Merge Duplicate Applications
complete
S
Shanna Zongo
We need a way to merge two applicants that are actually the same person. Sometimes it catches this and automatically does it, but if they used two different email addresses it doesn't. It's a headache when they've applied for several things and there are some notes attached to one profile and some to another.
Barry Williams
complete
We added a new feature that allows for 2-3 candidate records to be merged from the candidate list or position. Please merge responsibly as merges are permanent and cannot be undone. - Help Article: https://help.breezy.hr/en/articles/6650855-merging-candidate-data
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Julia Kwon
Barry Williams: Is there a way to merge candidates manually/ whose information Breezy does not catch? Breezy is not catching many duplicate applicants because they are using different emails/ phone numbers and thus the "merge" option in their profile is now showing up.
Barry Williams
Julia Kwon: On the candidates list you can select any 2 or 3 candidates to merge. Their information does not need to match, you just need both to appear in the candidate list and have admin permissions. https://help.breezy.hr/en/articles/6650855-merging-candidate-data
Barry Williams
Merged in a post:
Use phone number as idicator to Aggegate/ Combine Candidate profile
R
Rebecca Pemberton
In addition to Name and Email, use phone number to find similar candidate profiles.
Barry Williams
in progress
Barry Williams
Merged in a post:
Flag candidates with duplicate names
K
Keysha Rolon
ideally would like to get an alert when adding candidates with duplicate names to a position/pool, not just email address
Barry Williams
Merged in a post:
Merge duplicate profiles into one
K
Keysha Rolon
ideally would like to merge duplicate profiles into one, sometimes candidates come through several times on the same position with different emails so like to turn them into 1 vs several
Barry Williams
Merged in a post:
Make Phone a Duplicate Identifier
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Lindsay Fernandez
We have candidates who will apply with different email addresses and we recognize it's a duplicate by their phone number. Is it possible to add that as a duplicate identifier as well?
Barry Williams
planned
We are planning a feature to allow merging of up to 3 candidates into a single record.
Juana Rodriguez
It appears they are merged on the back end b/c a candidate will submit a calendar invite for each application even though only one is sent.
Mitchell
At the very least, when it recognizes multiple applications for the same Candidate, it would be awesome to save all correspondence on the person's profile rather than locking it to each position/pool...
Tyler Villa
Phone number as well
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