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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up the Duplicate Management Framework for Recruiting

Steps: Set Up the Duplicate Management Framework for Recruiting

Review setup considerations for the Duplicate Management.
Access the
Maintain Functional Areas
 task to enable the Duplicate Management functional area.
Security: These domains in the Duplicate Management functional area:
  • Set Up: Duplicate Management
  • Manage: Duplicate Records for a Person
  • Manage: Duplicate Records for the Tenant
Workday Recruiting supports the Duplicate Management Framework, enabling you to find, merge, and unmerge duplicate candidates and prospects in Workday.
  2. (Optional) Configure profile groups.
    Access the
    Configure Profile Group
     task to add the Duplicates worklet to these profile groups:
    • Duplicates for Candidate Profile
    • Duplicates for Prospect Profile
    • Overview for Candidate Profile
    • Overview for Prospect Profile
  3. (Optional) Configure the
    Duplicate Check
     or
    Review
     step on the
    Agency
     business process.
    Workday displays an
    Identified Potential Duplicates
     grid in My Tasks for you to review potential duplicates for the agency candidates you submitted based on your configured match rules.
  4. (Optional) Configure a
    Duplicates
     card on the
    Summary
     tab of candidate and prospect profiles.
    The
    Duplicates
     card displays up to 5 potential duplicates on the candidate or prospect profile. To configure the card:
    1. Access the
      Configure Profile Summary
       task.
    2. Select
      Candidate Profile
       or
      Prospect Profile
      .
    3. Add the
      Duplicates Overview
       card.
    The
    Duplicates
     card doesn't currently support masked profiles.
Workday ensures that the referrals policy that you configure on the
Edit Tenant Setup – Recruiting
 task persists when you opt in to the Duplicate Management Framework. The framework identifies duplicates based on your configured duplicate referrals policy and match rules.
Workday flags any potential duplicates for referrals when you use these tasks:
  • Create a Referral Exception
  • Refer a Candidate
The
Refer a Candidate
 task initiates the
Refer a Candidate
 business process and displays a grid listing potential duplicates on the
Review Refer a Candidate
 page.
When creating a new prospect, Workday checks the New Prospect Details that you enter or the curriculum vitae/resumé you upload for potential duplicates. Workday displays a list of potential duplicates for you to review, enabling you to continue working with an existing record if you find an exact match.