Merge Candidates With Job Offers

You can merge candidate files when candidates have more than one active or inactive job offer.

You can merge candidate files:

When the candidate is in any phase before the Offer phase.
When the candidate is in any state of the Offer phase.
When the candidate is in any phase after the Offer phase.

Below are some scenarios.

Scenario 1: When the beta (external) candidate is in any phase before the Offer phase (No offer created on Job Application 1)

In this scenario, you can click the Check Duplicates action from the job application or candidate search screens to find potential duplicates and merge the records. If there's an active offer (Job Application 2) for the same beta candidate, then a warning message will appear at the time of merge. When you click Continue, the Job Application 2 will be automatically moved to the Rejected by Employer state and the beta (external) candidate will be successfully merged with the alpha record (ex-employee or employee).

Scenario 2: When the beta (external) candidate is in the Offer phase or any phase after the Offer phase (Existing job offer on Job Application 1)

You can use the below 2 options to merge the records:

Click Check Duplicates action from job application screen to find potential duplicates
In this option, if there's no other active offer for this beta candidate, a warning message will appear at the time of merge. When you click Continue, then the Job Application 1 will be moved to Rejected by Employer and the beta (external) candidate will be successfully merged with alpha record (ex-employee or employee). You'll need to select the Inactive filter to find the job application and then you can redraft the job offer.
If there's an additional active offer (Job Application 2) for the same beta candidate, a warning message will appear at the time of merge. When you click Continue, then both job applications (1 and 2) will be moved to Rejected by Employer and the beta (external) candidate will be successfully merged with alpha record (ex-employee or employee). You'll need to navigate to the specific job requisition and select the Inactive filter to find the job application of the beta candidate which you want to proceed with, and then you can redraft the job offer.
Move the beta record to HR phase which automatically triggers post offer duplicate merge process and bring the record to Error in processing state
In this option, if there's an active additional offer (Job Application 2) for the same beta candidate, a warning message will appear at the time of merge. When you click Continue, then only Job Application 2 will be moved to Rejected by Employer and the beta (external) candidate will be successfully merged with alpha record (ex-employee or employee). Once the merge process is complete, you'll be directed to the Recreate Job offer screen and you'll see all the details from beta Job Application 1 offer only if you click continue to revisit all the sections on the job offer page.