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Merging Candidate Records

Make sure all applications submitted by the same candidate are under the same record

Written by Emilia Carvell

If a candidate has two records, you can merge them into one. When you merge records, the record you select to be merged is deleted. All of its details move to the main record.

✅ Permissions

You need Merge, delete and block candidate master records permissions to merge candidate records.

Merging Candidates

To merge candidate records:

  1. Expand Candidates.

  2. Select All Candidates.

  3. Open the candidate record.
    This is the record you want to keep as the main one.
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  4. Click the three-dot menu (⋯).

  5. Select Merge Candidate.
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  6. Find the Candidate to merge in the dropdown.

  7. Click Merge.
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  8. Click Yes in the pop-up to confirm.

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