Resolve Duplicate Job Seekers (Administrators only)

RETURN TO: Job Seekers 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.

The Administrator (or other designated 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 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

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. Determine which record is "key" (or the most current), based on the identifying information (i.e., the Job Seeker's account Profile). Click the [Select] button for this record.
  2. Identify the record(s) to be merged into the best record, and select each one.
  3. 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.