Merging candidates in Vincere allows you to combine duplicate profiles efficiently while controlling which data to retain. This article explains how to merge candidates, what to review before merging, and how to manage merged records.
Before You Merge Candidates
📌 Note: The merge process is permanent and cannot be undone. Review the records carefully before proceeding.
Select Data Carefully.
Decide which record will be the master candidate. This record retains all primary data. You can choose which fields to keep or modify during the merge.Availability Data Does Not Transfer.
Candidate availability information will not merge across records. Choose the candidate with the correct availability as the master record.Follow Instructions Closely.
Once merged, the non-master candidate is archived automatically. Double-check all selections before confirming.
Merge Candidates in Vincere
Follow these steps to merge candidate records:
Go to the Candidates table and select the records you want to merge.
Click Actions, then select Merge Candidate.
Choose both candidates, or select one and search for the second.
Decide which record will be the master and select which data fields to retain.
Optionally, append files, applications, or invoices to the merged candidate.
Review your selections carefully, then confirm the merge.
📌 Note: You can refer to the instructional video embedded in Vincere for a step-by-step visual guide.
Troubleshooting and Additional Tips
1. Why Won’t My Candidates Merge?
A candidate linked to Vincere Pay & Bill or TimeTemp will automatically be set as the master.
Both candidates cannot be merged if each has a TimeTemp account.
2. Where Does the Non-Master Candidate Go?
After merging, the non-master candidate is archived automatically.
3. Why is the Merged Candidate Still Searchable?
Archived candidates remain visible in search until permanently deleted.
To remove them completely:
Go to the Archived Candidate Table in settings.
Locate and delete the archived record.
Alternatively, you can exclude archived candidates using Advanced Search filters.
Merge Tracking
All merge activities are logged in Merge Tracking, where you can view the details and status of all merges.
To access Merge Tracking:
Go to the Show More menu.
Click Merge Tracking to review all completed or pending merges.
💡 Best Practices
Always double-check candidate data and master record selection before merging.
Verify availability details on the master record, as they do not transfer.
Regularly review Merge Tracking to monitor recent merge actions.
Archive cleanup improves search performance and data accuracy.
🤔 FAQs
Q1: How can we merge two candidate profiles in Vincere that both have TimeTemp accounts?
Answer: You cannot merge two candidates that both have active TimeTemp accounts.
To merge successfully:
Confirm you have selected the correct records.
Search by Candidate ID, Last Name, First Name, or Primary Email Address to locate the correct profiles.
If only one candidate has a TimeTemp account, that record will automatically be selected as the Master Record.
If both candidates are linked to TimeTemp, the merge option is disabled. To proceed, remove the TimeTemp link from one profile first.
Happy Recruitment #TheVinnyWay🤩