Who is this article for?

Users wishing to transfer session details from a deleted or inactive employee to a new active employee ID in the system.

Users need admin-level access to the Merge Employee tab in the employee profile, as well as permissions to add, edit, and view sessions to see the merged employee record.

This article explains how to merge historical session data from an old employee record into a new active employee record.

1. Merge employee data

1. Navigate to the Employee List screen.
2. Select the Merge Employee button.

3. In the Active Employee field, select the new employee ID that will receive the merged data.
4. In the Deleted/Inactive Employee field, use the autocomplete control to search for and select the old employee ID.
   • Only one employee can be selected.
   • If more than one employee is selected, the system displays the error message: Multiple selection of employees not allowed.
5. Review the warning message that appears because the system does not have a unique identifier for validation.
6. Carefully review the employee name and confirm by selecting OK.
7. Select the Module Name using the autocomplete control.
8. Complete all mandatory fields.
9. If any required field is missing or incorrect, the system displays an appropriate error message.
10. Select Save to complete the merge.

11. The historical session data from the deleted or inactive employee record is now merged into the selected active employee ID.