Accessing the Relationship tab

Once you’ve familiarized yourself with the concept of behavioral data, you may wish to see how your data compares to a manager, peer, or report.

Every 1:1 workspace now features a Relationship tab. Use this tab to view a Relationship Guide between you and your colleague, and get tips to help you work better together.

Note: Your organization must also be subscribed to PI Inspire to enable access to the Relationship tab.

How to access the Relationship Guide in Perform

1. Log in to Perform.
2. Select the relevant 1:1 workspace.
3. Click the Relationship tab at the top of the page.
4. You will see an overlay of your and your colleague’s behavioral data.

How do I use the Relationship Guide?

The Relationship Guide takes your Behavioral Pattern and overlays it with your colleague’s. Use the results to see where you two are similar, and where you’re different.

In this example, David is a Guardian and Ryan is a Captain. David is known to be collaborative, reserved, steady, and precise in the workplace. By comparison, Ryan tends to be more independent, sociable, driving, and flexible.

For quick tips on how to work better together, read the “How to interact with” bullets underneath your colleague’s pattern.

For in-depth relationship insights, including strengths, potential caution areas, and relationship tips, scroll down to the section titled “[Person A] & [Person B]’s Relationship.”

Finally, if you’re just getting to know this person or building a relationship from scratch, scroll to the bottom of the page and review the “Steps to set up a productive relationship” section.

FAQs

Why can’t I see the Relationship tab?

Your organization must also be subscribed to PI Inspire to enable access to the Relationship tab.

My organization has access to Inspire. Why can’t I view my Relationship Guide with “X” person?

There are three common reasons why you can’t access the Relationship Guide with a specific individual:

– That person hasn’t been invited to Perform.

– That person hasn’t completed the PI Behavioral Assessment.

– You haven’t completed the PI Behavioral Assessment yourself.

The following FAQ questions will walk you through how to do each of the above.

How do I invite someone to Perform?

1. Click the “Invite Teammates” button on the left-hand side.

2. Enter the person’s name and email.

3. Confirm by clicking “Create Workspace.”

How do I send someone the PI Behavioral Assessment?

1. Visit your Relationship tab with that person.

2. You will see a prompt to send them the assessment.

3. Click the “Send assessment” button.

4. They will receive an email inviting them to take the assessment.

How do I take the PI Behavioral Assessment myself?

1. Visit your Relationship tab with that person.

2. You will see a prompt to take the assessment.

3. Click the “Take the assessment” button.

4. The assessment will open in a new window. (Return to Perform once you’re done.)

Additional learning

• What is the PI Behavioral Assessment?