How to Merge Applicants

CANDIDATE MANAGEMENT

If a candidate submits multiple applications, you can merge them to keep your pipeline clean and organized. Follow these steps to combine their profiles into one.

5 steps2 min read

Step 1

Go to the Pipeline

Navigate to the job where the candidate is listed.

Step 2

Look for the Yellow Triangle Icon

Find the candidate with a potential duplicate. If duplicates exist, you'll see a yellow triangle icon next to their name.

Step 3

Hover and Click the Icon

Hover over the yellow triangle icon and select it to view duplicate applications.

Duplicate applicant warning icon in the pipeline — Select the yellow triangle icon to view duplicate applications.

Step 4

Choose the Primary Application

Select the application you want to keep. This version will be saved as the main profile.

Selecting the primary application to keep during a merge — Choose which application to keep as the primary profile.

✓

Final Step

Confirm the Merge

Once confirmed, the other application(s) will be removed, along with any associated screening questions, feedback, or processes.

⚠️ Warning: Merging is permanent and cannot be undone. Make sure to review each application carefully before completing the merge.

Additional Tips

Tip
Review application dates and job relevance to choose the most complete profile.
Only users with the right permissions can perform this action.

Still have questions? Reach out to your Customer Success Manager, we're happy to help.