Transcript: PI Foundations

Welcome to PI Foundations. Talent optimization requires self-awareness, or an understanding of how you naturally behave, and an understanding of the behavior of others. This helps you outline job requirements, identify the best candidates, form the right teams, and manage employees to accomplish their goals and the goals of the business.Where would you like to…

Read More

Transcript: Personal Development Chart

So you just got your Behavioral Assessment back and know yourself a little bit better. That’s great! But what do we actually do now? For those of you interested in using your behavioral pattern for your professional growth , we can turn to the Personal Development chart. Once logged into your PI software, hover your…

Read More

Transcript: Person page overview

When reviewing an assessment taker’s person page, there are a number of options you have at your disposal. At the top you will see their reference profile and some basic information. You can edit this by clicking on the pencil icon next to their name and updating their name, email, whether they are a candidate…

Read More

Transcript: Organization upload

The fastest way to get your team in the PI software is to upload a csv file of your organization’s data. To do this, hover your mouse over the dropdown on the far left and select Organization. The page will then display a summary of your organization if previous information has been uploaded. If you haven’t uploaded…

Read More

Transcript: Moving assessments to a new folder

If you’d like to update the folder an assessment lives in, you can accomplish this in a few different ways. The first way is to navigate to the assessment taker an assessment is associated with. Once on their person page, click the pencil icon next to their name and then click the x icon next…

Read More

Transcript: Managing multiple assessment profiles

When on a person’s details page, if an assessment taker is associated with multiple assessments, you’ll be able to easily identify this in the behavioral pattern overview section. By default, the first behavioral assessment they had taken will display. To the right hand side you’ll see the date this assessment was taken with a small…

Read More

Transcript: Managing an open invitation link

If you’d like to locate and manage your open invitation links in the PI software, hover your mouse over the dropdown to the far right and select Assessment Center. Once on the Assessment Center, select Invite by Link to navigate to all active invitation links in your organization. From here, you can see basic information…

Read More

Transcript: Manager Development Chart

For even a veteran manager, leading people can be a daunting task. But with the Manager Development Chart, users can get insights into a manager’s areas of strengths and areas of caution to support self-development. Once logged into your PI software, hover your mouse over Inspire and click Managers. Next, select Manager Development Chart. Begin…

Read More

Transcript: Management Strategy Guide

As a manager, understanding the behavioral preferences of your team members is crucial to motivation. With the PI Management Strategy Guide, you can begin to outline how to effectively manage an employee based on their behavioral needs. Once logged into your PI software, hover your mouse over Inspire and click Managers. Next, select Management Strategy…

Read More

Transcript: Linking assessment takers to a job

If you’d like to link an assessment taker to a job in the PI software, you have a few different ways to do this. The first way is to link them from the job page. In order to navigate to a job in the software you can either find it by using the search bar…

Read More

Transcript: Job assessments overview

To navigate to an existing job assessment in The Predictive Index software, you can either enter the name of the job using the search bar in the upper right hand corner of the screen, or by clicking on the name of the job in the Recent Job Activity section. At the top of the job…

Read More

Transcript: Intro to the Diagnose module

Hi, I’m Jackie Dube, VP of Talent Optimization at The Predictive Index. Congratulations on preparing to improve your employee experience!  Engagement is an individual’s emotional commitment to their organization and its goals. Higher levels of engagement lead to higher performance at work, higher sales, and improved profitability, all while reducing rates of turnover and absenteeism….

Read More

Transcript: How to be a virtual learner

Welcome to your Predictive Index virtual learning workshop. As a virtual learner, you have the opportunity to get the same information and training as you would in person, but it will require some new habits. A virtual workshop is not a webinar; it’s an interactive class where you’ll be expected to communicate with other attendees…

Read More

Transcript: Group Analytics

For those who want to really understand their team dynamics, group analytics is a great tool to take a look at how a team collectively falls along the four behavioral factors. Once logged into your PI software, hover your mouse over Inspire Employees and click on Group Analytics in the Empower Teams section. Now enter…

Read More

Transcript: Granting third party user access

If you’d like to give users, such as your PI certified partner or customer success managers, access to your account, you’ll need to be an account owner or account admin in the software. If you have these permissions, click on your name in the upper right corner and select Administration from the drop down. The…

Read More