Self-Guided Onboarding: Roadmap to Talent Optimization

We’re thrilled you’ve taken the steps to start your talent optimization journey. Below you’ll find a PI Mastery Action Plan built specifically to empower you get started, learn, and implement The Predictive Index at your organization.

While this is a self-guided roadmap to talent optimization, our most successful clients typically complete the following action plan in 45-days.

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.
• Watch PI’s Virtual Onboarding Guides + Webinars 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
• Join our talent optimization community & review the talent optimization support center
• Consider attending a PI workshop. Search the PI Training Calendar.

Let’s Prepare

• Create a job and set the Job Target
• Discuss the Job Target conversation with your Hiring Team
• Associate your employees and candidates to the job you’ve created
• Explore your Person Page and PI’s many tools and reports