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Merge Employees

Amy
Updated
  1. To merge employee records, go to the Employees page and select the two employee records that you would like to merge
    Screen_Shot_2022-07-21_at_1.40.56_PM.png

  2. Under Group Actions select Merge Employees
    Screen_Shot_2022-07-21_at_1.43.24_PM.png

  3. The selected employee records will be shown in two columns on the left. The third column furthest to the right shows what the final merged record will look like.
    • For a single field (example: "First Name"), if the information in both records is the same (Example: First Name "Benny" and First Name "Benny"), this information will be automatically be merged
    • If there is differing information between the records (Example: First name "Benny" in Record #1 and First Name "Benjamin" in record #2), this will appear with a yellow highlight in the merged column
    • Please note that you will only be able to choose which profile and vaccination information to merge. All test results will automatically be merged.
      Screen_Shot_2022-07-21_at_1.47.37_PM.png

  4. In the two left columns, select the preferred information that you would like to be merged. For example, select "Benny" or "Benjamin" only
    Screen_Shot_2022-07-21_at_1.50.26_PM.png

  5. Select Next to continue
    Screen_Shot_2022-07-21_at_1.53.52_PM.png
     
  6. Verify the selected information then click Save
    Screen_Shot_2022-07-21_at_1.55.11_PM.png

  7. "Benny" and "Benjamin" have now successfully merged into one record!

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