EPIC: The Platform for DiSC

1. In EPIC, go to Manage Reports > Create a New Report 
2. For Product Family: Select Everything DiSC, For Produce: Select Catalyst: Everything DiSC, For Language: English, Next
3. Input the Organization (the population that will see each others results within Catalyst platform)
4. You’ll see Workplace on Catalyst is already selected (√ any other report, if issuing), Next
5. Organize EPIC by placing report in Folder, if desired 
6. Set any Delivery (send now or later) and Auto Reminder Options (recommend to have system send reminder)
7. Add Respondents > Select the tab to Enter names individually, Import Group via xls, or Use existing report from previous learner
8. Select if respondent will view report immediately 
9. At bottom of page, click on Assign Access Code
10. Approve credit cost, then choose whether you are sending a custom message

• Log into EPIC at admin.wiley-epic.com.
• Click the Personal Options menu and select My Personal Settings.
• Select Synchronize my EPIC and Catalyst users from the dropdown.
• Enter your Catalyst username and password.
• Click Sync Users.

1. Log into your Catalyst account 
2. Select Go to Admin at top right of screen
3. Select your learner's Organization 
4. Click the ADD button to include learners individually or import to input a group of learners with xls sheet (can use template sheet)
5. You also have the option to connect these learners to a new or existing group 
6. Confirm content, if you’d like to schedule the assessment email, or a reminder email
7. Option to include a custom message of up to 2000 characters
8. Click send assessments for each learner to receive an email to complete their assessment.

In EPIC, go to Manage Reports >> Create a New Report/Issue Access Codes. 

• Select the Product Family: Everything DiSC
• Next select the profile: Catalyst: Everything DiSC
• Keep English as your language
• Click Next

Select Organization

• You can input Sepp6 as the Organization 
• Click Next to continue 

Select Application

• Workplace is already selected (select others, if desired)
• Click Next 

Set Delivery/Reminder Options and Add Respondents

• Select the third tab under Add respondents Use Existing Report
• Search for and select the existing learner
• You will see that the total credits will be 0 (with a red postscript next to name)
• √ the box to confirm the organization
• Click on Assign Access Code
• Approve credit cost, then choose whether you are sending a custom message

1. In EPIC, go to Manage Reports > Create a New Report 
2. Select Everything DiSC for Product Family, Catalyst: Everything DiSC, English, Next
3. On the next screen: input the Organization (the population that will see each others results within Catalyst platform)
4. You’ll see Workplace on Catalyst is already selected, Next (√ any other report, if issuing)
5. Organize EPIC by placing report in Folder, if desired 
6. Scroll down to Add Respondents > Select the tab (Enter names individually, Import Group via xls, Use existing report from previous learner)
7. Select Next
8. At bottom of page, click on Assign Access Code and √ box to confirm Organization
9. Click on Assing Access Code(s)
10. Approve credit cost, then choose whether you aer sending a custom message

After someone has completed a Catalyst Workplace, you can 

• go to EPIC: Manage Reports 
• Select Add Applications to Access Code
• Use the search to find the report you want to update.
• Place a check next to the  report you want to unlock (e;g., Management)
• Select “OK” for the credit charge (e.g., 10 credits to “unlock” the Catalyst Management report)
• You will then be given the option to send a custom message to alert the learner that they will see the new report added to Catalyst

AddEPIC now provides a simple three-step process to identify which of your learners are not yet on Catalyst (and the applications they are eligible to receive.) How?

1. Select your learners
2. Select each learner’s application upgrade and review the transaction
3. Click “Upgrade” 

For a detailed tutorial, make sure to consult the new video "Catalyst Upgrade from Existing Reports" in the Help section. an answer to this item.

It is generally standard for new employees to receive a letter welcoming them to the organization after accepting a position. Here are some ideas to perpetuate the onboarding experience and reinforce belonging.

• Provide a Workplace assessment, expanding their self-awareness and emphasizing your DiSC culture
• Encourage use of Catalyst to learn about the styles of their new colleagues 
• Schedule a 1:1 meeting with their manager using the comparison within Your Colleagues, particularly exploring ways to manage and leverage areas of difference
• Adapt onboarding conversations to meet the unique priorities of new staff, e.g., on day 1: Engage a D-style with an assignment they can own; have a group lunch for an i-style; check in at the end of first day with your new S-style employee to see how the day went and if they have any questions; ensure the new C-style employee has access to rules, regulations and policies. 
• Reveal the organization’s DiSC style/personality, sharing how it influences team culture, e.g., What might be mainstream and what might be more difficult? 
• Explore how the organization values “differences”
• Allow DiSC to provide the launch to other conversations that build trust (learning about other aspects outside of style) 
• Managers can revisit employee’s style when providing a review, offering a challenging assignment, giving feedback – appreciative and developmental, and managing tension.

EPIC now provides a simple three-step process to identify which of your learners are not yet on Catalyst (and the applications they are eligible to receive.) How?

1. Select your learners
2. Select each learner’s application upgrade and review the transaction
3. Click “Upgrade” 

For a detailed tutorial, make sure to consult the new video "Catalyst Upgrade from Existing Reports" in the Help section in EPIC.

If you've tried resending the assessment through EPIC (Manage Reports >  Resend Login Information), then you can send them an email from your email account instead of EPIC.

First, you will need to find out their 10 digit Access code # (listed among the fields shown in Manage Reports >  Edit Existing Reports or Resend Login Information.)

In the email, include:

• Any instructions (e.g., date of debrief, pre-work, instruction to commit 20 minutes to complete assessments, answering questions from workplace perspective, and requested completion date) 
• The link to access their assessments
• For a Catalyst version: Provide this link
• For Traditional pdf version: Provide this link
• Their unique access code from EPIC

OR USE TECH REPORT - SEE Qs below

24/7 EPIC Support for EPIC Administrators The EPIC Tech Support team is available for any of your EPIC administrator issues. 

• Email:  assessmentsupport@wiley.com 
• Phone: 763-762-9025

24/7 Catalyst Tech Support for EPIC Administrators and Learners Catalyst Tech Support is available for you or your learner has any issues on Catalyst (e.g., signing into Catalyst, issues with password retrieval):

• Email: catalystsupport@wiley.com (this contact info is also on the bottom of the Catalyst site)
• Phone: 763-762-9025

Archiving a learner will remove them from their Groups, Department, and they will no longer be visible to other learners within the Catalyst organization. The learner wil only be able to view their own profile and style information.

As an administrator (who has Synchronize Your EPIC account (see above) you can remove a learner from their Groups and Department and they will no longer be visible to other learners within the Catalyst organization. Do this in Catalyst:

1. Go to Admin at top of page
2. Navigate to your Administrator option (at top of page)
3. From the Organization page, select the Organization name
4. Select the Learner and click on their name
5. Click the 3 dots menu
6. Check on Archive Learner

Now, this learner will only be able to view their own profile and style information. 

Customize reports to suit your facilitation and clients. Want to change the name of the Everything DiSC Work of Leaders Profile to something Situational Leadership Guide? EPIC lets you do exactly that!

In EPIC, go to Personal Options > Manage Report Tailoring > Create a New Tailored Report. 

Choose the report you want to customize. Then select “Use custom Program Name” and type in the information you would like to list on the report cover. You can even go one step further and rearrange the page order or remove pages of the report if you wish! You can always preview your report before making it final.