Ability to send behavioral assessment to people not at their organization/candidates

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• 19 Mar, '25
  Becca VanDerveer

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  This is a critical feature not just for client's ability to learn but extremely important for referrals.

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• 16 Dec, '24
  Joe Reagan Merged

  I'm sure this has been debated and decided but completely limiting the ability to send assessments to non-employees and those who are not candidates is short sighted. Examples - college age children of employees, recently trained individuals practicing on family to get confidence, CEOs assessing board members/investors demonstrating the power of PI and why they use it. These are all legitimate, positive for PI and CEMENT loyalty over the long haul, I have this opinion from our client feedback but also as a long time client and advocate for PI who purchased a lot of PI software and workshops between 2003 and 2018 before becoming a partner. Suggestion - Limit the number but not the opportunity. And/or count these in headcount.

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• 17 Dec, '24
  Sarah Mulvey Admin Merged

  Thank you for the suggestion Joe! Are you familiar with the "Override Allowable Organization Domains" setting? It is located under Administration/Organization Domains (visual attached). When the setting is ON, Organization Admins can send the Behavioral Assessment to any person regardless of whether their email address matches the company's domain.

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• 20 Mar, '25
  Clayton Ramsey

  Agreed - at the end of every workshop I'll ask the participants to challenge themselves to complete a certain number of PI analyses and readbacks after the workshop to solidify what they learned. This always includes family members and friends

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• 04 Mar
  Caraline O'Brien System

  "Add method to send assessments to non-employees and non-candidates," (suggested by <Hidden> on 2024-12-16), including upvotes (2) and comments (1), was merged into this suggestion.

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