Is it possible to exclude contacts and active assignments from matching persons record list?
Summary:
We have enabled the duplicate check function in Core HR. Is there a way to potentially configure the list of potential matches / records that is being returned? specifically
- Exclude contacts
There is a privacy concern where users (HR or Managers) can see a list of contacts, potential matches / records
- Exclude those with an active assignment
Managers will be using the Add a Nonworker process, and currently, the client does not use multiple assignments. If a manager selects a potential match with an active assignment, this will flow down to downstream systems and cause issues
Content (please ensure you mask any confidential information):