Creating a benchmark using both the Concurrent Study Method and the Job Description Study Method provides the best insight on the job requirements. The Concurrent Study Method uses the perspective of the employee, while the Job Description Study uses the perspective of the Manager(s) and/or Supervisor. Combining both of these results in a well-rounded benchmark.
Note: In order to combine benchmarks, you will require a minimum of one completed Job Description Survey and a minimum of two Concurrent Study participants who have taken the assessment. Each study’s benchmark must be built prior to combining the studies’ benchmarks. The JDS Study is weighted at 1/3 and the Concurrent Study is weighted at 2/3 to derive a Combined Benchmark.
STEP 1: Access the Position
Hover over the <Positions> menu title and then click <Position List>.
At a glance the Position List will indicate if the Position has sufficient data to build a combination benchmark. The columns titled “JDS” and “Conc” will display how many candidates were invited and how many have completed their participation in the associated benchmark studies. The column titled “Bmrks” indicates how many draft benchmarks are associated with the Position, if any.
Click on the magnifying glass icon beside the position to access the Position Details.
STEP 2: Check for JDS and Concurrent Benchmarks
A JDS and a Concurrent Benchmark must be built separately prior to moving onto Step 1. If the Benchmark List does not have at least one JDS Study benchmark and one Concurrent Study benchmark, refer to the How To Guides – How to Build and Activate a JDS/Concurrent Benchmark.
Note: Check the “Items” column to ensure that the Benchmark has some JDS and Concurrent participants associated to it. If the “Items” column is blank, the benchmark has likely been modified without amending the Benchmark Name, and the “Type” column will indicate as such by displaying “Manual” as the Benchmark Type. “Manual” benchmarks may not be used to build a Combined Benchmark.
STEP 3: Select the JDS and Concurrent Benchmarks
Click on the check box to the left of the JDS & Concurrent Benchmarks that will be combined.
From the Benchmark List tab, the system will only allow the combination of one JDS Study and one Concurrent Study using the <Combine Benchmarks> function.
STEP 4: Combine the Benchmarks
Click on <Combine Benchmarks> to create a Combination Benchmark.
Note: Once a Combined Benchmark has been created the page will refresh to display the Benchmark Details page where the Benchmark can be edited as necessary, or saved.
STEP 5: Reviewing the Combined Benchmarks
The Combined Benchmark will be displayed and should be reviewed and amended as appropriate. Click the link for the “View Benchmark Development Report” to see how the JDS & Concurrent Study benchmarks differ.
Note: For more information on making adjustments to benchmarks, please refer to How to Guide – How to Edit an Existing Benchmark.
STEP 6: Save the Benchmark
Click on <Save as New & Close> to save a new draft of the benchmark after any adjustments have been made to the original combined benchmark, or choose <Save and Close> to save your changes over the original combined benchmark.
STEP 7: Activate the Benchmark
The Benchmark must be activated before it can be used. If the Benchmark has not been activated yet, click the checkbox to the left of the benchmark name and then click <Activate>.
Activating a Benchmark for the first time will deduct 40 credits from your account. After initial activation you may activate a different benchmark for the same position at no extra charge.
To confirm benchmark activation, click <Confirm>. A red ‘A’ will show on the left of the benchmark indicating it has been activated.
Note: Only one benchmark may be activated at a time within the same Position.