To create a PI software user, you will need to have account admin or account owner access. If you have these permissions, when you click on your name in the right hand side of the screen, you’ll see administration from the list of items in the dropdown. Click on Administration and by default you will…
If you’d like to create or delete folders in The Predictive Index Software, you’ll need either account owner or account administrator access. If you have these permissions, when you click on your name in the upper right hand corner, you’ll see administration within the dropdown menu. Click on administration, and by default you’ll be directed…
One of the ways we can create a job in the software is by getting insight from multiple stakeholders in the company on the attributes they feel are important to the job. To do this, Click the Create a New Job button in the upper right hand corner of the screen. Enter the name of…
One of the ways you can create a job in the software is by using the guided job targeting process feature. To do this, Click the Create a New Job button in the upper right hand corner of the screen. Enter the name of the job title. The software will generate similar job families based…
Coaching your employees can be a daunting task, but with the coaching guide, PI is making the conversation easier for you to help your employees understand strengths and gaps they have when compared to current or future roles. To generate a coaching guide, hover your mouse over Inspire Employees and select Coaching Guide from the…
As a worker’s role on a team progresses or when major changes to a team occur, it’s important to understand how they feel they are expected to act. Over time, an individual’s behavioral drives won’t fluctuate too much but the external factors around them can definitely impact how a person will have to stretch from…
Welcome and congratulations on becoming part of our growing network of clients! You came to PI to understand what drives and engages your employees and candidates—so you can achieve your strategic goals. There’s no need to wait until you’ve attended a PI workshop to start gathering information—or as we call it, “people data.”. Taking this…
This article will provide you with best practices for keeping your software user list up to date—and manageable— as employees come and go. Disable Software Users For the current Account Admin or Owner we recommend setting up a quarterly review of your user list in user management. This ensures you stay up to date. Best…
Teams are primarily used to add multiple people to tools like Team Discovery or Analytics. To access Teams, click the browse menu in the top left corner of the software and select Teams from the dropdown. Create a Team 1. Click ‘Create a new team’ at the top. A pop-out window on the right will…
The extended-time versions of the PI Cognitive Assessments are for respondents who have requested extended time and are eligible to receive reasonable accommodations, in accordance with your company’s policies and legal requirements. This article will walk you through how to send the cognitive assessment with extended time if requested. The extended time option for the…
On the dashboard you can associate your login with your completed Behavioral Assessment so your profile is listed at the top and is always accessible. Associate your assessment 1. When you login to the software the system will automatically recommend a profile that most closely matches your login credentials. Click ‘Your recommended steps to get started’…
To access the company settings section, click on your name in the top right corner and then select ‘Administration’. Select the ‘Company Settings’ tab. Update Assessment Settings 1. To update the number of days an assessment is active for before expiring, click the number drop down for either the behavioral or job assessment. NOTE: you…
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…