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- General information
- Navigation
- Surveying
- PAIRIN Pro for Hiring
- PAIRIN Pro for Education
- Group management
- Targets
- Reports
What are the different tabs in PAIRIN Pro?
There’s the Dashboard tab, which gives you an overview of recent selections and quick buttons to functions like adding new people and sending new surveys.
There’s the Data tab, where all the data exists and allows you to compare groups, individuals, or a single person to their other surveys. Here’s where all the power of PAIRIN lies.
And there’s the Manage tab, where you can add new members, organize members into groups, send new surveys, create targets, and download reports.
Can I see all 102 soft skills that are measured in PAIRIN Pro?
Yes! On the Measure page within the Data tab, you can select “All Scores” under the view.
How do I add users to PAIRIN Pro?
You can add new users by going to the Manage tab, under “People” and click the “+ New Person” button.
First, you will add the individual’s first name, last name, email address and gender.
Once you have entered this information, you will have the opportunity to select which groups you want them to be in. Note, they will be added to every group that you click the check mark in.
Once a person has been added to your system, you can edit their information by clicking their name. On the right-hand side of the page their name, email address, survey token and what groups they are apart of will be listed. You can select the pencil in the right-hand corner to edit any of this information.
What is the difference between applicants, employees and students?
Employees and students are internal individuals within an organization. They have access to PAIRIN Personal, which can be configured by organization. Targets can only be created based off of internal people. Additionally, you can only view growth of internal individuals (this is done by comparing multiple surveys attached to the same account.
Applicants are external individuals to an organization. They do not have access to PAIRIN Personal. The system also requires additional fields of resume, phone number, and zip code when the user is being created.
Where do I see the data in PAIRIN Pro?
First, make sure you click on the Data tab in the top bar of your screen. Make the selection of the people or groups whose data you want to see, and then click save selections. You can select more than one individual or group by clicking the plus sign.
The Overview shows a breakdown of all the targets, scores, charts, and reports that are relevant to your selection. This is meant to give you quick access to all the ways you can view the data and give you a quick breakdown about the aggregate data for your selection. Please note that if you have two people or groups selected, the Overview will not show data on targets and reports related to your first selection, which is the one on the left.
The Target page lets you see a quick list of everyone in your selection on the left. You can toggle between targets to view different score ranges in the Target drop-down menu located right above the Target tool header.
The Measure page provides the bulk of your ability to view the scores. Toggle between different View selections, which are in the View drop-down menu, and different sorting selections. If you selected to view scores from a group, the aggregate will be shown by the blue circles. Click the blue circles to toggle between seeing individual scores for each of the group members and the aggregate.
Clicking on a skill will give you the full detail about that skill, including the Definition, Insights, Coach Tips, Tips for Coachees, and questions to ask focused on that skill.
The Chart page allows you to view the entire group selected as individual dots plotted on a grid on various different axes. Click on a dot to read a larger description about that specific point on the grid, and view how your members group together or separate depending on your chart selection.
What are the different views within the Data tab in PAIRIN Pro?
The "View" filter allows you to specify what attributes you would like to view. The system automatically assumes you would like to view the attributes within the target you have selected. However, you can view many more attributes than what is in your target. Each view has a unique purpose and will give insight into various topics like what drives a person (Drivers), how they relate to others (Relating Styles), the way they think (thinking styles), etc.
Highlighted here is the list of potential views for seeing the data. Each view will show you specific attributes related to that topic. For instance, if you choose to the Drivers view, you will see the 15 attributes that drive or motivate human behavior.
How many people can I survey in PAIRIN Pro?
You can survey as many people you want and as often as you’d like. Just be careful to not survey your members too often, as you won’t see much change in shorter time periods unless you are providing intense coaching.
How do I invite people to survey in PAIRIN Pro?
There are three separate ways to send surveys, depending on if you are inviting students, employees or applicants.
Link/ Unique URL: For first time surveyors, you can provide a direct link for individuals to be able to create a PAIRIN account and survey. Each group or opening has a unique survey link so that you can easily organize those you survey.
In PAIRIN Pro, the survey links for individual groups are provided in the Manage Tab under the People Tab. Select which group you would like someone to be added to and there will be a link provided. The links are visible to all with Pro access, managers and (in the case of Education clients) teachers.
Survey Invite: A survey invite can be emailed directly to an individual.
Please note, that the individual already must have a PAIRIN account to use this method, they will be displayed under "People" in the "Manage" tab if they have an account. If they don't have an account, you can add them through the "+ new person" button under "People" in the "Manage" tab.
You have two options for how to do this:
- Option one: For Groups
- Step 1: Once all your individuals have been added to the system under Manage -> People, click over to Survey.
- Step 2: Click on “Surveys”, which is located on the right upper side on the screen, below the blue header. If you need to create a new survey, click on “+ new survey”. You must select the group you want to survey in order for this to work.
- Step 3: Select “Send email to each survey taker”.
The "+ new survey" button is only visible to managers - for Education clients, teachers will not be able to survey this way.
- Option two: For a one or a few individuals
- Step 1: Click on the “Manage” tab on the top header.
- Step 2: Click on “Surveys”, which is located on the right upper side on the screen, below the blue header.
- Step 3: Check the check box next to the individuals you want to surveys names. An envelope will appear at the top of the table where “Name” used to be. Click the envelope and follow the steps to send the email invite.
The email option is available to all with Pro access, managers and (in the case of Education clients) teachers.
Token: If individuals have been added to your “People” tab, but you don’t want to send direct survey invite via email, you can generate a survey token. This is often the best method for proctored survey taking. The individual will go to pairin.com/start, enter their last name and token to survey.
- Step 1: Click on the “Manage” tab on the top header.
- Step 2: Click on “Surveys”, which is located on the right upper side on the screen, below the blue header.
- Step 3: If you need to create a new survey, click on “+ new survey”. You must select the group you want to survey in order for this to work.
- Step 4: Select “Create a PDF of invite tokens”. If you have not added individuals to your system, you can provide a direct link to the survey.
The "+ new survey" button is only visible to managers - for Education clients, teachers will not be able to survey this way.
How do I invite someone to resurvey in PAIRIN Pro?
Resurveying someone is a great way to measure their growth and track their progress. Plus, there is no limit to how many times an individual can take the survey! By sending a resurvey invite by email, rather than by link, all surveys for an individual will be connected to the same account. This makes your account more organized and your navigation easier. There are two ways in which you can send a re-survey invitation.
Emailing from a group list
- Once you've logged in to PAIRIN Pro, navigate to the Manage page in the top menu and select the Surveys tab. From here, you can select a group from the hierarchy on the left hand side of the page to narrow down individuals.
- Check the box to the left of each individual you would like to send an invite to (you can use the search bar to speed this up). If you'd like to resurvey an entire group, you can also check the select all box at the top of the list.
- You'll see an envelope appear at the top of the list. Click this icon to email out the survey invites.
Using the + new survey button
- Once you've logged in to PAIRIN Pro, navigate to the Manage page in the top menu and select the Surveys tab. Then, click the "+ new survey" button.
- Navigate through the hierarchy to select the group(s) or individual(s) you wish to resurvey. Once you've selected everyone, click "next".
- Use the dropdown to select to resurvey everyone or a subset of who you selected in the previous step. If you choose a subset, the system will prompt you for a date range. Once you've set your option, click "next".
- Select token PDF or email delivery option and click "next".
- On the next screen, you have the option to alter the language in the email invite. Make any updates you wish, then click "send" at the bottom of the page.
How often should people survey if we are interested in showing growth over time?
The frequency of surveying is dependent on the intensity of coaching or development. Very intensive coaching programs survey as often as every 6 weeks, but most survey every 6 months to a year.
Can I show growth over time for a group instead of an individual?
The best way to show growth of groups is through a data export. Contact PAIRIN staff and we will assist you with it.
How do I create an opening in PAIRIN Pro?
You can create an opening by clicking on the Manage tab and under Openings when you are viewing your applicants. Openings allow you to organize the applicants in your account. To add an opening within your company, click "+ new opening" on the left hand side of your screen.
Enter in the name of your opening and select a position from the list on the right hand side of the screen. You can also select if you would like to set a close date or automatically archive old applicants.
Once you have completed all fields, click "Save".
How do I see applicants in PAIRIN Pro?
Your employees and applicants will be separated in the PAIRIN Pro tool.
The way to toggle between employee data and applicant data is to click on the “Show Employees instead” or “Show Applicants instead”, located under your business’s name in the upper right corner of the header. Depending on your view, you can add employees, applicants and create groups on the Dashboard.
How do I hire an applicant in PAIRIN Pro?
There are two ways to hire an applicant in PAIRIN Pro, on the Manage tab and on the Data tab.
The Manage Tab
From the Manage tab, ensure “Openings” is selected from the menu on the top right.
Select the opening from the left hand list in which you want to hire the applicant. This will show a list of all applicants for that position. Check the box to the left of the applicant(s) you wish to hire. Three options will appear above the list of names. To hire the applicant, click the first of the icons - the individual with a check mark.
The Data Tab
From the Data tab, ensure you are viewing the data for either the applicant or the opening. Select the Target page from the top menu.
Click the arrow to the right of the applicant you wish to hire. Two icons will appear below their name. To hire the applicant, click the first of the icons - the individual with a check mark.
How do I manage teachers?
All the members of the account exist within the Student view in the Manage Tab, under “People”.
All members will be listed in the center section of the screen, and teachers, who can view the students’ data within that group, are listed on the right side of the screen under “Teachers”. Add teachers by clicking the plus side next to the word Teachers, or delete a manage by clicking the X next to their name.
What do my students see?
Our clients have the opportunity to determine what their students see after completing the survey. If you elect to have your students see their PAIRIN Personal, we can configure it to meet your needs.
All PAIRIN Personal accounts display a students top four qualities (strengths). If you would like to offer students development tools within PAIRIN Personal, we can enable PAIRIN online curriculum and/or a specific target with attribute tips and insights.
How do I create groups in PAIRIN Pro?
Groups allow you to organize the individuals in your account. Individuals can be associated with more than one group.
You can create a group by clicking on the Manage tab and then People in the menu on the right side of the page. To add a group under your company, click the name of your organization on the left-hand side under where it says “ Organization Name Groups”. Notice how it is now highlighted in yellow. Underneath there will be an “Add group” option. This group will be available to all managers of your account.
If you want to create subgroups under existing groups, click whichever group you would like to add a subgroup under. Notice how when you click on the group name, it is now highlighted in yellow and the “+ Add Group” option moved to be under the group you selected. Once you have titled the group name, you will have the opportunity to select people to put into the group.
How do I add people to a group?
To add people to a group in PAIRIN Pro, first make sure you have either Employees or Students selected in the top right of the page. Next, select the Manage tab, making sure “People” is selected from the menu on the top right.
From here you can add people to a group in two ways.
- Select individuals from the main group list by checking the box to the right of their name. Three options will appear above the list of names. To add the people to a group, click the first of the icons - the individual with a plus sign. From here, you can select the group you wish to move them into. Click “Save” when you are finished.
- You can also add individuals from within the desired group. Select the group you wish to move individuals to in the list at the left of the page. Next to the group name, click the icon of the person with a plus sign. From here, you can select the individuals you wish to add to the group. Click “Save” when you are finished.
How do I remove people from a group in PAIRIN Pro?
To remove people from a group in PAIRIN Pro, first make sure you have either Employees or Students selected in the top right of the page. Next, select the Manage tab, making sure “People” is selected from the menu on the top right.
From here, select the group you wish to remove individuals from. Select the individual(s) you wish to remove from the group by checking the box to the left of their name. Three options will appear above the list of names. To remove people from a group, click the middle icon - the individual with an arrow. Please note that the third icon will delete the individual from your account entirely.
How do I manage who has access to specific groups in PAIRIN Pro?
All the members of the account exist within the Manage Tab, under “People”. All members will be listed in the center section of the screen, and managers, who can view the members’ data, are listed on the right side of the screen under “Managers”.
Add managers by clicking the plus side next to the word Managers, or delete a manage by clicking the X next to their name.
How do I create an employee based target in PAIRIN Pro?
To create an employee based target, you will need to go into PAIRIN Mini. Click the dropdown in the top right of your screen and select PAIRIN Mini.
Once you are in PAIRIN Mini, click into a group or an opening to create a target. Scroll down past the top four qualities and click “Add Target”.
From the options, select “Create a Custom Target” and click “Next”.
From here, select the individuals you want the target to be based upon. 8 is the ideal number to select, but anywhere from 5 to 12 people will create a well-rounded target. Once you have selected them all, click “Next”.
On the next screen, you can either select the attributes you wish to be in the target or click “let PAIRIN decide” (which we recommend).
The system will analyze your selections and provide confidence ratings on both employees and attributes. The employee confidence rating is a percentage out of 100. You can choose to remove employees with a lower rating by clicking “Remove” to the left of their name. The attribute confidence rating is on a color scale of green, yellow, and red. Good targets are comprised of yellow and green confidence ratings. You can choose to remove attributes by clicking “Remove” to the left of their name. After each adjustment, the system will recalculate the target. Once you have completed any adjustments, click “Next”.
On the final screen, give your target a name and click “Save”.
Your newly created target is now available for you to use within your organization. You can navigate back to PAIRIN Pro and begin evaluating data.
How do I add a national sources target in PAIRIN Pro?
In PAIRIN Pro, you have access to 900+ occupation specific targets based on national data. You can add these to your account at any time.
To add a national sources target, you will need to go into PAIRIN Mini. Click the dropdown in the top right of your screen and select PAIRIN Mini.
Once you are in PAIRIN Mini, click into a group or an opening to create a target. Scroll down past the top four qualities and click “Add Target”.
From the options, select “Pick a Position” and click “Next”.
Here, you'll see the 16 career clusters. Select the cluster that contains the job you are looking for, and click "Next". If you're not sure what cluster the job you're looking for is under, please reference the attached spreadsheet.
On the next screen, select as many jobs as you are interested in - you'll have a chance to review them before adding. Once you've made your selections, click "Next".
You then have the opportunity to review the targets you've selected. Each target will have a match score for the aggregate of your organization. If you don't want to add a target, click "Remove". Once you're done reviewing, click "Save".
The target(s) have now been added to your account! They will appear in the dropdown list on the Data tab back in PAIRIN Pro.
What types of reports are available in PAIRIN Pro?
PAIRIN Pro offers you a wide variety of standard and customizable reports. These fall into three main categories:
Strength Reports: Gives individuals their strongest essential skill category of either Civic, Entrepreneurial, Personal, or Professional. Each category is made up of five Essential Attributes.
Target Reports: Shows how an individual scores in relation to the attributes within a particular target. These reports should be used to help inform and guide the development of the skills that pertain to the particular target.
Insight Reports: Provide information and can be used to affirm individuals. They are less often used for development of skills due to the fact that a target/context is not in mind. Instead, Insights reports are used to understand the intensity levels of different groupings like thinking style or drivers. They also help affirm or develop your coachee in their thinking using the definitions, insights and suggested action tips.
Top Qualities Reports: Gives insight into an individual's top thinking style, driver, social/emotional IQ and virtue class.
How do I generate a report in PAIRIN Pro?
There are two ways to generate new reports: on the Dashboard and within the Manage tab. However, The process for creating a report is the same for both options from the Dashboard and Manage tab.
- Step 1: On the Dashboard, scroll down to the bottom, where you can either click on a recent report or the “+ new report” button to generate a new one. On the Manage tab, click on the “Report” tab and either click an existing report or the link “click here to create a new report”.
- From the Dashboard:
- From the Manage Tab:
- From the Dashboard:
- Step 2: In either option, if you want to print a previous report, click the
button to download the report.
When creating a new report, you have a lot of options, so to view samples of the reports, click on the “Sample ______ Report” on the right-hand side of each of the drop-downs. This way, you can see what you are getting when you generate that report.
Once you have selected the type of report, click "Next". You will then be prompted to choose whose data you would like for the report. You can create reports for groups by clicking “Select All” or for just individuals by clicking the box next to their names. Once you have made your selection, click "Generate Report(s)".
Once you create the report, simply click the button to download it and print.
How do I read a Target Report?
A Target Report measures and explores a specific target. Targets indicate the behavioral ingredients and related intensities that have led to success in a specific role or context. When applied more broadly, they can identify basic career readiness or company culture fit.
The report contains the following items:
- A report summary
- Individual or group name and survey date
- Pages featuring attributes critical to the intended role or context
- Current attribute scores and target ranges
- An intensity scale with the center marking the average of the general population. Scores to the left or right of center are below or above the 50th percentile rank respectively.
- Note: Higher scores are not always preferable
- Definitions and insights into the behavioral abilities, motivations, and preferences that typically align with these scores
- Tips for recognizing, drawing upon, or adjusting behaviors
The Target Report will begin with the attributes where the scores match the target range and progress on to the attributes where there is a gap to the target. On the scale, current scores will be shown by the solid circle and ideal scores will be shown by the dotted circle. The target range will be shown by the large yellow circle.
How do I read an Insights Report?
An Insights Report measures and explores a set of specific attributes. Certain attributes are more intense in some people than in others.
The report contains the following items:
- Individual or group name and survey date
- Current scores for this set of attributes
- Ideal (desired) scores
- A intensity scale with the center marking the average of the general population. Scores to the left or right of center are below or above the 50th percentile rank respectively.
- Note: Higher scores are not always preferable
- Definitions and insights into the behavioral abilities, motivations, and preferences that typically align with these scores
- Tips for recognizing, drawing upon, or adjusting behaviors
The Insights Report will begin with the individual's highest score, and progress in order, ending with their lowest score. On the scale, current scores will be shown by the solid circle and ideal scores will be shown by the dotted circle.
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