This article applies to all users in the PI2 platform.
Use the global search function helps you find people and jobs that already exist in the PI system.
How PI global search works
PI's search function allows you to search for either people or jobs.
When searching for people, you can look for:
Candidates located in Hire
Employees located in Inspire
Likewise, searching for jobs allows you to quickly find jobs located in Hire.
Note: Global search does not currently support the ability to search for teams in Design, surveys in Diagnose, or workspaces in Perform.
By clicking on a person or job via search, you will be brought to the relevant page in either Hire (for jobs and candidates) or Inspire (for employees).
Important: If candidates or employees exist in your system but you aren't subscribed to Hire or Inspire, respectively, you can still search for those people. However, instead of bringing you to that person's page in Hire/Inspire, a side panel will open containing a readout of the person's Behavioral Assessment results. Learn more here.
How to search for people or jobs
Log in to the PI software.
Select the desired product dashboard (e.g., Hire).
Click on the magnifying glass icon in the upper right corner until a drop-down field appears, saying “Search for a person or job.”
Enter the person or job you’re looking for directly into the search field.
Select the desired option from the results that populate below.
Permission rules for PI’s search function
If you don’t see what or who you’re looking for, it may be due to your access level in a given PI product. Here are the basic rules governing search access and permissions:
All user access levels can search for employees across all PI products.
Only Hire users can search for jobs and candidates. The specific level of searchability depends on their access level:
Limited users in Hire can only search for jobs and candidates that have been shared with them.
Hire admins and organization admins can search for candidates and jobs without restriction.
FAQs
Troubleshooting
Why can’t I see a candidate who I know has been added to a Job?
Why can’t I see a candidate who I know has been added to a Job?
Your access level likely does not support this function in search. Your organization admin can adjust this setting.
How do I adjust my access level?
How do I adjust my access level?
Only an organization admin can adjust access settings for other PI software users within your company. They can do so through the following steps:
1. Log in to the PI software.
2. Click the gear icon () in the top-right of the navigation bar.
3. In the Administration page, search the name or email of the user whose access level you’d like to change.
4. Select the user’s name. This will bring you to a screen titled Edit User Record.
5. Within the User Product Access section, find the PI Product(s) for which you’d like to modify access.
6. Under Access Level, click the drop-down, and select the desired access level.
7. Select Save Changes.
I searched for an employee (or candidate), but clicking the name brought up a side panel with their BA results. How do I find their actual page?
I searched for an employee (or candidate), but clicking the name brought up a side panel with their BA results. How do I find their actual page?
If you select a person's name via global search and it opens a side-panel view of their BA results, there are 3 possible reasons why that might be the case:
Your organization isn't currently subscribed to Hire (for candidates) or Inspire (for employees).
The person is currently in your Transferred People page. (This means they exist in the PI system but haven't been designated as either a candidate or an employee.)
The person is a candidate who is not currently associated with a job in Hire. (Candidates must be associated with a job for their full candidate page to become visible.)
To troubleshoot these scenarios:
Verify that your organization is subscribed to Hire (for candidates) or Inspire (for employees).
If you're not subscribed to the prerequisite product, the side panel is intended design. (For full behavioral insights, subscribe to the relevant product.)
If you are subscribed to the prerequisite product, proceed to the next step.
Check to see if the person exists in Transferred People.
If the person exists on this page: Click the "more actions" button to the right of their information, then move the person either to your employee directory or to your candidates list.
If the person doesn't exist on this page, proceed to the next step.
Check to see that this person is associated with a job in Hire (provided they're a candidate).
The next time you search for this person and select their name, you should land on the appropriate page (either in Hire for a candidate or in Inspire for an employee).
Note: If none of the above works, please submit a ticket to PI Support with the person's name and email, so we can investigate further.
Search behavior
We have employees in our system but don't currently subscribe to Inspire. How does search work?
We have employees in our system but don't currently subscribe to Inspire. How does search work?
If employees exist in your system but you aren't subscribed to Inspire, you can still search for those employees. However, instead of bringing you to that employee's Snapshot in Inspire, a side panel will open containing a readout of the person's Behavioral Assessment results.
We have candidates in our system but no longer subscribe to Hire. How does search work?
We have candidates in our system but no longer subscribe to Hire. How does search work?
If candidates exist in your system but you aren't currently subscribed to Hire, you can still search for those candidates. However, instead of bringing you to that candidate's page in Hire, a side panel will open containing a readout of the candidate's Behavioral Assessment results.
A person exists both as a "hired" candidate and as an employee. How does that show up in global search?
A person exists both as a "hired" candidate and as an employee. How does that show up in global search?
When a candidate is marked as "hired," a new employee record is created for them. While you can manually go back and view their candidate data in Hire, global search will default to their new employee record.
The next time you search and click on their name, you will be brought to their employee page in Inspire (provided your organization is subscribed to Inspire).
Additional support