Employee Merge Report

The Employee Merge report provides users with a list of possible duplicate employee records for all locations to which the user has access. The report also provides a reason for suggesting the merge by calling out duplicated information.

Only users with the Merge Employees permission enabled will be able to view and run this report.

Navigation

The My Reports search bar can be used to search R365's entire catalog of reports.

Navigate to My Reports.
Enter all or part of the report name in the search bar.
The Results tab will open with the list of search results.
From beneath the report name, click Run to run the report with the selected report view.
-OR-
Click Customize to adjust the report parameters and run the report.

Report Parameters

Field	Description
Filter By	A list of all filter categories. Filter categories will vary based by report.
Filter	A list of filter options, determined by the 'Filter By' category selected (#1).
Identify Minors	If set to Yes, the word 'Minor' appears next to all employees who are under a certain age.
View options	This section provides options to select, save, edit, or delete a report view.
Run	Generates the report. Click the down arrow to the right of the Run button to export, email, or print the report.

Report Columns

Column	Description
Match Reason	Indicates whether the employee match is suggested based on matching Employee Name, Email Address, or Payroll ID.
Employee Name	Name of the employee.
Hire Date	Date when the employee was hired.
Email Address	Email address used to contact the employee.
Payroll ID	Number used to identify the employee for processing payroll.
User Name	R365 username mapped to the Employee record, if available.
Scheduled Shifts	Total number of shifts that have been assigned to the Employee record throughout the entire history of the record.
Availability	Indicates whether the employee's weekly availability has been configured. Possible entries include: Modified - Some days of the week and/or times of the day are blocked off on the employee's availability schedule. Open - The employee's availability schedule shows that they are available at all times of the day, all days of the week. This is the default setting for availability and might indicate that the employee record is not the primary record or is not fully configured.
Primary Location	Primary location where the employee works.
Primary Job	Primary job that the employee works.
Import Source	Lists the external system(s) from which the employee record was imported. If multiple systems are listed, each system name is separated by a comma. If the record was created in R365, R365 appears in the column.
Employment Status	Indicates whether the employee is Active, Separated, or on Leave.
Created On Date	Date when the Employee record was created in R365.
R365 Employee ID	Number used to identify the employee within R365.

Email, Export, or Print the Report

This report can be emailed, exported, or printed in custom formatting directly from the reporting window. Click here to learn how to send, export, or print this report.