Common Examples

Below are some common examples and use cases of how to integrate PI workforce assessments and software into your human capital management process.


Level of Complexity Indicates the a relative level of technical effort.

Very Easycomplex1 image
Does not have any technical requirements
Simplecomplex2 imageIs relatively straightforward, but requires some technical resources
Moderatecomplex3 imageRequires moderate technical resources to implement
Very Technicalcomplex4 imageIs complex, requiring technical resources with sufficient effort to complete and involves knowledge of Predictive Index data



Administer Assessment with Open Invitation

Level of Complexity complex1 image

The simplest way to administer a PI assessment is to set up an Open Invitation page, then send the URL of that page to the assessment taker. Sending the assessment can be done manually or through an automated process. For example, you can trigger an automated email that includes the URL to be sent to a candidate after submitting a job application. In this case, the assessment taker will fill in their own information.


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Administer Assessment as part of an Automated Process or Flow

Level of Complexity complex2 image

Administer an assessment using an Open Invitation web page, which reduces the amount of manual data entry, and therefore possible user error, by the assessment taker. You can insert a redirect to the Open Invitation web page during your usual application flow (via your external system), pass over candidate information, and the candidate can be automatically directed to a page where they can simply click a link to start taking an assessment. Assessment results would be accessed manually via your normal PI Software login.

User-added image



Administer Assessment directly from an External System

Level of Complexity User-added image

This is a tightly integrated use case where an assessment taker is within the flow of an external system and the external system directly initiates the assessment. After the assessment is completed, the assessment taker is redirected back to the external system to continue the flow. This will keep your applicant flow uninterrupted.


api administer assessment inline image




Administer Assessment via Email initiated from External System

Level of Complexity User-added image

This is a tightly integrated use case where an assessment taker is coming directly from an external system and the PI software is used to send an email to the assessment taker. While the candidate is taken out of the external system to complete the assessment, a webhook can be called following the completion of the assessment informing the external system that the assessment results are available.


api administer assessment email image



Retrieve Assessment Result Images and Make Available directly from an External System

Level of Complexity User-added image

This is a tightly integrated use case where the assessment result images are available directly from an external system. This can be used to save the result images in the external system or be made available to end-users by making real-time API calls. In any case, the results can be accessed without the user needing to log into the PI Software when using this process.


api retrieve results image



Retrieve Assessment Reports and Make Available directly from an External System

Level of Complexity complex3 image

This is a tightly integrated use case where the assessment reports are available directly from an external system.  This can be used to save the report in the external system or make available to end-users by making real-time API calls. In any case, the results can be accessed without the user needing to log into the PI Software when using this process.


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Provide Deeplink into PI Software to Access Results

Level of Complexity complex2 image

This provides access to assessment results by having the user log into the PI Software to authenticate. This is a simpler alternative if results cannot be downloaded and made available using results API calls.


api retrieve results link image