Changing the Status of an Individual #

Find who you want to add the status to and click on the “status” dropdown

Then click either: Candidate, Employee, or none based on the status of the selected individual. 

Filtering Results by Status #

Once you select their status, the dashboard filters the results by status groups. 

Simply select All, Candidates, Employee, or other, to see everyone in the same status group. For example, down below, after clicking the “Employees” at the top, it filters the results to show everyone who is in the employee group. This is shown on the right of the results.

Filtering Results by Day #

The “Filter By” Dropdown menu is based on when someone completed their E3 Assessment. This menu defaults to 30 days and the dashboard will only show results from the selected timeframe. The most recent data is always at the top of the results list.  

To filter the results by day, simply click the “Filter By” dropdown menu located at the top, next to the search bar and select the desired timeframe. 

Tip: When you want to view a broad timeframe of results, select “All Time” in the dropdown. When switching between the status categories, make sure that your selection remains the same.

Best Practice: If you have a large amount of data, it is best to use Firefox to view all the results.Browsers such as Chrome and Safari aren’t recommended for viewing large data sets.

Starring a Result #

Starring a result highlights them and groups them into their own category. This is useful when you want to be able to easily find a top candidate or an employee you’ll be coaching soon. 

Click the “Star” icon located on the right side of the result next to the “Envelope” icon. This will fill in the outlined star and add the result to the starred category.

Filtering by Starred Results #

To filter by your starred results, Click the “Star” icon located at the top of the Dashboard right next to the “Filter By” dropdown.