User management

Sending assessments to employees

Want to send the PI Behavioral Assessment to your co-workers? Admins can do so from the Employee Directory.

How to send the PI Behavioral Assessment to employees

  1. Log in to the PI software.
  2. Click the gear icon () in the top-right of the navigation bar. 
  3. You will land on the Employee Directory within the Administration page.
  4. Search for the name or email of the intended assessment recipient.
  5. Select the ellipsis button () on the right-hand side.
  6. Click “Send assessment.”
  7. An invitation to take the assessment will be sent to that person’s email.

FAQ

Can I send multiple assessments at once?
Yes. To do so:

1. Log in to the PI software.

2. Click the gear icon () in the top-right of the navigation bar. 

3. You will land on the Employee Directory within the Administration page.

4. Search for the name(s) or email(s) of the intended assessment recipients.

5. Click the checkbox on the left-hand side of each person’s name.

6. Click the dropdown titled “Actions” above the top-most checkbox.

7. Select “Send assessments.”

8. An invitation to take the assessment will be sent to each person’s email.
Is it possible to send an employee the assessment without inviting them to the software?
Yes. To do so, import that person’s data via organization file. You will have the option to invite that person to the software. Skip that step, then proceed to send the assessment as normal.

Note: If you change your mind later, you can easily invite that person using the Employee Directory.
I got an error message when sending the assessment. Why?
If you received an error, it’s for one of two reasons:

1. The intended recipient has already completed the PI Behavioral Assessment, so no action is needed.

2. The intended recipient doesn’t have a first and/or last name associated with their PI account email address. To solve this, edit that person’s employee record and add their name.
What is the PI Behavioral Assessment?
I’m not an admin. How can I invite co-workers to take the assessment?
You can invite co-workers to take the assessment from within the following PI products:

Inspire: Invite a co-worker, and they’ll automatically be invited to take the BA.
Design: Invite a team member, and they’ll automatically be invited to take the BA.
Perform: From an existing 1:1 workspace, you can invite a colleague to take the BA.

Additional support


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