This article applies to all Inspire users in the PI2 platform. (Also requires a subscription to PI Hire.)
Wondering who can see the Coaching Guide? Learn how access permissions work in this article.
Which employees have a Coaching Guide?
A Coaching Guide is available for any employee who meets the following criteria:
They have behavioral data in Inspire.
They are associated with a job in Hire (and have an active Behavioral Target).
Who can access an employee’s Coaching Guide?
To access an employee’s Coaching Guide, you must have the following:
Access to Inspire
How to access an employee’s Coaching Guide
Log in to the PI software.
Select Inspire from the top navigation bar.
Enter the employee’s name into the search bar.
Select the intended name from the option(s) that populate.
You will land on the employee's page.
On the left-hand side, look for the section titled “Coaching [Employee Name].”
Select “Coaching Guide.”
You will land on that person's Coaching Guide.
Can I download the Coaching Guide to print or share?
Yes. To download a PDF version:
Click "Download or Email Reports" in the top-right of the screen.
Select "Coaching Guide" from the available options.
(Optional) Select any other resources you'd like to download.
Confirm by clicking "Download items."
The download will automatically start.
Note: If you select multiple resources, they will download as separate PDFs.
Tip: You can also email this report if you'd prefer. To do so, click "Email items" and follow the subsequent directions.
FAQs
General questions
What are the best ways to use the Coaching Guide?
What are the best ways to use the Coaching Guide?
For strategies and tips, check out our educational resource on how to use the Coaching Guide.
Access & visibility
How can I modify who sees which Coaching Guides?
How can I modify who sees which Coaching Guides?
Access to the Coaching Guide is tied to job access in Hire. By default, anyone with access to Inspire and access to the relevant job will be able to view a person’s Coaching Guide.
To modify access to a specific Coaching Guide, you can transfer ownership of the job or change who is shared on the associated job in Hire.
Note: Organization admins and Hire admins can view all jobs — and therefore can view all Coaching Guides. Learn more about access levels.
Troubleshooting
I don’t see an option to select/download/email the Coaching Guide for “X” person. Why?
I don’t see an option to select/download/email the Coaching Guide for “X” person. Why?
There are a few common reasons why you might not see the Coaching Guide:
This employee doesn’t have a Coaching Guide. (See: Which employees have a Coaching Guide?)
You don’t have access to view/edit the relevant job in Hire. (To get access, ask someone with access to share the job with you.)
Your organization isn’t subscribed to both PI Hire and PI Inspire. (Learn how to upgrade your PI subscription.)
Note: If you created a job in Hire, you have ownership over that job (and thus access to view/edit it by default).
When hovering over the Coaching Guide, I'm getting the message, "This employee is not associated with a job in Hire." Why?
When hovering over the Coaching Guide, I'm getting the message, "This employee is not associated with a job in Hire." Why?
If you're seeing that hover message, make sure you've attached the employee in question to the job. Otherwise, the Coaching Guide cannot be generated (as it relies on comparing an employee's Behavioral Pattern to a specific Job Target).
If you try the above and Coaching Guide still isn't accessible, it's possible the employee does not have behavioral data in Inspire.
If the Coaching Guide is greyed out, does that mean I don't have access to the job in question?
If the Coaching Guide is greyed out, does that mean I don't have access to the job in question?
Not necessarily. The Coaching Guide relies on association between the employee and a job in Hire. To access the Coaching Guide:
The employee must have existing Behavioral Assessment results
The employee must be associated with that job
So, even if you have access to the right job, the employee might not be associated with it (or they might not have BA results at all).
Applied learning