Release Notes

Set behavioral data permissions: Organization admins can now control access to employee behavioral data via a new settings page, “Behavioral Data Permissions,” located in Organization Settings. PI2 will continue to allow access to employee behavioral data for all PI users in your organization unless restricted by your org admin. Restricted access makes it so PI users can only search for and access data based on predetermined permissions (e.g., only managers can see direct reports’ data, only team members can see one another’s data).

Paylocity integration: We have added Paylocity to our list of ATS integrations. Use this integration to share candidate data between PI and Paylocity, so you can view high-level behavioral and cognitive insights right from your existing ATS workflow. Watch our video walkthrough.

New Perform Workshop – Manage With Impact: We’ve launched a new workshop entirely dedicated to PI Perform. This workshop, “Manage With Impact,” is designed to help your managers recognize their strongest behavioral drives, so they can apply them with enhanced self-awareness. Learn how to lead 1:1 and team meetings that foster clarity and connection while also driving collaboration and accountability. Also learn how to create a safe space for feedback to build trust, improve performance, and drive growth. For more information, please reach out to your PI consultant.

View Cognitive Subscores: Hire users with cognitive access can now view Cognitive Assessment “subscores” on the Job Fit tab, allowing more-detailed information about a candidate’s results. There are three Subscores (Verbal, Numeric, and Abstract Reasoning), each presented in terms of the number of questions that were correct, missed (i.e., incorrect), and unanswered. 

Download Cognitive Reports: Hire users with cognitive access will also be able to download cognitive results via a downloadable Cognitive Report, accessible via the “Download resources” panel. Users have the option to choose between a “Full” report, which includes the Cognitive Target, cognitive score, and subscores, and a “Simplified” report that only shows the overall cognitive score.

Advanced survey filtering: Diagnose users now have more filtering tools to help them analyze survey data. Filter by preset fields—such as department, age, gender, and location—as well as by any custom fields you’ve created. Please note: To protect employee anonymity, filters can only be applied if they contain at least 3 responses.

Delete a team in Design: Admins and team owners can now delete teams in Design. This action can be performed in two places: the Design homepage and within the actual team page. We hope this update allows you to clean up old team data and retire teams your organization is no longer using.

Add candidates via Behavioral Score ID: Hire users can now add a candidate to a job by entering that person’s BSID information. (A BSID is a unique identifier used to retrieve a corresponding set of PI Behavioral Assessment results.) Doing so will create a new candidate record using the Behavioral Pattern from the BSID.
Add custom fields in Diagnose: When uploading an organization file to Diagnose, users will soon be able to include up to three custom fields (e.g., work environment, shift time) by adding relevant column headers to that file.

Delete candidates in Hire: Users can now delete candidates from three places in Hire: the candidate list in the Hiring Center; the candidates tab for a specific job; and a candidate page. Only users with edit access to the job with the associated candidate can delete that candidate. Please note: Deleted candidates cannot be restored.

Factor Combinations added to Job Report: When users view a Job Report in Hire, they will now see visual icons indicating the most prominent (or “widest”) Factor Combinations associated with that job based on its Job Target. We hope this update makes it easier for PI power users to take action on our science.

See Behavioral Patterns at a glance in Hire: When viewing candidates in Hire, users will now see a new “Pattern” column that shows a candidate’s Behavioral Pattern, provided they’ve completed the PI Behavioral Assessment. If the candidate is tied to a job with an active Behavioral Target, the user will also see that target in the “Pattern” column.

New permission options for “Limited” access: We updated Limited access to allow for greater personalization. When modifying access levels, clients will see a new column titled “Additional permissions.” Clients can use these permissions to fine-tune a Limited user’s permissions to their liking. (By default, these permissions will be disabled and must be enabled by an Admin.)

Get suggested topics in Perform: If two employees have taken the PI Behavioral Assessment, they will now see a list of “Suggested topics” at the top of their 1:1 Perform workspace. They can use these topics to kickstart productive conversations based on each person’s behavioral data. (This feature requires an active Inspire subscription. However, employees do not need software access to Inspire to see these topics in Perform.)

Explore other jobs for an employee: If your organization is subscribed to Hire and Inspire, you will now see a page in Inspire titled “Explore other jobs,” located on an employee’s Development tab. Use this page to view a list of jobs in Hire for which this employee is a potential behavioral fit.

Additional HRIS integration settings: When configuring an HRIS integration, organization admins can now toggle two new settings. The first auto-sends the PI Behavioral Assessment to any newly synced employee, while the second auto-sends a PI Perform invite. You can modify these settings at any time from the “HRIS Integration” page.

Conversation tips: If your organization is subscribed to both Inspire and Perform, and two Perform users have taken the PI Behavioral Assessment, they will now see a list of “Conversation tips” about the other person in their 1:1 workspace to help foster more personalized and productive conversations. (Inspire access is not required for the Perform users to view these tips.)

Other matches for jobs: When viewing a job in Hire, you will now see a secondary list of candidates, titled “Other matches” who are potential fits for the role based on their behavioral data. Users can preview the candidate’s information, and then move them to the job for further consideration.

Perform directory connected to Administration: Previously, your employee directory in Perform was separate from your employee directory in Administration. Now, changes in one area will carry over to the other. Additionally, the org file upload now supports the “Date of Hire” and “Department” fields from Perform.

Review cycles in Perform: Organization admins and Perform admins can now initiate review cycles from a new “Reviews Administration” page, accessible via the left-hand sidebar in Perform (not available in Perform Essentials). Set up organization-wide review cycles between employees and their managers, so employees can see their progression over time.

Non-domain employee emails in Perform: Perform now supports the ability to add employees whose email does not match an allowed organization email domain.

Data syncing in Perform: Your PI organization data now syncs with Perform in just a few minutes and updates seamlessly, meaning you no longer need to log out, then back in to view changes. 

Non-English reports in Hire: Users can now download a candidate’s Behavioral Report (via a new “Download resources” button) in one of 12 non-English languages: Chinese (simplified), Danish, Dutch, French, German, Italian, Korean, Polish, Portuguese (Brazil), Russian, Spanish (Spain), and Swedish.

Factor E disclaimer: When viewing a candidate in Hire or an employee in Inspire who took an older version of the PI Behavioral Assessment, you will see a disclaimer message indicating changes to how Factor E is measured and interpreted. You will also see a link to a resource where you can learn more.

Archive non-software users: Previously, organization admins could only archive employees who had software access. Now, non-software users (e.g., someone who’s taken an assessment but doesn’t have a PI login) can also be archived. 

Non-English reports in Inspire: Employees who have completed the Behavioral Assessment can now download their Behavioral Report in one of 12 non-English languages. We plan to add the same functionality to Hire in mid October.

Modify Employee Emails: Organization admins can now modify an employee’s email address from their “Edit Employee Details” page in Administration. The employee will receive an email informing them about the change and sharing their updated login email. Their login password will not change.

Send Assessments in Inspire: We’ve updated the Inspire experience to allow users to send assessments to co-workers without inviting them as users into the software itself. Users will now have the option to auto-send a PDF version of the Behavioral Assessment report and/or invite the recipient into the software. We hope the change allows for additional flexibility in how you use Inspire.

Behavioral Score ID (BSID) in Behavioral Assessment Report: View an employee’s Behavioral Report in Inspire or a candidate’s in Hire, and you’ll now see a unique identifier at the bottom, known as a Behavioral Score ID. An employee or candidate can use their BSID to retrieve their assessment results if ever asked to retake the assessment.

Job Reports in Hire: Click into a job, and you’ll see a new “Job Report” option on the left-hand side. The Job Report uses your active Behavioral Target to provide insights into your potential candidates and job requirements. You can also download the Job Report to share with key stakeholders.

Anonymize non-software users: Previously, organization admins could only anonymize candidates and archived software users. Now, non-software users can also be anonymized. Please note: This does not apply to Perform data.

BA Report Download in PI Perform: Users can now view and download a PDF copy of their Behavioral Assessment report right within PI Perform.

Management Tips and Relationship Guide Downloads: PI Inspire users can now download a PDF copy of a person’s management tips using the download button next to that person’s name. Likewise, they can download a PDF copy of the Relationship Guide using the download button at the top of the guide.

PI Placards: Show off your Reference Profile with PI Placards! Inspire users can now download and print a visual of their Behavioral Pattern—perfect for a company kitchen or home office. 

New Hire Onboarding Flow: We’ve added the ability for PI Hire users to generate a workspace in PI Perform between a candidate and their manager once that candidate is marked as “hired.” This workspace includes a new hire agenda designed to help kickstart the employee-manager relationship.

Updated Folder Functionality: PI users will now be able to see which folder a person resided in within the legacy version of the software, and have the ability to modify that folder assignment. (Changing this value will not affect access.)

API Integration Admin Screen: Organization admins can now access open API settings from the Integrations tab within Administration. This includes the ability to create a default webhook to receive PI assessment event data, as well as the ability to generate and manage API keys.

External (Non-Domain) Employees: Prior to this release, users could only add employees to the software when they had an email matching an existing organization domain. Now, organization admins and third-party users can enable the ability to allow external email domains when adding employees via the Administration page. (Only org admins and TPUs can add non-domain employees.)

Streamlined Top Performer and Internal Candidate Flow: Using PI Hire for top performers or internal candidates? We’ve added the ability to search for existing BA results within Hire, so you can find existing top performers or add internal candidates with ease.

New Coaching Guide: Organizations that are subscribed to both PI Hire and PI Inspire now have access to the Coaching Guide in Inspire. Get customized questions based on how an individual’s behavioral tendencies compare to the behavioral requirements of their job role.

External Users in PI Perform: Perform now supports external users from more than one organization. An external user’s permissions can also be updated to align with an Admin or Manager role.

Joynd ATS Integrations: We’re providing additional ATS support in the form of integrations with Joynd. We hope these integrations provide you with greater flexibility when looking to leverage PI insights in your existing hiring process!

PI Diagnose is Generally Available: Improve employee engagement with PI Diagnose. Collect detailed (and anonymous) engagement data with our Employee Experience Survey, or hone in on specific areas of engagement with our pulse surveys. Diagnose also provides detailed reporting, including organization-wide health scores, team-specific heat maps, and year-over-year data trends.

Relationship Guide Download: We added the ability for Inspire users to download a copy of the Relationship Guide to easily print or share.

Updated Relationship Guide in PI Perform: Pull up the Relationship Guide in Perform, and you’ll now see updated content, including relationship strengths, cautions, and tips to ensure a productive relationship.

Open Invitation Links: PI Hire users can now send assessments to candidates via open invitation (OI) links. Create your OI link right within Hire, and configure additional settings, such as auto-sending the PI Cognitive Assessment when a candidate completes the PI Behavioral Assessment.

New Global Dashboard: We’re introducing a new homepage! Log in to the software or click the PI logo from the top navigation bar, and you’ll be brought to a dashboard containing recent activity (e.g., assessments sent, jobs created) and quick links to help you navigate the software faster.

Greenhouse Integration: We’ve built a native integration with Greenhouse to help users streamline their hiring process and leverage PI insights right within their existing ATS. This Greenhouse integration was released for closed testing on 5/15, and will be available as a PI account add-on later this summer.

Sigma Lines: Users will now see tick marks that denote sigma lines. These tick marks will appear for Behavioral Targets in PI Hire, as well as for full-pattern views of Behavioral Patterns located in various areas of the software (e.g., Behavioral Report, Manager Development Guide, Personal Development Guide).

Folders: Admins will be able to manage what jobs employees can see by organizing jobs into folders and assigning folder access to Hire users of their choosing.

New Hire Template: We’re adding a new agenda template to PI Perform designed to help kickstart the relationship between a new hire and their manager.

360 Template Enhancements: We’re adding a PI-recommended template to PI Perform to help kick off productive 360 reviews. Customize the format and questions for 360 reviews, including both self- and peer-review sections, and summarize the findings with the help of AI.

• Group Analytics: Users can now have the ability to summarize a group of individuals to understand the average behavioral pattern of those selected! This is available in the Global Navigation.
• Candidate List View in Hire: Users now have the capability to see a list of all candidates, choose to take additional actions, and have support for bulk action of moving multiple candidates to a job.
• Send the Behavioral Assessment to colleagues; use insights in your day-to-day work: Users can more easily see if colleagues with whom you have a 1:1 workspace have taken the PI Behavioral Assessment. If they haven’t, it’s just one click to nudge them to take the BA so that you can both start utilizing PI’s behavioral insights in your day-to-day working relationship.
• 360 review responses are now anonymous: Software admins will now be able to see individual responses in their org’s 360 reviews and choose to share them with the reviewee anonymously, or only provide a summarized version of all peer feedback. This gives employees an opportunity to view all feedback given to them!
• 360 reviews can now be exported as a PDF: Managers and reviewees can download a PDF file of 360 results within PI Perform.

Collaborative Targeting: Now users can gather up to 5 stakeholders’ input, align on key role behaviors, and feel confident the job has the right targets. Collaborative Targeting provides the assurance that role requirements are well-defined early in the hiring funnel for ideal candidate matching

Support of Multiple Email Domains: Multiple domains are now allowed in your account. Located in the Admin tab, the administrator can safelist any domains they use for their company. Please note: Domains must be associated with the company and not be personal emails.

Anonymization: Admins are now able to anonymize people data via Organization Settings. This setting removes any Personally Identifiable Information associated with archived employees and/or candidates. Anonymization can be performed in bulk or for specific individuals.

• Customize BA Template: We added more admin functionality to the platform! Users can now customize Behavioral Assessments email templates. This will allow users to tailor the message when sending out assessments.
• Disable User Access: Now users have the ability to disable access for employees who are software users.
• Relationship Guide: Users now have the ability to look at a relationship between two people to view their relationship traits, cautions, and tips!

• More admin power and bulk actions now live!
  • Users now have even more administrative power to perform requested tasks, including the ability to request consent from assessment takers and set the assessment expiration date.
  • We also streamlined admin functionality by allowing bulk actions (like send assessment, send invitations, and transfer of ownership) for employees under the People tab. Bulk actions for employee access settings and assessment sending will be available soon.

• Exciting updates for account admins!
  • Org Upload: Streamline admin functionality by performing bulk org upload, and see employee data and access settings, all from one location in the Administration section
  • Transfer of Objects: Now users have even more administrative power over the account when an employee is no longer with the company or their access needs to be changed. Users who are the item owners, and/or Admins, will now be able to transfer ownership through the share panel.
• Self Concept now in Inspire! Self Concept allows users to examine their behavioral pattern about a current situation over time and in different situations to best adapt and grow.

• New reports have been added to Inspire! The Management Skills Guide, Personal Development Guide, and Management Strategy Guide are now available both in software and via download on November 14, 2023. These reports provide personalized guidance for managers and reports alike and make behavioral insights actionable, so 2.0 clients can improve their leadership skills.
• The full BA report is now available in the Candidate Insight Packet! Users can now download and share the full Candidate Insights information, exactly like what is presented within the software.

• E Factor is now in Hire and Inspire! Factor E measures the degree to which an individual prefers objectivity when processing information and making decisions. If someone is subjective (Low E factor), their decisions are driven by emotions, intuition or instinct. Objective (High E factor) decisions are based on the data available.

• Develop Exceptional Leaders with PI Inspire Interpersonal relationships have never been easier with the launch of our new product, PI Inspire. Discover how to be a better manager with customized guidance for all of your working relationships. Launching on 9/21.
• The Predictive Index for MS Teams is here for 2.0 Hire and Inspire Clients! Help your clients keep PI top of mind by downloading our app from the Microsoft Teams app store today. Notifications on candidate assessment completions ensure your clients never miss a great candidate in their email inbox again. Inspire users can pull “About” information right into Teams to improve any working relationship in real time.

• Delete and make a copy of a Job in PI Hire: From direct user feedback, users can now delete and make a copy of a job in PI Hire. This will mitigate data management issues and help alleviate administrative burden
• Custom Message Sharing Box: We added a “custom message” box to the share panel in Hire 2.0. When a user clicks on the “share” button on the job page, they will now have the ability to enter text and send additional information about the job to another user.

Candidates Insight Page and more robust candidate behavior results now available in PI Hire: Access important candidate insights, job fit, and Interview Builder with fewer clicks. Plus brand new, deeper insights into candidate behaviors, management style, and influencing style to give you even more tools to make the best hiring decision.

• Cognitive assessment: The Cognitive Assessment is now integrated into PI Hire. It is designed to streamline your recruitment process and provide key insight into the cognitive abilities of prospective candidates. By using this tool, you can unlock valuable data to support the selection of the most fitting candidates.

• PI Documentation Center now live: We recently launched our new Documentation Center, which includes detailed how-to guides, FAQs, and best practices to answer burning questions and help you get the most out of the PI platform. Visit the Documentation Center here.

• Search: discover people and jobs with ease:  We’ve recently updated the search function in all of our products. This update was designed to enable users to locate people and jobs within the software more effectively. This update is part of our ongoing commitment to streamlining your talent optimization process. 
• Single sign-on (SSO) available: SSO is designed to streamline the login experience by tackling pain points such as: difficulty in remembering multiple usernames and passwords across multiple services, or the need for strong and complex passwords that are hard to remember. The addition of SSO to your account will make your login experience more convenient, simple, and secure. Read this introduction to SSO for more information.

• Job Ad Optimizer in PI Hire: The Job Ad Optimizer is now available in PI Hire. Designed to optimize job ad descriptions to attract the best candidates, the Job Ad Optimizer provides science-backed and data-driven language recommendations to help users attract behaviorally aligned candidates. By taking the guesswork out of creating effective job ads, users can focus on what matters most – finding the right candidates for the right roles.
• Authenticator app available for multi-factor authentication: We have expanded the options for multi-factor authentication! Users now have more flexibility and security when logging into their accounts, as well as the option of using an authenticator app such as Google Authenticator or Microsoft Authenticator. This feature ensures that users can securely access their accounts, no matter their location or the availability of SMS services. To enable MFA, users can navigate to the Organizational Settings tab within their account and toggle the MFA settings on or off. Once enabled, users can select their preferred method of MFA from the PI login page.

• Admin functions are now located in one place: Manage all account Admin functions by clicking on the Gear Icon in the upper right-hand corner. Manage users and their permissions status, add people to multiple PI products, enable company-wide settings, and view the subscription and billing information of their software subscriptions.
• Multi-Factor Authentication now available: PI account admins can now add an extra layer of security to their organization’s accounts. When enabled, MFA requires a two-step authentication process when users sign into their account (e.g., email/password, followed by a code sent to the associated email or cell phone) to better protect their information. This is an optional feature that can be activated via checkbox within Company Settings. Learn more about MFA here.
• Org Upload now available in PI Diagnose: Users can now upload their organization’s data within PI Diagnose—making it easier to measure and manage survey results. Download our template, populate it with relevant organization data (such as employees’ names, titles, and departments), upload it directly into Diagnose, and handle any data discrepancies—all right within the software. Learn more about importing organizational data here.

• Manager/Team Leader Checkbox is live in PI Design: In our legacy version of PI Design, users have the ability to denote the manager or team lead of a team. In doing so, the software will add a manager-focused strength to the person snapshot for this person. This strength denotes the most significant contribution this manager or team leader can make to improve the team and further its goals.
• Behavioral Assessment info page added to the job creation process in PI Hire: Update to the job creation process includes a link to a page that will provide more information about PI Hire, specifically the behavioral assessment, to drive more clarity and confidence in using the software.

• Improved job creation process in Hire: Easily select from three job targeting tools in our new step-by-step job creation process.
• Sharing Jobs in Hire: Get recruiters, hiring managers and job stakeholders across the organization aligned by using the Share button to get valuable feedback on a job, including how candidates fit the job target. Users invited to collaborate will be provided view or edit access to only the job shared with them. Learn more about sharing here.
• Improved onboarding to increase Behavioral Assessment completion in Design: Updates to the team creation process will teach and encourage users about the behavioral assessment and how behavioral science powers team design.