Pulling Additional XP Data for Clients

When a client completes their Employee Experience Survey, they may request additional data from us.  Those cases come in looking like the following. How to video Resources

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Employee Experience Survey

The PI Employee Experience Survey (XP Survey) measures employee engagement.  It provides employees a chance to provide candid, confidential feedback across four categories: Job, Manager, Team, and Organization.  The XP Survey gives the client concrete data insights so they can understand exactly how engaged their people are, and why. User RolesUsers who are Account Owners…

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Design Standalone Software Tour

Design is a product that has been designed to to complement other software features. However, Design can also be purchased by itself, without needing to be packaged with another module. PI’s Senior Product Manager, Laura Morrison, walks through the Design-only software experience. This video will give you insight into the features and screens that are…

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Teams and Team Discovery

The Team Discovery Tool in PI Design focuses on assessing a team’s strategic goals and its collective behavioral identity, so that a client can visualize where the team is suited to succeed and where they may need more guidance. This tool reinvents the way teams develop self-awareness, collaborate, align and tackle goals. To learn more…

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Welcome to Dream Teams

Dream Teams is the marketing buzz term we use for our Team Discovery software feature.  This feature helps companies build high performance teams.  The following lessons will walk you through the entire process of the partner experience regarding Dream Teams.  You will see how the software works, learn about related workshops and familiarize yourself with…

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Overview and Support

The Inspire section of the software is where we house the tools that are used to literally inspire and manage employees through the use of Relationship Guides, Manager Development Chart, and the Management Strategy Guide. The Relationship Guide is used to see how two individuals who may have similar profiles or completely opposite profiles can…

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Match Score Overview

The Match Score serves as a simple tool for quantifying candidate fit for a role without having to rely on “eyeballing” the degree of match between target job patterns and candidate patterns.  In this lesson you are going to learn more about the elements of the match score, types of match scores, and how to…

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Creating a Job and Setting the Job Target

By creating a job and a job target, clients can attach candidates and employees to the job in the software to see how their behavioral and cognitive results align with the job requirements that are set for the position.  In this lesson you are going to learn how to create a job, set a job…

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Person Page Review

A Person Page in the software is where all information on the assessment taker is stored. You can view their assessment results, download reports and update the assessment taker’s information. To understand where everything is located, view the details below. User RolesAll Users have access to see person pages that are in folders they have…

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Managing Multiple Behavior Assessments

If behavioral or cognitive assessments are no longer needed in an account, there are two different options you can take to remove the results depending on what is needed. You can either archive a single assessment but keep the assessment takers profile, or you can remove the entire profile of the assessment taker.  The following…

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Delete a Behavioral or Cognitive Assessment

If there is a behavioral or cognitive assessments that is no longer needed in an account, there are two different options you can take to remove the results depending on what is needed. You can either archive a single assessment but keep the assessment takers profile, or you can remove the entire profile of the…

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Taking the Behavioral Assessment

The Predictive Index (PI) fully endorses the use of mobile devices for taking the PI Behavioral Assessment. PI has compared the results of thousands of PI Behavioral Assessments taken on computers, tablets, and mobile phones. Two studies have verified that the choice of device has no effect on the number of adjectives a respondent chooses…

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