Admins
Analyzing and interpreting responses to custom questions
Once your survey is closed, you will be able to review summaries of responses to your Custom Questions under the Analyze tab. Any quantitative or closed ended questions you asked will be listed in Diagnose. Specifically you will find each question, along with how many responses were gathered, as well as overall and broken down…
Custom questions in surveys
PI Diagnose empowers leaders to send engagement surveys and gather candid feedback to improve the employee experience. To enhance the value of these surveys, Diagnose allows you to create custom questions before distributing the survey to your team or organization. Once you’ve selected the template, review the standard questions and determine if you’d like to…
Cleaning up data in Legacy PI
Before your upgrade date, we strongly recommend taking time to review your existing data. Depending on your organization size and how long you’ve been a client, you may have extensive data in Legacy PI, and we want to make sure your upgrade experience is as seamless as possible. By default, we’ll carry over the bulk…
Email preview: Diagnose XP survey launch email
Directions: Preview the PI Employee Experience (“XP”) Survey launch email your employees will receive from The Predictive Index. This email is sent the day your XP Survey goes live. Note: Before your survey goes live, it can be helpful to introduce the survey to your management team and employee base. Feel free to use the…
Integrations
One of our biggest goals with PI2 is to make it simpler and easier for you to embed PI into your daily workflow. We know integrations play an important role here. To better support your needs outside of PI, we’re taking time to expand our portfolio of supported plugins and extensions. Available now in PI2…
Global platform
We’ve updated the PI platform to focus on product modularity. Each product has its own dedicated home, with new information architecture designed to help you perform your workflow quicker and smarter. Let’s walk through the biggest changes to the overall platform in PI2. Biggest changes in PI2 New dashboard and navigation experience The first thing…
Admin updates
As you review your upgrade preparation steps, it’s also helpful to know what to expect once you land in PI2 for the first time. Let’s walk through the settings and features in PI2 that are specifically for PI Account Owners and Account Admins. The Administration page Access the Administration page in PI2 by clicking the…
Preparation steps
We’ve built PI2 from the ground up with new technology. This decision was difficult to make, but will allow us to create better features for you in the future. Because this is an entirely new platform, some features you’ve come to expect may have been updated or relocated. To hit the ground running, we highly…
Cognitive Assessment accommodations
Before administering the PI Cognitive Assessment (“CA”), our clients often wonder how to approach accommodations. From neurodiversity to physical disabilities, there’s a wide range of respondents who may take the Cognitive Assessment, each with different needs. A client may want to make sure they’re equipped to support someone with disabilities, or the client may be…
In-app resources
Once you’re prepped for upgrade, all that’s left is to wait for your upgrade date. Upon upgrading to PI2, you’ll see a brand-new interface the next time you log in. The new experience includes redesigned menus, updated navigational shortcuts, and an overhauled dashboard. While you’re welcome to explore on your own, we highly recommend leveraging…
Search the glossary
Looking for details on a specific PI feature? Search our glossary and learn where to find that feature in PI2. How to use: Type in your search query, then click enter/return. The glossary will automatically open if there’s a match. If there are multiple matches, hit enter/return again to cycle through them. (Not seeing a…
Diagnose
We’ve redesigned Diagnose to be easier to use, while introducing new types of surveys to allow you to monitor engagement trends faster and more closely. Note: All your Legacy PI survey data will be available to view in PI2 via PDF download. (These records are available for historical reference, but are view-only and cannot be leveraged…
Design
Not much has changed between Design legacy and Design in PI2. As with the rest of PI2, we’ve updated the user interface. However, we hope things look and feel similar to the Design experience you’ve come to expect. Note: All of your company’s team data will carry over, so you can continue where you left…