Looking for more PI product news? Visit our Release Notes page.
Quick action panels
Product: Platform
Release type: Enhancement
Tentative release date: July 7, 2026
We are adding a series of "quick action" panels to Administration, allowing admins and third-party users to see information at a glance and take action on key admin workflows.
We are adding 4 panels in total, each displaying distinct information:
Not assessed
Pending assessments
No software access
Missing a manager
Click a specific quick action, and a side panel will open allowing you to take action.
Not assessed: Shows the number of employees who have never been sent the PI Behavioral Assessment.
Click this quick action to surface a "Send assessments" panel, which allows you to quickly send the BA to these employees.
Pending assessments: Shows the number of employees with pending Behavioral Assessment invitations.
Click this quick action to surface a "Resend assessments" panel, which allows you to quickly resend the BA to these employees.
No software access: Shows the number of employees without PI2 software access (either because their access was disabled or because they were never invited).
Click this quick action to surface a 2-part "Grant software access" panel. First, select the employees to whom you'd like to grant access. Then, set the access levels you'd like to grant in bulk.
Missing a manager: Shows the number of employees currently missing manager data in their employee record.
Click this quick action to surface a "Assign managers" panel, which lets you search for and assign managers to employees one at a time. (For larger updates, we recommend uploading an organization data file.)
We hope this update lets you take action on employee data at greater speed and with fewer clicks.
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Manage software access from directory
Product: Platform
Release type: Enhancement
Tentative release date: July 7, 2026
As part of the above update, we're also adding the ability to manage software access for individual employees via the employee directory.
Click the more actions button (...) to the right of an employee's details, and you will see 2 new options: "Update software access" and "Disable software access."
Click "Update software access," and a side panel will open allowing you to modify this employee's software access right from the directory. (If the employee does not currently have software access, they will receive an email notifying them and inviting them to log in to the PI2 software.)
Click "Disable software access," meanwhile, and a confirmation pop-up will appear. Hit "Disable access" to confirm, and the employee's software access will be revoked. (You can grant them software access again at any time.)
We hope this update makes it easier to modify software access within your existing workflow.
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