Feature suggestions for Design, Diagnose, Perform modules
Examples of Design features relevant to this page: Team Discovery, Team Actions, Team Types, etc.
Examples of Diagnose features relevant to this page: Engagement surveys, Pulse Surveys, Reports, Heat Map, Org Upload, etc.
Examples of Perform features relevant to this page: Workspaces, Kudos, 360 Feedback, Goals, etc.
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Heat Map Generation for others Filters
the ability to create heat maps against the 4 engagement scores with other filter criteria (other than department) - ability to produce heat maps for age groups, ...
Use AI to transcribe meetings
It would extremely helpful if a functionality was added to transcripe during the meeting and allow you to copy the transcirbed text into a note or into an action ...
2.0 invitation triggered when a team member is added to a team
It should be possible to add a team member to a team without notifying them and inviting them to access the team in 2.0. Managers may need to review a team ...
Ability to change ownership of a team
We have people leaving the company or changing roles and we need the ability to have an account admin or account owner be able to change the ownership of a team
Customizable questions
The ability for clients to add additional questions
Add pattern thumbnails to Design to PI2
There is no where to view the graphs in design. Even a small thumbnail would be very helpful to refer back to. Especially when we have Adapters, Individualists, and ...
Include manager reports that only have direct report data
This is probably the most frequent request we get for Diagnose. Clients want to see reports with Strengths, Caution Areas, and Action Items for their direct reports ...
Give Account Owner and Account Admin access to all Teams
We tell these two user types that they have access to everything but they really don't. I'm hearing a lot of frustration - especially for something that is limited ...
Utilizing Client Data as Benchmark for YOY
After the first survey has been administered, all subsequent surveys should include the client's previous data as the benchmark, rather than "external" benchmark ...
Ability for admin/owner to delete a team if the team creator is no longer with the company
Some clients who have used PI for years have hundreds of teams used for Group Analytics and TWS. Many of the owners of these teams are no longer with the company. ...
Option for Clients to Enable/Disable Access to Team Discovery for Users
As it is now, it is too complicated for large companies with many users to administer
2.0 adding candidates to a team
We need to be able to add candidates to a team without adding their email address - need to pull their data from the Hire module
Scoring model in Design will cause confusion to clients.
Scoring model in Design will cause confusion to clients. Will misguide clients on strength of their team.
PDF of each individual's DOT
In the team report it would be nice to have another download snapshot for each individual in the team. Helpful during HPS Workshop and team awareness.
Management Strategy Guide Template
It would be great if one of the templates available for meeting agendas were to pull directly from the management strategy guide to facilitate a conversation about ...
Revisit Individualist Profile location
I believe the team should reconsider the location of the "Individualist" profile falling into "Teamwork". These profiles do not tend to be "people-focused", do not ...
Diagnose Survey in Multiple Languages
The survey should have the same language dropdown as the BA and CA. Cross Org (multiple languages is needed)
Auto-save notes during Meeting Mode
Auto save notes in Meeting Mode so that if you click out you don't lose your notes
UPDATE: Notes/comments made during Meeting Mode are now auto-saved! We have a ...
Daily reporting by location / property / region
We'd like the ability to see completion rate by location or property calculated live or at least daily. Many hospitality clients requesting this to see which ...
Ability to resend the Employee Engage survey links in PI2 to those who haven't received it.
In Legacy we are able to resend a survey link if someone doesn't receive the survey, accidentally deletes it, etc. This functionality is not yet available in PI2 and ...
Action Items After Strategy?
any thoughts on moving the action planner after the strategy piece that will incorporate the takeaways after the strategy piece in the current Design? (there are ...
Generating custom reports
Being able to create additional custom reports either by the custom columns or to be able to run by department, location, etc.
Faster changes/bulk adding members to a team from the folder tree or auto add from OI link settings
The old TWS format for adding and removing individuals from the folder tree was easier and more efficient -- or add associated team(s) to the OI link settings to ...
Using factor E and reporting
Provide a way to run a report for a group of people that displays their E factor - Example, imagine a leadership team who's E factors span across subjective to ...
Ability to create teams for the sake of bulk reporting output
following 'lunch and learns', presentations for prospecting, or Understanding Behaviors presentations for teams or departments we share Placards, Manager Development ...
Add Team Type for Balancing Teams
There is a Strategy Type for Balancing Strategy when a team chooses to pursue either a combined focus of I&A and P&P, or R&D and T&EE objectives. However, a Balancing ...
Modern text editor
We need a modern full featured rich text editor in order to increase adoption across our teams. The comment interface is difficult to use compared to other tools. ...
YoY and Quarterly Trend Reporting
Most employee engagement tools have quarterly, and at worst, year over year trend reporting. This allows you to go to your dashboard and see how your teams and ...
Add Design team data into Perform
Design's Action Planner has specific action items assigned to an individual to improve that team based on their team dynamics and goals. These Action Planner ...
Customize invitation email
I have three clients now who want to customize the invitation email to sound more like their company tone. In many cases the employees deleted the email because it ...
Goal Templates
Templates for goals (parent and sub) that build up together and can be applied for long term usage. Ideally, with a template, this can be copied rather than ...
Add a relationship guide, but for teams
In the same way that we have a relationship guide in Inspire to improve the working relationship of two individuals, we should have the same type of content to ...
Add more than one team member at a time
Building a team takes forever because you can only add one person at a time. Additionally it would be great if we could download a CSV file from the team. That ...
Reviewed - Saved for Future Consideration
Pick time for scheduling Diagnose in advance (8AM Eastern won't work for all)
In the PI2 Diagnose webinar on 4/30/2024 Joe Kirschbaum shared that if you start an XP (and possibly) Pulse survey on the same day, it's sent right away. If you pick ...
Ability to add new topic items while in meeting mode
Currently, you have to exit meeting mode to add a new topic. I would love to be able to add a topic without having to constantly go in and out of meeting mode. ...
Timer
Actual timer and/or a place to allocate time for agenda topics. It would be great to have at minimum, a place to allocate time for each agenda item. It would be even ...
Multiple languages
Allow users to take the surveys in another language.
Revisit recurring topics after a meeting has concluded.
We need a way to "revisit" topics based on triggers beyond calendar days. Consider adding the ability to revisit topics after the recurring meeting has concluded. ...
Option to disable AI in Diagnose
There is an option in administration to disable the AI Assistant in Inspire and the AI interview summary in Hire. There should also be an option to disable the AI ...
Allow PI Partners to see Client Perform Module (as we do for all other modules)
Allow PI Partners to see Client Perform Module (as we do for all other modules). I don't see how I can help them with it if I can't even see it.
Build Rating Style 360 (Review Analytics)
Build the ability to have likert scale ratings in the 360 questions and be able to have visual reports and trend reports for a person showing their rating, their ...
Allow Greater Flexibility in No. of Teams to Be Bought
Sometimes 20 is too few and 50 too many, so it would be great to be able to offer e.g. 25, 30, and 40 as well.
Preview Report/Heat Map structure
It would be really helpful to get a preview of which managers will get a team report and what the heat map would look like, based on a 100% completion rate (with the ...
Ability for the User Role to Share a Team
HR BP's often work together on teams and need to be able to share teams with each other, even when they are users (as opposed to admins/owners)
Modifying launch, close, and reminders
Notifications are hardcoded into the software. There is no way to add a start date, close date, and modify the reminders. Our client had reminders going out on ...
Allow for Guest users to join workspaces / meetings
We'd like to be able to run partner meetings via Perform and have a shared workspace with folks who already belong to their own PI account. We don't want to add them ...
PI Mirror - an idea!
Self Reflection is a massive piece in creating 'Self Awareness'. We are providing people data, but there is an opportunity to build in a reflection point. ...
Allowing legacy clients to have a separate PI2 account for Diagnose
With the rollout of PI2 pushed back for international clients, the option for legacy clients to have access to Diagnose on PI2 (while remaining on legacy for all ...
Jira integration: Include a comment that links back to the action item
When selecting an Action Item and choosing "Copy to Jira", please include a Comment in the newly created Jira Issue that contains a link back to the Action Item in ...
2.0 sample team names
The team names in the sample team are a little childish - can they be changed?