How to Move a Participant to Another Success Profile

Easily Move Candidates From one Success Profile to Another

Do you have a participant who accidentally completed the wrong survey? Or would you simply like to move one of your top performers to a different success profile? Follow the steps below to quickly and easily migrate a candidate from one success profile to another.

Move a Job Applicant to Another Profile

Asset 1-1 Log in to Sprockets.
Asset 2-1 Select the success profile containing the candidate you would like migrated.
Asset 3 Locate the candidate and click on their name to open a dropdown menu.
Asset 4-1 Click the Update Position button from the dropdown menu.
  Screenshot 2023-02-09 at 3.58.56 PM

To move a candidate back to their original success profile, simply follow steps one through four again.

Move a Top Performer to Another Profile

Top performers are just as easy to move, but it requires you to remove them as top performers before migrating them.

Asset 1-1 Log in to Sprockets.
Asset 2-1 Select the success profile containing the top performer you would like migrated.
Asset 3 Locate the participant and click on their name to open a dropdown menu.
Asset 4-1 Click Remove from Top Performers.
Asset 5-1 Allow your page to refresh.
Asset 6 Select the top performer again, and click Edit Position.
7 From the next page, click the box under Select Position to open a dropdown list of positions for you to select from and move your candidate.
8 Press Submit.

 

NOTE: Be sure to add the migrated participant as a top performer to the new success profile after moving them.