Adding new learners to Catalyst
How to send assessment access codes to learners
See also: adding learners in bulk
Instructions
2. Click Admin view (top right).
3. Select the Organization you will be working in today.
4. This will take you to the Active learners page. Select Add.
5. Enter the name of your learner and their email.
6. From this screen, you can add them to a group. If you do not already have a group created, you can add one.
Private — Just for you. It will give you some insights on the team
Shared — For everyone in the group. As learners complete, they will be able to see the group and see those you have added to the group.
You can change this setting in the Groups section at any time.
7. Select whether you want your learners to get immediate access to their profiles with the Reveal style toggle. When Reveal style is selected, learners will discover their style on Catalyst right after they complete their assessment. When it is not selected, style information will be hidden until you choose to reveal it to your learners.
8. Click Add.
9. Repeat steps 5–8 for each learner you want to add. Once you have all the learners you want to add on this list, click Add learners.
10. Decide what additional content you would like to assign your learners. Everyone starts with Workplace, and you can unlock additional content later when you revisit DiSC with your teams. Once you've made your selections, click Unlock content.
11. Choose when you would like the emails with links to be delivered and if you would like to set a reminder for those who have yet to complete by a specified date. Type any additional information you want to include in this email in the Custom message box.
What program this is for
When to complete the assessment by
Who to contact with questions
12. Click Send assessments.
13. Review to ensure you have the correct number of learners and the information is to your liking, then select Confirm transaction. This will queue up the assessment access codes to be sent at the specified date and time.
