WarewithalTM User Manual Outline · KolbeCore to manage administrative users, Kolbe credits, your employee database, and your company’s database structure. The following are a few

Kolbe WAREwithal SoftwareKolbeCore Module User Guide

Kolbe Corp January 2001

TM

C O R PK O L B E

®®

KolbeCore® User Manual

Copyright Kolbe Corp 2000-2001 2

Table Of Contents

Getting Started with Warewithal Online (for the New User).......................... 3 Setting Up A New Company .............................................................................. 4

Managing Divisions ..................................................................................................4 Adding New Divisions..............................................................................................................4 Editing Divisions ......................................................................................................................5 Deleting Divisions ....................................................................................................................6

Managing Departments.............................................................................................6 Adding New Departments .......................................................................................................7 Editing Departments ................................................................................................................8 Deleting Departments..............................................................................................................8

Managing Job Titles..................................................................................................9 Adding New Job Titles.............................................................................................................9 Editing Job Titles ...................................................................................................................10 Deleting Job Titles .................................................................................................................11

Kolbe Credits & Indexes.................................................................................. 12 Purchasing Kolbe Credits ...................................................................................... 12

Purchasing Kolbe Index Credit Certificates Online ...............................................................12 Opening A Credit Account Online .........................................................................................13 Replenishing Credit Accounts Online....................................................................................13 Manage Kolbe Index Credits .................................................................................................14

View Certificates: ..............................................................................................................14 Allocate Certificates: .........................................................................................................14 Transfer Certificates:.........................................................................................................15

Employees ........................................................................................................ 16 Creating A New Employee Record......................................................................... 16 Taking A Kolbe Index Online.................................................................................. 17 Entering Indexes Via Speedscore.......................................................................... 18 Searching Records ................................................................................................. 19 Search Your Database ............................................................................................ 19

Searching Existing Employee Records .................................................................................20 Find Employee’s Name ID ................................................................................................20 Find a Job ID.....................................................................................................................21

Viewing Kolbe Indexes ..........................................................................................................22

Editing Records....................................................................................................... 22 Changing An Employee’s Job Title .......................................................................................23 Changing An Employee’s Status...........................................................................................24 Editing An Employee’s Demographics ..................................................................................24

User Administration................................................................................................ 25 Setting Up Users ...................................................................................................................25 Edit Users ..............................................................................................................................26 Remove and Administrative User..........................................................................................26



GETTING STARTED WITH WAREWITHAL ONLINE (FOR THE NEW USER)

KolbeCore is the administrative component of the Warewithal program. Use KolbeCore to manage administrative users, Kolbe credits, your employee database, and your company’s database structure.

The following are a few items you need before you can get started:

You should have received your username and password from us. This also serves to notify you that your Kolbe Warewithal Online account has been activated. If you did not receive this information, please contact us. You cannot log onto Warewithal without this information.

Keep your user name and password in a safe place. As the Super Administrator, you have full access to those programs for which you are licensed. Anyone else you allow to use the same user name and password will have the same unrestricted access. We recommend that you limit how many people use this user name and password.

Use the following steps to logon to the Warewithal Online program:

Step 1 Launch your browser and go to http://www.warewithal.com. The following screen appears:

Step 2 Enter your User Name and Password.

Step 3 Click on the Sign On Button. The Warewithal Main Menu appears. This screen gives access to programs for which you are licensed.

NOTE

If a program has Unavailable beneath it, it means

your organization did not purchase that component.

http://www.warewithal.com/



SETTING UP A NEW COMPANY Create your database by naming Divisions, Departments and Job Titles. You must create Divisions before Departments or Job Titles. Establish these components in your database before the individuals in your organization. Enter their demographic information creates consistency throughout your database. More importantly, doing so produces successful database searches later on.

Managing Divisions

You can add new (set up) division, edit those you’ve created, and remove a division that is no longer in use. Use the following steps to manage your divisions:

Adding New Divisions One of the first things you need to do when you set up your company’s database is to establish the company’s structure, beginning with identifying (adding) its divisions. As your company evolves, new divisions may also need to be added.

Step 1 Click the Choose this option button in the Company Structure column on the KolbeCore Menu. The Company Structure Menu appears. You can see the current company structure by scrolling down.

Step 2 Click on the Add New radio button in the Divisions column.

Step 3 Click on the Choose this option button in the Divisions column. The Add New Divisions screen appears.

NOTE You can review the current company structure by

clicking on the click here to view Company Structure button at the bottom of the screen. A window appears for your review. When finished with your review, close the window and continue.



Step 4 Type the new division name in the New Division field.

NOTE You can add a new department and job title at the

same time, if so desired.

Step 5 Click the Add New Company Structure button. The Add New Divisions screen reappears with a message telling you that the new division has been successfully added. You can continue adding more divisions in the same manner or return to the KolbeCore Menu.

Editing Divisions Follow these steps to edit the name of a division. Use this function when you want to change the name of a division to which individuals are assigned. Editing an existing division name results in a global replace in the database. The demographic information for individuals assigned to the division is automatically updated to reflect the new name.


Step 2 Click on the Edit radio button in the Divisions column.

Step 3 Click on the Choose this option button in the Divisions column. The Edit Existing Divisions screen appears showing a list of existing divisions.

Step 4 Select the division name you wish to change by clicking on it. The name appears in the Edit Selected Division field.

Step 5 Delete the current division name and type in the new name, or correct the spelling the current division name.

Step 6 Click the Update Division Name button. The Edit Existing Divisions screen reappears with a message telling you that the division name has been successfully edited. The new name now appears on the division list. You can continue editing more divisions in the same manner or return to the KolbeCore Menu.



Deleting Divisions You may wish to delete obsolete Division names occasionally. However, if anyone in your database has a Division that you want to delete listed in their demographic information, that Division won’t appear in the list of Divisions available for deletion. If that’s the case, edit the demographic information for the individual(s) by assigning them a different Division. Then you can delete the Division.


NOTE The Remove (delete) option for division is unavailable

by default. You must first delete any job titles and/or departments associated with that division first. (See Deleting Departments and Deleting Job Titles) You can readily see if a division has this type of content by scrolling down to review the company structure.

Step 2 Click on the Remove radio button in the Divisions column.

Step 3 Click on the Choose this option button in the Divisions column. The Remove Divisions screen appears showing a list of existing divisions that can be removed.

Step 4 Select the division name you wish to remove by clicking on it.

Step 5 Click the Remove Division button. The Confirm Remove Division screen reappears with a message telling you that the division name has been successfully removed. You can continue removing more divisions in the same manner or return to the KolbeCore Menu.

Managing Departments

You can add new (set up) departments, edit those you’ve created, and remove a department that is no longer in use. Use the following steps to manage your departments:



Adding New Departments Once you have identified your company’s divisions in the database, you need to identify (add) the accompanying departments. As your company evolves, new departments may also need to be added.


Step 2 Click on the Add New radio button in the Departments column.

Step 3 Click on the Choose this option button in the Departments column. The Add New Departments screen appears.


clicking on the click here to view Company Structure prompt at the bottom of the screen. A window appears for your review. When finished with your review, close the window and continue.

Step 4 Select the division in which you wish to add a new department.

Step 5 Type the new department name in the New Department field.

NOTE You can add a new department and job title at the

same time, if so desired.

Step 6 Click the Add New Company Structure button. The Add New Departments screen reappears with a message telling you that the new department has been successfully added. You can continue adding more departments in the same manner or return to the KolbeCore Menu.



Editing Departments Follow these steps to edit the name of a department. Editing an existing department name results in a global replace in the database. The demographic information for individuals assigned to the department is automatically updated to reflect the new name.


Step 2 Click on the Edit radio button in the Departments column.

Step 3 Click on the Choose this option button in the Departments column. The Edit Existing Departments screen appears showing a list of existing departments.

Step 4 Select the department name you wish to change by clicking on it. The name appears in the Edit Selected Department field.

Step 5 Delete the current department name and type in the new name, or correct the spelling of the current department name.

Step 6 Click the Update Department Name button. The Edit Existing Departments screen reappears with a message telling you that the department name has been successfully edited. The new name now appears on the division list. You can continue editing more departments in the same manner or return to the KolbeCore Menu.

Deleting Departments You may wish to delete obsolete department names from time to time. However, if anyone in your database has a department that you want to delete listed in their demographic information, that department won’t appear in the list of departments available for deletion. If that’s the case, edit the demographic information for the individual(s) by assigning a different department. Then you can delete the department.




NOTE You must first delete any job titles associated with

that department before you can delete the department. (See Deleting Job Titles) You can readily see if a department has this type of content by scrolling down to review the company structure.

Step 2 Click on the Remove radio button in the Departments column.

Step 3 Click on the Choose this option button in the Departments column. The Remove Departments screen appears showing a list of existing departments that can be removed.

Step 4 Select the department name you wish to remove by clicking on it.

Step 5 Click the Remove Department button. The Confirm Remove Department screen reappears with a message telling you that the department name has been successfully removed. You can continue removing more departments in the same manner or return to the KolbeCore Menu.

Managing Job Titles

You can add new (set up) job titles, edit those you’ve created, and remove a job title that is no longer in use. Use the following steps to manage your job titles:

Adding New Job Titles Job Titles may be added at any time as long as departments for your organization have already been created in the database.


Step 2 Click on the Add New radio button in the Job Titles column.

Step 3 Click on the Choose this option button in the Job Titles column. The Add New Job Titles screen appears.




clicking on the click here to view Company Structure prompt at the bottom of the screen. A window appears for your review. When finished with your review, close the window and continue.

Step 4 Select the Division and the Department and then type the new job title name in the New Job Title field.

Step 5 Click the Add New Company Structure button. The Add New Job Titles screen reappears with a message telling you that the new job title has been successfully added. You can continue adding more job titles in the same manner or return to the KolbeCore Menu.

Editing Job Titles Follow these steps to edit the name of a Job Title. Don’t use this function to change an individual’s Job Title. For example, when someone gets a promotion or otherwise changes to a different position, use the Change Job Title function found in the Employee Data section on the KolbeCore Menu instead.


Step 2 Click on the Edit radio button in the Job Titles column.

Step 3 Click on the Choose this option button in the Job Titles column. The Edit Existing Job Titles screen appears showing a list of existing job titles.

Step 4 Select the Division, the Department and the job title name you wish to change by clicking on it. The name appears in the Edit Selected Job Title field.

Step 5 Delete the current job title name and type in the new name, or correct the spelling of the current job title name.

Step 6 Click the Update Job Title Name button. The Edit Existing Job Titles screen reappears with a message telling you that the job title name has been successfully edited. The new name now appears



on the job title list. You can continue editing more job titles in the same manner or return to the KolbeCore Menu.

Deleting Job Titles You may want to delete obsolete job titles. However, if anyone in your database has a job title that you want to delete, that job title won’t appear in the list of job titles available for deletion. If that’s the case, edit the demographic information for the individual(s) by assigning them a different job title. Then you can delete the job titles.


Step 2 Click on the Remove radio button in the Job Titles column.

Step 3 Click on the Choose this option button in the Job Titles column. The Remove Job Titles screen appears showing a list of existing job titles that can be removed.

Step 4 Select the Division, the Department and then the job title name you wish to remove by clicking on it.

Step 5 Click the Remove Job Title button. The Confirm Remove Job Title screen reappears with message confirming whether you wish to continue to remove the job title or cancel the request. Select Remove Job Title and a confirmation screen appears stating that the job title name has been successfully removed. You can continue removing more job titles in the same manner or return to the KolbeCore Menu.



KOLBE CREDITS & INDEXES

Purchasing Kolbe Credits

Kolbe Indexes can be completed when Kolbe credits are purchased and then converted to certificates and authorized for an individual’s use. You can obtain Kolbe credits three different ways, all of them are accomplished online. Follow the steps below to purchase individual credits, open an account, or add credits to an existing account. You can also call our office to order credits and we can load them for you.

Your Kolbe Credit numbers are set up in two different ways. You can create an Account which is a single number that can be used multiple times to take indexes or you can create a Certificate which is single use credit meaning it can only be used one time.

The process for obtaining credits is the same for each function; the only difference exists in Step three.

Purchasing Kolbe Index Credit Certificates Online Use this function if you’re an individual who wants to purchase a credit in order to complete a single Kolbe index. Credits must be purchased with a credit card, so you’ll need your credit card information handy to complete the process.

Step 1 Click the Choose this option button in the KolbeCore Admin column on the KolbeCore Menu. The KolbeCore Admin Menu appears.

Step 2 Click on the Choose this option button in the Purchase Kolbe Credits column. The Purchase Kolbe Credits screen appears.

Step 3 Click the Choose this option in the Purchase Now column. The Kolbe Credits Order Form appears.

Step 4 Type the quantity of each type of credit you desire (Kolbe A Index, Kolbe B Index, Kolbe C Index, or Kolbe S Index) in the Order Quantity field.



Step 5 Click the Continue button. The Kolbe Credits Payment Form screen appears showing the number of credits you selected and the total price for this purchase.

NOTE You can edit your order at this time. Simply change

the number of credits you wish to purchase in the respective Index fields and click the Recalculate button. The new order amount appears for your approval.

Step 6 Enter your credit card information in the Credit Card Payment Information fields (Credit Card Type, Credit Card Number, Expiration Date, and the Name on Credit Card).

Step 7 Click on the Submit Order button.

Opening A Credit Account Online Use this function to create an Account. (An Account is a single number that can be used multiple times to take indexes) You can add additional Index Credits to an Account (Replenish an account). Follow the steps above for purchasing Kolbe Credits, but click the Choose this option button in the Open Account column in Step three.

Replenishing Credit Accounts Online Use this function to add index credits to an existing account. Follow the steps above for purchasing Kolbe Credits, but click the Choose this option button in the Replenish Account column in Step three.

NOTE An account must be opened before this option is

available.



Manage Kolbe Index Credits You need to manage the Kolbe Index credits for your organization. For example, you can check on the number of unused credits, determine who is to use the certificate(s) and transfer them from one Index type to another. Use the following steps to manage your Kolbe Index credits:

Step 1 Click the Choose this option button in the KolbeCore Admin column on the KolbeCore Menu. The KolbeCore Admin Menu appears.

Step 2 Click on the Choose this option button in the Kolbe Index Credits column. The Manage Kolbe Index Credits screen appears. The screen shows the accounts that are open, the certificates available, and the available credits. This screen allows you to do one of the following:

• View Certificates

• Allocate Certificates

• Transfer Certificates

View Certificates:

Step 1 Click the View Certificates radio button.

Step 2 Click the down arrows for each of the Kolbe Index types and select the number of certificates you wish to view.

Step 3 Click the Continue button. The View Certificates screen appears, showing the Indexes and the associated Index Certificate numbers.

Allocate Certificates:

Step 1 Click the Allocate Certificates radio button.

Step 2 Click the down arrows for each of the Kolbe Index types and select the number of certificates you wish to allocate.

Step 3 Click the Continue button. The View Certificates screen appears, showing the Indexes and the associated Index Certificate numbers.

Step 4 Type in the name of the employee to whom you want the certificate(s) allocated.



Step 5 Note the Allocate Y/N radio button(s). Make sure the Y is selected for the certificate(s) you want to allocate.

Step 6 Click on the Confirm button to allocate the certificate(s).

Transfer Certificates:

Step 1 Click the Transfer Certificates radio button.

Step 2 Click on the down arrow for the Credit Account field and select the account to which you want the certificates transferred.

Step 3 Click the down arrows for each of the Kolbe Index types and select the number of certificates you wish to transfer.

Step 4 Click the Continue button to transfer the certificates. You can also do the reverse of the Transfer Certificates, meaning that you can transfer certificates into an account, just as you can transfer credits from an Account into individual Certificates.



EMPLOYEES

Creating A New Employee Record

Your company’s employees have to be entered into your database so they can be counted and managed within the Kolbe Warewithal system. Use the following steps to create a new employee record:

Step 1 Click the Choose this option button in the Employee Data column on the KolbeCore Menu. The KolbeCore Employee Data Menu appears.

Step 2 Click on the Choose this option button in the New Employees column. The Setup New Employee Data screen appears. The screen is actually divided into two sections. The top section is used to capture the basic employee information and is required for each employee record. The bottom section allows you to capture additional demographic information and may be entered at a later time after the employee record is created (See Editing an Employee’s Demographics).

Step 3 Enter the employee’s first and last names and middle initial.

Step 4 Click on the down arrows for the divisions, departments and job titles to select each. Once they are complete, the Job ID is automatically filled in.

Step 5 Click on the Create Record and Generate Name ID button. The New Employee Record Created screen appears showing the Name ID that has been generated for this employee. This screen also allows the employee to take the Index online or for a completed Index to be Speedscored.

NOTE If you have a candidate (not an employee), select

Other for the Division and for the Department. Select Job Applicant for the Job Title. The Job ID appears as jobApp. This allows you to test job applicants (taking a Kolbe Index) prior to their being hired.



Taking A Kolbe Index Online

Kolbe indexes are valuable tools that reveal our unique mix of striving instincts that drive us to take action and flow naturally.

These striving instincts are divided into four categories called Action Modes. The Action Modes identify our behaviors such as the way we gather or organize information, how we deal with unknown variables, and the way we seek tangible solutions to problems.

Your responses on a Kolbe Index will reveal your unique pattern of striving instincts. Answers are neither right nor wrong, and no one pattern is more valuable than another. That’s what makes the Kolbe concept so great – it rewards each individual for being unique!

Teams constructed of individuals with a complementary mix of Action Modes are found to be more productive, and as a result they experience a greater sense of accomplishment. When we’re allowed to solve problems in ways that are natural for us, we can make a big impact!

Use the following steps (starting on the next page) to take a Kolbe Index online:


Step 2 Click on the Choose this option button in the Existing Employees column. The Employee Name Id screen appears.

Step 3 Enter the Name ID in the open field. If you do not know the Name ID, do a Name ID search and then click on the View button on the Name ID Search Results screen.

Step 4 Select the Index type you desire by clicking in the appropriate radio button for Indexes A, B, C or D in the Take Index Online section. Another window opens that guides you through the process of taking the Index.

Step 5 Enter the Kolbe Credit Number in the open field (See Purchasing Kolbe Credits).

Step 6 Click on the Submit button. The Index loads and is available for you to take.



NOTE Be sure to complete all of it before you leave the

window.

Step 7 Print the results.

Entering Indexes Via Speedscore

Some individuals prefer to take an index using the paper-and-pencil method rather than online. Use this function to manually enter a Kolbe A, B or C index that was taken via paper and pencil. To use Speedscore properly, the person for whom you’re scoring an index must already have an index in the database that was taken online. Before you enter the Speedscore section, it’s a good idea to have the person’s completed paper-and-pencil index in front of you, their Name ID or Job ID, and a Kolbe Credit Number with which to pay for the online index.

NOTE Have the paper form of the answers available before

you start this procedure. You will be asked to enter the answers in the system.


Step 2 Click on the Choose this option button in the Existing Employees column. The Employee Name ID screen appears.

Step 3 Enter the Name ID in the open field. If you do not know the Name ID, do a Name ID search and then click on the View button on the Name ID Search Results screen.

Step 4 Select the Index type you desire by clicking in the appropriate radio button for Indexes A, B, C or D in the Speedscore section. The Speedscore (Step 1) screen appears.

Step 5 Select a Kolbe Credit Number in the dropdown menu field.



Step 6 Click on the Proceed to Step 2 button. The Speedscore (Step 2) screen appears confirming that the Kolbe Credit has been accepted.

Step 7 Click on the Continue button. The Speedscore (Step 3) screen appears.

Step 8 Fill in the answers to the 36 questions.

Step 9 Click on the Score Index button to have the answers scored.

Searching Records

You can search (query) your database to obtain valuable data about your organization. For instance, do you need to know how many males are in your organization? Would you like to know the education level of all the marketing personnel? Perhaps you want to locate all the Administrative Assistants who fit the Strategic Planner Natural Advantage. No matter what kind of information you want to find in your database, you can set the criteria you want and the program pulls it up for you to view.

To illustrate just how easy it is, let’s take a look at how you’d find those Administrative Assistants who are Strategic Planners. As part of Step 6 below, you’d click on the pull-down menus to select Administrative Assistants for each Division and Department. Then you’d scroll down to the Kolbe A Information section and click the box next to Strategic Planner (in the Natural Advantage column). You’d then run the query to see who matches the criteria, and Voila! There you have it!

This section also includes a few housekeeping functions, too, such as editing employees’ demographic data, status, or Job Title.

Search Your Database


Step 2 Click on the Choose this option button in the General Queries column. The Employee Query Defintion Form screen appears. The screen is divided into four sections: a) Organizational Levels, b) Kolbe Index Information, c) Business Demographics, and d)



Individual Demographics. You can search your database in any or all of these areas.

Step 3 Set the criteria you desire. You do not have to set all criteria to run a query. However, if you do not set any criteria, your entire database will be returned for your review. Use the down arrows, where they are provided, to select items that are already available for your selection.

Step 4 Click on Run Query button to access the records that match your criteria. The Employee Query Display Results screen appears listing every employee that matches your criteria. You can view more details about each employee by clicking on the view details prompt on the far right of the screen after each name.

NOTE You can redefine your query by clicking on the

Redefine Query button. This returns you to the Query Definition Form screen. This screen also allows you to start completely over by clicking on the Clear Query button.

Searching Existing Employee Records You may wish to search for an employee record (and you can if you have access authority) to view the data that has already been collected. Obviously, you can review an employee’s record for a variety of reasons and can obtain a wide variety of information. The two examples shown here are two of the most common searches made and show the search capabilities of the KolbeCore application.

Find Employee’s Name ID Whether you need to view someone’s index results or edit their demographic data, you can access that individual’s records only if you have their Name ID. Remember that only those individuals who have completed a Kolbe index online have Name ID numbers. If you don’t know someone’s Name ID, use the following steps to find out what it is:




Step 2 Click on the Choose this option button in the Existing Employees column. The Employee Name ID screen appears. You can either enter the Name ID, if you know it, or you can enter the employee’s name. For this example, we are looking for the Employee Name ID.

Step 3 Enter the Employee Names (first and last) in the name fields. You can use just the first few letters of each, if you’re not certain about the spelling.

Step 5 Click on the Sort Results radio buttons. You can either select to sort the results alphabetically by the employee’s last name or you can sort the list numerically by the Name ID.

Step 6 Click on the Search button. The Name ID Search Results screen appears. The screen shows the Name ID number.

NOTE You can search an employee’s records by clicking on

the View button on the Name ID Search Results screen the Continue button on the Employee Name ID screen. The Employee Data Summary screen appears.

Find a Job ID Use this function to look-up Job ID numbers for Job Titles in your database. Job IDs are required by Kolbe RightFit users who perform analyses of the conative aspects of the job requirement.

Step 1 Click the Choose this option button in the Company Structure column on the KolbeCore Menu. The Company Structure Menu appears.

Step 2 Scroll down to the lower part of your screen. The company structure appears showing the current divisions, departments and job titles. Each job title is shown along with its respective Job ID in parenthesis.



Viewing Kolbe Indexes You can view an employee’s (or a job applicant’s) Kolbe Index by using the following steps:

Step 1 Access the Employee Data Summary screen (See Find Employee’s Name ID).

Step 2 Click on the View Index Results button. the Kolbe Index Summary screen appears. It shows the type(s) of Index(es) taken and the respective date(s) they were taken. The screen also displays the employee’s/candidate’s MO.

NOTE The Index Results are only available if the

employee/candidate has already taken the Kolbe Index.

Step 3 Click on the View Report button to see a graphical representation of the Index results as well as a summation of the results from Kathy Kolbe.

OR

Step 4 Click on the View Tag button to display the individual Talent Tag.

Editing Records

Records can be easily changed (edited) in your Kolbe database to better reflect the current working environment and conditions. While many elements can be edited, the following categories cover the instructions you will need to accomplish your editing goals:

• Changing An Employees’s Job Title

• Changing An Employee’s Status

• Editing An Employee’s Demographics



Changing An Employee’s Job Title Follow these steps to change the Job Title that’s assigned to an individual. Use this function when individuals are promoted or in other ways change jobs within your organization.

NOTE This function should not be used to edit the name of a

Job Title, such as when you want to change Administrative Assistants to Admin Assts. To edit the name of a Job Title, See Editing Job Titles.


Step 2 Click on the Change Job Title button. The Assign New Job Title screen appears.

NOTE Do you know if the new job title exists? If it does you

can continue with the next step. If it doesn’t or you aren’t sure, review the company structure (click on the Company Structure button). A new window opens so you can add the new job title, if necessary. Close the window when you are finished. Click on the Reload Page button upon your return to refresh the page.

Step 3 Select the Division, Department and current Job Title from the pulldown menus provided.

Step 4 If an employee has taken a Kolbe B index for the existing job title and the requirements of this new job are the same, you have the option to transfer the existing Kolbe B result to the new job title.

Step 5 Click on the Save Job Title Change button to lock in the new Job Title for the employee/candidate. A screen appears verifying the Job Title change.



Changing An Employee’s Status You may occasionally find it necessary to place people who are no longer with the company on inactive status. You can also reactivate the status of someone returning from a sabbatical. Use the following steps to change the status of your employees:


Step 2 Click on the Change Employee Status button. The Change Employee Status screen appears showing the employee’s current status.

Step 3 Click on the radio button (Active or Inactive) to identify the new employee status.

Step 4 Click on the Change Employment Status button to make the change. The Employee Data Summary screen reappears with a verification message of the change.

NOTE Should you not want to make the change you can

click on the Management Options button to return to the Employee Data Summary screen.

Editing An Employee’s Demographics To change the demographic information (such as address, phone number, email address, level of education, etc.) for an individual in your organization who has completed a Kolbe index, use the following steps.


Step 2 Click on the Edit Demographics button. The Edit Demographics screen appears showing the employee’s current demographic information.

Step 3 Type over any information that you want to change or type in new information in any blank fields that exist. Use the dropdown menus to select standard choices.



Step 4 Click on the Save Change button to have your changes recorded in the database.

User Administration

Users are people who have varying levels of access to confidential information in your database. A person who is only going to complete and view his or her own index should not be designated as a user. Additionally, this User Setup function is unavailable to those users who have limited access to the database.

As a site administrator, you can add new users and assign them a customized level of access to records in the database and functions in the program. Designating users allows other people in your organization to create and analyze their own teams in the TeamTactix portion of the program. Users can also create Ranges of Success for positions in their Departments, view their employees’ index results, and edit information in the database.

Setting Up Users Use the following steps to set up Administrative Users:

Step 1 Click the Choose this option button in the KolbeCore Admin column on the KolbeCore Menu. Then click the Choose this option button in the User Admin column. The User Admin Options and Summary screen appears showing a list of the current Administrative Users.

Step 2 Click on the Add New User button to bring up the Add New Admin User screen.

Step 3 Type in the name (first, middle initial, and last) of the Administrative User you want to add in the fields provided.

Step 4 Type in the Username and Password for the Administrative User. You have to enter the Password twice to confirm it is spelled correctly.

Step 5 Click on the drop-down menu arrow to select the User Access Level (Basic, Medium, or Top Level).

Step 6 Click on the appropriate radio button to select the Record Restrictions (Access All Company Records or Restricted Access).



Step 7 Click on the Setup New Record button. The User Admin Options and Summary screen appears, confirming the new Administrative User has been added. You can add another user at this point, edit a user record, remove a user or return to the KolbeCore Admin Menu.

Edit Users Use the following steps to edit any of the information for an Administrative User:

Step 1 Click the Choose this option button in the User Admin column on the KolbeCore Menu. The User Admin Options and Summary screen appears showing a list of the current Administrative Users.

Step 2 Click on the radio button next to the User Administrator name you wish to edit.

Step 3 Click on the Edit User button. The Edit Admin User screen appears.

Step 4 Change any of the information that appears in the fields on the screen or type in new information if a field is blank. If you need to change the user access level, use the dropdown menu to select a new one.

Step 5 Click on the Update Record button to save your changes and to bring up the User Admin Options and Summary screen, which shows confirmation that the changes are added to the database.

Step 6 Click on the Return to KolbeCore Admin Menu button.

Remove an Administrative User User Administrators sometimes must be removed as they leave the company or their job position changes. Use the following steps to remove an Administrative User:

Step 1 Click the Choose this option button in the User Admin column on the KolbeCore Menu. The User Admin Options and Summary screen appears showing a list of the current Administrative Users.

Step 2 Click on the radio button next to the User Administrator name you wish to remove.



Step 3 Click on the Remove User button to bring up the Confirm Remove Admin User screen. The Administrative User has not been removed at this point.

Step 4 Click on the Continue button to remove the Administrative User and to bring up the User Admin and Options Summary screen. A message appears confirming the removal of the Administrative User.

Step 5 You can click on the Admin Menu link in the top right corner of the page to return to the Admin Menu or Add a New User or Review Company Structure as prompted on the screen.

Documents

WarewithalTM User Manual Outline · KolbeCore to manage administrative users, Kolbe credits, your employee database, and your company’s database structure. The following are a few