Human Resources
Harness PI like never before with Talent Optimization Essentials
Our latest software bundle, Talent Optimization Essentials, gives you the easiest way yet to propel your people (and business) forward.
Cleaning up existing data
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…
Continue your journey with PI
As you build your PI implementation plan with your PI Consultant, setting the right people up with the right tools at the right time is key to driving real impact. The interactive below walks you through the essential steps for each employee group—individual contributors, managers, and senior leaders—ensuring they receive the support they need to…
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. Please note: Integrations are…
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…
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…
Inspire
When you log in to Inspire in PI2, you’ll see an entirely redesigned experience. View your behavioral pattern, or search for an employee’s pattern, right from the home screen. Select a person’s name, and you’ll land on their “person” page. From here, you’ll find Inspire data organized by three distinct pages: Note: Any employee behavioral…