Merging Duplicate Candidates

In this Article: 

Brightmove's default criteria to define a Candidate as a duplicate are First Name, Last Name and Email address matching. This means you may get a Sam and a Samuel who are actually the same person. Have no fear, you can merge the two candidate profiles together. 

Brightmove's default criteria to define a Candidate as a duplicate are:

• First Name
• Last Name
• Email address

Duplicates are calculated & refreshed automatically every couple hours by the system however there is a button to Recalculate Duplicates in real-time if needed in the upper right of the Manage Duplicates screen. 

What Gets Merged

When merging profiles, only certain fields that can hold multiple sources of data will merge, the rest will be taken from the primary candidate profile. The fields that DO merge are: candidate notes, candidate resumes, education, candidate references, submittals, candidate attachments, timecards, and submittal activities. 

When merging two profiles, for single field captures, like Source or Address, where you can only have one answer, the source in the chosen primary profile remains. The source listed in the merged profile is not copied over. 

Where to View and Merge Candidate Profiles

To get to the duplicate candidate management section: 

1. Click your picture in upper right (Quick Links menu). 
2. Click Settings. 
3. Click Duplicate Candidates. 

Once you open the Duplicate Candidates you will see the duplicate profiles displayed. The Count column lets you know how many people match the criteria you selected in the Duplication Fields section in the Settings menu.  

To Merge Candidate Profiles

1. Click Manage (right side)
2. You can view the duplicate profiles to determine which one should remain after the merge if you'd like. If you already know which profile should remain, skip to step 3.
3. Choose the profile you wish to remain the primary profile.
4. Click Save. The duplicates will now be gone and the single selected profile will remain.

*Once merged, the duplicate profiles no longer exist and cannot be recovered or split back out.