Merging duplicate applicant entries
Menu path
HRM à Reports à People à Applicants
Introduction
An applicant can apply for more than one vacancy in an organization. When this happens, multiple entries for the same applicant are entered into the system, and displayed in the Applicants report.
At this page, you can merge selected duplicate applicant entries to a lead or main applicant. This is to avoid duplicate entries in the system. Once the selected applicants have been merged to a lead applicant, the process cannot be undone. You can only change the lead applicant selected to a different applicant when modifying the details of the respective applicant. For more information, see Modifying applicants.
Roles and rights
To merge duplicate applicant entries, function right 158 – View resources reports is required. Users with the General manager, HR, or HR assistant role have this function right.
Notes:
- For more details on function rights, go to System à Setup à Security à Function rights.
- For more details on roles, go to System à Setup à Security à Roles.
What version are you using?
The information in this document is based on product update 251.
How do I merge duplicate applicant entries?
- On the HRM: Applicants page, and then click Show.
- Click Merge. The HRM: Merge - Applicants page will be displayed.
- Define the relevant criteria, and then click Show to display the applicant entries that match the defined criteria.
- Select the check boxes of the respective applicants next to the ID column to define the applicant entries that you want to merge.
- Click Merge. The Lead applicant selection page will be displayed.
- Select an applicant entry, which will become the lead entry for the selected applicant entries. A message "Inactive: Applicant" will be displayed.
- Click Yes to change the statuses of all the selected applicant entries (except the lead entry) to Inactive. The merging process is cancelled if you click No.
Keep in mind: Once the selected applicant entries have been merged to a lead applicant entry, the merging process cannot be reversed.
Buttons
Show
Click this to display the results based on the defined criteria.
Note: Once you have clicked this button, the name of the button will change to Refresh.
Refresh
Click this to update the results based on the defined criteria.
Reset
Click this to clear all the defined criteria so that you can start a new search.
Merge
Click this to merge the selected applicant entries. A new page will be displayed for you to select the main applicant that you want the selected applicants to merge to.
Close
Click this to exit.
Fields
Criteria section
Group
Select the division group to display applicants who applied for vacancies belonging to the selected division group. For more information on division groups, see Overview of groups.
Division
Type or select the division code to display applicants who applied for vacancies belonging to the selected division. For more information on divisions, see Overview of divisions. Once you have selected a division, you can view the details of the division by clicking the name of the division displayed next to the box. For more information, see Viewing division cards.
Cost center
Type or select the cost center code to display applicants who applied for vacancies belonging to the selected cost center. For more information on cost centers, see Overview of cost centers. Once you have selected a cost center, you can view the details of the cost center by clicking the name of the cost center displayed next to the box. For more information, see Creating and modifying cost centers.
Job group
Type or select the job group code to display the applicants who applied for vacancies with the selected job group. For more information on job groups, see Overview of job groups.
Job activity
Type or select the job activity code to display the applicants who applied for vacancies with the selected job activity. For more information on job activities, see Overview of job activities.
Job title
Type or select the job title code to display the applicants who applied for vacancies with the selected job title. For more information on job titles, see Overview of job titles.
Status
Select the Active and/or Inactive check boxes to display applicants with the selected statuses.
Matching section
Select the Select all check box to display the applicants with matching information based on all the criteria. Otherwise, you can select one or more of the check boxes to display the applicants with similar information based on the selected criteria.
Columns
You can view all the information of the selected applicants and compare the different information by selecting the applicants and clicking 
of the respective applicant under the Report column. For more information, see Viewing information of selected duplicate applicants.
Related documents
| Main Category: |
Support Product Know How |
Document Type: |
Online help main |
| Category: |
On-line help files |
Security level: |
All - 0 |
| Sub category: |
Details |
Document ID: |
15.906.573 |
| Assortment: |
Exact Synergy Enterprise
|
Date: |
06-05-2013 |
| Release: |
|
Attachment: |
|
| Disclaimer |