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Software basics

Support Articles

Delete a Behavioral or Cognitive Assessment

If you have a behavioral or cognitive assessment that is no longer needed in your account, there are two different options you can take to remove the results depending on what is needed. You can either archive a single assessment but keep the assessment takers profile, or you can remove the entire profile of the assessment taker….

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Support Articles

Offboarding employees: disable software users

This article will provide you with best practices for keeping your software user list up to date—and manageable— as employees come and go. Disable Software Users For the current Account Admin or Owner we recommend setting up a quarterly review of your user list in user management. This ensures you stay up to date. Best…

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Support Articles

Troubleshooting guide

Using the latest version of our software, PI2? Click here for the right troubleshooting guide. Overall best practices Browsers: We recommend utilizing the software using Google Chrome or Firefox as your browser. While it will still work on other browsers, these browsers are not as optimized to process modern web development standards, so you may encounter…

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Support Articles

Extended time for the cognitive assessment

The extended-time versions of the PI Cognitive Assessments are for respondents who have requested extended time and are eligible to receive reasonable accommodations, in accordance with your company’s policies and legal requirements. This article will walk you through how to send the cognitive assessment with extended time if requested. The extended time option for the…

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Support Articles

Associate your assessment on your PI dashboard

On the dashboard you can associate your login with your completed Behavioral Assessment so your profile is listed at the top and is always accessible. Associate your assessment 1. When you login to the software the system will automatically recommend a profile that most closely matches your login credentials. Click ‘Your recommended steps to get started’…

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Support Articles

Company settings

To access the company settings section, click on your name in the top right corner and then select ‘Administration’. Select the ‘Company Settings’ tab. Update Assessment Settings 1. To update the number of days an assessment is active for before expiring, click the number drop down for either the behavioral or job assessment. NOTE: you…

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Support Articles

Managing multiple behavioral assessments for one person

How to handle multiple behavioral assessments for one person Recently upgraded to a new version of the PI software? Click here for an updated support article. PI is often asked how to handle re-administering the PI Behavioral Assessment, how to manage the results of a person with multiple Behavioral Assessments in the software, and how results of…

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Support Articles

Understanding user roles

What is a User vs. a Person? In our software, a User is someone who has login access, while a Person is someone who has completed an assessment in the software. Some Users might not be People, and some People might not be Users. What is a User Role? A User Role determines what a User can see and…

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