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USING GELI ONLINE
IF YOU ARE AN ADMINISTRATOR
IF YOU ARE A LEADER
IF YOU ARE AN OBSERVER
IF YOU ARE AN ADMINISTRATOR:
ORGANIZATIONS
Organizations are created to reflect the multiple companies, clients, or business units you may be serving. GELI Online provides you with the option of working with multiple organizations.
Add Organization
Click the Add Organization button or Add Organization link under the Organizations navigation tab to add a new organization.
You will be required to enter an organization name and email address. All other fields are optional.
Edit Organization
Click the Pencil Icon under Edit, or the Edit Organization link under the Organizations navigation tab to edit an organization.
Email Organization
Click the Envelope Icon under Email, or the Email Organization link under the Organizations navigation tab to email an organization. Using Email Organization sends email to the organization's main contact only. To email leaders within an organization, see Email Groups and/or Email Leader below.
GROUPS
You can create groups to help you organize or categorize your leaders into sensible sets, such as by department or office. They provide a second level in which to hierarchically categorize your organizations. The functionality can be used in other ways, but the structure remains the same: Groups are a subset of Organizations. Which means group members must always be from the same organization
Add Group
Click the Add Group button or Add Group link under the Groups navigation tab to add a new group.
Edit Group
Click the Pencil Icon under Edit, or the Edit Group link under the Groups navigation tab to edit a group.
Email Group
Click the Envelope Icon under Email, or the Email Group link under the Groups navigation tab to email a group. Emailing a group sends email to all leaders in that group.
Add Leaders
Click the Add a Leader button to add a leader to a group.
View All Leaders
Click the View All Leaders button to view all active leaders
LEADERS
This is the person whose leadership behavior is being assessed. The Leader will be doing a self-assessment, as well asking others (Observers) to assess his or her leadership behaviors.
Manage Leaders in Group
Use the dropdown menu to select a group. Click the Select button to go to that group's Manage Active Leaders in Group page.
Add / Renew Leader
Click Add/Renew Leader link under the Leaders navigation tab to add a new leader or renew a leader for another survey administration.
Enter Survey Responses
Click the Enter Survey Responses link to fill out the survey for a leader. This link will change to Completed once the survey has been finished.
Edit Leader
Click the Pencil Icon under Edit on a leader page, or click the Edit button within the leader's profile to change a leader's information.
Email Leader
Click the Envelope Icon under Email on a leader page, or click the Email Leader link under the Leaders navigation tab to email a leader.
Remind
Click the box in the Remind column next to a leader's name on the leader page and then click the Remind button to send an email reminder to a leader. If the Remind box is grayed out the leader is a Print Leader and does not have an email address to which to send email.
Archive
Click the Archive box in the Archive column next to a leader's name, then Click the Archive button to archive a leader. You may archive or re-activate a leader at any time.
View Archived Leaders
You may archive a leader at any time. All the information about that leader is saved, and if you wish to reactivate and renew a Leader for another administration you can activate archived leaders by selecting the leader and clicking the Activate button.
Activate Leaders
On the View Archived Leaders page you can select one or more Leaders and click the Activate button to make them an active leader.
LEADER PROFILE
The Leader Profile page contains information for a specific leader. You can enter and edit all Observer Survey responses for this leader from this page. To view the Leader’s Profile, click on the Leader’s Name on a leader page.
View Leader Survey PDF
You can view a PDF of the Leader Survey. A PDF viewer is required to open PDF files.
View Leader Notification
You can view a printable version of the leader notification at any time by clicking on the View Printable Leader Notification link.
Email This Leader
You can Email this leader by clicking on the Email This Leader link, or by clicking on the Email Leader button.
Enter Leader Survey Responses
Click the Enter Survey Responses link to fill out the survey for a leader. This link will change to Completed once the survey has been finished.
The Leader Survey has 100 questions. Please pay special attention to the scales used on each page of the survey, as they change at question 90. Instructions for filling out the Survey are included on the first page of the Inventory. Once a Survey has been completed it is no longer editable.
NOTE: Since it is possible that both a leader and an administrator would have access to the same survey data entry, once one person starts entering data, the other will be locked out.
OBSERVERS
Observers are selected by the Leader to provide feedback on the Leader's leadership behaviors. It's important that the observers actually have experience working with the Leader or observing them in a leadership role. We encourage leaders to recruit all people they directly manage to be observers. Beyond that, the more diverse the population of observers, the more informative is their feedback. Recruit coworkers, managers, business associates, or even family members and friends.
Add Observer
On the Leader Profile page click the Add Observer button to add observers for the Leader. While GELI Online allows for numerous observers, the authors recommend the tool is most effective when using a minimum of 7 observers, to a maximum of 10.
View Survey
Click the View Survey button to view a PDF version of the Observer Survey.
Enter Observer Survey Responses
Click the Enter Survey Responses link next to the Observer's name to begin the survey. Once completed this link will changed to Completed.
Observer Survey
The Observer Survey has 100 questions. Please pay special attention to the scales used on each page of the survey, as they change at question 90. Additionally, questions 81-100 allow a "Not Observed" choice. Instructions for filling out the Survey are included on the first page of the Inventory. Once the Observer Survey is completed, you can edit the Survey by returning to the Leader's Profile page.
Edit Observer
You can edit an observer's information by clicking on the Observer Name.
GENERATE REPORTS
Generating a report scores the completed GELI responses for a leader or group of leaders.
Before a report can be generated, the Leader's GELI Self Survey and at least 2 GELI Observer Surveys must be completed.
Choose Organization
From the dropdown menu choose an organization for which you would like to generate a report. Hit the continue button, and you'll be taken the to the Reports page for that organization.
Choose Report Type
PDF
Select the PDF radio button to generate a report in a clean, easy to read PDF format. You will need Adobe Acrobat Reader to view this report. Click the Next button to select a Leader.
Tab Delimited File
Select the Tab Delimited File radio button to generate a report in a text format that can be imported into a variety of database and spreadsheet applications. Click the Next button to select a leader.
Select Leader
Select the radio button next to the Leader name you would like to generate a report for, and then click the Next button to select an administration.
Select Administration
Select the radio button next to the Administration you would like to generate a report for, and then click Generate to generate a report in your selected format.
Generate Report
Clicking the Generate button will generate a report in your preferred format. You can select whether to open the PDF or save it to disk. If you selected Tab Delimited File, you will be prompted to save the file to disk. You can then open it in a preferred application, e.g. Microsoft Excel.
RESOURCES
Participant Workbook
Designed for leaders participating in a GELI feedback workshop or reviewing their scores on their own, this workbook contains instructions for analyzing a leader's GELI Feedback Report. Leaders can bring a printout of this workbook to their feedback meeting or workshop.
Facilitator's Guide
Provides instructions for running a GELI feedback workshop or coaching session for one or more leaders. The workshop is designed to help leaders interpret their GELI Feedback Reports. The Facilitator's Guide offers advice and techniques for presenting feedback to your Leaders. This PDF file can be easily printed or viewed on-screen.
Contact Us
You may contact Sales / Customer Service, or Technical Support by clicking on Contact Us in the header navigation.
My Account
You can access or edit your account information by clicking on My Account in the header navigation.
Buy More
Click on the Buy More link in the header navigation to purchase additional Leader licenses. The licenses you have available to add new or renew Leaders are displayed next to this link.
Home
Click the Home link within the Logo navigation to return to the main screen. You may also click the GELI Online logo to go to this screen.
Help
Click the Help link within the Logo navigation to view this Help file, and FAQs about the Scoring Software.
Logout
Click Logout in the navigation header to logout of GELI Online.
IF YOU ARE A LEADER:
Take or Finish Survey
The Leader Survey has 100 questions. Please pay special attention to the scales used on each page of the survey, as they change at question 90. Instructions for filling out the Survey are included on the first page of the Inventory. Additionally, there is an optional Demographic Survey at the end of the Survey. You can Save your Survey at any time to finish at a later time, but once a Survey has been finished (by clicking on the Submit button) it is no longer editable.
Manage Observers
Observers are selected by you to provide feedback on your leadership behaviors. It's important that the Observers actually have experience working with or observing you in a leadership role. We encourage you to recruit all people you directly manage to be Observers. Beyond that, the more diverse the population of Observers, the more informative is their feedback. Recruit coworkers, managers, business associates, or even family members and friends.
Add Observer
On the Manage Observers page click the Add Observer button to add observers for the Leader. While GELI Online allows for numerous observers, the authors recommend the tool is most effective when using a minimum of 7 observers, to a maximum of 10.
Edit Observers
Click the Pencil Icon under Edit to edit an observer's information.
Remind Observers
Click the Remind box under Remind, and then Click the Remind button to send an email reminder to an observer. You may select multiple observers to send reminders to by checking multiple boxes in the Remind column.
View Participant Workbook
If you have been given access to the Participant Workbook you may click the Participant Workbook link within the Navigation bar to access the Workbook. The Workbook can be viewed chapter by chapter or as the full document. You will need the free Adobe Reader to view the Workbook.
About GELI
Click About GELI to find out more information about GELI.
The Methodology
Click The Methodology to learn about GELI's development and psychometric properties as well as its creator, Manfred F.R. Kets de Vries.
Product Information
Click Product Information to find out what you need to get started with GELI Online, review the price and discount schedule, and look over sample content.
Systems Requirements
Click Systems Requirements to see what the minimum requirements are for accessing GELI Online.
Contact Us
Click on Contact Us on the navigation header to contact Sales / Customer Service and / or Technical Support.
Help
Click on Help on the navigation header to find answers to common questions about GELI Online, read product specific help, and find a glossary of common terms used in GELI.
Logout
Click Logout on the navigation header to logout of GELI Online.
IF YOU ARE AN OBSERVER:
Take or Finish The Survey
Click the Take The Survey link or Finish the Survey link to start or complete your survey. You may Save your survey at any time, but remember to retain your email notification which has the link where you may access your survey. If you accidentally delete your notification email contact your Leader or Administrator to receive a reminder notification.
There is an optional essay section at the end of the Observer Survey, as well as an optional Demographic Survey.
Contact Us
Click on Contact Us on the navigation header to contact Sales / Customer Service and / or Technical Support.
Help
Click on Help on the navigation header to find answers to common questions about GELI Online, read Product specific help, and find a Glossary of common terms used in GELI.
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