Z4E Help

To register an enterprise on Zapoint, first login to the system using your email address and password.

Under "My Zapoint" on the blue menu bar, click "view enterprise directory". This page shows the enterprises that have already been set up on Zapoint.

Click on the "create a new enterprise" link. The enterprise registration page requires you to complete initial information about the enterprise, under three headings: "General", "Owner, CEO & Super-users" and "Assessments".

Information about the enterprise needs to be completed in as much detail as possible and fields marked with an asterisk are compulsory.

The person registering the enterprise will be the "Enterprise owner/administrator" and they can nominate "super-users", who will have administrative access and responsibility to tasks including approving new members etc.

In order for the enterprise to be set up on the system, the CEO and Enterprise Owner must already have Zapoint profiles and usernames set up and then details must be entered in the enterprise sign-up page.

Once the details have been completed, click "submit" and the Enterprise registration request will be sent to the Zapoint administrators for approval. They will ask for an electronic copy of your enterprise logo, to add your branding to the page.

First login to the system using your email address and password.

Click on the "view enterprise directory" link from the "My Zapoint" menu. All currently registered enterprises will be listed in the directory.

Click on the "join enterprise" link within the chosen enterprise and complete the information requested, including your job title, job description, employee ID number and Zapoint nickname.

Once submitted, a request will be sent to your manager to approve your join request. Once this has been approved, you will see a "My enterprise" heading included in the blue menu bar at the top of the page and when you log in the view will automatically default to your enterprise page.

First login to the system using your email address and password. You will be taken to your enterprise page.

On the right hand menu under "Preferences" you will see a "click here" link to leave the enterprise

Your Zapoint member profile will still be active on the site and you will then be able to re-join a different enterprise, using the "Joining an enterprise" instructions above.

Super-users can also remove a member from the enterprise, by clicking on that user's name in the "Members Info" section. In the "Manager Area" or "Superuser Area", click on "Remove xxx from this enterprise".

To edit the enterprise address and contact details, any super-user can go to the "edit enterprise details" link in the super-user area. The details can then be updated and submitted.

In the same section of the dashboard, the "global assessment settings" can be updated. This is where the dates and frequency of recurring assessments can be updated, from the original settings that were applied when the enterprise was registered.

Once you have joined an enterprise, the default page when you log in will be the enterprise page, with your company logo visible at the top.

At the top of the page is a blue menu bar, and the first heading is "My Enterprise".

The first link under this heading is to the "dashboard" page. This link takes you back to your personal dashboard, from which you can search the enterprise, view visual representations of skills and talent and manage your direct reports (if applicable).

Above the dashboard images are 5 tabs. Clicking on one of the tabs changes the view to one of the following: Lifechart, Skills Map, Behaviors, Organizational Chart or Geographical location map.

• Lifechart - This tab shows your personal Lifechart, as you'd see it in the members section of the Zapoint site, but it compares it with a department and enterprise chart. The bottom chart represents your professional and educational performance against the averages for both your department and the enterprise.

  Please note, as your personal Lifechart can cover a longer period than your time at your current company, the time axis is likely to be different for each chart. However, you can highlight and view either chart for a particular period, so you can compare them side by side.

  Managers and super-users can also look at charts for other enterprise members, by clicking on the appropriate username in the "members' info" section.

• Skills Map - This tab shows the skills that you have attributed to each of your job roles. The longer you have possessed a skill for, the larger the segment in the pie chart.

  The right hand pie chart shows the same information for the department as a whole, so you can compare how your skills compare to the team or department as a whole.

  Pointing at either a slice of the pie or the legend headings below will reveal the full details of the skill category as well as the percentage of the total skills that this accounts for.

• Behaviors - This shows how the employee's softer skills have been assessed, and is based on the assessments that are carried out by other members of the enterprise, either as periodic or one-off assessments.
• Organizational chart - This shows the organizational structure of the organization in a fractal format.

  Each employee is represented by a grey box with a light blue header. The header contains the employee's title, name and employee number (depending on the criteria requested by the enterprise administrator) and then the grey box contains any employees who report directly into them.

  Zooming in on the map will reveal further information for the smaller boxes. Each employee box also has an information bubble attached. Clicking on the "i" opens a bubble containing a link to that user's page (if you are logged in as a user with administration rights to view that person's page).

  Superusers can also see the "respect structure", represented by a series of yellow boxes above the information bubbles. The more boxes an employee has, the more assessments they have carried out on employees other than their direct reports - a clear sign that they are looked up to within the organization

• Geographical Location Map - This uses Google Maps technology to show the geographic location of all employees. Each employee is marked by a tag on the map, which contains the employees name, job title and a link to their resume page.

Below the dashboard is a "members info", which enables the user to view details of other members of the enterprise. There are also links to the message walls to which the user has access.

On the right hand menu is a "Preferences" heading, which enables users to change their membership status and leave the enterprise.

Depending on the status of the user, there are also "manager", "superuser" and "admin" sections, containing links to manage assessments, M&A simulations and enterprise details

There are two types of assessments: Periodic assessments, which are carried out in accordance with the enterprise's frequency criteria, and one-off assessments.

Periodic assessments are carried out by the member's manager in line with frequency specified by the enterprise administrator, and the manager can also carry out a one off assessment at any time.

When an enterprise is first registered, the group administrator stipulates the frequency with which periodic assessments are to be carried out, and also how long in advance a manager will be reminded that an assessment is due.

When you access the enterprise page, there is a box at the top which tells you how many requests for assessment you have outstanding.

You can see details of the assessments you need to carry out either by clicking on the link in the box at the top of the page, or by clicking on the "incoming assessments" link below "my assessments" under the "My Enterprise" heading

The "outgoing assessment" link details the assessments you've requested from other people and the "periodic assessment" link shows the assessments that other people have made of you.

Click on "show pending requests" to see details of the outstanding assessments for you to carry out. Click on "read more" and then click the respective link to either carry out the assessment or reject the assessment.

On the assessment page, detail your relationship to the user and then rate their performance against the 17 questions in the assessment. Once the assessment has been submitted, details of the assessment will appear on the employee’s page and they will have to either accept or reject your assessment.

Periodic assessments will automatically be requested from your manager, in line with the criteria set out by the enterprise administrator.

To request an assessment from anyone in the organization, click on "periodic assessments" under the "my assessments" heading on the right hand menu. Then click on "request assessment" and send an assessment request to the user of you choice.

The respect structure provides an indication of the informal reporting structure that exists within the organization.

This identifies people who are looked up to by other members of the organization, who do not necessarily report to them on an everyday basis.

In order to nominate someone within the organization, you can ask them to assess your performance in one of your historical entries on your resume.

For example, if you have worked on a team with a team leader who you would like to assess your performance on a project, or against one of your specified objectives, simply go to My Zapoint/History/Data and click on the "Request Assessment" link in the specified entry in your history.

To add an objective, go to "My Objectives" under the "My Enterprise" heading on the blue menu bar. Then click on one of the links to either add a professional or educational objective. Here you select an objective name, set yourself a deadline, and add details and tags to the objective

When you reach the deadline (and hopefully exceed your objective!) your manager will receive a reminder to carry out an assessment of how well you have performed against that objective. This assessment will then be visible in the objective details in your profile.

Managers can also create objectives for their direct reports, by clicking on the relevant employee's name in the "Members' Info" section and then clicking "Manage objectives for [username]" in the "Manager Area" of the member's page

From your "my objectives" page, you can also delete an objective. You are asked to provide a reason for the objective being deleted, and then your manager will receive an email confirming that you have removed the objective, quoting your reason for doing so.

Zmail is the enterprise's internal messaging service, which enables you to communicate with other enterprise members, without having to worry about receiving spam to your mailbox. The service is only available for users within your enterprise.

From the blue menu bar, under "Zmail" are links to your "inbox" and "sent" items.

To send someone a zmail message, you can either go to their resume from the bubble on the map and click the "send message" link below their name, or you can click the "send message" link in a user's summary box after carrying out a search.

At the bottom of the Enterprise dashboard page are details of the message walls to which you have access. If you are the enterprise administrator, you will be able to view all the message walls within the enterprise.

There are message walls for the whole company (owned by the CEO) and sub walls for different divisions and departments (owned by the VPs/executives one and two tiers below the CEO).

You will have access to the main company wall and walls relating to the division/department in which you work. Messages are listed in date order, with the most recent at the top.

To access a wall, click on the blue message wall name link. You will then be able to see all the messages posted on that wall.

To post a message on the wall, go to the "post a new message" link and enter and submit your message. If the group administrator has opted to approve all messages before they are posted, your message will be posted once he/she has actioned the approval. Otherwise, the message will be added to the wall straight away.

If you are the group administrator, you can select to approve or reject wall messages, block users and delete messages from the wall that you deem inappropriate.

Any user can change their current job role by going to the "edit membership" link in the "preferences" section of the enterprise page.

Enter the new job role details, and a message will be sent to the enterprise super-users to approve this change.

Super-users can also click on a member in the "Members' Info" section and select to make that user a super-user.

Under development. Instructions to follow.