The employee directory, located within Administration, contains a list of all employees with PI data and/or software access.
How to view your employee directory
- Log in to the PI software.
- Click the gear icon (
) in the top-right of the navigation bar.
- You will land on the employee directory.
Who shows up in the employee directory?
The employee directory is populated with anyone who meets any of the following criteria:
- They were sent the PI Behavioral Assessment by another user.
- They were invited into the software by another user.
- They were a candidate in Hire and “marked as hired.”
What actions can I perform in the directory?
The actions you can take depend on your specific employee access levels.
Here’s a quick breakdown of important actions based on access level:
All users
- Can view the employee directory
- Can search for people and sort by name, job title, and manager
- Can see which people are organization admins
- Can view a list of third-party users
Product admins
- Can invite users into the software
- Can modify employee access levels for their specific product (e.g., Hire)
Organization admins & third-party users
- Can upload organization data
- Can invite users into the software
- Can edit employee details (name, email, job title, manager)
- Can modify employee access levels for all products
- Can promote/demote other organization admins
Learn more about actions you can take within the employee directory.
Tips for navigating your directory
All users
- Click on a header name (e.g., name, job title, manager) to sort the employee directory accordingly.
- To find a specific person within the directory, search for their name or email. (You can also search for a person by using the global search bar.)
Admins & TPUs only
- Use the dropdown titled “Current employees” to filter your directory by various criteria (employees with user access, employees with a completed PI assessment, etc.).
- Click on an employee’s name to edit their employee details, such as job title, email address, and access levels.
- Select the ellipsis icon (
) next to a person’s name for additional actions, such as transferring items and resending a pending assessment.
Additional FAQs
I’m not seeing “X” person in my employee directory. Why?
Make sure you’ve either sent the person the PI Behavioral Assessment (see: next question) or you’ve invited the person into the PI software.
Note: Still not seeing someone you expect to see in your directory? Learn about transferred people.
Note: Still not seeing someone you expect to see in your directory? Learn about transferred people.
What are the different ways an employee can be sent the PI Behavioral Assessment?
There are three primary ways an employee can be sent the Behavioral Assessment:
1. They are sent the assessment by an admin via Administration.
2. They are sent the assessment by an Inspire user.
3. They are sent the assessment from the PI dashboard.
1. They are sent the assessment by an admin via Administration.
2. They are sent the assessment by an Inspire user.
3. They are sent the assessment from the PI dashboard.
What are the different ways an employee can be invited to the PI software?
Here are the main ways an employee can be invited into the software:
– They are invited from the Administration page (admins only).
– They are added to a team in Design (all users).
– They are invited to a workspace in Perform (all users).
– They are invited to use Inspire (admins only).
– They are invited from the Administration page (admins only).
– They are added to a team in Design (all users).
– They are invited to a workspace in Perform (all users).
– They are invited to use Inspire (admins only).
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