Create BA or CA and new Person

Create BA or CA for existing Person

Obtain BA or CA survey link for specific person – to be shown in a web page or sent via custom email

Send BA or CA invitation via email directly to Person; control the email subject and intro text

Change BA expiration date

Re-send BA invite with new expiration date, email subject and body

Automatically send CA invitation to the same person upon completion of an assigned BA

Associate external identifier with BA or CA and/or with Person

Control the name, email, and phone of the BA or CA administrator

Assign a Person to a Job (by Title or by Id)

Designate Person Type (Candidate, Employee, Other)

Assign a Person to a Folder (by Path or by Id)

Redirect user’s browser upon completion of BA

Notify assessment taker via email upon completion of assessment

Notify administrator via email upon completion of assessment

Notify a system upon completion of assessment — using per-assessment or general setting assessment status webhook

Behavioral Report – send via email or download

Behavioral Pattern Graph Images – all or self-only as PNG or SVG

Person Snapshot – send via email or download

Interview Guide (Job Target-specific) – send via email or download

Placard – send via email or download

Personal Development Chart – send via email or download

Manager Development Chart – send via email or download

Management Strategy Guide – send via email or download

Coaching Guide (Job Target-specific) – send via email or download

Cognitive Report – send via email or download

Cognitive Result Images – download as PNG or SVG

All Jobs

Job Details for a single Job

Persons associated with a Job

Persons matching a Job Target

Job Target Profile Report – send via email or download

Update Job details

Link to Person Page in PI Software

Find People by email, external ID, name, assessment status

Update Person details

Create or Update people and organizational hierarchy information via CSV file

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