Table of contents:
Overview
If you come across duplicate Gem profiles for the same candidate, you can merge them together so that the candidate's data is combined into a single profile.
Requirements
The top of the Gem sidebar will surface the option to resolve duplicates if all of the following criteria are met on their profiles:
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The candidate's First Name and Last Name fields match (not case-sensitive)
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The candidate is not in an active sequence on any profile
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At least one of the following is true:
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The Primary Email Address on one of the profiles also appears in the Emails list for the other profiles
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The Company name matches on the profiles (not case-sensitive)
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Merging profiles
When these conditions are met, the following notification will appear at the top of the Gem sidebar while viewing any of the profiles:
Clicking Resolve will take you to a page where the profiles are listed. You can pick and choose which candidate data fields will be saved to the final merged profile. When you are finished, click Save.
Limitations
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Merging profiles can only be performed one candidate at a time
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Potential duplicate profiles are not surfaced as a list in Gem (you will need to come across a duplicate profile to see the option to resolve and merge them)
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First Name, Last Name, Primary Email, and/or Company are the only fields that trigger the duplicate profile merging prompt
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You cannot merge profiles if any of the candidate's profiles are in an active sequence