Sending assessments to employees (Administration)

This article applies to organization admins and product admins in the PI2 software.

Want to send the PI Behavioral Assessment to employees at your organization? Admins can do so from the Employee Directory.

Tip: Don't have access to the employee directory? You can also send the Behavioral Assessment to employees from the PI dashboard.

How to send the PI Behavioral Assessment to employees

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 within the Administration page.
Search for the name or email of the intended assessment recipient.
Select the ellipsis button () on the right-hand side.
Click “Send assessment.”
An invitation to take the assessment will be sent to that person’s email.

Note: Want to send assessment invites faster? You can do so by uploading an organization file or by sharing an open invitation link.

Can I preview the assessment invitation email?

Here's an example of the invitation email send to employees:

FAQs

General questions

What is the PI Behavioral Assessment?

Learn more about the Behavioral Assessment here.

Is it possible to send an employee the assessment without inviting them to the software?

Yes. To do so, upload 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'm not an admin. How can I invite co-workers to take the assessment?

You can invite co-workers to take the assessment from the following places:

Inspire: Send an assessment from the "Manage employees" page in Inspire.
Design: Add 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.
PI dashboard: Use the "send assessment" widget on the PI dashboard.

Troubleshooting tips

The employee I'd like to send the assessment to isn't in the directory. What now?

If the employee isn't already in your employee directory, you have a few options:

Send the assessment from the PI dashboard. (Recommended if you only need to send the assessment to 1-2 employees.)

Share your employee assessment link with the employee. (Recommended if you'd like to send the assessment to multiple employees at once.)

Upload an organization file containing the employee's details. (Recommended if you'd like to send assessments and manage software invitations in bulk.)

An employee told me the assessment is greyed out. What now?

If an employee reports the Behavioral Assessment is greyed out, there are 2 common reasons why:

Scenario #1: The employee is referring to their name and email address. These fields are pre-filled when you send the assessment to them via PI, and cannot be modified.

How to solve: Ask the employee to review their information. Provided everything looks good, they should scroll down, click "Continue," and take the Behavioral Assessment as normal.

(If their name or email is incorrect, you can edit the employee's details at any time.)

Scenario #2: The employee selected the "I have already taken the PI Behavioral Assessment..." checkbox, inputted a number or response, then tried to proceed.

How to solve: If the employee has a valid Behavioral Score ID, they can enter it and submit their behavioral results without retaking the assessment.

Otherwise, ask the employee to deselect the checkbox, click "Continue," and take the Behavioral Assessment as normal.

I got an error message when sending the assessment. Why?

If you received an error, it's likely for one of two reasons:

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

Bulk-sending assessments

Can I bulk send assessments to multiple employees at once?

Yes. To bulk send assessments to employees, we recommend uploading an organization file with the people you'd like to invite to take the Behavioral Assessment.

Alternatively, you can send multiple assessments from the employee directory. To do so:

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 within the Administration page.
Search for the name(s) or email(s) of the intended assessment recipients.
Click the checkbox on the left-hand side of each person’s name.
Click the dropdown titled “Actions” above the top-most checkbox.
Select “Send assessments.”
An invitation to take the assessment will be sent to each person’s email.

Is it possible to send the assessment to employees via invitation link?

Yes, you can.

If you are an admin, you can do so from the Employee Assessments page in Administration.
If you are not an admin, you can do so from the Manage Employees page in Inspire.

Resending assessments

Is it possible to send a reminder email to the Behavioral Assessment taker?

No. Currently, there is no way to send a reminder email for the PI Behavioral Assessment. That said, you can resend the assessment, which will resend the initial email. (See: next question)

Is it possible to resend a pending Behavioral Assessment to an employee?

Yes. To resend a pending Behavioral Assessment to an employee:

Navigate to the employee directory.
Click the dropdown labeled "Current employees."
Select "Employees with BA not completed" from the dropdown options.
Find the employee to whom you'd like to resend the Behavioral Assessment.
Click the "more actions" button on the right-hand side.
Click "Resend assessment."
You will see a success message in the bottom-right corner.
The employee will receive a new copy of the Behavioral Assessment invitation email.

Is it possible to cancel a pending employee Behavioral Assessment?

No. Once an assessment has been sent, it cannot be revoked and the assessment invitation will last indefinitely.

Tip: Did the employee in question recently leave your organization? You can archive the employee and/or anonymize their data at any time.