Table of Contents
These videos provide a full overview of the Virtual Card Sorting process, showing how to create and launch a sort, analyze results through the Analytics Dashboard, and apply this next practice in talent management to support data-driven decisions.
Note: Minor layout differences may appear in the videos. The steps and functions shown remain the same across all current versions of the site.
How to Setup a Virtual Card Sort: Video Overview and Steps #
This video shows how to set up a Virtual Card Sort, from preparing your account and purchasing credits to building the group, inviting participants, and tracking progress.
In this tutorial, you will learn how to:
- Log in to your Qualified Administrator account at www.talenttelligent.com.
- Reset your password if needed using Forgot Password.
- Navigate to Digital Talent Tools → Organizations to create your organizational profile.
- Enter your organization’s demographic details.
- Upload your logo to appear on digital experiences.
- Open the Purchase tab to access the product store.
- Purchase Virtual Sorting Credits based on the number of participants you plan to invite.
- Add credits to your cart, check out, and confirm the purchase.
- View your current Digital Credit Inventory under Purchase → View Inventory.
- Navigate to Digital Talent Tools → Virtual Card Sort Groups to begin setup.
- Use the buttons at the top of the page to:
- Create a new sort group.
- Revisit the overview video.
- Download a printable setup checklist.
- Select your Organization and name your Sort Group.
- (Optional) Use an Existing Sub-Sort Library to draw from prior sorts.
- Choose your Sort Question (custom or pre-populated) and Library (Leaders, Managers, Individual Contributors, High Potentials, or Teams).
- Select the Number of Sorting Columns (3-5) and customize Column Labels.
- Choose the Sorting Type, Relative or Absolute, and click Save and Continue.
- (Optional) Add Demographic Fields to include additional reporting filters.
- Set your Close Date and Reminder Interval, and include a Custom Invitation Message.
- Choose how invitations will be delivered:
- Direct Link (unique per participant)
- Access Code (to be entered on the website)
- Review all setup details, then click Add/Edit Participants.
- Add sorters in one of three ways:
- From a Previous Sort
- Via Bulk Upload (CSV)
- By adding New Participants individually
- Verify each sorter’s first name, last name, email, and demographic information.
- Click Review Sort to confirm your setup.
- Select Launch Now to send all initial invitations.
- Track sorter progress through the Participants Tab and send reminders as needed.
A “Next Practice” in Talent Management: Video Overview and Steps #
This video introduces Virtual Card Sorting as a next practice in Talent Management, highlighting how traditional card sorting methods have evolved into an intuitive, data-driven virtual experience.
In this tutorial, you will learn how to:
- Understand how Virtual Card Sorting modernizes the traditional, face-to-face card sorting process.
- View a pre-populated sorting experience using one of the five TalentTelligent libraries: Leaders, Managers, Individual Contributors, Teams, or High Potentials.
- See how sorters drag and drop cards into sorting columns, available in three- or five-pile formats.
- Explore features such as Reset, Shuffle, and Instructions to guide the sorting process.
- Learn how sorters can submit their completed sort and download their selections for reference.
- Discover how results are stored and analyzed through the Analytics Dashboard to support talent strategies such as interviewing, development, 360 feedback, succession planning, and team building.
- See how Virtual Card Sorting supports data-driven decisions and represents a next practice in shaping the future of talent management.
Virtual Card Sorting Analytics Overview: Video Overview and Steps #
This video shows how to navigate the Virtual Sort Analytics Dashboard, review key data, and generate reports to analyze results and build success profiles.
In this tutorial, you will learn how to:
- Log in to your Qualified Administrator Dashboard and navigate to Digital Talent Tools → Virtual Card Sort Groups.
- Select and open a completed Virtual Sort Group to access the Analytics Dashboard.
- Review the six main dashboard sections: Sort Details, Aggregate View, Roles Detail, Roles Graphs, Practices Detail, and Practices Graphs.
- Apply or clear demographic filters across all tabs for deeper analysis.
- Print or download key reports such as the Placemat Report, Aggregate View Report, Tally Report, and Detail Report.
- Use the Roles Detail and Practices Detail tabs to analyze top and bottom sorts, view weighted averages and agreement scores, and establish a consensus ranking.
- Save your Success Profile by confirming final rankings and selected practices.
- Explore how saved success profiles can support other TalentTelligent tools, including:
- Follow-up sub-sorts for refinement
- Custom Interview Guides in Hello! Interview Guide Builder
- Develop-It-Yourself (DIY) Digital experiences
- Focused 360 Surveys for additional feedback
- View role and practice data using Line or Bar Graphs for visual analysis of sorter agreement.
Help and Support #
- Access the Help Center through Help/Contact → Visit Our Help Center.
- Search by keyword or browse topics using the Explore More options.
- For additional assistance, use the Chat Feature or email info@talenttelligent.com for support.