--- title: "Merge Duplicate Employees Wizard" slug: "merge-duplicate-employees-wizard" description: "Merge Duplicate Employees Wizard — field reference for primary employee selection, duplicate candidates, payroll constraints, and confirmation." updated: 2026-06-29T22:48:12Z published: 2026-06-29T22:48:12Z canonical: "docs.restaurant365.com/merge-duplicate-employees-wizard" stale: true --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Merge Duplicate Employees Wizard 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: - [Resolve duplicate employee records](/doc/docs/resolve-duplicate-employees) > [!NOTE] > Manually Merge Employees > > The [Employee Merge Wizard](/doc/docs/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](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-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](/doc/docs/user-setup-security-and-location-access). --- ## Navigation ****Navigation Menu**** 1. Select **Workforce** from the left navigation rail. 2. Expand the **Employees** category. 3. Select **Employees**. 4. Select one of the records associated with an employee who has duplicate records. 5. Click **Review + merge** in the Suspected duplicate records section. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-7VPUTGIN.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A33%3A58Z&se=2026-10-29T16%3A33%3A58Z&sr=c&sp=r&sig=%2FuQ0bU%2BJyLL8Yx7Zru7Dhb%2BL%2FskVN64UFbmePS%2Bf8LI%3D) ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-45ZOABDU.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A33%3A58Z&se=2026-10-29T16%3A33%3A58Z&sr=c&sp=r&sig=%2FuQ0bU%2BJyLL8Yx7Zru7Dhb%2BL%2FskVN64UFbmePS%2Bf8LI%3D) --- ## Merge Duplicate Employees Wizard Buttons & Fields ### Select the Primary Employee ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-CGPDQVMN.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A33%3A58Z&se=2026-10-29T16%3A33%3A58Z&sr=c&sp=r&sig=%2FuQ0bU%2BJyLL8Yx7Zru7Dhb%2BL%2FskVN64UFbmePS%2Bf8LI%3D) | | 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. > If one of the suspected duplicate employee records has been onboarded to R365 payroll, that record is selected and cannot be deselected. | | **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 | Email address on the employee record. | | SSN | Social security number on the employee record. > Only displayed for users with the ‘View PII’ permission. | | 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 ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-M6AI2VKM.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A33%3A58Z&se=2026-10-29T16%3A33%3A58Z&sr=c&sp=r&sig=%2FuQ0bU%2BJyLL8Yx7Zru7Dhb%2BL%2FskVN64UFbmePS%2Bf8LI%3D) | | 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. - Check to include a record. - Uncheck to ignore the record. > Ignored records will not be proposed again. > Only one employee record that has been onboarded to payroll can 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 | Email address on the employee record. | | SSN | Social security number on the employee record > Only displayed for users with the ‘View PII’ permission. | | 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. |