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Merge a Staffer With Another Staffer

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.

1. 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.


2. Click on a staffer’s name. This will take you to the BASIC INFO tab on the Staff Dashboard.


3. At the bottom left side of the BASIC INFO window, you'll see a button labeled DELETE STAFFER, with a gray triangle button right beside it. Click on the gray triangle to open a picklist, and select MERGE STAFFER.


4. A new window will populate, asking you to pick another staffer to merge into. Click on the GRAY TRIANGLE, select a staffer from the picklist, and click MERGE STAFFER. So in our example, we’re merging our example user with Manager One.

Note: Keep in mind that merging a staffer with another staffer is a permanent action. A small popup will appear reminding you that a merge cannot be undone when you click the MERGE STAFFER button.



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