Merging Duplicate Applicant Records

In this topic, a recruiter will merge duplicate records for an applicant. 

Steps:

1. Click in the User ID field.

   Step 1

2. a valid value
    e.g.
   Enter
    "jeffery.qualey"
    into the User ID field.
   Step 2

3. Click in the Password field.

   Step 3

4. a valid value
    e.g.
   Enter
    "welcome1"
    into the Password field.
   Step 4

5. Click the Sign In button.

   Step 5

6. Click the Main Menu button.

   Step 6

7. Click the Recruiting menu.

   Step 7

8. Click the Search Applicants menu.

   Step 8

9. Click the Search My Applicants option to remove checkbox.

   Step 9

10. Click in the Last Name field.

    Step 10

11. a valid value
     e.g.
    Enter
     "Brown"
     into the Last Name field.
    Step 11

12. Click the Search button.

    Step 12

13. Click the John Brown link.

    Step 13

14. Click the Show More >> link.

    Step 14

15. Click the Merge Applicants link.

    Step 15

16. This example shows the process for when the duplicate record has already been identified and you know the Person ID.

    Step 16

17. There are two different types of applicant records, the Source record and the Target record. 

     

    The Target record will be updated with data from the other records and will remain active after the merge process. 

     

    The Source record is the record in which its data will be copied over to the target record and will become inactive after the merge process.

    Step 17

18. Click the Merge as Target option.

    Step 18

19. Click in the Person ID field.

    Step 19

20. a valid value
     e.g.
    Enter
     "1091"
     into the Person ID field.
    Step 20

21. Click the Merge button.

    Step 21

22. Click the OK button.

    Step 22

23. Click the Save button.

    Step 23

24. Click the Home link.

    Step 24

25. Click the Sign out link.

    Step 25

You have finished the topic "Merging Duplicate Applicant Records".

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