Setting up Integration with PI

Prior to using integration of Lanteria HR with Predictive Index, the Lanteria HR administrator must enable and set up the integration. To be able to do this, the Lanteria HR must provide the Lanteria HR administrator with the unique API key, which was generated upon acquiring license to the corresponding PI tool.

To set up integration with Predictive Index

1. In Lanteria HR, go to Settings > Settings and Configuration > Integrations > Predictive Index Integration.
   
2. In the API Key field, specify the unique API key that was generated by the Predictive Index user with admin permissions.
3. Select the Enabled check box to enable integration of Lanteria HR with Predictive Index.
4. Select the Get Behavioral Assessment check box for the candidate and employee behavioral assessments to be uploaded to Lanteria HR.
5. In the Employee Behavioral Document Type field, select a document type that will be assigned to the behavioral assessment reports when they are uploaded to the employee documents. To set up the employee document types, go to Settings > Settings and Configuration > Core HR and click Employee Database and then Employee Documents.
6. In the Candidate Behavioral Document Type field, select a document type with which the behavioral assessment reports will be uploaded to the candidate documents. To create a candidate document type, go to Settings > Settings and Configuration > Recruiting and click Edit next to the Candidate Document Types.
7. Select the Get Cognitive Assessment check box for the candidate and employee cognitive assessments to be uploaded to Lanteria HR.
8. In the Employee Cognitive Document Type field, select a document type that will be assigned to the cognitive assessment reports when they are uploaded to the employee documents. To set up the employee document types, go to Settings > Settings and Configuration > Core HR and click Employee Database and then Employee Documents.
9. In the Candidate Cognitive Document Type field, select a document type with which the cognitive assessment reports will be uploaded to the candidate documents. To create a candidate document type, go to Settings > Settings and Configuration > Recruiting and click Edit next to the Candidate Document Types.
10. Select Apply Changes whenever you make changes to these settings.

Enabling access to the Employee Documents library

For managers or employees to be able to view behavioral assessment reports of Lanteria HR employees, retrieved by the LHR - Predictive Index Integration job, access to the corresponding library must be allowed. HRs will always be able to view behavioral assessment reports in employee documents. This does not affect behavioral assessment reports of candidates, which can be viewed either by HR or the manager that is a vacancy requester.

• For managers to be able to see behavioral assessment reports, the Manager Access setting must be set to Yes in the library settings of the Employee Documents and Candidate Documents libraries in the site contents. To enable manager access, go to Settings > Site Lists and Libraries, search and open the Employee Documents library, go to Library tab > Library Settings, locate and select Manager Access, and then set Default value to Yes. Select OK to save the changes.
• For employees, to be able to see behavioral assessment reports, the Employee Access setting must be set to Yes in the library settings of the Employee Documents and Candidate Documents libraries in the site contents. To enable employee access, go to Settings > Site Lists and Libraries, search and open the Employee Documents library, go to Library tab > Library Settings, locate and select Employee Access, and then set Default value to Yes. Select OK to save the changes.