Preparing for your upgrade

Before your upgrade date, we strongly recommend taking time to review your existing data. Depending on your organization size and how long you’ve been a client, you may have extensive data in Legacy PI, and we want to make sure your upgrade experience is as seamless as possible.

By default, we’ll carry over the bulk of your data—including employees, candidates, jobs, teams, and surveys—to PI2. That said, a little bit of data hygiene ahead of time goes a long way. If your organization has hundreds or thousands of people records, doing some data preparation will ensure you can hit the ground running in PI2.

Here are some steps to help make for a smooth data transfer process:

Step 1: Verify that all current employees are tagged as “employees.”

In order to transfer your data correctly to PI2, it’s important that we know who in the system are current employees.

Even if someone in your organization has a PI data record, if that person isn’t properly tagged as an “employee,” we have no way of knowing they’re a current employee. As a result, you won’t see them in your employee directory in PI2.

How to solve: Follow the steps in this article and ensure all current employees are accurately tagged as “employees.”

Step 2: Verify that all active candidates are tagged as “candidates.”

Likewise, it’s important that any active candidates in your pipeline are tagged as a “candidate.” If you have incorrect tags, you may find that certain candidates don’t show up when you search for them in PI2.

How to solve: Follow the steps in this article and ensure all active candidates are accurately tagged as “candidates.”

Step 3: Ensure all current employees have a business email.

If an employee took the PI Behavioral Assessment back when they were a candidate, it’s possible their PI data is still tied to a “freemail” account, such as Gmail or Yahoo.

Once you’ve upgraded to PI2, we won’t know they belong in your employee directory unless you’ve done at least one of the following:

• You’ve tagged this employee as an “employee” (see Step 1).
• You’ve updated their email to their current business email.

How to solve: Either ensure you’ve followed Step 1 of this guide, or ensure that all current employees have an updated business email. To edit employee emails, refer to the “Edit and manage your users” section of this support article.

Step 4: Upload an organization file to PI2. (After your upgrade date)

Once you’re upgraded to PI2, we strongly recommend you take time to upload an org file. Even if you had pristine data hygiene in the legacy PI experience, uploading an updated file in PI2 will help fill in any missing employee information.

Org upload is particularly important if you’d like to:

• Quickly send assessments to employees
• Grant software access in bulk to employees
• Set behavioral data permissions (requires an accurate list of current employees and their managers)

How to solve: Follow the steps in this article once you’ve upgraded to PI2.