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…
You may want to setup your folder structure in the software differently than what you would recommend to your clients. Our recommendation below will help you keep your prospect and client data organized. For additional guidance on how to create new folders, visit Folder management 1. Under the root folder create sub folders for each account…
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…
When each member of a team understands their co-workers needs and strengths, communication and collaboration is more effective and everyone enjoys their work more. The Predictive Index Slack App provides easy access to behavioral insights about co-workers through a simple Slack command: /pi. Installing the app The Predictive Index has created a Slack add-on named “The Predictive Index,” also…
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…
The PI Cognitive Assessment measures general cognitive ability and the ability to adapt, grasp, and handle complexity. It does not measure IQ or acquired knowledge, but indicates how fast an individual can be expected to acquire new knowledge. The score is referenced against the general population norm, the average of which is 250. The norm for any…
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…
The analytics tool allows you to directly compare a team’s drives and behaviors. This can be helpful to identify similarities and differences between individuals in a team. All Factors Ensemble The All Factors Ensemble displays a graph of a group of individual’s behavioral drives. The name of each individual appears in the appropriate sigma range for…