This article applies to Account Owners and Account Admins in the Legacy PI platform.
Is your organization upgrading to PI2 in the near future? Use this article to organize your people records in the legacy software, so you can get started quicker in PI2.
How tagging works in legacy PI
When creating a new person in legacy PI (e.g., to send an assessment), users are prompted to select that individual's "person type."
You can tag a person as one of three person types:
A candidate
An employee
Other (e.g., a friend or family member)
How data is organized in PI2
For PI2, we've redesigned the experience to make it easier to delineate employee data vs. candidate data.
Moving forward:
Employee data will be managed from a dedicated "Administration" page.
Candidate data will be managed directly in PI Hire.
For this reason, we strongly recommended that you take time before your upgrade date to ensure candidates and employees are properly tagged in legacy PI. Otherwise, you may have to spend time in PI2 locating and recategorizing your people records.
How to bulk tag records as "Employee" or "Candidate" in legacy PI
Log in to your PI account.
Hover over the "Browse" menu.
Select "Folders" from the dropdown options.
You'll land on the "Browse Folders" page.
Select the highest-level folder from your folder structure.
You will see a list of all people records associated with your PI account.
(Optional) Click the "Type" header to sort records by person type ("employee", then "other," then "candidate").
Review these records to identify any people who have been miscategorized.
Select the checkbox(es) next to their name(s).
Click "Admin" on the right-hand side.
Select "Update Type" from the dropdown options.
Select the correct "type" for these people.
Click "Save" to confirm.
Repeat the process until you are satisfied with your list of employees and candidates.
Important! You can also update employee types by uploading an organization file. Follow the steps in this article, specifically the sections titled "Upload your organization structure" and "Update your org structure." When uploading your file, make sure the names and emails of the employees you'd like to update exactly match their names/emails in the software. PI will automatically update these records to "employee," even if they were previously tagged as "other" or "candidate."
Tips when reviewing your records
We understand reviewing past records can be time-consuming. Here are a few tips to help you save time:
Prioritize categorizing your current employees and active candidates. It may help to move them to dedicated folders labeled "Current Employees" and "Active Candidates."
It's okay to leave someone as "Other" if you're unsure. All your records will carry over to PI2, even those marked as "Other." You can review those records at any time by visiting your "Transferred People" page in PI2.
You can also update employee types by uploading an organization file. Follow the steps in this article, specifically the sections titled "Upload your organization structure" and "Update your org structure." When uploading your file, make sure the names and emails of the employees you'd like to update exactly match their names/emails in the software. PI will automatically update these records to "employee," even if they were previously tagged as "other" or "candidate."