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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.

Updated today

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: Most headers are sortable

Click on a header name (e.g., name, job title, manager) to sort the employee directory accordingly.

Tip #2: 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 #3: Use the dropdown filter

Use the dropdown menu titled "Current employees" to filter your directory by various criteria (employees with user accounts, employees with a completed Behavioral Assessment, archived employees, etc.).

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

  • Employees with BA not completed: See who hasn't completed the Behavioral Assessment, so you can send them the assessment.

Tip #4: Use headers as additional filters

In addition to the dropdown filter, your directory also has specific filters for each header in your data set.

These filters, denoted as three vertical lines (), allow you to quickly sift through the directory based on specific search queries. Add multiple filters to surface specific subsets of employees.

Example: 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 by adding two quick filters:

  • Department: Sales

  • Location: Boston

Looking at the remaining names, you can quickly see that Gary Tanus and Richard Butler have completed the assessment, while Joey Sanders has not.

Tip #5: 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 #6: Click the ellipsis icon for additional actions

Select the ellipsis icon () next to a person's name for additional actions, such as transferring items (if they have any), archiving the employee, or sending/resending the Behavioral Assessment (if they haven't completed it).

Example: In the previous example, Joey Sanders had not completed the Behavioral Assessment.

To send him the BA, you can click the ellipsis icon next to his name, then "Send Assessments."

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 "Product Access."

  8. Click the section to expand it (if not already expanded).

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

  10. Select "Admin" from the available options.

  11. Scroll down the page until you see the section titled "Admin Permissions."

  12. Click the section to expand it (if not already expanded).

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

  14. 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 until you see the section titled "Admin permissions."

  8. Click the section to expand it (if not already expanded).

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

  10. 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?

The employee directory contains the following sorts/filters:

  • Name

  • Job Title

  • Department

  • Location

  • Manager

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

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.

To request new functionality, please share product feedback here.

Additional support

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