The PI2 Upgrade

We are not able to revert upgraded PI2 accounts back to the Legacy platform.

Our priority is supporting you and your clients with this transition. You can book time with a Partner Success Manager if you need assistance in navigating any client objections.

All behavioral assessment data in a client’s Legacy account will transfer over to their PI2 account. No data will be lost. Some data may end up in the Transferred People list located within the Administration panel of PI2.

Upon transfer, data will be handled in one of the following three ways:

• Treated as Candidate Data
  • Behavioral Assessment is classified as “Candidate” and attached to a Job
  • Behavioral Assessment type is classified as “Candidate” and not attached to a Job
  • Behavioral Assessment type is “other/ unknown” but is attached to a Job
• Treated as Employee Data
  • Behavioral Assessment type is “Employee”
  • Behavioral Assessment is “other/ unknown” but has an employee domain
  • Behavioral Assessment is attached to a software user account, not Third Party User
• Treated as Transferred Person
  • The following five criteria must be true:
    • Behavioral Assessment is not classified as “Candidate”
    • Behavioral Assessment is not classified as “Employee”
    • Behavioral Assessment is not attached to a Job
    • Behavioral Assessment is not attached to a user in the software
    • Behavioral assessment does not have an email address containing the primary domain

Clients that require technical support after their upgrade is complete can submit a ticket to the PI support team.

Yes. PI is offering two live webinars exclusively for clients:

• Pre-upgrade: We are offering the PI Software Upgrade Webinar, a structured webinar where clients approaching their upgrade date can learn about the coming enhancements. You can view this recording to better understand the content covered within these sessions.
• Post-upgrade: We are hosting Office Hours to demo the software and answer client questions.

Both formats are offered once per week and are exclusive to clients. The Upgrade Webinar Registration link and the Post-upgrade Office Hour Registration link will be sent to them in automated email communications, but you are encouraged to distribute it to them as well.

Yes. There may be instances where moving a client to candidate-based pricing makes more sense for the client. PI2 was built with this capability in mind. It is an option for clients who have been upgraded, although we only recommend changing pricing models at renewal.

We have several client-facing upgrade support resources available:

• Upgrade Prep Checklist: The intended audience of this asset is the organization admin of any client account, as they are the only users with the required permissions to complete the recommended actions. We recommend you walk through this checklist with them.
• PI-hosted Upgrade Webinars: These sessions are exclusive to clients. Partners can view this recording to better understand what is covered within the session. The recording can also be distributed to clients who are unable to attend a live session.
• Software Upgrade Support Guide: This comprehensive webpage is updated with the most current information and support for clients scheduled for, or have completed, upgrade
• PI Documentation Center: The go-to resource for step-by-step instructions for the most critical actions in the software.
• PI Basics: Critical resource for understanding and applying the basics of PI science. Also accessible via the software.
• Product Release Notes: Repository of past releases so clients can see what is currently available in the software. Updated after a new feature has been released.
• Troubleshooting Guide: First steps a client can take to overcome technical issues prior to reaching out to PI support.
• Post-Upgrade Office Hours: After a client’s upgrade occurs, they may register to attend and ask questions regarding their new experience. This link is shared in email communications, but you are encouraged to share the registration link as well.

Any email domains associated with a client’s Legacy account will be migrated. For steps on how an Org Admin can add an approved email domain, please click here. Coming soon, the Org Admin will also be able to remove/delete domains. Clients will need to submit a ticket to delete any domains no longer in service.

Clients will be greeted by a dismissable Welcome Guide upon their first login to the software. This will guide them around the software, reviewing enhancements and changes to their software.

If you feel your client needs to remain on the Legacy platform beyond their scheduled upgrade date, you can request an exception. Exceptions will be approved on a case-by-case basis. Exception requirements include:

• Client needs a software language other than English. (Requires international office location using PI)
• Need to restrict users from all employees in Inspire. (Requires minimum 200 EE subscription)
• Already have a Legacy provisioned account, or are on Account Pause.

Please note that submitting this form does not guarantee an exception will be granted.

The Troubleshooting Guide can help clients if they experience technical issues when first logging in after their upgrade. In most cases, the recommended first action is to clear their cache. If their issue remains, they can submit a ticket to our support team.

Renewal dates are not taken into account when determining a client’s upgrade date. If your client has upgraded before their annual contract renewal, you should update them to PI2 products upon renewal. If a client has not upgraded and is not scheduled to upgrade before their contract renewal date, you should renew them on Legacy products.
For example:

When an eligible Hire client is upgraded to PI2, a partner will have the option to provide them with Inspire access for the remainder of their existing contract. This will allow them to continue to collect BAs without attaching them to a job target until their contract expires. To enable this for your client:

• Add Inspire for $0 via a renewal contract
• Use promo code INSPIRE
• Submit the quote for approval

Then, the PI support team will review the submission and add Inspire access to their subscription, if appropriate.