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    Employee Merge Report
    • 09 Jul 2024
    • 2 Minutes to read
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    Contents

    Employee Merge Report

    • Updated on 09 Jul 2024
    • 2 Minutes to read
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    Article summary

    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

    1. In the Reports section of the left navigation pane, select My Reports.
      The My Reports screen appears.

    2. At the top of the My Reports screen, select Labor.
      The screen generates a list of reports in alphabetical order.

    3. Locate the Employee Merge Report.

    4. Select Customize to adjust the report parameters and run the report.

    Report Parameters

    Field

    Description

    1

    Filter By

    A list of all filter categories. Filter categories will vary based by report.

    2

    Filter

    A list of filter options, determined by the 'Filter By' category selected (#1).

    3

    Identify Minors

    If set to Yes, the word 'Minor' appears next to all employees who are under a certain age.

    4

    View options

    This section provides options to select, save, edit, or delete a report view.

    5

    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.

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