Knowledge Base

If you’re new to SUM or looking to transform your teams, this knowledge base will help you learn more about our reports and the app.

SUM App Tutorial

Learn about navigating the SUM Web App, from signing up to inviting new contacts, with detailed descriptions of your dashboard, connections, and rooms.

Coming soon!

COBI Report Tutorial

Understand more about the model that your personal report is based on. Our innovative approach digs deep to uncover the details of your personality and behavior. You can reach a new level of understanding by taking our science-based assessment to discover your true potential.

Coming soon!

PIC Report Tutorial

Take an in-depth look into the results of your PIC Report, with detailed descriptions of each graph and chart in your report. Our Performance, Interpersonal, and Challenges Report will mitigate the risk for your businesses by using team analytics to reduce costly hiring risks and maximize the talents of your employees.

Coming soon!

For the Business Owners

How do I invite a candidate to take the assessment?

Use our Report Management Dashboard to send and review assessments and reports for candidates.

How do I purchase more than one assessment for multiple candidates?

Utilize the bulk purchase option on our website to purchase more than one assessment at a time, and then send them to candidates as you like within the Report Management Dashboard.

What if a candidate doesn’t want to take the assessment?

Refer to this blog post when you encounter a candidate that is hesitant to take the assessment. Assure the candidate that you’re asking them to take the assessment so that you can get to know them as a person and so that you can see who they are beyond their resume.

Our assessment and PIR report help to minimize the bias of the hiring team and offer an equal chance for candidates to show who they really are besides what is written on the resume.

Ultimately, the goal is to enrich the interview process with more topics beyond their skills and experiences. You are not looking for a “robot” but someone who will fit right in your team, so let the potential candidate know the reasoning behind the assessment.

What does the PIC Report measure?

The PIC measures three crucial aspects of a candidate’s personality that give insight beyond their resume – Performance, Interpersonal Traits, and Challenges. Within each of these sections of the reports, there is a breakdown to explain in depth what each section means, how to interpret the section, and how to utilize each part of the report. You also receive valuable interview questions tailored to the candidate to help you during the interview process.

How can I use the web app for my business?

The web app is a valuable addition to your business. View your team’s strengths and biases in real-time with our Team Room function, and see how a potential candidate may fit in with your existing team. You can run 1-1 compatibility reports between team members, between an employee and their manager, or between a potential candidate and their supervisor to see compatibility levels and learn the best communication style for each individual.

For the Individual

What does my free personality report include?

Your free limited personality report includes your type name and a brief description of your personality type. To discover more about yourself, unlock your full report by downloading our app and meeting the milestones, or purchasing the report on our website at www.sumforteams.com.

How long does the assessment take?

Our brief assessment takes approximately 3 minutes to complete.

Is there a mobile app?

While there is not mobile applications currently available to download, our web app is fully mobile optimized and runs great on your mobile device!

Is my information secure?

Your information is always secure with SUM. We promise never to sell your personal information.

Will the results of my assessment be used against me in the hiring process?

Our assessment and PIR report help to minimize the bias of the hiring team and offer an equal chance for candidates to show who they really are besides what is written on the resume. There is no right or wrong answer – and we mean that. Unlike other assessments where they say that, but there really IS a “right” or “wrong” answer that the company is looking for – your answers here aren’t right or wrong. There is a spectrum of personality, and there are strengths and challenges to all aspects of someone’s personality. We’re in the business of helping people understand each other right from the start of a relationship so that they can reduce conflict during the course of the working relationship, which will improve the overall outcome for both parties.

SUM App

How do I use SUM?

Signing in/Signing up for SUM

Begin by creating your account. Click on “Create Account” to create a new account. If you already have an account, you can enter your account information in the spaces provided and click on “Sign In” to continue.

If you have forgotten your password, click on “Forgot Password?” and follow the prompts to reset your password.

Once your account is created, a confirmation email will be sent to your inbox. Click the link in the email to confirm your email address, then return to the app to sign in.

Taking the assessment

Now that your account is set up, you are ready to take the assessment. The assessment is comprised of 70 questions. Each question has four answer options – Strongly Agree, Agree, Disagree, and Strongly Disagree. Once you select your answer, click on “Next” to proceed to the next question.

You may click on “Previous” if you wish to change your last answer.

After answering the 70 questions, your assessment is completed and you will be taken to your personal dashboard to view the results.

Using My Dashboard

My Report

Clicking on the “My Report” button will take you to a brief overview of your results. From here, you may choose to “Read More” of your COBI Personal Report or you may choose to have your full COBI Personal Report results. The free portion of the report is available by clicking on “Read More.”

To unlock your full COBI Personal Report, you must either complete the milestones listed on your Dashboard or you may purchase the full report in our e-store.

Milestones

Unlock your full COBI Personal report by completing some simple milestones. In order to access your free report, you must first complete the assessment, verify your email address, complete your profile information, invite at least two new Connections, and create a new Room. Once you have completed all of your milestones, you may access your full COBI Personal Report.

Using My Connections

Adding new connections

You may add new connections by clicking on the “Add Connection” button in the top-left corner of the Connections page. You can manage your sent and received connection invitations by clicking on “Received” and “Sent” under Connections in the left-hand menu.

Connection Summary

The Connection Summary gives you an overview of your relationship with your Connection. It outlines your shared, two-way compatibility scores, as well as the pros and cons of your relationships. Your areas of compatibility are laid out on scales of perception, conception, and behavior, so you can see where you each land in areas like creativity vs. practicality, or your individual lens sizes.

Using Team Rooms

Team Composition

This section shows you the overall composition of your team, which zone each member occupies, and what those zones mean. This is also where you will find a complete list of each member in this team room.

Performance

Assignment Understanding

This section shows how your team perceives their tasks – whether the team tends to see the bigger picture or take a more detailed point of view, and how they will interpret the tasks. If the team tends to be Evidence Driven, they will tend to interpret things in a very realistic way. If the team tends to be Concept and Idea Driven, they tend to interpret things in a creative and conceptual way.

Performance Style

Here you can see what types of tasks your team would perform the best. Most people can perform all four types of tasks to some degree. Many people show a particular strength in a single area, and some may perform strongly in more than one type of task.

Performance Orientation

Here we explore the approach your team is likely to take once they are assigned their tasks. This looks at what motivates the team to achieve its goal. The first scoring bar indicates whether they are driven by their interest in the project or if the result of a completed task motivates them. The second scoring bar shows whether they are more or less willing to face challenges to reach their goal.

 

Communication

Interpersonal Capacity

This section indicates the sociability and level of emotional awareness of the team. A high score for Approachability suggests that most of the team feels more comfortable approaching people. A high score for Emotional Awareness suggests that more of the team members likely enjoy being around other people.

Communication Orientation

This examines the motivating social factors for the team in the workplace. They may be oriented toward task completion, which will lead the team to work together and gain collaborative support. They may be focused on the social aspect of maintaining relationships if they are Relationship Maintenance oriented, or they may be driven to persuading others toward goals that they set if they are Leadership oriented.

Mode of Communication

The top scale shows what communication type the team prefers – whether the team is more likely to respond to written or verbal communication. The bottom scale shows how the team likes to take in their information – whether they would prefer a detailed explanation of the project or if they would respond better to a visual demonstration.

 

Challenges

Conflict Orientation

This section highlights the areas where your team may face the most challenges. A high score indicates that the team will experience a higher level of difficulty in that particular area – for example, if your team has a high score in Embracing Diversity, they may have a hard time hearing ideas from different points of view. The graphs indicate the team’s level of resistance to embracing different opinions, level of resistance toward team collaboration, the level of risk your team tends to take, and their level of follow-through.

Stress Orientation

This section gives an overview of the team’s sensitivity to stress, and in what areas they are most vulnerable. They may experience more stress from their supervisors while working together as a team, or while working under deadlines. The higher the score in any area, the higher the chance of your team experiencing stress from their workplace.

Commitment Orientation

This looks at what motivates a team’s overall integrity – whether they feel committed to the rules and regulations of the organization if they’re willing to fight against the odds, and the likeliness of the members to put in extra effort for their team.

COBI Report

Is this report based on a scientific model?

Yes!

Our focus is not only on an individual’s endogenous tendencies but also on the interdependent relationship of how the individual perceives, conceptualizes, and makes conscious & sub-conscious decisions about their behavior from a higher perspective. We call this the ‘Perception, Conceptualization, Behavior (PCB) Model.’

Everyone has their unique cognitive orientation, or lens, when they perceive the world. Depending on the size of their lens and the shade of their filter, the way different people perceive and interpret their environment varies; ultimately, this impacts their decision-making process and behavior.

What assessment is used for this report?

The COSEC (Cognitive Orientation and Social-Emotional Competency) Assessment is a survey-type neurocognition assessment tool designed primarily to determine the unique perception propensity of a brain during the cognitive process and characterize the aptitude and behavioral pattern of the individual based on 8,192 pattern variances.

It is the most in-depth analytic tool available today that can identify both the inherent nature of the cognitive processes of an individual and the contributions of their external environment.

Our COBI Report is based on our PCB Model – Our unique, multifaceted view of what makes you who you are.

PIC Report

Is this report based on a scientific model?

Yes!

Our focus is not only on an individual’s endogenous tendencies but also on the interdependent relationship of how the individual perceives, conceptualizes, and makes conscious & sub-conscious decisions about their behavior from a higher perspective. We call this the ‘Perception, Conceptualization, Behavior (PCB) Model.’

Everyone has their unique cognitive orientation, or lens, when they perceive the world. Depending on the size of their lens and the shade of their filter, the way different people perceive and interpret their environment varies; ultimately, this impacts their decision-making process and behavior.

How is the PIC Report different from the rest?

Traditional career aptitude assessments often focus on the candidate’s personality, using different personality assessment models to see how they will fit with the position. The supposed objective of personality assessments and psychometrics is to identify inherently human traits to understand and appreciate the uniqueness of an individual and the differences among people’s distinctive characteristics.

Traditional approaches to personality and aptitude, such as MBTI, Big-5, and other commonly known psychometrics, have led to contradictory results – the majority of subjects tested lie near the middle of a continuous curve, making them barely distinguishable from one another.

The biggest problem with existing approaches is that they only offer a limited explanation about an individual’s behavioral inconsistencies if they face the same situation at different times or if they were facing altogether different situations.

What assessment is used for this report?

The COSEC (Cognitive Orientation and Social-Emotional Competency) Assessment is a survey-type neurocognition assessment tool designed primarily to determine the unique perception propensity of a brain during the cognitive process and characterize the aptitude and behavioral pattern of the individual based on 8,192 pattern variances. It is the most in-depth analytic tool available today that can identify both the inherent nature of the cognitive processes of an individual and the contributions of their external environment.

How does the PIC Report apply to my workplace?

The PIC Report offers an in-depth view of their projected behavior at work in connection to their performance and interpersonal style. We also highlight some possible challenges that they may face depending on their cognitive and behavioral orientation.

What is the recommended use of this report?

It is recommended that this report be used exclusively as a supplement to a candidate’s resume, as an integral part of the hiring process. This report is intended to aid in hiring by helping to set unbiased guidelines for your decision-making process.

Ultimately, the PIC report recommends the best fit in terms of positions & roles suitability without any bias from sex, age, ethnicity, skills, degrees, or experience.

What are the limitations of the PIC Report?

  • These results are indicators of a subject’s tendencies, not definitive measurements of their personal effectiveness, or how skilled they are at a particular task.
  • This report does not reveal the level of knowledge the candidate has for the position.
  • This report does not validate any experience or expertise of the candidate.
  • This report does not suggest that the candidate will perform any better or worse in any specific field or area.
  • People are complicated, and there are many factors that affect behavior – consequently, there may be some areas of this report that you disagree with or see differently.

Regarding Payment

My payment didn’t go through. How do I resolve this?

We use Paypal to process payments. Please contact their Help Center for assistance.

I have another payment related issue. What can I do

Contact PayPal if your issue is related to payment processing or handling. If your issue is related to anything else, please let us know at info@sumforteams.com.

Other Questions

I have a question that isn’t answered here. Who can I contact?

We can help! Contact us at info@sumforteams.com, and we’ll respond to you within 24 business hours.

Where can I learn more?

You can learn more about the PCB model that we use in our assessment here (link to blog post on PCB.) You can learn about SUM as a company here (link to about us page). If you’re interested in writing about SUM in the press, visit our Press Page (link). You can learn more about topics we cover in our blog, and you can follow us on social media on Facebook, Instagram, Twitter, LinkedIn, Youtube, and Pinterest (add links).

About Cognitive Orientation

What is Cognitive Orientation?

Everyone has a distinctive way of looking at things and interpreting the world around them. Depending on how they perceive (sense) the world, their understanding of the world, and how they think about their surroundings or situation can vary significantly. This individually unique process of one’s point of view and understanding of the world is their ‘cognitive orientation.’

How do we take in our environment?

Our brain continually monitors our surroundings to gather information to help us make appropriate decisions. Our actions are then initiated and compensated for in real-time, based on what our brain projects. For example, if we recognize our environment as harsh, our brains are likely to assess any risks or dangers from the surroundings. Our resulting actions would be oriented toward safety. Whereas, if we recognize it as a friendly or pleasant environment, our brain may feel relaxed enough to explore new ideas. We’ll likely be up for new challenges, our actions more experimental.

Neuroscience has revealed that the pictures we take in with our senses are incomplete and blurry at best. More than 80% of the picture is filled in by our brain, which uses subjective and individually distinctive ‘guesses’ to fill in the blanks. In other words, how we recognize the world largely depends on the unique tendencies with which we view and understand our environment.

How you see – Perception

The way that you see the world is your Perception. Like a camera, the lens you use to capture your surroundings can determine if your perspective is narrow or wide.

  • Narrow lens = Fine detail
  • Dual lens = Selective view
  • Wide lens = Big picture

How you think – Conception

The way that you realize what you see is your Conception. This works like a photo filter that can modify the information you perceive.

  • Imaginative filter = Surreal view
  • Realistic filter = Practical view

About Behavioral Orientation

What is Behavioral Orientation?

Our individual traits and preferences are built upon the foundation of our cognitive orientation. As many personality assessments point out, every individual possesses certain types and degrees of inherent personality traits. When these traits are combined with our cognitive orientation, we display certain behavioral tendencies. This is called ‘Behavioral Orientation.’

Leading Behavioral Motive

Our underlying behavioral motives frequently influence our behavior. The intensity of these motives is often the driving force of our general behavior.  Here, we identify the leading behavioral motives of the candidate and how these motives impact their social and task-based behaviors.