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
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?)
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)
How do I remove a co-worker from Inspire?
While you cannot outright delete an employee and their data, you can archive that employee.
Is there any limit on the number of co-workers 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.
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.
I don’t see an option to “Send invite.” Why?
The ability to send software invitations 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 platform.
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.
To enable this permission, share the following instructions with an admin:
1. Log in to the PI platform.
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.
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