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Resolve Duplicate Job Seekers (Administrators only)

JUMP TO: Job Seeker List Tools

KEY TOPICS:

  • About the Administrative Feature to Resolve Duplicates
  • Review and Resolve Duplicate Records

About the Administrative Feature to Resolve Duplicates

When this optional Administrative tool is in place, the system flags potential instances of duplicate Job Seeker records on the Job Seeker list. Each item in question will be marked with the Duplicate icon, adjacent to the Job Seeker Name.

In addition, the tab header in each relevant Job Seeker detail will present the Duplicates tab (between History and Screenings) to support the Administrator in resolving any issues or merging records, as needed.

Note: The installation of the duplicate Job Seeker check is controlled by Client Settings. These settings also determine what records qualify as potential duplicates, based on the number of matching identifiers. If you have questions, please contact your System Administrator or Berkshire's Product Support, as appropriate for your role and organization.

Review and Resolve Duplicate Records

Quick Tip for Multiple Duplicates:Duplicates of the Same Name: Before you begin, conduct a Search by the Job Seeker's Name to reduce the Job Seeker list to just the duplicates. Then, sort the duplicates by Application Date / Descending to display them from most recent to least recent. Highlight the uppermost record on the Job Seeker list to activate the most recent record. This will place the most recent record in the first column position on the Duplicates tab.

In the identified Job Seeker detail:

  1. Access the Duplicates tab. A column, comprised of data entries, will represent each equivalent record. (The data entries will include identifiers, such as Name, Date of Birth, Address, City, State and Date Applied – Requisition Number.)
  2. Determine which record represents the: Primary Job Seeker (i.e., the most current, accurate, or relevant record).
  3. By column, review the Job Seeker records, containing identifying information. Then, click the [Select] button for this column. #Field matches between that record and the other(s) will display in bold font. Teal highlighting indicates Fields in which the Primary information will be retained and the secondary information, dropped.^
  4. Identify the record(s) to be merged into the best record, and check off that record. (The Primary Job Seeker cannot be selected.)
  5. Select the [Merge] button, located at the bottom of the window.
  6. Click [Save].

Quick Tip: If a non-merged record is found to be extraneous, that Job Seeker can be deleted from the Job Seeker list, via the Actions drop-down in the list column header.

^Note: Although the Profile information for the Primary record will be retained, identifying information on the merged records will be dropped. The Date Applied and Requisition Numbers will be retained in the merged record..

An entry in the Job Seeker detail > History entry will log that the record has been merged.