This article applies to organization admins, product admins, and third-party users.
When navigating your employee directory, you'll notice a series of panels containing "quick actions" at the top of the page. These panels allow admins and third-party users to see information at a glance and take action on key admin workflows.
Learn more about these quick action panels in this article.
Quick action panels, explained
There are 4 quick action panels in total, each displaying distinct information.
Not assessed: Shows the number of employees who have never been sent the PI Behavioral Assessment
Pending assessments: Shows the number of employees with pending Behavioral Assessment invitations
No software access: Shows the number of employees without PI2 software access (either because their access was disabled or because they were never invited)
Missing a manager: Shows the number of employees currently missing manager data in their employee record
What does each quick action do?
Click a specific quick action panel, and a side panel will open allowing you to take the relevant quick action.
Not assessed
Click this quick action to surface a "Send assessments" panel, which allows you to quickly send the BA to employees.
Pending assessments
Click this quick action to surface a "Resend assessments" panel, which allows you to quickly resend the BA to employees.
No software access
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.
Next, set the access levels you'd like to grant in bulk.
Missing a manager
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.)
FAQs
How do I access the quick action panels?
How do I access the quick action panels?
To access the quick action panels:
Log in to the PI software.
Select the gear icon in the top-right corner. (Requires admin or third-party access.)
You will land on the employee directory.
The quick action panels are located at the top of the directory.
Additional support