1. Basic User Site Access Training & Producing Reports
Select User Site
Basic User Site Access Training & Producing Reports
(Approx. 5 minutes)
Welcome to another OutMatch training! In this tutorial, I am going to show you how to navigate your Select user site. By the time we are finished with this training, you should be able to process and access all of your candidate reports.

2. What is Select and who is it for?
The Select Associate Screening System is a family of pre employment tests designed to measure important work-related, personality characteristics predictive of success in entry-level jobs.
Two secure websites
Survey site - designed to allow applicants to complete the survey online
User Site - designed to allow you to process results & test via paper and pencil
Candidate Completes Survey
Process Reports
Process Report
For your Select surveys, there are two sites that are important to remember. The survey site, which is the site where applicants complete the survey online, and the user site, for you as an administrator to process and access results.
Candidates can take the survey online at any computer with internet connection, and reports are automatically available within your user site once the survey is completed. .
Test candidates online via any computer connected to the web
Process reports online via any computer connected to the web

3. The Select User Site - Login
Secure access to the site with User ID and Password
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Accessing the user site and getting reports is simple. You will have a unique user ID and Password to access the site. For security purposes, please do not share login information. If you need a new user added, please speak with your system administrator.

4. User Types
Primary Users – primary people responsible for the use of the Select System, usually HR Management. Can add new users, order units for the system, add new surveys. Must be added by the Distributor. Administrative Users – can test candidates, process reports, add/edit/delete other users. Test Users (non-administrative) – can test candidates and process reports. Cannot add/edit/delete other users.
It is also important to note that there are different user types of users within your Select system.
Primary users have access to add new users, order units and are usually HR Management.
Administrative users have access to process reports, invite candidates to take a survey and manage other users.
Lastly there are non-admin users can test candidates and process reports, but they do not have the ability to manage (add, edit or delete) other users. Again, if you are not sure what type of user you are, we recommend you ask your system administrator.

5. Home Page of Select Navigate to surveys, candidates, and reports.
After you log in, you will see a home page which provides general information about your reports. There’s a navigation pane on the left to make it easy to go through the different sections of your user site. For example, you can navigate through testing and reports, summaries and data management, or account admin settings. At the top of this page, you can see the details pertaining to your account including your account name and remaining units. Units are not something you need to consider if you are a licensed client.

6. Accessing the Reports
From the Select User Site, click Testing & Reports, then Produce Reports. Select the appropriate survey in the drop down box.
To access reports, click on “Produce Reports” under Testing & Reports on the left side menu. Then choose the appropriate survey from the drop down menu If you only have one survey activated your account, you may not see this screen.

7. Accessing the Reports
The dashboard displays Reports Ready, Reports Processed, and Surveys in Progress. To process reports, click the name of the candidate listed under Reports Ready. This dashboard also shows scores for key scales in the report.
Once you have selected the survey, everyone who has been invited to take the survey will appear on this dashboard. The first row “Reports Ready” shows the those who have already completed the report but the report has not been opened. To open the report, simply click on the candidate name.
Once a report has been opened, the results for some of the main scores will be displayed under Report Processed. For licensed accounts, reports will auto-process.
Please note that you can click the column heading to sort by a specific column and prioritize which candidates you want to review first.
You can also search for candidates using the ‘Search for Report Processed’ feature at the top of your page.

8. Accessing the Reports
Surveys in Progress indicates which candidates have started the survey but not finished.
Surveys in Progress indicates which candidates have started the survey but have not completed it. These candidates may be in the process of completing the survey. Or they may need instructions to resume. You will not be able to click on a candidate’s name until the survey is finished.

9. Archiving Records Managing Candidates
From the menus on the left, click Produce Reports, then select the survey type. Check the box beside the name of each candidate that you want to Archive. Click Archive at the bottom of the screen.
Managing Candidates
In the next couple of slides, we will talk about managing your candidates.
One popular feature is archiving. This allows you to remove people from your dashboard view that you no longer want to consider for a role. To archive candidates, click on the box next to the individual’s name and then select “Archive” at the bottom left of the screen

10. Retrieving Reports
To retrieve records, Simply click on “Retrieve” and find who you want to retrieve.
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If you want to retrieve Records, Just click on “Retrieve” on the bottom right of the screen. On the next page, select the box next to the person you want to retrieve and select “Retrieve” again. The candidates you retrieved will now show on your main dashboard again..

11. Summaries & Data Management
Manage your candidates and review group summary information
You will find more options for reporting in your user site under Summaries & Data Management. The Archive and Retrieve features accomplish the same tasks as just discussed, but you have the additional options to delete and restore candidates. We highly recommend against ever deleting candidates.

12. That’s it to getting started!
These are the basics for accessing and navigating your Select User site! Review our other tutorials for information on inviting candidates to take the survey.

13. © 2016 Chequed Holdings LLC. All rights reserved.
Thank you! Please click here for a 1-minute survey to help us improve our training!
We are thrilled that your company has decided to partner with OutMatch. ! Please click the link on the screen to complete a one minute survey and help us improve our training. If you have any questions regarding the select system or accessing your reports, please client services.
Thank you!
© 2016 Chequed Holdings LLC. All rights reserved.