Creating and exploring your PI2 demo account | The Predictive Index Documentation Center

This article applies to all users in the Legacy PI platform.

Want to preview your new PI experience ahead of your upgrade date? Create a PI2 demo account, and experiment with sample data so you can learn key changes and hit the ground running.

How does the PI2 demo account work?

In the leadup to your upgrade date, you—and anyone else at your organization—can request the creation of a PI2 demo account. This account is unique to each user who requests one, meaning you'll have a demo environment that is entirely yours to explore.

Your PI2 demo account comes equipped with sample data and grants access to the following four PI products:

Hire: Avoid mishires, identify great candidates, and reduce churn with PI's flagship assessments.
Inspire: Improve employee relationships, and develop great leaders by coaching to behavioral strengths.
Design: See how team members influence the overall team dynamic, and crush the work at hand.
Diagnose: Pinpoint disengagement and boost retention with PI's science-backed engagement and pulse surveys.

Treat this demo account as a sandbox. Any data you create/manipulate will be wiped when your actual account is upgraded to PI2, so experiment freely! This experience is meant to help you learn the ins and outs of PI2, so you can get a feel for the new interface, get comfortable replicating your existing PI workflows, etc.

Note: Because your demo account is built on sample data, there are some limitations on what you're able to do. (See next section.)

What can't I do in my demo account?

As mentioned before, your account comes pre-populated with sample data: namely jobs, candidates, employees, teams, and surveys. Your demo account also pulls in your own Behavioral Assessment data, allowing you to trial much of the personal content available in PI2.

That said, you won't be able to use your demo account to gather any real data. For example: You cannot send assessments or surveys to real people. By extension, you cannot create a job with real candidates, or create a team with real teammates.

Here's a quick breakdown of what you can and cannot do in your PI2 demo account:

Hire

Action	Can do / Cannot do
View sample jobs & candidates	✅
Create jobs	✅
Set Job Targets	✅
Add sample candidates (or yourself) to jobs	✅
Use the Job Ad Optimizer	✅
Use the Interview Builder	✅
Send assessments to candidates	❌
Complete a collaborative target (f.k.a. sending the Job Assessment)	❌

Inspire

Action	Can do / Cannot do
View your own behavioral data	✅
View sample employee data	✅
Generate sample Relationship Guides	✅
View the Personal Development Guide (f.k.a. the Personal Development Chart)	✅
View the Management Skills Guide (f.k.a. the Manager Development Chart)	✅
View sample Self Concept data (or your own)	✅
View sample Coaching Guides (or your own)	✅
View other employees' real data	❌
Send assessments to employees	❌

Design

Action	Can do / Cannot do
View sample teams	✅
Create teams	✅
Add sample employees (or yourself) to teams	✅
Reveal Team Type	✅
Use the Action Planner	✅
Set strategic objectives & Reveal Strategy Type	✅
Send assessments to employees	❌
Add real employees to teams	❌

Diagnose

Action	Can do / Cannot do
View sample surveys	✅
Browse survey templates (includes the Employee Experience Survey and new pulse surveys)	✅
Practice uploading organization data	✅
Practice scheduling & sending surveys	✅
Analyze sample survey trends	✅
View sample heatmap data	✅
Explore sample strengths & cautions	✅
Send surveys to employees	❌
Analyze real survey data	❌

Administration

Action	Can do / Cannot do
View sample employee data	✅
Practice uploading organization data	✅
Practice setting employee access levels	✅
Explore organization settings (f.k.a. company settings)	✅
Explore PI2 integrations support (available as paid add-ons)	✅
Send assessments to employees	❌
Configure actual integrations	❌
View real employee data	❌

How do I create this demo account?

Beginning 19 days before your upgrade date, you will see a pop-up prompting you to prepare for PI2.
Review the pop-up's materials. (You'll be able to re-open this pop-up later.)
Click "Show me how" in the bottom-right corner.
Note your temporary demo account name. (Example in the next screenshot.)
Click "Create my demo account."
You will see a notification that your account has been created.
Check your inbox for confirmation that your demo account is ready to use. The email will have the subject line "Your demo account [D] - YOUR COMPANY NAME (YOUR NAME) is ready!"

Note: It may take some time to populate your demo data. If you don't see the email at first, please check back later. (If you still don't see the email within a few hours, please submit a case with our support team.)
Click the "Log in" button, then enter your normal PI credentials.
You will automatically be dropped into your PI2 demo environment.

FAQs

Does my PI2 demo account expire?

Yes. Your PI2 demo account expires the same date that you are upgraded to the PI2 software.

Will any data carry over from my demo account?

To avoid sample data getting mixed with your actual data, no data will carry over to your actual PI2 account.

We encourage you to use your PI2 demo account to learn the new interface and familiarize yourself with potential changes to your PI workflows. However, we do not recommend putting any real data investment into PI2, as your progress will not carry over.

Does my PI2 demo account include access to PI Perform?

No. Your PI2 demo account includes access to Hire, Inspire, Design, and Diagnose only.