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Getting started

Support Articles

Guide to becoming a better manager with PI

Have your employees completed the PI Behavioral Assessment? If not, use the Sending Assessments Guide to learn how to assess your employees and understand their drives, needs, and behaviors in the workplace. Then, come back here to learn about leveraging those results to develop your management capabilities. All set? Now let’s begin. Here’s your roadmap to using PI’s tools…

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Org upload – Unlock the power of PI for all employees

The discipline of talent optimization—aligning your business strategy and your talent strategy to achieve desired business results—is largely focused on the collection, analysis, and application of people data. The first step to unlocking the power of talent optimization is inviting your employees to participate. Uploading your organization’s data within the PI Software makes it possible for Account…

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Support Articles

Assessment Center – Behavioral and Cognitive Assessments

There are many ways to send assessments depending on your audience. This article outlines the different ways to send an assessment through the Assessment Center. If you are trying to send an assessment to a Candidate, follow the steps below. To learn how to send assessments to your organization, click here. Important tips! Preparing the…

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Support Articles

Create and manage job targets

Create a job 1. To create a new job in the software, click the ‘Create a New Job’ button in the top right corner. 2. Enter the job title and the software should automatically populate Job Families. If results are not automatically populated, click Lookup Job Families. The Job Family lookup is based on the Job…

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User management

To access the user management section, click on your name in the top right corner and then select ‘Administration’. Select the ‘User Management’ tab. Create a new user 1. Click ‘Create New User’ at the top. 2. Enter the new user’s information. The below fields are required to continue: Optional Fields Include: 3. Once all…

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Send assessments to your organization

NOTE:This article covers sending assessments to your organization. To learn additional ways to send assessments or how to send assessments to candidates, click here. Rolling out PI to your organization How you introduce The Predictive Index to your current employees makes a huge difference. When everyone speaks the same language and understands how PI will make a difference…

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Folder management

To access the folder management section, click on your name in the top right corner and then select ‘Administration’. Select the ‘Folder Management’ tab. Create a new folder 1. Click ‘Create New Folder’. The ‘Add New Folder’ section will appear below the folder list. 2. Select the folder path for the new folder. Click the…

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Support Articles

Download a full behavioral pattern

There may be times when you would like to print full behavioral patterns in the software. For example, this is a requirement in preparation for all PI Workshops. This article will walk you through the steps to download the full behavioral pattern report. 1. Locate and click on the name of the person you would…

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Person page review

Editing the Person Page Explore the Person Page

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Job target alignment

You can’t make a smart hire or have robust performance conversations without knowing what behaviors and cognitive ability the role requires. Job targets allow you to see how a person’s behavioral and cognitive results match your ideal targets for a particular role.  Creating job targets in the software is an easy, guided process. But, how…

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Reference Profiles

Reference Profiles are the best shortcut for understanding the behaviors and needs that drive yourself and your people. Reference Profile review Take a look at each of the 17 Reference Profiles and understand an individual’s: Needs Behaviors Signature work styles Strengths Common traps How to work well with each profile Managing different Reference Profiles Want…

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