Onboarding Timeline, Checklist, and Helpful Links

Your Onboarding Manager will guide you through and be a resource during your onboarding journey. Use this checklist to stay on track.

Helpful Links + Resources

Let’s Begin

• Log into the PI software.
• Ensure that your PI implementation team has access to the PI software. Here’s a Guide to User Management to help you: 
  • Create new users
  • Enable third party user access
  • Understand user roles/access levels
• Establish your folder structure. Here’s a Folder Management Overview
• Sign up for your 2-Day workshop. Click here to find one near you or reach out to your PI contact.
• Watch PI’s Virtual Onboarding Sessions 1 & 2 on demand, found here.  
• Browse our online library of resources, PI Learn.

Let’s Learn

• Build your PI implementation plan. Here’s a sample plan for review.
• Send Behavioral Assessments to employees
  • You can use this shortcut, or
  • Create an Open Invitation link
  • Customize this email template to introduce PI to your organization
• Explore your Person Page and PI’s many tools and reports
• Join our talent optimization community & review the talent optimization support center

Mid-Point Check-In

• Review goals, roadmap to talent optimization (pictured above)
• Explore the software and learn about other tools/features available to you

Let’s Prepare

• Attend your in-person, 2-day workshop. Click here to find one near you or reach out to your Customer Success Manager.
• Create a job and set the Job Target
• Facilitate the Job Target conversation with your Hiring Team using this helpful conversation guide
• Associate your employees and candidates to the job you’ve created

Let’s Go! 

• Schedule your Strategy Call with your Customer Success Manager.
• Continue working with your Customer Success Manager to implement PI at your organization and accomplish your goals and objectives.