Merge Duplicate Recruits in CommandMC – Leadership Answers

We now have the ability to merge duplicate recruits in CommandMC! You can select two recruits, in the CommandMC Recruits Applet, choose the recruit you want to keep, and the system will merge the information from the other recruit into the primary.

This is a quick and easy process, with the ability to see how the data will merge before completing the action. Once this is done, the information from the other recruit card will merge with the primary, and the other recruit card will be permanently deleted (with no way to undo). That being said, there will be a permanent recruit timeline record that includes a link to see all of the data, from the now removed recruit, that was not merged into the primary. This allows you to capture any of this info you need, and manually add it to the primary recruit card.

To merge duplicate recruits in CommandMC:

1. Log in to https://agent.kw.com with your KW login credentials.

2. At the top of the page, click CommandMC.

3. Click the Recruits icon, ,on the left sidebar.

4. Click Recruit Management at the top of the page.

5. Select the recruits you want to merge by checking the box to the left of their names, click More Options, at the bottom right of the page, then select Merge.

You can only select two recruits at a time, when merging. If you select more than two recruits, you will see the Merge option grayed out.

6. Next, choose the recruit you want to keep, then click Continue, at the bottom right of the screen.

While you are looking to see which one to keep, you can click Show More, at the bottom of the screen, to see more information about both recruits.

There are a few reasons why a recruit cannot be chosen as the recruit card to merge (and lose):

The recruit is active on a SmartPlan - if you have added the recruit to a SmartPlan, and it hasn't gone all the way through the workflow, you won't be able to select the recruit as the one to merge (and lose) until you remove the recruit from that SmartPlan.
The recruit has a KWUID - when a recruit becomes an associate and joins the Market Center, they are assigned a KWUID as an individual identifier in the backend. Even when that associate leaves the Market Center, that KWUID is still associated with their old recruit card (the recruit and associate cards are always linked together). When merging recruit cards, the system will always want to keep a recruit that has a KWUID, even if they have left KW.
- - If both recruits have a different KWUID, you will not be able to merge the recruits.
The recruit has an active Invitation to Join - when a recruit is ready to join the Market Center, you move the recruit card to the Committed phase of the Recruit Pipeline and then send them an invite to join the Market Center. There is a short period of time where the recruit is still completing the KW Joining Portal, so has been invited, but hasn't fully joined KW (once they join, they get a KWUID, which is another blocker).

The system will prevent you from selecting contacts in these situations as the one to merge (and lose) and will let you know why. If both contacts are in any of these situations, you won't be able to merge the contacts until you take action on at least one of the contacts.

7. Finally, there is a review step which will show you a high-level view of how the data will merge. Once you are sure about your selection and ready to merge (which will cause the other recruit card to be deleted without the ability to undo) click Merge & Delete Duplicate.

Once merged, you can go to the now merged recruit card, click on the Timeline, and see a timeline event for the merge. Click View Merge Details, to see all of the information that was deleted or merged through the process.

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