Self-guided onboarding with the Predictive Index

Welcome! We’re thrilled to walk you through the self-guided onboarding process and set you up for success with your PI tools. 

There are three key steps:

• Platform & Administration Review
• Steps by PI product
• Additional Onboarding Support

Platform & Administration overview

Steps by product

Key steps for Hire

• Send the PI Behavioral Assessment to candidates
• Create a job
• Mark a candidate as hired

Work with your PI Partner for best practices on using PI’s Behavioral and Cognitive Assessments, setting Behavioral Targets, and improving hiring with structured interviews. For an overview, click here.

Key steps for Inspire

• Invite coworkers
• Access the Relationship Guide
• Click the Manage Employees tab and click into an employee to view:
  • Self-development tools (Personal Development Guide, Management Skills, and Self-Concept)
  • Management Tips
  • Coaching Guide

Work with your PI Partner for best practices on rolling out Inspire and engaging your people managers. For additional ideas, click here.

Key steps for Perform

• Integrate your calendar
• Invite your teammates
• Create a workspace
  • Create an action item
  • Create a goal

To learn more about helpful integrations or introducing Perform to your organization, click here.

You can also attend a Perform Accelerator session led by the Predictive Index. Work with your partner to maximize your success with PI Perform.

Key steps for Design

• Create a team
• Add team members

Work closely with your PI Partner to leverage the power of Design in your organization. For common use cases, click here.

Key steps for Diagnose

• Create a survey
• Send a survey to your employees via Org upload or Quick link

Work with your PI Partner for your specific context.

Additional support

We’re committed to supporting you every step of the way. Reach out to us any time for additional assistance.

Reach out to your Certified PI Partner any time

PI Consultants bridge the gap between your business and people strategy by:

• Building a workforce of top performers
• Implementing hiring and onboarding processes
• Career-pathing and measuring team performance over time
• Engaging and retaining your employees
• Designing culture and team dynamics
• Developing leadership competency
• Implementing change management
• Strategically aligning your senior leadership team