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Resolve Duplicate Job Seekers (Administrators only)

RETURN TO: Job Seekers List Tools

Cross-reference: Your organization elected whether to have this optional feature installed, during the initial balanceTRAK Implementation. To learn about the related System Tools, controlling how potentially duplicate records are flagged, see: Client Settings / Job Seekers.

If you have questions, please contact your System Administrator or Berkshire's Product Support, as appropriate for your role and organization.

On the Job Seekers list, any records that are identified as potential duplicates will be marked with a [Flag Duplicate Job Seeker] icon to the left of the Job Seeker's Name.

Review and Resolve Records

Click on [Flag Duplicate Job Seeker] for any marked Job Seeker record to open the Merge Duplicate Job Seekers screen.

This screen will display the full series of similar records, with the flagged record you clicked displaying first on the left.

  1. Identify the best record, and click the [Keep] button for this record.
  2. Identify the records to be merged into the best record, and click the [Merge] icon, turning it to the [Merge on] state.
  3. Click [Save].