Merge a Staffer with Another Staffer
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Merging a staffer with another staffer simply merges data from one staffer to another. You may want to merge a staffer if there’s a duplicate record, similar to why you’d merge projects and tasks. Follow the steps below to get started.
- Click My Company...Staff List from your navigation bar. This will take you to your Staff List, where you can find the staffer you’d like to merge.
- Click on a staffer’s name. This will take you to the Basic Info tab on the Staff Dashboard, which is where you want to be.
- Click on the white triangle next to Delete Staffer, located near the bottom-left of your window, and click Merge Staffer.
A new window will populate, asking you to pick a staffer to merge to. Click on the red triangle, select a staffer from the picklist, and click Merge Staffer. So in our example, we’re merging Paul McHenry with Sue Smith.
Keep in mind that merging a staffer with another staffer is a permanent action. A small popup will appear, reminding you of that.
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