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Getting started with PI2

Learn where to find Legacy PI features in the new software, so you can get up and running quickly with your existing workflows.

Updated over 2 weeks ago

PI2 is designed to help you leverage Predictive Index insights with greater clarity and confidence. As with any new software tool, it make take some time to familiarize yourself with the new navigation and layout.

In this article, we'll walk through the best starting points in PI2. Find your desired workflow in the list below, and we'll get you where you need to go.

What are you looking to accomplish today?

General help

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Jobs & candidates

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Employees

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Teams

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Surveys

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FAQs

Where are my assessment links?

The answer depends on how you used your assessment links in the Legacy software.

  • Any employee assessment links from Legacy have been sunsetted. In their place, you now have a single, organization-specific assessment link you can share internally to assess employees.

  • Any other assessment links (e.g., friends and family) from Legacy have been sunsetted. Moving forward, you will need to categorize assessment takers as either candidates or employees.

How do I run a Relationship Guide between two employees?

To run a Relationship Guide between two employees:

  1. Select Inspire from the top navigation bar.

  2. From the Inspire homepage, you'll see a Relationship Guide widget that allows you to generate a guide between any two employees who have completed the Behavioral Assessment.

Learn more about running the Relationship Guide.

Can I run a Relationship Guide between an employee and a candidate?

Yes. To do so, create a candidate Relationship Guide in Hire.

How do I change an employee into a candidate?

The answer depends on what you're looking to accomplish:

  • If you're considering an employee for an internal position, you can add them to a job as an internal candidate. Doing so will tag them as an "employee-candidate," meaning you'll see them both in Hire as a candidate and elsewhere (e.g., Inspire, Design) as an employee.

  • If a candidate is incorrectly showing as an employee in PI2, it's possible there was a data migration issue from the Legacy software. For help, please submit a ticket with our support team.

I'm looking for M Score. Where is it?

"M Score" from the Legacy software has been rebranded as "Number of items selected."

Where to find: Download an employee’s Behavioral Report in Inspire. You’ll find “Number of items selected” at the bottom of page 1 of the Behavioral Report.

Why the change: In the Legacy experience, we allowed people to select as many (or as few) adjectives as they wanted. As a best practice, however, our Science team recommended selecting at least six adjectives to ensure the BA had enough data to provide an accurate readout.

For leaders formally trained in PI, the M Score served as a useful tool for understanding when exactly individuals should consider retaking the assessment. For newer clients or those not formally trained, however, M Score was a confusing name that didn’t mean much. For Inspire in PI2, we have retained the M Score but changed its name to a much more intuitive descriptor: “Number of items selected.” We hope this change allows you to use M Score with greater clarity and confidence.

Note: While M Score has some intrinsic value in Inspire, it isn’t a validated measure for hiring decisions. As a result, we have sunsetted M Score from PI Hire.

I need additional help finding "X" feature from Legacy. What now?

If you need help beyond the contents of this article, we recommend the following troubleshooting steps:

  1. Browse the PI2 Documentation Center for additional help articles.

  2. If you don't see a relevant article, search the glossary of the PI2 Software Support Guide.

  3. For technical support, please reach out to our support team for assistance.

Additional support

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