Navigating your employee directory

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

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

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.

Click on a header name (e.g., name, job title, manager) to sort the employee directory accordingly.
To find a specific person within the directory, search for their name or email. (You can also search for a person by using the global search bar.)

Use the dropdown titled "Current employees" to filter your directory by various criteria (employees with user access, employees with a completed PI assessment, etc.).
Click on an employee's name to edit their employee details, such as job title, email address, and access levels.
Select the ellipsis icon () next to a person's name for additional actions, such as transferring items and resending a pending assessment.

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.

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

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

To allow a product admin to edit employee details, you must first grant them permission via their own edit employee details page.

To do so:

Log in to the PI software.
Click the gear icon () in the top-right of the navigation bar.
You will land on the employee directory.
Search for the name or email of the relevant admin.
Click on the person's name.
You will land on this person's Edit employee details page.
Scroll down until you see the section titled "Admin permissions."
Click the section to expand it.
Select the checkbox next to the option titled "Allow [NAME] to edit employee details."
Click the "Save changes" button to confirm.