Accessing the Relationship Guide

Want to view relationship insights between two different employees? Use the Relationship Guide feature.

Note: The Relationship Guide is designed for use between two employees at your organization. It is not designed for use with candidates.

How to access the Relationship Guide

Log in to PI Inspire.
You’ll land on the Inspire homepage.
Scroll down to the bottom of the page. You’ll see a section titled “Relationship Guide.”
Enter the names of two employees whose relationship insights you’d like to view.
Click View relationship.
You'll land on the relevant Relationship Guide.
(Optional) Click Change people to run the Relationship Guide with a different pair of employees.

What insights are included in the Relationship Guide?

The Relationship Guide includes the following insights:

Each person’s Reference Profile and Behavioral Pattern
An overlay of their Behavioral Patterns
A summary of the pair’s relationship strengths and caution areas
Relationship tips to work better together
Steps to set up a productive relationship

Can I download the Relationship Guide to print or share?

Yes. To download a PDF version:

Click the download button () at the top of the Relationship Guide.
A PDF version will automatically begin downloading.
Open the file to view the Relationship Guide.

FAQs

Why can’t I find a certain co-worker?

If a person doesn’t show up in the Relationship Guide search bar, here are a few ways to troubleshoot:

If the person's data exists in PI Inspire:

Make sure they’ve been sent the PI Behavioral Assessment.
Confirm they’ve completed the PI Behavioral Assessment.

If the person was recently hired using PI Hire:

Make sure they've been marked as "hired." (This ensures the person's information is converted from a "candidate" to an "employee.")

If you recently upgraded to PI2 from the Legacy PI software:

Check your Transferred People page, and verify that all current employees have been moved to the employee directory. (This will ensure they're visible in Inspire.)

Tip: If you've completed these troubleshooting tips and still don't see the employee in the search bar, it's possible your organization admin has enabled behavioral data restrictions that limit who you're able to see in Inspire.

What’s the difference between the Relationship Guide and the Relationship tab?

The Relationship tab shows your relationship insights with a co-worker.
The Relationship Guide, by contrast, shows relationship insights between any two co-workers.

I'm on the Relationship tab. Why can't I download the Relationship Guide?

You must be on the actual Relationship Guide page to download the guide. To get there from the Relationship tab:

Scroll down on the page.
Click the "Relationship Guide" link in the callout box directly below the two Behavioral Patterns.
A pop-up titled "Change people" will appear. The "Employee name" fields will automatically be populated with you and your co-worker's names.
(Optional) Change these names if you would prefer to run a different Relationship Guide.
Click "View relationship."
You will land on the Relationship Guide page.
Click the download icon at the top of the page.
Your browser will download a copy of the Relationship Guide.

Is it possible to run a Relationship Guide between a current employee and a candidate?

No. Inspire tools such as the Relationship Guide are not validated for hiring and thus cannot be used in conjunction with candidates in PI Hire.

That said, if you've already hired a candidate and wish to run a Relationship Guide between the new hire and someone else on their team (e.g., an onboarding buddy), you can do so.

To run a Relationship Guide between a new hire and a current employee:

Make sure you've marked the candidate as "hired" in PI Hire.
The new hire will appear in your employee directory, and their behavioral data will be accessible from Inspire.
Run the Relationship Guide between the new hire and the current employee, just as you would for any two co-workers.

Additional support

Viewing relationship insights