Virtual Onboarding Sessions & Software Guides

We’re just as excited as you are to get started! Below you’ll find how-to videos and support articles to guide you through the PI software and on your talent optimization journey:

Virtual Onboarding Sessions

• PI 101 Master the Software Basics [3 minutes] 
• Design Simplify strategic conversations & gain alignment [34 seconds]
• Hire Equip your teams to land top talent [5 minutes]
• Inspire Understand what drives your people [4 minutes]
• Diagnose Improve retention and productivity through prescribed action [2 minutes]
• Cognitive Assessment Understand purpose and implementation of the Cognitive Assessment [6 minutes]
• Factor Overview Learn about the 4 factors, factor combinations and reference profiles [30 minutes]

User Management

• User Management guide
• Understanding user roles

Folder Management

• Folder Management guide
• Account organization and cleanup

Sending & Interpreting Assessments

• Sending assessments
• Promoting Fair and Responsible Use
• PI Foundations
• The 17 Reference Profiles
• Prepare for a Readback

Jobs & Job Targets

• Create and manage job targets
• Job target alignment
• Generate an interview guide

Introducing PI to your organization

• Sending assessments to your entire organization
• Org upload how-to
• Sample intro email
• Sample presentation deck (Intro to PI – Lunch & Learn)
• Explain PI to your organization in 1:30 (video)

Understanding PI Tools & Reports

• Person page review