Overview

The De-Duplication feature is a fast and reliable way for administrators to consolidate multiple candidate records into one record.

The records not kept as a result of de-duplicating are called losing records, as shown here in the notification when you select to de-duplicate:  De-Duplicating will delete the losing record(s) completely!

How Do I Grant Access to Designated Users?

Standard Users do not have access to perform the de-duplication.

To grant access to designated users:

1. Log in and go to People > Hiring > Applicant Tracking. The Recruiting dashboard appears. 

2. At the top, click Admin and select Company Settings. The Company Settings screen appears. 

3. On the left, click Staffing User De-Duplicate.

4. In the Staffing User De-Duplicate field, click On, and at the top right, click Save.

What is the De-Duplication Process?

Important: De-duplication results in the deletion of data from Recruiting. This means that both EEO and reporting data for duplicate candidates are removed from Recruiting, leaving only the consolidated candidate record.

De-Duplication Process 

Step 1. When a duplicate candidate is detected, a notification at the bottom of the screen shows the candidate is a possible duplicate.

Step 2. To check for duplication, at the bottom right, click Review. The De-Duplication screen appears.

• If you do not want to check for duplication, click Ignore and the notification disappears.

Step 3. You can also check for a duplication by clicking the Info icon at the top left. The De-Duplication screen appears.

Step 4. The De-Duplicate screen panel on the right shows duplicate candidates available to consolidate. 

Step 5. Click and drag the duplicate candidates into the tray, then click Next to close the tray.

Step 6. Click De-Duplicate. All duplicates are combined into the Destination Record. 

Important: The other records, also called losing records in the red notification at the bottom, are deleted.  This includes any forms and attachments not included in the resulting, de-duplicated record. 

Step 7. After de-duplication, the Green check marks indicate data kept in the record, and red strike-throughs indicate removed data. 

Step 8. A comment is created in the Destination Record and includes pre-merge and post-merge data.