Transcript: Who is the Predictive Index

When making decisions at work, does it ever feel like you’re working without direction? Like you’ve been handed a jigsaw puzzle, except half the pieces are missing? Whether you’re hiring, managing, or just working with others, it’s easy for these feelings to bubble up. People are complex, after all, and everyone works a different way….

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Transcript: Updating default emails

Whenever emailing a report in the Predictive Index software, a default email message will be generated. If you’d like to edit these default email templates, you’ll need administrator access. If you have these permissions, click on your name in the upper right corner and select Administration from the drop down. The User management page will…

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Transcript: Dashboard Cards

If you’re part of an organization where there are multiple users inside your PI software, you might want to filter down to only the assessments or job targets you created yourself. If that’s the case, you can do so using the dashboard cards when you first login to your PI dashboard. Cards that have this…

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Transcript: Download a CSV file

To download a CSV file of completed behavioral assessments in the PI software you will need account owner or account administrator access. If you have these permissions, click on the Recently Completed link on your dashboard. This will navigate you to a list of all completed assessments in your organization. Click the checkbox in the…

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Transcript: Changing user roles

In order to change the permissions of a user inside the PI software, you’ll need to have account owner or account administrator access. If you have these permissions, click on your name in the upper right hand corner and then click Administration from the drop down. By default, the User Management tab will display with…

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Transcript: Add behavioral assessment by score ID

In order to add a behavioral assessment by an existing score ID to a new or an existing assessment taker, hover your mouse over the dropdown to the far left and select “Assessment Center”.  Click on the Add by Score ID box and then begin typing the name of the individual you’d like to add…

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Transcript: Shared teams

To organize assessment takers, the PI software will allow you to create teams and share them with other software users in your organization, or with a Third Party user like your PI Consultant. If you’d like to create, edit or share a team, hover your mouse over the dropdown to the far left and select…

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Transcript: Using assessments

Welcome to Using Assessments. Click begin to start. At The Predictive Index, we love and believe in our assessments and the proven science behind them. Our assessments provide really powerful data. But, with great power comes great responsibility. It’s up to you to use the assessments and data they capture responsibly.  An assessment is a…

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Transcript: Team Work Styles

Whether you’re adding a new member or just working with an existing team, it is important that you take a look at how your team’s behavioral drives map to your current business strategy. And PI’s Team Workstyles tool will do just that! Once logged into your PI software, hover your mouse over Inspire Employees and…

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Transcript: Team action plans

You’ve done a lot to understand engagement and you’re making great progress! You’ve reviewed your report and met with your team to discuss the results and prioritize key improvement initiatives. Let’s keep the momentum going. Take the notes from those conversations and build the team action plan!  Choose the first goal you want to crush….

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Transcript: Taking the Behavioral Assessment

If requested to take a Predictive Index Behavioral Assessment, you were either sent an email or link that brought you to a page similar to the one on the screen. The first thing you’ll want to do is confirm the language you want the assessment to be in and then enter some basic information such…

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Transcript: Taking control of your hiring pipeline

So you’re hiring for that new role in your company and you’ve got a well-planned job description. Now it’s time to consider your hiring pipeline. First, you want to ensure you are setting processes in your organization to attract a plethora of candidates. You also want to make sure you have the ability to assess…

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Transcript: Separating behavioral assessment profiles

When running reports in the software that use the PI Behavioral Assessment, the report will always generate the first assessment taken by a user. But some customers might want to use a more recent version of the assessment. If this is the case, you can do so by creating a separate user profile with the…

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Transcript: Relationship Guide Walkthrough

When adding new members to your team or even for members who have worked together previously, PI’s relationship guide can provide insight on how two individuals can get the most out of their interactions. Once logged into your PI software, hover your mouse over Inspire Employees and click on Relationship Guide in the Foster 1:1…

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Transcript: Reference profiles

Everyone who takes the PI Behavioral Assessment automatically falls under one of our 17 reference profiles, which provide a shortcut for understanding behaviors and needs that drive your people.  But how are reference profiles determined? What information can you get from knowing them? And why do these two patterns look similar, but have different reference…

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