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How do you merge an Employee with duplicate records?

This article steps you through the process of how merge duplicate records.

 

You can merge:

  • An employee record to another employee record
  • An employee record to a candidate record

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To start, open the "primary record'' file, to which the duplicate or other record will be merged into.

 Below are the steps to merge:

1. On the right side of the employee file, there is a section called ''More Actions'', Select the ''Merge'' option.

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2. Select one of the following Merge options:

  • Merge another Employee into this file: Use this option when you have duplicate records.
  • Merge a Candidate file into this Employee file: Use this option when you have an existing candidate for this employee record.

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3. Select the employee or candidate that you wish to merge.

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4. Review the details of the records that will be merged, then click the "Proceed" button.

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