Your self-guided onboarding plan
Welcome! We’re thrilled to guide you through the self-guided onboarding process and set you up for success with our platform. An onboarding plan will be emailed to the key contact, outlining the necessary steps to successfully integrate PI into your organization.
Here’s what you can expect during your journey.
Key onboarding tasks
By far, the question we hear the most as people get started is, “how do other companies do this well?” We’ve identified the tasks that are vital to success and provide guidance for rolling out and implementing each product. Get started by reviewing the module(s) you have access to below.
Hire
Top tasks
For best practices on adding the Behavioral Assessment to your hiring process and incorporating the Cognitive Assessment or to learn more about the Behavioral Target, structured interviews, and hiring great candidates, click here.
Inspire
Top tasks
- Invite coworkers
- Access the Relationship Guide
- Click the Manage Employees tab and click into an employee to view:
- Self-development tools (Personal Development Guide, Management Skills, and Self-Concept)
- Management Tips
- Coaching Guide
For best practices on rolling out and getting value from Inspire as well as getting your people managers on board, click here.
Design
Top tasks
To learn more about how Design works and see common use cases, click here.
Diagnose
Top tasks
- Create a survey
- Send a survey to your employees via Org upload or Quick link
Perform
Top tasks
To learn more about integrations, introducing Peform to your organization, or workspaces, click here.
You can also sign up for a 1 hour Perform Accelerator session led by a Predictive Index consultant.
Learn live or on-demand
PI 101
Need some help understanding PI? We host bi-weekly webinars every other Wednesday from 1-2 PM EST. Join us with other new users to:
- Learn the science behind PI
- Understand how to use each module
- Ask questions
Hear from other clients
Watch our on-demand webinar where we shine a spotlight on a selected group of clients and their success stories!
Ongoing support
We’re committed to supporting you every step of the way. Reach out to us any time for additional assistance.
Customer Service
Submit a Customer Service ticket for:
- Blank pages (after clearing cache/cookies)
- Errors
- Login issues after sending the “Password Reset” email
Client Success
Reach out for information about:
- Pricing
- Renewals
- Additional credits
- Exploring new products
- Onboarding assistance and software questions
You can also schedule time to speak with a PI Consultant or email us at clientsuccess@predictiveindex.com.
Self-service Education
Do you prefer to explore on your own? We have everything you need to get started and continue your success with PI.
Trial and adoption
If you decide to trial any additional products post-purchase, we’ll be automatically notified. You’ll receive guided emails to support you during your trial, ensuring smooth adoption and facilitating expansion.
We look forward to supporting your success with The Predictive Index!
To inform us of a typo or other error, click here. To request a new feature, click here.