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Navigating your employee directory

Learn how to navigate your employee directory within The Predictive Index, so you can view, sort, and filter various employee data.

This article applies to organization admins, product admins, and third-party users in the PI2 platform.

The employee directory, located within Administration, contains a list of all employees with PI data and/or software access.

How to view your employee directory

  1. Log in to the PI software.

  2. Click the gear icon () in the top-right of the navigation bar.

  3. You will land on the employee directory.

Who shows up in the employee directory?

The employee directory is populated with anyone who meets any of the following criteria:

What actions can I perform in the directory?

The actions you can take depend on your specific employee access levels. Here's a quick breakdown of important actions based on access level:

Org admin

Third-party user

Product admin

View the employee directory

✅

✅

✅

Search for and sort employees

✅

✅

✅

Modify employee access levels

✅

✅

✅*

Edit employee details (e.g., name, email address, job title)**

✅

✅

⛔***

Invite users into the software

✅

✅

⛔

Upload organization data

✅

✅

⛔

Archive employees / View archived employees

✅

✅

⛔

Promote/demote other organization admins

✅

⛔

⛔

Anonymize employee records

✅

⛔

⛔

View anonymized records

⛔

⛔

⛔

*Product admins can only modify access levels for their individual product(s).

**An employee's details cannot be edited if they currently have a pending software invitation. Learn how to troubleshoot here.

***The ability to edit employee details is off by default, but can be toggled on by an organization admin.

Learn more: Actions you can take within the employee directory

Note: Only admins and third-party users can access the employee directory.

Tips for navigating your directory

The more employees you add to your directory, the more people (and data) there are to sift through. Thankfully, the employee directory offers a host of data management tools you might not realize exist at first glance.

Here are some ways to make the most of the employee directory:

Tip #1: Take advantage of quick actions

At the top of the employee directory, you will see 4 quick action panels, each displaying distinct information.

  • Not assessed: Shows the number of employees who have never been sent the PI Behavioral Assessment

  • Pending assessments: Shows the number of employees with pending Behavioral Assessment invitations

  • No software access: Shows the number of employees without PI2 software access (either because their access was disabled or because they were never invited)

  • Missing a manager: Shows the number of employees currently missing manager data in their employee record

Click on one of these panels, and a side panel will open allowing you to perform the relevant quick action.

Example: Clicking the "Not assessed" quick panel will surface a "Send assessments" panel, allowing you to quickly send the Behavioral Assessment to employees. Learn more about these quick actions.

Tip #2: Most column headers can be customized and sorted

Click the "Columns" button on the right-hand side, and you will see a list of all columns you can add/remove from the directory.

There are 12 columns in total:

  • Name (always shown)

  • Manager

  • Department

  • Job Title

  • Email

  • Location

  • Legacy Folder (only applies to organizations that upgraded from the Legacy PI platform)

  • Hire

  • Inspire

  • Design

  • Diagnose

  • Perform

Back within the employee directory, click on a column header name (e.g., name, job title, manager) to sort the directory accordingly.

Tip: Sorting a column immediately brings any empty cells to the top of the directory. Use this to quickly find employees with missing data, so you can then add those details. (See: Tip #6: Click on an employee to edit their details.)

Example: Click the "Manager" column to see who doesn't have a manager listed in the system, so you can add that data. (This is essential data for setting behavioral data permissions or creating review cycles in Perform.)

Tip #3: Use the search bar

To find a specific person within the directory, search for their name or email.

Note: If you search for an employee, but no one shows up in your directory, they might be archived in your directory or showing up incorrectly as a candidate in Hire. (To find candidates quickly, try using the global search bar.)

Tip #4: Use the "current employees" dropdown to view archived employees

By default, your employee directory defaults to show only current employees. However, you can change this filter if you'd like to view archived employees (or all employees at once).

To see archived employees:

  1. Click the "Current employees" dropdown.

  2. Select the "Archived employees" option.

To see all employees (i.e., current and archived):

  1. Click the "Current employees" dropdown.

  2. Click "Clear filter."

Tip: Alternatively, you can click the "Clear filters" button. However, this will clear all active filters you have set, not just the "Current employees" filter.

Tip #5: Use the "filter" dropdown for additional filters

Use the dropdown menu titled "Filter" to search your directory by 1 (or more) of 8 additional filters:

  • User access

  • Assessment status

  • Product access

  • Admin access

  • Job title

  • Department

  • Location

  • Manager

Important: You can clear all additional filters by selecting the "Clear filter" option at the top of the dropdown.

Alternatively, you can clear all filters by clicking the "Clear filters" button. However, please note that this will clear all active filters, including the "Current employees" default.

Note: Here are some ways you might take advantage of the different directory filters.

  • Assessment status -> Pending assessment + Not assessed: See who hasn't completed the Behavioral Assessment, so you can send them the assessment.

Tip: You can also mix and match different filters, allowing you to surface specific subsets of employees.

Example: For instance, say your company is having an on-site event for all Boston-based sales associates. In preparation for this event, you want to ensure this subset of employees have completed the PI Behavioral Assessment.

Rather than sift through your entire directory, you can find this subset of individuals (and then identify those who haven't taken the BA) by adding three quick filters:

  • Department: Sales

  • Location: Boston

  • Assessment status: Pending assessment + Not assessed

By applying these filters, you can quickly see which Boston sales employees haven't completed the BA, so you can send it to them.

Tip #6: Click on an employee to edit their details

Click on an employee's name to edit their employee details, such as job title, email address, their manager, and access levels.

Tip #7: Click the ellipsis icon for additional actions

Select the ellipsis icon () next to a person's name for the following additional actions:

  • Send invitation (or resend invitation): Invite them to create a PI software account and join you in the software.

  • Send assessment (or resend assessment): Send them an email to take the PI Behavioral Assessment.

  • Update software access: Grant them software access to specific PI products and/or update their existing access levels.

  • Disable software access: Revoke their software access. (You can grant them access again at any time.)

  • Archive employee: Archive the employee (and their data record) from your directory.

  • Transfer items: Transfer items (such as jobs, teams, or surveys) to another employee. (This is a prerequisite before you archive an employee.)

Example: In the previous example, certain Boston sales representatives may not have completed the Behavioral Assessment.

To send one of these employees the BA, click the ellipsis icon next to their name, then "Send assessment" (or "Resend assessment").

FAQs

Troubleshooting

I can't see the employee directory and/or gear icon. Why?

If you cannot see the gear icon in the top-right corner, it means you do not have admin access to the PI software. To view the employee directory, you must be either a product admin or an organization admin.

I'm not seeing "X" person in my employee directory. Why?

Make sure you've either sent the person the PI Behavioral Assessment (see: next question) or you've invited the person into the PI software.

Note: Still not seeing someone you expect to see in your directory? Learn about transferred people.

A candidate ended up in my employee directory by mistake. How?

Here are a few potential reasons why a candidate might end up in the directory:

1. The candidate was mistakenly marked as "hired." This process unfortunately cannot be reversed; that said, you can remove this person from your directory at any time by archiving them.

Note: Archiving the candidate will also remove their data from PI Hire. However, you can re-add the candidate using their Behavioral Score ID.

2. The candidate used your organization's employee assessment link (instead of a candidate assessment link). You can remove this person from your directory at any time by archiving them.

Note: Archiving the candidate will also remove their data from PI Hire. However, you can re-add the candidate using their Behavioral Score ID.

3. If you recently upgraded from Legacy PI, it's possible there was a data migration issue. In this scenario, we recommend reaching out to our support team for further assistance.

Assessment and software invitations

What are the different ways an employee can be sent the PI Behavioral Assessment?

There are three primary ways an employee can be sent the Behavioral Assessment:

  1. They are sent the assessment by an admin via Administration.

  2. They are sent the assessment by an Inspire user.

  3. They are sent the assessment from the PI dashboard.

What are the different ways an employee can be invited to the PI software?

Here are the main ways an employee can be invited into the software:

Viewing & editing employee details

How do I promote a product admin so they can view employee details?

To allow an employee to view the directory (and, by extension, employee details), they'll need "admin" access to 1 or more PI products.

To promote a product admin:

  1. Log in to the PI software.

  2. Click the gear icon () in the top-right of the navigation bar.

  3. You will land on the employee directory.

  4. Search for the name or email of the relevant employee.

  5. Click on the person's name.

  6. You will land on this person's Edit employee details page.

  7. Scroll down until you see the section titled "Software access."

    Click the dropdown next to the PI product(s) for which you'd like to make this person an admin.

  8. Select "Admin" from the available options.

  9. Scroll further down the page until you see the section titled "Product admin permissions."

  10. Select the checkbox next to the option titled "Allow [NAME] to edit employee details."

  11. Click the "Save changes" button to confirm.

How do I enable an existing product admin to "edit employee details"?

To enable an existing product admin to edit employee details, you must first grant them permission via their own edit employee details page.

To do so:

  1. Log in to the PI software.

  2. Click the gear icon () in the top-right of the navigation bar.

  3. You will land on the employee directory.

  4. Search for the name or email of the relevant admin.

  5. Click on the person's name.

  6. You will land on this person's Edit employee details page.

  7. Scroll down the page until you see the section titled "Product admin permissions."

  8. Select the checkbox next to the option titled "Allow [NAME] to edit employee details."

  9. Click the "Save changes" button to confirm.

Note: This setting only applies to product admins (i.e., users with "admin" access to 1 or more PI products).

If this checkbox is greyed out, it means one of the following:

  • The user is an organization admin. By default, they have the ability to edit any employee's details.

  • The user is a limited user. They are not able to access the employee directory and thus cannot edit employee details.

Sorting and filtering

How are sorts and filters organized?

Sorts and filters are organized as follows:

Sorts

The employee directory contains the following columns, each of which can be sorted:

  • Name

  • Manager

  • Department

  • Job Title

  • Email

  • Location

  • Legacy Folder (only applies to users who upgraded from a legacy PI platform)

  • Hire (displays employee access levels for Hire)

  • Inspire (" Inspire)

  • Design (" Design)

  • Diagnose (" Diagnose)

  • Perform (" Perform)

Filters

The employee directory supports the following filters:

Binary filters:

  • Current employees / Archived employees ("Current employees" is the default; only one can be toggled at a time)

Multi-select filters:

  • User access (3 options: "Has user account," "No user account," and "Pending invitation")

  • Assessment status (4 options: "Completed assessment," "Pending assessment," "Not assessed," and "Multiple assessment records")

  • Product access (5 options: "Has Hire access," "Has Inspire access," "Has Design access," "Has Diagnose access," "Has Perform access")

  • Admin access (2 options: "Org admin" and "Cog admin")

  • Job title (options are based on your organization's data)

  • Department (")

  • Location (")

  • Manager (")

Do behavioral data permissions (BDP) impact data in the employee directory?

No. The employee directory can only be accessed by organization admins and product admins. By default, BDP does not apply to admins, meaning they will always see all data in PI Administration (and across the PI platform).

Note: Similar tables exist across the PI software in the following places:

For those experiences, users will only see data they have permission to see based on your organization's BDP settings and their current product access levels.

Is it possible to sort the directory by Reference Profile or assessment completion date?

No. While the directory displays Reference Profile information for each employee, this information cannot be sorted, filtered, or otherwise manipulated.

Tip: If your organization subscribes to PI Inspire, you can sort by Reference Profile from the "Employees" tab in Inspire.

Additional support

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