How to use Working Genius
Purchase, Take, and Send Assessments
Where Do I Start with Working Genius?
Are you new to Working Genius and want to understand how to use the Working Genius Console? We're here to help! Our assessment licenses never expire....
Purchase Working Genius Licenses
A Working Genius License allows you or someone else to take one Working Genius Assessment. You can visit workinggenius.com to purchase one or more l...
Send/Give the Working Genius Assessment to Others
Log in to your Working Genius Console . Select the Send Now button under Send Assessment to Others Select Group to give the assessment to multip...
Benefits of Sending the Working Genius Assessment Automatically Through the System
The Working Genius Assessment provides the ability to manually send the assessment using a generated link. However, you can also administer the assess...
A Working Genius Assessment Participant isn't receiving their invite link
If the individual has not received the initial email to complete the assessment, you can copy their assessment link next to the “Actions” button and e...
Send Email Reminders to a Participant Who has Not Completed the Working Genius Assessment
If you are the main contact for a group that was set up through the system, you can send reminders to take the assessment using the following steps. F...
Find My Working Genius Assessment Results and Report
If you did not create an account when taking the assessment (either to purchase an assessment license or at the end of the assessment process), you ca...
Share my Working Genius assessment
Share your results with someone else There is a “share” feature in each assessment takers account. After logging in, click the share button in the Mor...
Edit the welcome message on a Working Genius assessment link
You can easily edit the welcome message that participants see when clicking your individual or group link by following the steps in this guide . Whil...
Cancel an Incomplete Working Genius Assessment
If you sent an assessment link to someone (or even started your own assessment) that no longer wants to complete the assessment, you can close the ass...
Groups, Teams, and Team Maps
Search for and Request a Working Genius Assessment
Users can search & request others' Working Genius Assessment results and reports to be imported in bulk. While you cannot upload an assessment report ...
Using the tagging feature in Working Genius
When creating (or editing) a Working Genius Assessment, you have the ability to use tags to further organize and sort your individuals and groups. For...
Bulk Sharing Working Genius Assessments
You can share an entire team through our bulk sharing functionality. This feature allows you to share all (or a selected few) assessments located in a...
Create a new Working Genius Group for Existing Assessments
Click here to see a step by step walkthrough of how to create a Team/Group inside your Working Genius Portal and then add people to that Team/Group. ...
Duplicate a Working Genius Assessment
You are now able to duplicate an assessment so that someone’s assessment results can reside in more than one team. This makes creating team maps for m...
Create or edit a Working Genius Team Map
If you are logged in at workinggenius.com you can create a team map using the following steps: Click on the Team Name or Individual under "Assessme...
Change the Name on a Working Genius Assessment
You have the ability to change the name on any assessment in your console. Use the More Actions dropdown on any assessment to quickly change the name...
Update someone's Working Genius results
Go to their results row in your portal. To the right click the Edit button. There you will be able to choose their two geniuses, two competencies, and...
Remove Additional Contacts from Working Genius Assessment Notifications
Did you add people as additional contacts for receiving notifications for completed Working Genius assessments, and now want to remove them? Open the ...
Edit Working Genius Assessment Group Licenses and Members (Sent Manually)
Click on the team name from the main assessment table and then locate the option to adjust licenses on the upper right part of your screen. Once you ...
Add A New Participant To An Open Working Genius Assessment Group (Sent Automatically)
Purchase an additional license if you do not have any remaining licenses. Choose the team you wish to modify on the assessments page in the Administra...
Delete a Participant From an Incomplete Working Genius Assessment
Choose the group you wish to modify on the assessments page in the Administrator’s Console. After selecting the appropriate group, scroll down to the ...
Account Sharing (Corporate Accounts)
Share Working Genius Accounts through Permissions
You have the ability to enable account sharing in your Working Genius console. This allows you to share access to your Working Genius account so other...
Switch Accounts
If an account has been shared with you through Permissions , it can be accessed by clicking the person icon in the top right corner, and then clickin...
Transfer Working Genius Licenses
If someone has purchased Working Genius licenses and they are not assigned to an individual or group link, the user can transfer those unused licenses...