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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

  1. Login to Sprockets
  2. Select the Success Profile containing the Candidate you would like migrated
  3. Locate the Candidate and click on their name to open a dropdown menu
  4. Click the "Edit Position" button from the dropdown menu
  5. 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 to
  6. Press "Submit"

To move a Candidate back to their original Success Profile, simply follow steps 1-6 again.

Move a Top Performer to another Profile

Top Performers are just as easy, but require you to remove them as a Top Performer, before migrating them.

  1. Login to Sprockets
  2. Select the Success Profile containing the Top Performer you would like migrated
  3. Locate the Participant and click on their name to open a dropdown menu
  4. Click "Remove from Top Performers"
  5. Allow your page to refresh
  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 to
  8. Press "Submit"

NOTE: Be sure to add the migrated Participant as a Top Performer to the new Success Profile, after moving them.