User management

Sending assessments to employees

Want to send the PI Behavioral Assessments to your co-workers? You 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.
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?

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