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…
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 issues with the software using them that you wouldn’t with Google Chrome or Firefox….
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…
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’…
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…
How to handle multiple behavioral assessments for one person 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 multiple administrations are represented in PI’s reports. Below are two answers — the short answer and the…
You may want to setup your folder structure in the software differently than what you would recommend to your clients. Our recommendation below will help you keep your prospect and client data organized. For additional guidance on how to create new folders, visit Folder management 1. Under the root folder create sub folders for each account…
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…