Alert: Alert! Please note this process cannot be undone.

1. Log in as an Admin. If you have "Single Sign-On" click "Admin Portal" button.

2. Click in "Search Employee".

3. Type the name of the employee with duplicate records. Make note of the ID next to the name to differentiate between the two. You can open a second tab to have both employees up to compare.

4. If the side bar is not expanded click the three vertical bars.

5. In the side bar under "Employee Data"/"Employee Details" compare information from both profiles to see which has the most accurate information to determine which profile we want to keep.

6. Compare "Employee Job Data"/"Job History".

7. Compare "Employee Time"/"Leave Balances"

Tip: Tip! The pages you want to compare should correspond to the modules and screens currently utilized by your district.

8. Make note of the employee number you will be keeping "101020".

9. Click "Actions" tab and choose "Merge Employees and Jobs".

10. In the first field you fill in the employee you are keeping.

11. Type in the Employee ID you wrote down or name you want to keep. Make sure you choose the one with the ID you wish to keep.

12. Click "Add" under "Employees(s) To Merge" to pick the second employee profile. Please note if there are more than one records they can all be merged.

13. Verify you are choosing the second profile by comparing the employee numbers. You are also able to use SSN or User 1 to find the employee.

14. Click "Get Employee(s) to Merge / Job History" to also merge the jobs.

15. The jobs for both employee profiles are shown here where the top one is the one to keep and the bottom profile will be merged. Click under "Job to Merge With".

16. Pick the record you will merge the job with (the job record that is staying). In this example the top record "History ID" is 898. Choose the same record in the dropdown.

Please note if you leave this field blank it transfers the job record after the employee merge. In the example below the employee to keep will show two "Job Classes" after the merge is complete.

Note: Any module data associated with this job will be impacted by the merge. A transfer will not pose any potential data change on associated module data, just simply assign it to the employee to keep.

Transferring is more common than merging jobs.

17. Click "Merge Jobs and Employees"

18. A pop up will ask if you with to proceed, with a warning that this is not reversible.

19. Click "Yes, please proceed".

20. A new pop up will emerge showing the message "Jobs and Employees merged Successfully".

21. Search for the employee again and you will note there is only one name.

22. Side note If you wish to merge the job history use the "Merge Job History" tab for a single employee profile.

If you would like to see a merge history use the "Merge Logs" tab.