latest)
Firefox (Latest)
Chrome (Latest)

MAC Browsers
Safari (Latest)
Firefox (Latest)
Chrome (Latest)

Mobile Browsers
Chrome (Latest)
Safari (Latest)
Opera Mini (Latest)

Confidentiality

Are my answers confidential?
Unless you have been informed otherwise, data received from Direct Reports, Peers or Others will be combined with the survey responses of other raters so your answers will not be isolated. Your name will NOT be reported in the results, unless you choose to do so within the open-ended text comments. Please note that if you speak to specific situations or use identifying language, your comments may be recognizable.

Are Comments required?
Comments are not required if you do not feel comfortable including them. Self and Supervisor/Manager data are reported separately from other responses or rater groups, and therefore can be identified.

Survey Access Issues

I'm having difficulty accessing my survey, Why?
You may not be able to access your survey if cookies are blocked on your machine. If you received the error message: "This web site requires that your browser accept session cookies. It appears that your browser is either unable to accept cookies or has been configured to not accept cookies." - follow the steps below to unblock your machine.

What are session cookies and how do I enable them?
The HRDQ Assessment Portal and Survey Applications use session cookies to ensure that the answers and information you give is tracked, ONLY while you are logged in. Once you log out or quit your browser, session cookies are automatically deleted. To enable/disable cookies, contact your IT department or follow the instructions below.

How to enable session cookies:

INTERNET EXPLORER (For PCs Only)
To enable/disable cookies in Internet Explorer 6.x or higher
1 - Choose TOOLS and then INTERNET OPTIONS
2 - Click the PRIVACY tab
3 - Move the slider to the desired level of security you would like

FIREFOX (For PCs)
To enable/disable cookies in Mozilla Firefox 1.x or higher
1 - Click on TOOLS, then OPTIONS (or Edit | Preferences on Linux)
2 - Select the Privacy icon
3 - Choose your PREFERRED SETTINGS

FIREFOX (For Macs)
To enable/disable cookies in Mozilla Firefox 1.x or higher
1 - Choose PREFERENCES from Firefox menu
2 - Select SECURITY icon
3 - Cookie settings are shown in window
4 - Choose your preferred settings

CHROME (For PCs)
To enable/disable cookies in Chrome 4.x or higher
1 - Choose the wrench icon in the upper right hand corner, then select OPTIONS
2 - Select the UNDER THE HOOD tab, then scroll down to cookie settings
3 - Choose your preferred settings

CHROME (For Macs)
To enable/disable cookies in Chrome 4.x or higher
1 - Choose the wrench icon in the upper right hand corner, then select OPTIONS
2 - Select the UNDER THE HOOD tab, then scroll down to cookie settings
3 - Choose your preferred settings

SAFARI (For Macs Only)
To enable/disable cookies in Safari 1.x or higher
1 - Choose EDIT then PREFERENCES from Safari menu
2 - Select SECURITY icon
3 - Cookie settings are shown in the window
4 - Choose your preferred settings