Using the latest version of our software, PI2? Click here for the right troubleshooting guide. Overall best practices Browsers: We recommend utilizing the software using Google Chrome or Firefox as your browser. While it will still work on other browsers, these browsers are not as optimized to process modern web development standards, so you may encounter…
The extended-time versions of the PI Cognitive Assessments are for respondents who have requested extended time and are eligible to receive reasonable accommodations, in accordance with your company’s policies and legal requirements. This article will walk you through how to send the cognitive assessment with extended time if requested. The extended time option for the…
On the dashboard you can associate your login with your completed Behavioral Assessment so your profile is listed at the top and is always accessible. Associate your assessment 1. When you login to the software the system will automatically recommend a profile that most closely matches your login credentials. Click ‘Your recommended steps to get started’…
The discipline of talent optimization—aligning your business strategy and your talent strategy to achieve desired business results—is largely focused on the collection, analysis, and application of people data. The first step to unlocking the power of talent optimization is inviting your employees to participate. Uploading your organization’s data within the PI Software makes it possible for Account…
There are many ways to send assessments depending on your audience. This article outlines the different ways to send an assessment through the Assessment Center. If you are trying to send an assessment to a Candidate, follow the steps below. To learn how to send assessments to your organization, click here. Important tips! Preparing the…
Create a job 1. To create a new job in the software, click the ‘Create a New Job’ button in the top right corner. 2. Enter the job title and the software should automatically populate Job Families. If results are not automatically populated, click Lookup Job Families. The Job Family lookup is based on the Job…
To access the user management section, click on your name in the top right corner and then select ‘Administration’. Select the ‘User Management’ tab. Create a new user 1. Click ‘Create New User’ at the top. 2. Enter the new user’s information. The below fields are required to continue: Optional Fields Include: 3. Once all…
NOTE:This article covers sending assessments to your organization. To learn additional ways to send assessments or how to send assessments to candidates, click here. Rolling out PI to your organization How you introduce The Predictive Index to your current employees makes a huge difference. When everyone speaks the same language and understands how PI will make a difference…
To access the folder management section, click on your name in the top right corner and then select ‘Administration’. Select the ‘Folder Management’ tab. Create a new folder 1. Click ‘Create New Folder’. The ‘Add New Folder’ section will appear below the folder list. 2. Select the folder path for the new folder. Click the…
What is a User vs. a Person? In our software, a User is someone who has login access, while a Person is someone who has completed an assessment in the software. Some Users might not be People, and some People might not be Users. What is a User Role? A User Role determines what a User can see and…
There may be times when you would like to print full behavioral patterns in the software. For example, this is a requirement in preparation for all PI Workshops. This article will walk you through the steps to download the full behavioral pattern report. 1. Locate and click on the name of the person you would…
You can’t make a smart hire or have robust performance conversations without knowing what behaviors and cognitive ability the role requires. Job targets allow you to see how a person’s behavioral and cognitive results match your ideal targets for a particular role. Creating job targets in the software is an easy, guided process. But, how…
Reference Profiles are the best shortcut for understanding the behaviors and needs that drive yourself and your people. Reference Profile review Take a look at each of the 17 Reference Profiles and understand an individual’s: Needs Behaviors Signature work styles Strengths Common traps How to work well with each profile Managing different Reference Profiles Want…