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      Setting up Success Profiles

      Success Profiles help you hire the right people faster by aligning applicant traits to what top performers share in common for each role.

      Note: This is an Owner-level setting. Only account owners can create and manage Success Profiles.

      You can build your own Success Profile or use a default option informed by industry data for your job type.

      How to Set Up Success Profiles

      1. Go to Company Settings.
      2. Navigate to the Success Profiles tab.
      3. Click Create a New Success Profile.
      4. Enter a name for the Success Profile.
      5. Complete the following fields:
        • Personality – Ideal traits (e.g., punctual, dependable, follows through).
        • Needs – Motivators that drive success (e.g., recognition for reliability and quality work).
        • Values – Core values for the role (e.g., teamwork, efficiency, accountability).
      6. Click Save.

      Applying a Success Profile to Jobs

      1. Go to the Jobs tab.
      2. Click into the job you'd like to update.
      3. Open Job Settings.
      4. Toggle Use Success Profile ON.
      5. Select the Success Profile you created.
      6. Click Save.

      Exporting Account Reports

      Note: Only account owners can export data.

      Export company data for backup or deeper analysis.

      Quick links: Set Up Success Profiles  •  Apply to Jobs  •  Export Data