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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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
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
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.
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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.
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)
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. ...
Differenciate Teams from Design Teams in the list
Wehn opening Design all created teams are visible in a list. However, there is no way to differenciate a "normal" team from a one activated in Design. Users are often ...
Being able to send reminder emails during the extension period
If we have to extend the survey it is typically because the response rate is too low. Therefore, we should be able to send reminder links during the extension period ...
Speed up editing a team
WHY does it take so long to add or subtract a person from a team? Just timed it at 30 seconds PER PERSON. Terrible lag. When initially building a team, this lag ...
Add link to Behavioral Profile /Person Page from Design
It would be nice to be able to click on the initials of a person in Team Discovery and their graph show up as well as have a hyper link to their person page to view ...
Add Collapse & Expand capability to Strengths & Potential Caution Areas
When using Discovery, I want the team to focus on Strengths first, but no matter now many times I say that, you know they are reading Potential Caution Areas. Adding ...
Ability to sort teams by creator
Having to scroll through teams created by others is a hassle when there are many...ability to either sort by creator's name or simply "my teams" option would be great!
Partner to Partner Sharing of Teams
Ability for PARTNER users to share a team with other PARTNER users
Ability to Compare Teams in Team Discovery
We would like to compare our customer service team to our purchasing and logistics teams. It would be useful to look at different dynamics between different teams.
Allow switching between self, self concept and synthesis in Design.
Currently, Design plots Self. However, looking at how teams are stretching and being observed provides valuable insight and reflects a more accurate picture of the ...
Have a clear message when all Teams are used up
Client has 5 Teams used up. When attempting to create a new Team, they got this message "This will use 1 of your company's 0 available teams.
Would you like to ...
Admin rights for partners
Partners should be able to edit teams that are shared with them.
Add 'free type' feedback option to pulse surveys
The full XP survey has 'free type' suggestions...please add that to the pulse surveys. Final question such as "Please provide anything else you feel is relevant to ...
Team Discovery
If you have a bigger team the initials are on top of each other. We use this picture in a powerpoint so no way of seeing the ones under the other. Also when there ...
Provide org heatmap
It would be good to have the results for each question presented in a heatmap. I have attached a screen capture of a heatmap I created for one of my clients. It ...
QR Code or Link to take survey
Right now the link for the survey comes through an email from Predictive Index. Is there a way to create a specific QR code or link for people to use immediately ...
A Team Page for each team in Design
Similar to how a Person Page is a static repository of data about a person that can be revisited, there should be a Team Page that maintains information about a team ...
"FROM" Email address clearly PI
A client has written in suggesting that the email address in the FROM field of the XP Survey is not clearly from PI and can be mistaken as Spam. The client suggests ...
Create a team from selections on a list
It would be nice to be able to select people from a list (e.g., Completed Assessments) and have "Create a team" be one of the options in the Admin drop-down. This ...
Allow Objectives to be re written into the clients own words
For accurate strategy type, the objectives should map to the teams OKR'S, Rocks, Objectives, etc. It would be great if there were an option to confirm the actual ...
Add quadrant titles (Exploring, Producing, Stabilizing, and Cultivating) to competing values matrix
Adding this quadrant references to the graphic in the design software would help learners map over from the leadership styles graphic where reference profiles are ...
Make 3rd Party Access Easy & More Visible
PI partners are critical in leveraging the power of PI and TO - the access isn't clear
Implement Org View in 2.0
In legacy, the ability to vizualize the reporting structure of the organization (Browse, Organization) is a very convenient mechanism to ensure correctness of the ...
Increase the Robustness of data
Design gives great team data. It gives good information about the overall team. It is like icing on the cake for a functioning team. However, many teams don't have ...
Printing and Downloading Team Summary
Graphics do not display when printing or downloading the team summary. This occurs for the purple bands that identify the strategy objectives, or sometimes the icons ...
Ability to Update Employee lists through Org Charts
Currently, we have to upload a spreadsheet with org chart updates using a specific format. It would be much easier for the user to make updates directly to teams. It ...
Remove Access to Shared Team (Design Limited Users)
It would be beneficial if there were a way for users in the software to disable users that only have Design Limited access. Folks that want to remove access don't ...