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Merging employees

If the employee records don't have payroll data, the process for merging one employee record into another employee is accomplished by editing the Display Name As field of the employee you want to remove, to exactly match the same field on the employee you wish to keep.

If an employee has payroll data, (i.e. you use the payroll module powered by Paybooks), it would not be advisable to merge the employee records.
NOTE:  Merging is irreversible, this operation can't be undone.

To Merge Employees:

  1. On the left menu, choose Employees, then Click Edit.
  2. Change the First name and Last name field to exactly match the employee you wish to keep.
  3. Change the Display Name to match the name you just entered.
  4. Click Save.
  5. Click Yes to confirm that you want to merger the two employees.


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