How does the merge candidate option work and what points of data are deprecated?

Issue

 How does the merge candidate option work and what points of data are deprecated?

Environment

[Greenhouse Recruiting - Candidate Profile]

Resolution

In the event admins manually merge two profiles via the merge candidate option, the primary profile selected will be the data that the system prioritizes to retain on the newly merged profile. The secondary profile's candidate details would then be deprecated. In this context “deprecated” means removed from the newly merged profile.

If you’ve enabled auto-merge in the system, the system will prioritize the oldest candidate profile when merging the duplicate profiles. Below is list of candidate data points that separated into two categories. Info that is retained and info that is removed from the merged profile.

 

Points of data that ARE deprecated from the secondary or newer profile:

Current Company

Current Title

Source 

Recruiter

Coordinator

Custom Candidate fields via Other Details & Private

 

Points of data that are NEVER deprecated on a newly merged profile:

Data in the Activity feed

Scorecards

Attachments

Phone Number

Email

Social Media Links

Websites

Address

Education

Candidate Tags

 

Please keep in mind that any points of data that are deprecated will be referenced in the new candidate profile's activity feed like in the screenshot below for historical purposes.

Metadata

Merge, Candidate, Activity Feed, Primary profile, Secondary profile

Author: [Agent Name]
Create Date: [14:15: 09-09-13]
Modified Date: [14:15: 09-09-13]
Keywords: [ ]

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