This article applies to organization admins, product admins, and third-party users in the PI2 platform.
Group Analytics lets you compare two or more people’s behavioral data, so you can visualize trends.
Use the results to understand group dynamics, analyze top performers to find shared strengths, or compare employees to their current job to identify development opportunities.
How to create a Group Analytics report
1. Log in to the PI software.
2. Select the graph icon () in the top navigation bar.
3. You will land on the Group Analytics tool.
4. Enter the names of employees and/or teams.
5. (Optional) Select a Job to compare the group to.
6. Select “Create report.”
7. Your report will generate.
Note: To avoid potential biases, only select a job when comparing people who are all in that current role.
FAQs
General questions
What can I search for to include in a Group Analytics report?
What can I search for to include in a Group Analytics report?
Group Analytics lets you search for and add the following to a report:
Employees who exist in your employee directory
Groups from the adjacent "Groups" tab that you've created or been shared on
What does the average pattern represent?
What does the average pattern represent?
The average pattern represents the aggregated factor values of the people being analyzed. If one is high-dominance, and another is low-dominance, their average will meet somewhere in the middle. Use the average pattern to understand the collective “behavioral culture” of the group.
Can I use Group Analytics for hiring?
Can I use Group Analytics for hiring?
Group Analytics is not validated for use in hiring and can create bias if not used responsibly. Only include a Job Target when comparing employees in that exact role, and never make a hiring decision based on Group Analytics.
Instead, use PI Hire to create a Behavioral Target based on the behavioral requirements of the role.
When should I include a Job Target?
When should I include a Job Target?
Only include a Job Target when comparing employees in that exact role. If you add a “Sales Manager” Job Target, everyone being compared should be an existing Sales Manager.
Can I include candidates in a Group Analytics report?
Can I include candidates in a Group Analytics report?
Yes, you can search for and include candidates when running a Group Analytics report.
Note: Only the 25 most recently modified (e.g., added, moved, assessed) candidate records in your system are searchable in Group Analytics.
Important: Group Analytics is not validated for hiring and should not be used to make hiring decisions. Instead, we recommend creating a Behavioral Target in PI Hire based on the behavioral requirements of the role.
I included a job in my report. Why does the Job Target show up on the factor tabs, but not the "Factor combinations" tab?
I included a job in my report. Why does the Job Target show up on the factor tabs, but not the "Factor combinations" tab?
Job Targets are designed to help users visualize factor values, and don't have an equivalent visualization for factor combinations.
Moreover, in a hiring context, a candidate can have a high behavioral fit rating even if their factor combination does not exactly match the Job Target's factor combination. We intentionally do not show a visualization of a job's factor combinations as a guardrail to mitigate bias and prevent potential misuse.
Important: Group Analytics is not validated for use in hiring and can create bias if not used responsibly. Only include a Job Target when comparing employees in that exact role, and never make a hiring decision based on Group Analytics.
Instead, use PI Hire to create a Behavioral Target based on the behavioral requirements of the role.
Troubleshooting
Why can’t I view my report in “Individual view”?
Why can’t I view my report in “Individual view”?
Individual view isn’t available for reports that exceed 25 people.
To view individual data, click the “Run a new report” button in the top-right corner and include a shorter list of employees.
I don't see "X" employee when searching for them. Why?
If an employee doesn't show up in the search bar for Analytics, here's how to troubleshoot:
Double-check that you've sent the employee the PI Behavioral Assessment.
Verify that the person has completed the assessment. (If they have, you'll see their Reference Profile in the Employee Directory.)
Revisit Group Analytics and try searching for the employee again.
Why isn't "X" employee showing up when I search for them in Group Analytics?
Why isn't "X" employee showing up when I search for them in Group Analytics?
If an employee isn't showing up in the search bar for Group Analytics, here are a few ways to troubleshoot:
If the employee's data exists in the PI software:
Make sure they’ve been sent the PI Behavioral Assessment.
Confirm they’ve completed the assessment.
If the employee 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 the PI2 software.)
Why isn't "X" candidate showing up when I search for them in Group Analytics?
Why isn't "X" candidate showing up when I search for them in Group Analytics?
Only the 25 most recently modified (e.g., added, moved, assessed) candidate records in your system are searchable in Group Analytics.
We recommend verifying that the candidate exists in Hire. If they do, try moving them to a new job (and back), then trying to search for them again.
User permissions
Do behavioral data permissions (BDP) impact who can access Group Analytics?
Do behavioral data permissions (BDP) impact who can access Group Analytics?
No. Group Analytics is only accessible to organization admins, product admins, and third-party users. These access levels have unrestricted access to behavioral data; therefore, BDP has no impact on the Group Analytics feature.
Saving and printing reports
Is it possible to create and save groups for Group Analytics?
Is it possible to create and save groups for Group Analytics?
Can a Group Analytics report be saved to view again later?
Can a Group Analytics report be saved to view again later?
While you cannot outright save or bookmark a Group Analytics report, what you can do instead is create a group. Doing so allows you to save a specific subset of employees, which you can then pull into a Group Analytics report (so you don't have to manually add individuals one by one).
Can I download and/or print a Group Analytics report?
Can I download and/or print a Group Analytics report?
Group Analytics does not currently support the ability to download reports. To request this functionality, please share your product feedback here.
If you'd like to print out a report in the meantime, feel free to use your browser's native print function. To do so:
On Windows: Press Ctrl + P
On Mac: Press Command + P
Your browser will ask if you'd like to print the page. Select your printer, then proceed to print.
Additional support