Managing employees and sending assessments

The Manage Employees tab lets you view your employee list, send assessments, invite co-workers into Inspire, and manage employee information.

How to send assessments in Inspire

1. Log in to the PI software.
2. Select Inspire from the top navigation bar.

3. From the Inspire homepage, select the Manage Employees tab.

4. Click the “Send Assessment” button in the top-right corner.

5. Enter the email address and name of the employee you’d like to assess.

6. (Optional) Add the person’s manager from the dropdown options.
7. (Optional) Choose to auto-send the Behavioral Report to the assessment taker upon completion.

8. Click “Send Assessment.”

The employee will be sent the following email inviting them to take the assessment.

Note: Want to send assessments faster? You can do so by uploading an org file in Administration.

How to invite employees into Inspire

Sending an assessment to an employee does not grant them access to view their Inspire data.

To grant them access to Inspire, you’ll want to invite that person into the software.

From the Manage Employees page:

1. Search for the person’s name or email.

2. Click “Send invite” under the Inspire Access header.

The employee will be sent the following email inviting them to join you in Inspire.

Note: Want to send software invites faster? You can do so by uploading an org file in Administration.

FAQs

Is there any limit on the number of Inspire users I can assess/invite?

The answer depends on whether you’ve signed up for a timed trial or a paid subscription.

Timed trial: There is no limit on the number of Inspire users your organization can have. 

Paid subscription: If you add more Inspire users than your subscription supports, you’ll be prompted to upgrade once your current subscription lapses.

How do I remove a co-worker from Inspire?

While you cannot outright delete an employee and their data, you can archive that employee.

I don’t see an option to “Send invite.” Why?

The ability to invite co-workers is a permission that must first be enabled by an Inspire admin or organization admin.

To enable this permission, share the following instructions with an admin:

1. Log in to the PI software.

2. Click the gear icon () in the top-right of the navigation bar.

3. You will land on the People tab within the Administration page.

4. Search for the name or email of the person whose Inspire permissions you’d like to change.

5. Click on the person’s name.

6. You will land on a page titled Edit User Record.

7. Under User Product Access, select the checkbox next to “Can invite co-workers.”

8. Click Save Changes.

How do I change someone’s Inspire access?

1. Log in to PI Inspire.

2. Click the gear icon () in the top-right of the navigation bar.

3. You will land on the People tab within the Administration page.

4. Search for the name or email of the person whose access you’d like to change.

5. Click on the person’s name.

6. You will land on a page titled Edit User Record.

7. Under User Product Access, select the desired access level for Inspire.

8. (Optional) Select/deselect the checkbox next to “Can invite co-workers.”

9. Click Save Changes.

How do I resend a software invitation?

Admins can resend invitations from the Administration page.

To do so:

1. Log in to PI Inspire.

2. Click the gear icon () in the top-right of the navigation bar.

3. You will land on the People tab within the Administration page.

4. Search for the name or email of the person you’d like to reinvite to Inspire.

5. Click the ellipsis icon () on the right-hand side.

6. Select Resend invitation from the options.

7. A new invitation email will be sent to the person’s inbox.

Additional support

• Viewing your employee list