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Downloading or emailing a candidate's full insights packet

Learn how to read, print, or email all behavioral data on a candidate in PI Hire, all in a single motion.

Updated over a week ago

Hire offers a wealth of behavioral insights to help you home in on your ideal candidate for a role. While you're free to download/email assets individually (like the Behavioral Report or the Interview Guide), sometimes you may wish to view all behavioral data on a candidate in one single document.

In this article, we'll explain how to download or email the "full candidate insights packet" for a given person, so you can assess/share all behavioral data from one convenient place.

Note: The full candidate insights packet only contains behavioral data. To review cognitive data on a candidate, you can download/email their Cognitive Report as a separate asset.

How to download or email a candidate's full insights packet

  1. Log in to the PI software.

  2. Select Hire from the top navigation bar.

  3. You will land on the Hiring Center.

  4. Click the Candidates tab.

  5. Search for the candidate whose data you'd like to review. (Alternatively, you can search for the job currently associated with this candidate.)

  6. Click on the candidate's name.

  7. You will land on the candidate's page.

  8. Click the "Email or download reports" button to the right of their name.

  9. A panel titled "Email or Download Reports" will open.

  10. Select "Full candidate insights packet" from the available options.

  11. (Optional) Select any additional resources you would like to email or download (such as the Cognitive Report).

To download the report(s):

  1. Click the "Download items" button.

  2. A PDF will download containing the candidate's full insights packet. (Any additional resources will download as separate files.)

To email the report(s):

  1. Click the "Email items" button.

  2. A panel titled "Email Reports" will open.

  3. Here, you will see the candidate's name along with a summary of any reports you've selected to send.

  4. Next, you will be prompted to select the desired recipients. (By default, the reports will be emailed to you, but you can uncheck this option if you'd like.)

  5. Enter the email of any person to whom you'd like to email the report(s). (You can email up to 10 people at a time.)

  6. You'll also have a chance to preview the email that will be sent to recipients. You can edit the subject line, as well as the message that shows up in the email body.

  7. There's also standard email content included in every report email. You can preview that email by clicking "Preview the full email." (We've also included it below.)

  8. Once you're satisfied with the email message, click "Email report(s)" to send the reports to the recipients.

What's included in the full candidate insights packet?

The full candidate insights packet includes the following behavioral insights:

  • Page 1: Reference Profile (including strengths, preferred work style, and caution areas)

  • Page 2: Behavioral Pattern

  • Page 3: Factor Combinations

  • Page 4: Job Fit (including the Behavioral Pattern, Behavioral Target, and fit rating)

  • Page 5: Interview Questions

  • Pages 6-9: Behavioral Report (including strongest behaviors, management style, and influencing style)

  • Page 10: Self-Concept

Note: The full candidate insights packet only contains behavioral data. To review cognitive data on a candidate, you can download their Cognitive Report as a separate asset.

FAQs

Why isn't cognitive data included in the full insights packet?

Cognitive Assessment results tend to be highly sensitive, and should only be shared between those with express permission to access cognitive data.

For this reason, cognitive data is treated as a separate Cognitive Report download. This resource is available to Hire users who have been granted cognitive access by a cognitive admin.

The Cognitive Report option is greyed out. Why?

There are a few reasons why the Cognitive Report option may be greyed out:

Additional support

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