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  3. How to use Merge Staff

How to use Merge Staff

Note: All pages shown below are subject to having relevant Roles and Permissions.

In this guide, you will be shown how to use the Merge Staff function.

The need to Merge Staff usually occurs when a new member of Staff has been added to your system twice, with each record containing different records/parts of their data.

Merge Staff allows you to combine both records to create a Master Record with the best data from both records in one place.

Merge Staff

To begin, go to the Staff list page and locate the duplicate Staff records.

From there, select both records and press Action>Merge Staff.

You will then be provided with a pop out window which asks you to select a Master Record.

Using the radio button, select one of the records to see which data they both contain.

This will help you to select the correct record as the Master Record.

Using the radio buttons and ticks for each option, select which parts of each record you would like to keep.

Note: If the options have a radio button, you must select one or the other. If the options have a tick box, you can tick one or none of them.

In the example below, you can see that the Title, Ethnicity and Date Of Birth are being taken from the left record, while the Staff Code, Roles and Timetables are being taken from the right record.

Once you have carefully select the desired data from each record, you can press Merge.

A confirmation message will appear, asking if you want to Proceed or Cancel.

Press Proceed.

You will then receive a success message/notification once the Merge has been completed.

All of the chosen data will now sit in a Master Record, while the duplicate record is removed.

Updated on June 28, 2022

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