How do I quick merge duplicate candidates?

JobScore has made it easier to merge duplicate candidates by allowing the merge to be completed with one simple click.  

The criteria for a quick merge is:

  • Only shows up if there is a direct apply and a manually added candidate,
  • Both candidates are assigned to the same job,
  • They have the same email address,
  • The candidate applies to a job after they have already been added to JobScore. 

When this happens a popup will appear at the top of their candidate card prompting you to quick merge:

quick_merge_candidate.png

When you click Quick Merge we will combine the records into one with the candidate entered data being the saved data.  Additionally we will keep all notes, email, tasks, and any data added to the record in JobScore prior to the merge.  We keep all compliance data from the direct apply.  The only thing that won't persist is the direct apply source.  The source will stay the same as for the candidate who was added manually.

candidate_has_been_queued_to_be_merged

After the merge is completed, you will receive an email notifying you the merge has been completed and indicate which candidate is the 'winner' and which is the 'loser'.  The candidate that is the 'winner' will be the one who's data persists.  

email_notification_about_candidate_merged

If you have any questions or need any assistance, don't hesitate to reach out to support@jobscore.com

 

 

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