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Entering a Datasheet
Partners and clients will often submit to us old behavioral reports that do not have a ScoreID. Using the ‘Self factor scores’ listed on the old behavioral report, we can digitize the report and create a ScoreID by uploading a datasheet into the database. Note, Datasheets are only supported within Legacy and will not be…
Seeing Job Assessment Details in the Database
All queries for the job assessment can be found in the query template you have already uploaded. However, if you would like a separate template for the Job Assessment, you can use the Cognitive JA template here. The information you will need to locate information about a job will require you to first look up…
Information on a folder
Information on a folder by entering the FolderID To find information about a folder, such as who created it and who modified it. You need to have the FolderID. To locate the FolderId, you will first run the following query: When that information populates, you will locate the FolderName you are looking for and the…
Database Part III
Information on a Company by entering the Company Name Information on a company, such as its CompanyID, ApiCompanyId, deleted status and more can be found by using the following query. Keep in mind the company has to be spelled (capitals and punctuation, included) correctly as it appears in the system or a record will not…
Find the last person that modified a User in the PI software
In the database, we can see who modified a user. 1. To do this run the following query of the user you are looking to see who was modified. 2. Scroll to column ‘MiodifiedBy’ and obtain the UserId. 3. Place that UserId in the query used for looking up user by UserID
Find a software User’s Teams/Groups in the software
In the database we can see a user’s active and deleted Teams, once called Groups. Follow the steps below to find their Teams: 1. Run the following stored procedure to the user’s UserID: ** Remember you can also search using the first and last name query 2. Run the next query using the UserID from step…
Move a Software User to a new software account
1. Uncheck software access for the user under their contact page in Salesforce. 2. Move/Link the contact in Salesforce to their new account. 3. In the Database – run the below stored procedure: **If you receive an API error – check User Management in client account (that you’ve moved the user to) to see if…
Software User information by UserID
1. Open up SQLQuery 2. Execute query to look up a software user by email address or fist and last name to locate their UserID exec [Support].[User_Info_ByEmail] ’email address’ 3. Locate the UserID 4. Place that UserID into the following query This query provides you with all the information about this user.
Your workshop experience
Your workshop will be a rich experience that will allow you to interact with your colleagues and peers better than ever before. It’s where you’ll also learn about your business challenges and how to solve them. This 2 minute video helps you prepare and align on expectations. Questions? If you have questions about training, reach…
The four factors, factor combinations, and the full pattern.
When it comes to how we act at work, we all have traits. Traits are habits, thought patterns, and emotions. And a given trait produces a drive to have certain things. These drives create needs, and these needs motivate us to behave in a way that satisfies the associated need. At PI, we’ve been conducting…
Understanding others is key to success
For the workshop, you’re responsible for bringing copies of your behavioral assessment, as well as those of others with whom you work. Your facilitator will walk through activities using this data. You may already have access to this information or can get these results from the person who owns PI at your organization. Communicate with…
Take action and have an impact
Behavioral Assessments provide a pattern of a person’s core drives that offer insight into their needs and behaviors to help predict workplace behavior. In step 4 of this lesson, you’ll get an introduction to start analyzing those behaviors. The assessment takes, on average, less than ten minutes. There are no right or wrong answers and…