Merging Duplicate employees
Note: For optimal data integrity, it is advisable to delete the login details and UID, and to modify the Start date (if it matches that of the duplicate) from the record you intend to remove.
Merging employee records is essential when you encounter duplicate entries for a single employee, ensuring accurate and streamlined data management.
To get started, please log in as an administrator who has the necessary permissions.
Navigate to the workforce tab and choose the Employees option..
Next, click on the icon of the employee record that has a duplicate account and click on it to access the employee details page. For this example, we will be merging the account for Joe Bloggs.
Note: When you merge employee records, the record you are currently viewing will be preserved. Additionally, all training completed on both records will be consolidated and made accessible on the remaining record.
On the employee details page, kindly locate and click on the 'Merge Employee' button to proceed.
Next, please choose the employee you would like to merge from the dropdown menu. After making your selection, click on the red 'Merge Employee' button and confirm the action to complete the merge process.
You have now completed the employee merge process successfully.