Whenever emailing a report in the Predictive Index software, a default email message will be generated. If you’d like to edit these default email templates, you’ll need administrator access. If you have these permissions, click on your name in the upper right corner and select Administration from the drop down. The User management page will…
If you’re part of an organization where there are multiple users inside your PI software, you might want to filter down to only the assessments or job targets you created yourself. If that’s the case, you can do so using the dashboard cards when you first login to your PI dashboard. Cards that have this…
To download a CSV file of completed behavioral assessments in the PI software you will need account owner or account administrator access. If you have these permissions, click on the Recently Completed link on your dashboard. This will navigate you to a list of all completed assessments in your organization. Click the checkbox in the…
In order to change the permissions of a user inside the PI software, you’ll need to have account owner or account administrator access. If you have these permissions, click on your name in the upper right hand corner and then click Administration from the drop down. By default, the User Management tab will display with…
In order to add a behavioral assessment by an existing score ID to a new or an existing assessment taker, hover your mouse over the dropdown to the far left and select “Assessment Center”. Click on the Add by Score ID box and then begin typing the name of the individual you’d like to add…
To organize assessment takers, the PI software will allow you to create teams and share them with other software users in your organization, or with a Third Party user like your PI Consultant. If you’d like to create, edit or share a team, hover your mouse over the dropdown to the far left and select…
Now that you’ve completed the Managing remote employees with PI course, it’s time to assess what you’ve learned. Put your knowledge to the test with this quiz containing questions derived the course. This quiz will include: 5 questions including true and false and multiple choice questions. No time-limit but should take approximately 5 minutes to…
Behavioral Assessment Invitation Links are a great way to collect behavioral data for candidates and employees. Many customers will embed these links in job postings, ATS systems, or use them at job fairs. This article includes details about the different types of links and their features. For information about how to administer behavioral assessments using…
The PI Behavioral Assessment is an untimed, free-choice, stimulus-response tool that measures a person’s motivating drives and needs. For more than 60 years, thousands of businesses around the globe have used our EFPA-certified behavioral assessment to understand what makes their employees and candidates tick. It’s used to hire candidates who are hardwired to be a…
You have the ability to gather assessment results into one report by downloading a csv file from the software. This report can include all data in your account or from a specific group, folder or job. Download CSV report 1. From any list view in the software you can download assessment data as a csv report….
Find use cases for every Inspire tool here. Develop individuals Here are different ways you can leverage PI’s individual reports. Develop managers Here is your roadmap to using PI’s tools to develop managers. Resolve conflict Use PI’s Relationship Guide to resolve conflict in the workplace.
This article is to help you better understand Folders, Teams and Users in the software and to help keep your account organized with all your data and users. Folders Folders can be thought of very much like any file structure on a computer. Every account has a main “root” folder that has the same name…
If you are having trouble locating an assessment in the software, there may be a few reasons why you can’t find it. Read through the options below to help you determine where the assessment may be located and how to receive access. Assessment was archived or deleted If you received a completion email from an…
Given the sensitive nature of cognitive data, you have the option to hide cognitive data from your portal when needed. If you have Cognitive data enabled in your user account but are having trouble viewing cognitive scores, your cognitive data may be hidden. You can tell if your cognitive data is hidden by the blue bar…