– Administrator function –
The Employee # Global Merge utility allows an administrator to merge two employee records into one single record. This process transfers all the related records of the old employee to the new one. After a successful merge, the old employee record will be removed from the database.
In the Administrator menu, click Employee # Global Merge.
Select the “old” employee record in the Change From field.
Select the “new” employee in the Change To field.
Choose Actions»Merge Employee Records.
You will receive a confirmation message when the merge is completed. The old employee record will be removed from the system automatically. The Modified By field on the new record will show the user who completed the merge, and the Modified Date will reflect the merge date and time.
The Merge utility cannot merge training records; if a training session attendance record exists for both employee numbers, you will receive an error. You must manually remove one of the training records (see Working with Training Sessions).
If you need to import a large number of employee records, use the external Cority Employee Merge Engine. This utility is the same as the Employee # Global Merge utility above but allows batch size imports and the option to exclude a header row. Contact your Cority representative for assistance.