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Calibrate job profiles in Smart Sourcing for better candidate matches

Describes how to fine-tune the results of the candidates that Smart Sourcing finds based on your job description.

This article is for administrators

The job record must have Paycor Smart Sourcing turned on with an assigned Smart Sourcing Manager.

 

Smart Sourcing reviews your job description and finds candidates who match it. 

Calibration helps you fine-tune the results. You review sample candidate profiles and tell the system who is a good fit and why. This helps the system learn and improve your matches.  

Before you begin 

  • The job record must have Paycor Smart Sourcing enabled with an assigned Smart Sourcing Manager. 
     
  • If you are a Smart Sourcing Manager on any job records, make sure your notification settings include Notify me of Paycor Smart Sourcing calibration statuses. This ensures that you’ll be prompted when Smart Sourcing is ready for your input.  
     
  • Your first job setup may take time.  

Calibrate a job profile 

This is where you review candidate profiles and refine the criteria that make for a great candidate for your position. It helps the system learn what you are looking for in a candidate.  

  1. Go to People > Hiring > Applicant Tracking to open the Recruiting platform.   
  2. From the job record, select Calibrate
     
  3. Continue with your Paycor login.  
     
  4. Smart Sourcing opens and analyzes your job description.  
      
  5. Smart Sourcing presents several sample candidate profiles.  
  6. Review each candidate profile and either: 
  • Select Qualify (thumbs up) if the candidate is a good match. 
  • Select Disqualify (thumbs down) if the candidate is not a good match. 
  1. Select one or more attributes that support your choice. The categories for these attributes are listed later in the article. 
    1. Attributes may be highlighted, in bold font, or have a box around them. 
       
    2. Select the attribute to indicate what makes that detail a strong qualifier or disqualifier. You may have a pop-up asking for more details. 
       
    3. You can choose multiple relevant insights for the same candidate profile. They’ll create a list. 
       
  1. Select Next Candidate to continue. The system refines the search using all selected insights. A new candidate profile displays. 
     
  1. Repeat this process to rate at least seven profiles. Managers must rate at least seven profiles. 

How attribute qualifications work 

When you review candidates, you can select attributes that qualify or disqualify a candidate and explain your decision. You can choose more than one insight for each candidate. 

These insights help Smart Sourcing improve future matches. 

Qualify and disqualify criteria

Job Title
  • Qualify candidates with the right job title. 
  • Disqualify candidates to exclude certain job titles. 
  • Add more job titles, if needed. 
     
Current Company 
  • Qualify or disqualify candidates who work at a specific company.  
Job Tenure 
  • Qualify or disqualify candidates based on average time in roles. 
  • If you disqualify, you can further define your ideal critera for average tenure with a job. 
     
Location
  • Qualify or disqualify candidates based on location. 
  • You can further adjust the location criteria based on the job record’s location and/or the candidate’s location.  
     
Industry
  • Qualify or disqualify candidates with experience in a specific industry. 
  • If you disqualify, you can set your search criteria to exclude candidates in a particular industry.  
  • Add industries if missing. 
     
Matched Skills
  • Qualify or disqualify candidates with required skills. 
  • Select all relevant skills from the list. 
     
Years of Experience
  • Qualify or disqualify candidates based on total experience. 
     
Education
  • Qualify or disqualify candidates based on place of education. 
     
Managerial Experience
  • Qualify or disqualify candidates based on leadership experience. 
     
Seniority
  • Qualify or disqualify candidates based on preferred seniority level. 
     

After you have rated seven candidates, you are asked if you want to rate more candidates or finish the calibration. After the calibration steps are complete, you are asked to select a sourcing method. Refer to Select a Sourcing Method in Smart Sourcing.    

Tips for best results 

  • Rate at least seven candidate profiles. 
  • Use multiple insights for each decision. 
  • Be consistent when reviewing candidates. 
  • Adjust the criteria based on the results you receive.  

 

 

Updated: August 17th, 2026 12397 views


*This content is for educational purposes only, is not intended to provide specific legal advice, and should not be used as a substitute for the legal advice of a qualified attorney or other professional. The information may not reflect the most current legal developments, may be changed without notice and is not guaranteed to be complete, correct, or up-to-date.

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