The Merge Duplicate Employees wizard walks a user though merging possible duplicate employee records. Only duplicates identified by the system can be merged. The screen is accessed from the suspected duplicate employee alert that appears when an employee record has been identified as possibly being a duplicate record.
From this screen, users can:
Manually Merge Employees
The Employee Merge Wizard is used to manually merge duplicate employees that have not been identified by the system. Manual employee merges do not appear on the Merge History tab and cannot be undone.
Security
Users must have the following permission to use the Merge Duplicate Employees wizard:
Labor → Employees → Merge Employees
These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.
Navigation
Navigation Menu
Select Workforce from the left navigation rail.
Expand the Employees category.
Select Employees.
Select one of the records associated with an employee who has duplicate records.
Click Review + merge in the Suspected duplicate records section.
Merge Duplicate Employees Wizard Buttons & Fields
Select the Primary Employee
Button/Field | Description | |
|---|---|---|
1 | Step indicator | Lists the steps in the wizard. Both steps show as unfilled when on step 1. |
2 | Recommended primary employee | The employee record the system recommends to be the primary record that other records are merged into. The most complete record is selected as the recommended primary record.
|
3 | Possible duplicate employees | Other employee records that have been identified as possibly being duplicate records for the same employee. Selecting a record will set it as the primary record that other records will be merged into. |
4 | Ignore merge recommendations | Ignores all identified duplicates. Ignored records will not be recommended again. This action is not reversable. |
5 | Next | Continues to the next step of the wizard. |
Columns
Column | Description |
|---|---|
Name | Full name on the employee record. |
Completeness | Percent of fields on the employee record that are complete. |
Payroll | Payroll status on the employee record. |
Email address on the employee record. | |
SSN | Social security number on the employee record.
|
Phone Number | Phone number on the employee record. |
Address | Address on the employee record. |
Date of Birth | Date of birth on the employee record. |
Employment | Employment status on the employee record. |
Select Duplicates to Be Merged
Button/Field | Description | |
|---|---|---|
1 | Bulk Select | Selects / deselects all proposed duplicates. |
2 | Primary employee record | The primary employee record selected in the previous step, indicated with a gray checked box. This cannot be deselected. All other selected records will be merged into this record. |
3 | Single select | Indicates if the employee record will be included in the merge.
|
4 | Ignore merge recommendations | Ignores all identified duplicates. Ignored records will not be recommended again. This action is not reversable. |
5 | Back | Returns to the previous step where the primary employee record can be changed. |
6 | Merge records | Merges the selected employee records. |
Columns
Column | Description |
|---|---|
Name | Full name on the employee record. |
Confident | Level of confidence the AI has that the employee record is a match. |
Payroll | Payroll status on the employee record. |
Email address on the employee record. | |
SSN | Social security number on the employee record
|
Phone Number | Phone number on the employee record. |
Address | Address on the employee record. |
Date of Birth | Date of birth on the employee record. |
Employment | Employment status on the employee record. |