Reviewing duplicates

e Candidates Report Screen allows you to review and manually action each set of duplicates identified using DupliKit.

As a default 'view all' duplicate records will be displayed as a list but there is an option to view each merge as a single view (2) Master records can be identified and changed, and you can also remove non-duplicates in either mode.

Once satisfied DupliKit meets your criteria - you should consider setting up an automated scheduled merging, located under the DupliKit Settings

1. Clicking the back arrow will navigate you back to the DupliKit dashboard.

2. Duplicate Candidates remaining | Merge Status shows the status and number of outstanding merges.

3. Items Per Page: Selecting a number from this drop-down changes the number of rows displayed on a page.

4. Select page: These arrows and numbers allow you to navigate between pages.

5. The Master column shows the ID number of the record that has been marked as the master record by DupliKit (i.e. the record that will remain in Bullhorn after a merge).

6. The duplicates column shows the ID numbers of any records marked as duplicates of the master record by DupliKit (i.e. the records that will be merged into the master record (5)).

7. Click a row to review the individual matches for the selected master record. See the View single duplicates section, below.

8. The Merge button next to each record lets you immediately merge the given set of duplicates to the master record.

9. The Export to CSV button creates a csv file of all the records identified by DupliKit. This file can then be imported into Excel, for example, and analysed outside DupliKit. Currently this function only exports the core fields.

   NOTE: Currently the export to CSV function only exports 5,000 duplicate records.

10. Merge Duplicates: Here you can select how many records to merge at one time. The surrounding button will immediately begin a merge process for the number of records selected. We recommend max 250 merges and to do merges outside business hours less strain on your Bullhorn resources. Selecting a number larger than the identified duplicates will still only merge the listed records.

    NOTE: This will merge records in the order Kyloe is presented the records by Bullhorn. This is unlikely to be in the same order as the records you’ll see in the report view.

View single duplicates

When you select a row in the DupliKit report the matched duplicates view will be presented.

1. Clicking the cross will navigate you back to the DupliKit dashboard.

2. Set Master: Clicking the 'Set Master' button will override the automatic selection and force DupliKit to use the selected record as the new master. The screen will refresh, with the selected record at the top as the new master. Resyncing the database will refresh the record matching and reset the master identification.

3. Clicking a checkbox selects a record for either merging or removal, see below.

4. The Action menu only appears when one or more records are selected:

   1. Merge: This lets you immediately merge the selected duplicate(s) to the master record.

   2. Remove selected Duplicates: This lets you immediately mark a master record and its duplicates as not duplicates and navigate to the next listed record. This action is irreversible and each master/duplicate pair will not be matched in the future.

5. Items Per Page: Selecting a number from this drop-down changes the number of rows displayed on a page.

6. Select page: These arrows and numbers allow you to navigate between pages.