This article applies to Legacy PI users who recently upgraded to the PI2 platform.
If you used Inspire in Legacy PI, you may be familiar with the "Onboard New Employees" page. This functionality allowed users to generate an "onboarding kit" that included key PI resources to help new hires thrive in their role.
PI2 does not have an onboarding page in the traditional sense. Instead, you can download and send onboarding resources right from a new hire's page in Inspire.
How to email or download onboarding resources in PI2
Log in to the PI software.
Select Inspire from the top navigation bar.
You will land on the Inspire homepage.
Search for the new hire you're planning to onboard.
Select their name from the options that populate.
Note: Can't find the new hire? Visit our FAQ for some troubleshooting tips.
You will land on this person's page in Inspire.
Click the "Email or Download Reports" button in the top-right corner.
A side panel will appear titled "Email or Download Reports."
You will be prompted to check the resources you would like to email/download for this employee.
Select the following reports from the available options:
Behavioral Report
Placard
Personal Development Guide
(Optional) Select a different language for the Behavioral Report. (By default, it will email/download in English.)
(Optional) Select any additional resources you feel would be helpful to help this employee onboard.
Example: You might include the employee's Self-Concept, so they can better understand where they felt behaviorally energized or exhausted in their previous role.
To download the onboarding reports:
Click the "Download Items" button.
The reports will automatically download as a zip file containing individual PDF resources.
To email the onboarding reports:
Click the "Email Items" button.
Review the selected resources to ensure your onboarding kit looks accurate.
Select who you'd like to email the reports to. (You can email them to yourself, the new hire, and/or the new hire's manager.)
(Optional) Enter the email addresses of any other people you'd like to share the onboarding kit with.
(Optional) Customize the email copy that will accompany the onboarding kit.
When satisfied, click "Email report(s)" to send the onboarding kit.
FAQs
"X" new hire isn't appearing when I search for them in Inspire. Why?
"X" new hire isn't appearing when I search for them in Inspire. Why?
There are a few reasons why the new hire may not show up in PI2:
If the new hire was imported from Legacy PI, it's possible their record wasn't properly tagged. Learn how to find their record in PI2.
If you hired this person using PI2, make sure you've marked the person as "hired." This ensures they'll show up in your PI2 directory.
Additional support