HR Rep - Duplicate Check and Merge Employee Records
HR Rep - Duplicate Check and Merge Employee Records
Step 2 Remove the “X” on the filter: Recruiter, Hiring Manager, Collaborator
Removing Click “Show Filters”
Filters
Page 1 of 7
Step 3 Under “Filters” click “Phase” drop-down arrow
Requisition Under “Phase” click “Open” → a list of requisitions open will apppear
Phases Click on the specific requisition → this will take you to the “Job Overview” page
Page 2 of 7
Step 5 Click applicant name
Choose NOTE: Applicant should be in the Request for Information, Conduct Duplicate Checks
Applicant status within Hub.
SCENARIO 1
NO MATCH
Step 7 Move to “Step 13”
Duplicate check
1 of 4 scenarios
NO MATCH
Page 3 of 7
Step 8 SCENARIO 2
Duplicate check MATCH SCORE “HIGHEST”
2 of 4 scenarios Click the arrow to view details of matches
HIGHEST If match is an employee, move to “Step 12”
MATCH If match is not an employee, Click “Merge” and move to “Step 13”
Step 9 SCENARIO 3
Duplicate check MATCH SCORE “HIGH”
3 of 4 scenarios Click the arrow to view details of matches
HIGH MATCH Click “Merge” to access and download the match report (Step 11)
STOP! Review the candidate match details report with an HR Admin to validate
the potential duplicate is a match. Do not proceed until the match has been
confirmed by an HR Admin.
If there is no match, cancel and proceed to step 13
If HR Central confirms a match with a current employee, click “Cancel” when and
proceed to “Step 12”
If HR Central confirms a match that is not a current employee, click “Continue” to
merge by stating ‘employee number’ and proceed to step 13
Page 4 of 7
Step 10 SCENARIO 4
Duplicate check MATCH SCORE “MEDIUM” or “LOW”
4 of 4 scenarios Click the arrow to view details of matches
MEDIUM or Click “Merge” to access and download the match report (Step 11)
LOW MATCH STOP! Review the candidate match details report with an HR Admin to validate
the potential duplicate is a match. Do not proceed until the match has been
confirmed by an HR Admin.
If there is no match, cancel action and proceed to step 12
If HR Central confirms a match with a current employee, click “Cancel” when and
proceed to “Step 12”
If HR Central confirms a match that is not a current employee, click “Continue” to
merge by stating ‘employee number’ and proceed to step 13
Page 5 of 7
Step 11 Click “Download”
Pre-merge Save as “Pre-merge Analysis {req number}_{Applicant name}”
analysis & Send email to HR Central Subject heading : PRE-MERGE ANALYSIS REQUEST : {REQ
merge NUMBER} : {APPLICANT NAME}
If there is no match, cancel action and proceed to step 13.
If HR Central confirms a match with a current employee, click “Cancel” when and
proceed to “Step 12”
If HR Central confirms a match that is not a current employee, click “Continue” to
merge by stating ‘employee number’ and proceed to step 13
Tick the box of the correct profile of the “candidate to retain” in the event of
multiple matches. You much choose the correct record
Click “Submit”
Page 6 of 7
Step 12 Go to Candidate Search
Add employee Type the employee’s first and last name in the search field and click the “Search”
candidate button
profile to the Click “Actions” → select “Add to Requisition”
requisition Select the requisition and check the “Create job application on behalf of candidate”
check box
Go back to the requisition and navigate to the applicant list
Select the employee’s profile
Select “Move”
Under “Phase” select “Offer
Under “State” select “To be created”
Click “Save and Close”
Email HR Central offer details (only in Europe)
Page 7 of 7