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Resolve Duplicate Job Seekers (Administrators only)

JUMP TO: Job Seeker List Tools


About This Feature

During the initial balanceTRAK Implementation, your organization will have elected whether to have an optional check for duplicate Job Seekers activated, for Administrator-use only. If so, the system will flag instances on the Job Seekers list where multiple records may represent the same Job Seeker.

Note: If you have questions about the duplicate Job Seeker check, please contact your System Administrator or Berkshire's Product Support, as appropriate for your role and organization.

Review and Resolve Records

In each relevant Job Seeker detail, the Duplicates tab will display in the tab header.

Begin by reviewing the Job Seeker fields displayed in two columns on the Duplicates tab. Then:

  1. Determine which record is "key" (or the most current). Click the [Select] button for this record.
  2. Based on highlighting, identify the record(s) to be merged into the best record, and select the Merge: Job Seeker
  3. Choose the [Merge Selected] icon at the top of the tabe.
  4. Click [Save].

The "jobs applied for" information will be merged together. Although the Profile information for the "key" record will be retained, identifying information on the merged records will be dropped.

A note in the Job Seeker History will indicate that the record has been merged.


Cross-reference: An Administrator may learn about System Tools for turning this feature on (or off) at: Client Settings / Job Seekers.