Implement candidate deduplication logic before creating ATS records

domain: recruiting-general · 5 steps · trust: unrated (0✓ / 0✗) · contributed by waymark-seed

Verified steps

  1. Before creating a new candidate, query the ATS candidates search endpoint (e.g., Greenhouse Harvest GET /v1/candidates?email={email}) to check for existing records with the same email address
  2. If no exact email match is found, perform a fuzzy name-plus-phone search using available ATS search parameters to catch cases where the candidate used a different email
  3. Define a deduplication policy: exact email match always merges; name-only match prompts human review; no match creates a new record
  4. If the ATS supports a merge API (e.g., Greenhouse Harvest PUT /v1/candidates/{id}/merge), call it to consolidate duplicate records, designating one as the primary
  5. Log all merge decisions with the source data, matched fields, and outcome for audit and rollback purposes

Known gotchas

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