Duplicate applications can cause confusion and significantly more work for your users. Greenhouse Recruiting's merge feature allows your organization to combine 2 or more candidate profiles into a single candidate profile. In this article, we will cover:
Note: Click here for more information about merging candidates via Greenhouse Recruiting's Auto-Merge feature.
Merge Candidate Profiles Manually
To merge multiple candidate profiles into a single candidate profile, click the All Candidates tab from the navigation bar and identify the candidates who should be merged from the subsequent list.
Note: Additionally, use the search feature and filter panels on the left-hand side to help narrow down the list of candidates.
Click Bulk Actions.
Select candidate profiles who will be merged by adding a check in the box to the left of their name. Click Edit Selected when finished,
From the subsequent dialog box, click Merge.
Click a candidate from the list of selected candidates to be the primary profile. All other candidate profiles will be merged into this profile.
Click Merge Candidates when finished.
Note: This action is irreversible and candidate profiles cannot be un-merged once it is complete.
The candidate profiles will be merged into the primary candidate profile.
Deprecated Candidate Data for Merger
For manually merged candidate profiles, the primary candidate profile will be the data that the system prioritizes to retain on the newly merged profile. The secondary profile's candidate details will be deprecated and removed from the newly merged profile.
Note: If you have enabled auto-merge, Greenhouse Recruiting will prioritize the oldest candidate profile when merging the duplicate profiles.
Below are data points deprecated for non-primary candidate profiles after a merger:
- Current Company
- Current Title
- Job Forms
- Interview Kit URL (this will impact any scheduled interviews you may have for the non-primary candidate and those interviews will need to be manually updated for the merged candidate)
Any data points that are deprecated will be referenced in the new candidate profile's Activity Feed.
The following data points are not deprecated for non-primary candidate profiles after a merger:
- Data in the Activity feed
- Phone Number
- Social Media Links
- Candidate Tags