Managing Candidate Sources Across your Account

Candidate sources help you understand where your best candidates are coming from, making it easier to evaluate recruiting channels and focus your hiring efforts where they have the greatest impact. Trakstar Hire provides tools to create, edit, merge, and delete candidate sources so you can keep your source data organized and accurate.

Note: System-created (automatic) sources cannot be edited or deleted. These sources appear in the Others category.

Access the Manage Sources page

From the left navigation menu, select Settings.
Click Sources.

The Manage Sources page displays every candidate source across your account.

Source categories

Candidate sources are organized into the following categories:

Job Boards
Recruiting Agency
Custom
Others (system-generated sources that cannot be edited or deleted)

Permissions

Only Super Admins can access the Manage Sources page.

Other users can still create new candidate sources while:

Uploading a candidate.
Editing an existing candidate profile.

However, only Super Admins can manage existing sources from the account-wide Manage Sources page.

Edit a Candidate Source

Use this option to rename an existing source, such as correcting a spelling mistake.

Go to Settings > Sources.
Select the Edit (pencil) icon next to the source.
Enter the updated source name.
Select Rename.
Click Save Changes.

Merge Duplicate Sources

If two sources represent the same recruiting channel, you can merge them into a single source.

Go to Settings > Sources.
Select the Edit (pencil) icon beside the source you want to merge.
Select the destination source from the available list.
Click Save.
When prompted, confirm the merge by selecting Merge these sources.

After the merge, candidates associated with the original source will be consolidated under the selected source.

Create a New Candidate Source

To add a new source:

Navigate to Settings > Sources.
Click + Add new source.
Enter the source name and select the appropriate source category.
Save your changes.

The new source becomes available when:

Adding new candidates.
Editing existing candidate profiles.

Users can also create new sources directly from the Sources section of an individual candidate profile.

Delete a Candidate Source

Deleting a source permanently removes it from the list of available sources.

Before deleting a source, consider whether it should be merged instead. Merging preserves reporting accuracy and keeps historical data associated with an active source.

Delete a source only when:

It was created in error.
It has no candidates associated with it.

Warning: Deleted sources cannot be recovered.

To delete a source:

Go to Settings > Sources.
Click the Delete (trash) icon beside the source.
Confirm the deletion.

What happens after a source is deleted?

The source is removed from the list of selectable sources.
Candidates that previously used the source will continue to display it in their profile, marked as (deleted).

Trackable Links and Deleted Sources

If a deleted source is associated with an existing Trackable Link, the deleted source may continue to appear because the link still references it.

Instead of deleting the source, you can merge it into another existing source. Merging also updates the associated Trackable Links, helping maintain consistent reporting.

Best Practices

Rename sources to correct spelling or naming inconsistencies.
Merge duplicate sources instead of deleting them whenever possible.
Delete sources only when they were created by mistake and are no longer needed.
Review Trackable Links before deleting any source that may still be in use.