Day to Day
Software
Software Again!
FBC
Acronyms
200
How do you request time off?
Submit the request through ADP after checking channel coverage.
Don't forget to...
-add your OOO event for any PTO
-invite "Customer Service Team" to OOO event
-let your case buddy know in advance
200
How many users can be created for a client with a headcount of 100 for Hire?
Unlimited
200
Can a closed lost opportunity be reopened?
Ya, big time
200
GTM
Go to Market
400
When can you log off channels prior to meetings?
5 minutes prior to be sure you're not stuck!
When all chat participants go busy, partners see we are unavailable and a queue won't build up!
400
How many Behavioral Assessments can be sent out for a client with a headcount of 200?
Unlimited
400
Which user roles can see data in the root folder automatically?
All of them!
400
What is a Federation ID and where would you see it?
It is the same as the user ID in the database, and should be present on the "View Partner User" page.
If a partner gets a Single Sign On (SSO) error when trying to log in to Force BC, the Federation ID may be missing.
400
DEI
Diversity, Equity, Inclusion
600
What is the name of the slack channel which will randomly assign casual meetings between two PIoneers?
#coffee-buddies
600
Which User Roles can share teams?
Account Owners & Admins
600
Which user roles have access to Cognitive data automatically?
Account Owner
600
When a partner does not renew a client, what are the deactivation timeline steps?
60 days post renewal date - on hold
90 days post renewal date - retired
120 days post renewal date - anonymized
600
HPS
High Performance Series
800
When should you log back in after a meeting ends?
Immediately, except for Thursdays which is heads down time!
800
If a client ran 10 team discovery sessions during their free trial period and renews for 3 team discovery sessions, how many new team discovery sessions can they run?
0
800
What are the names of our active but defunct user roles?
Assessment Input (BA) & Assessment Admin (PI & PRO)
800
How far in advance can a partner mark a close date for a prospect opportunity?
90 days, but this process is unlimited!
800
CLF
Content Licensing Fee
1000
What are our support hours?
Phones and Chat
8:30am ET - 6:00pm ET
1000
Best practice for a client before an XP survey?
Safelist our email servers!!! Found in the Troubleshooting Guide!!!! https://www.predictiveindex.com/learn/support/troubleshooting-guide/
1000
What is the difference between a stakeholder and a role model/benchmark when creating a Job Target?
Stakeholders complete Job Assessments. Selecting a role model will contribute their BA as input for the job target.
To view from job page: "Modify Target" -> "Manage Stakeholder Input"
1000
What are the steps of the client onboarding process from Opportunity Registration to Invoice?
1. Register Opportunity
2. Create Quote
3. Submit quote for approval, wait.
4. Send agreement for signature through AdobeSign or manual upload
5. Opportunity stage is Closed Won: triggered by client signature on Adobe Sign agreement or stage edited by partner for manual agreement.
6. Invoice will be generated and sent within ~24 hours by finance
1000
ATS
Applicant Tracking System