Sending the Behavioral Assessment to a co-worker is the first step in unlocking relationship insights within PI Inspire.
How to send the Behavioral Assessment to a co-worker
- Log in to the PI software.
- Select Inspire from the top navigation bar.
- From the Inspire homepage, click the “Send Assessment” button.
- You will be brought to the “Manage Employees” page.
- Select “Send Assessment.”
- Enter the employee’s email address and name.
- (Optional) Add the person’s manager from the dropdown options.
- (Optional) Choose to auto-send the Behavioral Report to the assessment taker upon completion.
- Click “Send Assessment.”
The employee will be sent the following email inviting them to take the assessment.
FAQ
Sending assessments
Are there any notifications tied to employee assessment completion?
Yes. By default, any person who sends the PI Behavioral Assessment to a co-worker will receive a notification once that colleague has completed the assessment.
Is it possible to modify these assessment notifications?
No, not currently. That said, we are exploring the ability to modify employee assessment notifications. We’ll have more details to share in the future.
Does sending the Behavioral Assessment grant access to the Inspire software?
No. Sending an assessment to an employee does not grant them access to Inspire.
To grant them access to Inspire, you’ll want to invite that person into the software. (See: How do I invite an employee into Inspire?)
To grant them access to Inspire, you’ll want to invite that person into the software. (See: How do I invite an employee into Inspire?)
Inspire software access
How do I invite an employee into Inspire?
There are two ways to invite employees into Inspire:
1. Admins can invite them from the Administration page. (Individual or bulk invites)
2. Inspire users can invite them from the Manage Employees page. (Individual invites only)
1. Admins can invite them from the Administration page. (Individual or bulk invites)
2. Inspire users can invite them from the Manage Employees page. (Individual invites only)
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