Genos Surveys - Fast-Track for Setting up a New Assessment - Quick Guide

Q: How do I start setting up a new assessment in Genos Surveys?

Log in to your Genos Surveys System administrator account, then open the Groups menu and click New Group.

Oct 4, 2026

Fast-track guide for setting up a new assessment in Genos Surveys System, using a click-by-click workflow. Covers logging in as an administrator, creating a new group, selecting the product and owner client, configuring group details such as start/end dates and email invitation settings, and managing Tokens and the Token Estimator to ensure sufficient credits. Then explains adding participants, activating the group via the Overview menu, and handling assessment timing rules when selections exceed set limits.

LanguageEnglish

CategoryExam

FormatPDF

Pages6

Reading Time15 min

AccessFree to download

Fast-Track Overview

Configure Group Details and Tokens

Add Participants and Activate the Group

Assessment Timeout Notes

‘Fast-Track’ for Setting up a new Assessment in Genos Surveys This quick guide provides a ‘fast-track’ approach to scheduling a new assessment – and presents a click-by-click approach to doing so; simply follow along inside your Genos Surveys System account to set up a new assessment. This guide does NOT explain every feature on every page – that is best done by the User Guide. It is strongly recommended that all Genos Surveys System users download the User Guide from the first page of the system presented after login – that comprehensive guide provides a detailed overview of all of the key features of the system. To set up a new assessment quickly and easily: 1. Login to your Genos Surveys System at [http://genossurveys.com](http://genossurveys.com using the)[ using the](http://genossurveys.com using the) email and password you used to establish your Administrator account 2. Click upon the Groups menu option Note: ‘Group’ is the name Genos give to a project where you’re assessing one or more people”. To assess a single individual in the system you set up a group and enter that individual into it; to assess 1000 people in the system you set up a Group and put those candidates into. Think of the group as afolder for an assessment project”. 3. Click on the ‘New Group’ button on the Groups page 4. On the ‘New Group’ page click on ‘Continue’ if the Client name displayed is the correct ‘owner’ of this group. If not, select the correct client ‘owner’ from the dropdown list (this is only relevant where you have multiple accounts – for different regions etc.) 5. On the ‘Select Product’ screen click on the required assessment and click ‘Continue’. Your account may have anything from a single product like Selection through to ten or twelve other products. 6. On the ‘Group Details’ screen: a. Enter a meaningful Group name – use a name that will later help you easily identify this specific Group should you have a large number of Groups. When naming Groups think of them as folders for assessment projects and name them for easy identification. b. If you’d like the Group to be assessed immediately then leave the ‘Start Date’ option as is. If you want to set up the group to start at a specified future date them click upon the ‘Immediately’ label to change that setting to ‘Later’ and use the calendar to select the future start date for the Group. c. Select the ‘End Date’ for the Group – the date at which the system will mark it ‘Complete’ regardless of whom has completed or not. By default this is set about seven days in the future for the Selection product and longer for development project – use the calendar to select your desired end date if you wish to change this. d. By default all email invitations are sent referencing the email address you have set up in your Administrator account – if you want to use a different email address, click on ‘Use Single Email Address’button to change it to ‘Yes’ and enter the desired email address. Otherwise leave this setting as is e. Genos Surveys Systems uses an ‘electronic currency’ to manage charging for assessments in the system – this currency is called ‘Tokens’. [e.g. it](e.g. it) requires six tokens to run a candidate through a Selection assessment. By default the system will charge the tokens for your new group to the entity presented under ‘Client Supplying Tokens’. If you have multiple Client accounts (different regions etc) then there will be more than one Client listed in the dropdown list here. Select the Client who should effectively pay for this assessment group. f. The ‘Token Estimator’ is a simple calculator that allows you to model the number of candidates you plan putting into your new group – calculating the required Tokens to ensure you have sufficient to complete the assessment of your planned number of candidates. You must have sufficient tokens to be able to set up your required number of candidates – if the calculator shows you do not then cont

FAQs

How do I start setting up a new assessment in Genos Surveys?

What should I configure on the “Group Details” page?

Enter a meaningful group name, set the start and end dates, choose how invitation emails are sent, and configure Token-related settings such as the client supplying tokens and Token Estimator results.

How do Tokens work when adding participants, and what happens before creating reports?

Tokens are held when participants are added and decrease your balance. They are not consumed until a report is created, and tokens are restored if you remove a participant before producing the report.

Oct 4, 2026

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