Transcript: Team action plans

You’ve done a lot to understand engagement and you’re making great progress! You’ve reviewed your report and met with your team to discuss the results and prioritize key improvement initiatives. Let’s keep the momentum going. Take the notes from those conversations and build the team action plan!  Choose the first goal you want to crush….

Read More

Transcript: Taking the Behavioral Assessment

If requested to take a Predictive Index Behavioral Assessment, you were either sent an email or link that brought you to a page similar to the one on the screen. The first thing you’ll want to do is confirm the language you want the assessment to be in and then enter some basic information such…

Read More

Transcript: Separating behavioral assessment profiles

When running reports in the software that use the PI Behavioral Assessment, the report will always generate the first assessment taken by a user. But some customers might want to use a more recent version of the assessment. If this is the case, you can do so by creating a separate user profile with the…

Read More

Transcript: Relationship Guide Walkthrough

When adding new members to your team or even for members who have worked together previously, PI’s relationship guide can provide insight on how two individuals can get the most out of their interactions. Once logged into your PI software, hover your mouse over Inspire and click People. Now select Relationship Guide. Add the names…

Read More

Transcript: Reference profiles

Everyone who takes the PI Behavioral Assessment automatically falls under one of our 17 reference profiles, which provide a shortcut for understanding behaviors and needs that drive your people.  But how are reference profiles determined? What information can you get from knowing them? And why do these two patterns look similar, but have different reference…

Read More

Transcript: Preparing for your workshop

Welcome! We’re excited to join you on your journey with The Predictive Index.  During this learning experience, you’ll explore what drives people and how that plays out in your business. You’ll learn how to connect those insights to your business goals and make strategic decisions to optimize your company’s talent. Your workshop begins now, online….

Read More

Transcript: PI Foundations

Welcome to PI Foundations. Talent optimization requires self-awareness, or an understanding of how you naturally behave, and an understanding of the behavior of others. This helps you outline job requirements, identify the best candidates, form the right teams, and manage employees to accomplish their goals and the goals of the business.Where would you like to…

Read More

Transcript: Personal Development Chart

So you just got your Behavioral Assessment back and know yourself a little bit better. That’s great! But what do we actually do now? For those of you interested in using your behavioral pattern for your professional growth , we can turn to the Personal Development chart. Once logged into your PI software, hover your…

Read More

Transcript: Organization upload

The fastest way to get your team in the PI software is to upload a csv file of your organization’s data. To do this, hover your mouse over the dropdown on the far left and select Organization. The page will then display a summary of your organization if previous information has been uploaded. If you haven’t uploaded…

Read More

Transcript: Moving assessments to a new folder

If you’d like to update the folder an assessment lives in, you can accomplish this in a few different ways. The first way is to navigate to the assessment taker an assessment is associated with. Once on their person page, click the pencil icon next to their name and then click the x icon next…

Read More

Transcript: Managing multiple assessment profiles

When on a person’s details page, if an assessment taker is associated with multiple assessments, you’ll be able to easily identify this in the behavioral pattern overview section. By default, the first behavioral assessment they had taken will display. To the right hand side you’ll see the date this assessment was taken with a small…

Read More

Transcript: Managing an open invitation link

If you’d like to locate and manage your open invitation links in the PI software, hover your mouse over the dropdown to the far right and select Assessment Center. Once on the Assessment Center, select Invite by Link to navigate to all active invitation links in your organization. From here, you can see basic information…

Read More

Transcript: Manager Development Chart

For even a veteran manager, leading people can be a daunting task. But with the Manager Development Chart, users can get insights into a manager’s areas of strengths and areas of caution to support self-development. Once logged into your PI software, hover your mouse over Inspire and click Managers. Next, select Manager Development Chart. Begin…

Read More

Transcript: Management Strategy Guide

As a manager, understanding the behavioral preferences of your team members is crucial to motivation. With the PI Management Strategy Guide, you can begin to outline how to effectively manage an employee based on their behavioral needs. Once logged into your PI software, hover your mouse over Inspire and click Managers. Next, select Management Strategy…

Read More

Transcript: Linking assessment takers to a job

If you’d like to link an assessment taker to a job in the PI software, you have a few different ways to do this. The first way is to link them from the job page. In order to navigate to a job in the software you can either find it by using the search bar…

Read More