How to find Duplicate Candidates and How to Merge Them?
Clean up your candidate data. Merge duplicate records to keep things tidy and accurate. And, this guide helps you understand the process.
Identifying Duplicate Candidates
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Navigate to the Recruiting module and select the Candidates option
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Go to System Filters under Quick Filters on the Top.
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Search or select Duplicate candidates from the dropdown list. The system will display a list of all identified duplicate candidates
Merging Duplicate Candidates
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Select your preferred duplicate records to merge from the displayed list.
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Navigate to the More Actions section and click on Merge.
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Choose the candidate record you wish to keep as the destination candidate. All notes, documents, applications, Jobs, and Interviews associated with the non-destination candidates will be merged into the destination candidate
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Here's a GIF which depicts the merge process:
The merged candidates, other than the destination candidate, will be permanently deleted from the system. Exercise caution while selecting the destination candidate, as this record will retain all merged data.
