The Profiles & Algorithm page allows admins to manage the questions and profile data used in Registration and Matching. From this page, you can add new questions, reuse questions from other Programs, edit response options, configure Matching logic, and preview the participant Registration experience.

Use this page to keep Registration organized, improve consistency across Programs, and make sure Matching is based on the information that matters most for your Program.

Topics

• Accessing Profiles & Algorithm
• Understanding Field Types
• Adding Questions
  • Question Templates
  • Reused Questions
• Editing Questions
  • Additional Question Settings
• Managing Response Options
  • Bulk Add or Delete Response Options
• Generating Response Options with AI
• Configuring Matching Logic
  • Identity Information Question Type
  • Personal Development Information Question Type
• Importing User Data
• Creating a Question from Scratch
• Preview Registration
• Filters

Accessing Profiles & Algorithm

To manage participant profile questions and Matching fields, go to Program Settings > Profiles & Algorithm.

This page includes tools for adding questions, editing existing questions, previewing Registration, and filtering the question list for easier review.

Understanding Field Types

Fields on the Profiles & Algorithm page are organized into two main groups. Understanding the difference helps you decide where data should come from and how it should be used across Programs.

• Admin-Imported Fields are added through a CSV upload or HRIS sync. These fields stay consistent across Programs, which means participants do not need to enter the same information more than once.
  • Note: User visibility for Admin-Imported Fields is configured under Settings > Integrations > HRIS Integrations > Select Custom Fields, not in the questionnaire. This is because imported fields apply across Programs.
• Participant-Populated Fields are completed by Users during registration. These responses are specific to the Program, which gives admins more flexibility to tailor Registration and Matching to each Program’s goals.

At the top of the page, you will find + Add Question, Preview Registration, and All Filters.

Adding Questions

Use + Add Question to add new questions to your Program. You can start from a Template, reuse a question from another Program, import User data, or create a new question from scratch.

Question Templates

The Templates tab includes pre-built questions for common use cases. Templates help standardize Registration and reduce manual setup.

You can browse the Template library by searching or filtering for the question you need. Instead of creating fields manually, admins can start with Templates such as Department, Seniority Level, Language, Gender, and Location. Templates can be used as is or edited further after they are added.

To add a Question Template:

1. Go to Profiles & Algorithm.
2. Click Add Question, then open the Templates tab.
3. Search for a Template or browse the library.
4. Click View Template.
5. Click Add Template.

Reused Questions

The Reused Questions tab lets you add an existing question from another Program instead of creating a duplicate. Reusing a question can help preserve consistency across Programs and prevent participants from having to answer the same question more than once.

To reuse a question from another program:

1. Go to Profiles & Algorithm.
2. Click Add Question > Reused Questions.
3. Find the question you want to use.

From here, you have two options:

• Option 1: Click Add to This Program to reuse the question, keep it linked across Programs, and share the same field data. Matching Logic, Matching Preferences, and Match Strength remain Program-Specific.
• Option 2: Click the button, then click to Copy this question. This creates a separate version for the current Program.

Editing Questions

After a question has been added to your Program, you can update its settings at any time. This includes the Question Type, Question Text, Response Format, and Response Options.

To edit a question:

1. Go to Profiles & Algorithm.
2. Click the button for the question you want to update.
3. Update the question settings as needed.
4. Preview the question if needed.
5. Click Save.

Additional Question Settings

Depending on the question format, you can configure additional settings that control how participants answer and how the data is used.

1. Response required vs. optional
   • Required: Users must answer the question.
   • Optional: Users can skip the question.
2. Response visibility - Choose whether responses are visible to everyone, mentors and admins only, or admins only.
3. Number of responses - Limit how many choices a User can select, or allow unlimited responses.
4. Custom responses - Allow Users to add their own response options.

Managing Response Options

For multiple-choice and similar question formats, admins can add, edit, and remove response options. Keeping response options clear and consistent helps participants answer accurately and supports cleaner Matching and reporting.

Bulk Add or Delete Response Options

Admins can also manage response options in bulk from the ••• menu within the response options editor.

• Bulk Add lets you add multiple response options at once.
• Bulk Delete lets you remove all response options at once.

Bulk actions are useful when you need to build a long list quickly or fully replace an existing set of options.

Generating Response Options with AI

For supported question types, admins can generate response options with AI instead of building the full list manually. This can be a useful starting point when you want to expand an existing question or create a more complete set of suggested responses.

When generating response options, the AI uses the following inputs:

• Program Name
• Program Description
• Question Text
• Existing question responses
• Question format, such as Identity Information or Personal Development Information

Review AI-generated responses before saving them to make sure they fit your Program and terminology.

Configuring Matching Logic

Matching logic determines how responses are used during Matching. The available logic depends on whether the question is set up as Identity Information or Personal Development Information.

To configure Matching logic for a question:

1. Go to the question in Profiles & Algorithm.
2. Click the button for the question you want to update.
3. Open the Matching Logic tab.
4. Select the logic that best fits your Program.
5. Click Save.

Identity Information Question Type

If the question type is Identity Information, the following Matching logic options are available:

• No Question Logic: Responses are not used in Matching.
• Matches: Looks for overlap in participant responses.
• Does Not Match: Avoids matching participants with similar responses.
• Matches in certain cases: Uses specific response combinations when Matching.
• Let users indicate their preference in match:  Allows Users to set their own preference for this field.

Personal Development Information Question Type

If the question type is Personal Development Information, the following options are available:

• No Question Logic – Responses are not used in Matching.
• Let users indicate their preference in match – Allows Users to set their own preference for this field.
• Matching Strength – Sets the importance of the field, such as Moderately Important or Highly Important.

Importing User Data

You can import User data directly into the Admin-Imported Fields section to keep profile data consistent across Programs.

This is useful when information already exists in your HRIS or in a prepared CSV file and should not be collected again during Registration.

To import User data:

1. Go to Profiles & Algorithm and click Add Question.
2. Select Import User Data.
3. Choose a One-time Import using CSV or a Sync using HRIS.
4. Complete the import steps.

Creating a Question from Scratch

If you need a question that is not available in the Template library, you can create one manually.

This option creates a custom question that you can configure, preview, and save before adding it to your Program.

To create a question from scratch:

1. Go to Profiles & Algorithm.
2. Click Add Question > Start From Scratch.
3. Configure the question settings.
4. Preview the question if needed.
5. Click Save.

Preview Registration

Preview Registration opens a preview of the Registration experience so you can review how questions appear to participants before launch.

This preview mode helps you confirm the order, wording, and presentation of Registration questions from the participant perspective.

Filters

The field filter helps you narrow the question list by criteria such as Matching logic and question sharing settings. Use filters when reviewing a large questionnaire or checking how Matching fields are configured.

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