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Resolve Duplicate Job Seekers (Administrators only)

RETURN TO: Job Seekers List Tools

About This Feature

During the balanceTRAK Implementation, your organization will have elected whether to have an optional check for duplicate Job Seekers installed. If so, the system will scan the Job Seekers list to flag instances where records may represent the same Job Seeker.

The Administrative-level user may click the [Flag Duplicate Job Seeker] icon to the left of a flagged Job Seeker's Name to review the set of similar records.

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

Cross-reference: Learn about related System Tools, here:for turning this feature on or off: Client Settings / Job Seekers.

Review and Resolve Records

Click on [Flag Duplicate Job Seeker] for the identified Job Seeker record to open the Merge Duplicate Job Seekers screen. The flagged record you clicked on will display first, on the left side of the table. Other similar records will display in columns for comparison purposes.

  1. Identify the "key" (or most current) record, based on the identifying information (i.e., the Job Seeker's account Profile). Click the [Select] 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].

The "jobs applied for" information will be merged together. While the identifying information for the selected record will be retained, that information on the merged records will be dropped.

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