Onboarding and Implementation

Share these guides with the appropriate stakeholders and audiences in your organization to set all employees – current and future – up for success. Onboarding with PI Onboarding new users is an ongoing activity that happens each time a new employee joins your organization and as you incorporate new PI products or features. It’s where…

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Onboarding new employees to PI after your initial implementation is completed

Onboarding is the continuous process of welcoming, educating, and familiarizing new employees with your organization and their colleagues to provide everything they need so they feel welcome, are set up for success to do their job well, and get the maximum benefit along their journey. Onboarding new employees with PI ensures that everyone is speaking…

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Introducing PI to your organization

The more people in your organization that understand how PI works, its benefits, and how it will be used, the more comfortable they will be and the more they will participate. When everyone speaks the same language and understands how PI will make a difference in their day to day, the entire organization benefits. When you’re preparing to…

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Your implementation journey

Audience: This guide is designed to help anyone in your organization who is responsible for your onboarding and implementation strategy as you introduce and roll out PI. This includes how to set up each product, creating a strategy for how and when each product or feature will be used and by whom, and determining which workshops…

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Design implementation

PI Design lets you see and improve any team’s chance of success. Compare the work you’re doing with the people doing the work. Discover what motivates your team so you can play to your strengths, close any gaps, and crush your goals. You can turn any team into a dream team. Understanding Team Types Team Types provide…

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Diagnose implementation

Engagement is an individual’s emotional commitment to their organization and its goals. It’s related to turnover, absenteeism, customer satisfaction, safety, and productivity. A mismatch between an employee and their job, organization, manager, or team will lead to disengagement.  PI Diagnose provides science-backed surveys and prescriptive recommendations that help you pinpoint the root cause of gaps, understand…

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Perform implementation

PI Perform integrates behavioral data into day-to-day workflows to help managers personalize their management style to each direct report. It provides the tools to apply those insights and leadership best practices through 1:1s, group meetings, continuous feedback, and employee recognition. Setting up Perform is about more than just the software—it’s about getting your organization to…

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Inspire implementation

Employees tend to lack the necessary people data insights to work together at their best. Without that data and awareness regarding their own workplace behaviors and those of others, they could inadvertently create communication problems, conflict, and even organizational toxicity. The more people in your organization that understand how PI works, its benefits, and how…

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Hire implementation

Below are some steps to help you get up and running with the features that are specific to Hire that would apply to anyone involved in recruiting. Making the right hire is critical to your organization’s success. Increase your odds of placing the right people in the right roles by creating a world-class hiring process. The…

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Global platform implementation

Below are some steps that apply to the functionality of all products or features in the software. These will require someone with organization admin access and, potentially, someone from your IT team as you work with your PI Partner on your implementation strategy and plan. Some companies have heightened IT or email security policies that…

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