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Profile update cycle

Ask people to review their profile by a date, with reminders, and see who updated it, who confirmed it as is and what changed.

Profile update cycle

The profile update step asks each person in the cycle to review sections of their own profile, such as education, experience, languages and certifications, by a date. At the end, you know who updated it, who reviewed it and confirmed everything was right and who never opened it, and you can see what changed in each profile.

The step can be the only one in the cycle or come with maps and assessments. With Repeat this cycle, the review comes back on its own, every semester for example.


Set up the step

In the Steps step of the cycle form, check the Profile update card. If the cycle is only about profiles, check only that one.

Under Profile sections, check what the person needs to review and, among those, the required ones. They can only send the review after going through the required ones. The available sections are personal and contact details, location and mobility, education, experience, languages, certifications, résumé, profile skills, preferences and company fields.

Profile update step with five sections checked and two required

The deadline, reminders and late notice work as in the other steps. The e-mails take the person straight to their profile.

In the Company fields section, the person reviews only the answers to their company's custom fields. If they work for more than one company on Coodesh, one company's answers do not show to the other.

So that the profile only changes during these cycles, turn on the lock in Settings > Onboarding. See Lock the profile outside cycles.


What the person does

While the step is open, the top of My Profile shows the sections to review, which ones are required and how many were already reviewed. For each section, the person clicks Confirm as is or edits it in their profile; an edited section already counts as reviewed. After the required ones, they click Send review.

Top of My Profile with the sections to review and two marked as required

Track

In the People tab of the cycle, the step column separates who:

  • Updated it, with the sections that changed;

  • had No changes: reviewed everything and confirmed it as is;

  • is Incomplete: started and did not send it before the step closed;

  • did Not open the review before the step closed.

While the step is open, people who have not sent it yet show as open or in progress, with the deadline.

People tab with who updated, who made no changes and who is in progress

Click the person's name or e-mail, or use See what changed in the row menu, to see the difference by section: what was added, removed and changed, plus the sections confirmed without changes. If the review is still in progress, the drawer shows what changed so far.

Drawer with what changed in the profile: a new language and a new certification

Compare with another cycle

In the See what changed drawer, the Compare with field shows this cycle's profile next to that of an earlier cycle, the latest one by default. Each section shows what came in, left or changed between the two. What the person changed outside any cycle, before this one opened, is marked between cycles. Sections asked in only one of the cycles show as only asked in, and the identical ones are grouped at the end.

See what changed drawer comparing the current cycle with the previous one

To see the profile in all cycles at once, use See all cycles of at the end of the drawer. See Compare results across cycles.

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