Merging Applicant Profiles
Customer administrators can manage duplicate candidate records using the Applicant (or Candidate or Talent) Customer talent - the person applying or hired for the job Merge page in Talent Platform. This feature allows admins to search for duplicates, compare records side-by-side, and manually trigger merges.
Recent updates improve merge accuracy by:
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Expanding coverage to include additional data tables:
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Credential
A record of qualification and/or clinical practices history. Example for Light Inustrial: Fork Lift Certification Example for Healthcare: Nursing License, Credential Requirement
Requirement a Candidate needs to be placed in a Job (e.g., a test, documentation evidence, or license), Applicant Notes, Referrals, Surveys, Job Interviews, Workflow, and Workflow Notification
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Adding a validation check to prevent merges across different customers, preserving data integrity.
Steps
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On the Talent Platform, select Configuration > Settings > Applicant Merge.
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On the Applicant Merge screen, in the Primary Applicant to Keep field, search for the applicant you would like to be the primary applicant for the merge and select it.
E-Verify
An online system that confirms the eligibility of an Employee to work in the United States. The process compares information entered by an employer from an employee’s Form I-9, Employment Eligibility Verification, to records available to the U.S. Department of Homeland Security and the Social Security Administration to confirm employment eligibility. results don’t transfer during a merge. Save this information separately to avoid data loss.
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In the Duplicate Applicant to Merge field, search for the applicant you want to merge into the Primary applicant.
Document the ID of the Duplicant Applicant somewhere safe in case you need to restore it at a later time.
Select Start Over at any point to start another merge.
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Review the Applicant Details section to confirm the merge information.
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Select Merge Applicant, then select Merge in the pop up window.
The duplicate applicant merges into the primary applicant. At the top of the screen, you see a confirmation message. Click the provided link in the pop up to see the Primary Applicant profile.