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Wisenet

      How To Merge Staff Records

      If a staff member is recorded twice in the system, merge their records to maintain accuracy.

      Merging staff records:

      • Transfers all associated records from the duplicate to the original record.
      • Adds “MERGED” to the duplicate record’s last name.
      • Sets the duplicate record to inactive.

      IMPORTANT NOTE! Merging is permanent and cannot be undone.

      Required LRM Access: Admin

      Required Pre-Steps: Invite User, Add Staff

      1

      Select Staff

      1. Navigate to LRM > Selected Staff > Detail
      2. Click Action and then Merge Staff
      3. Wisenet will search for duplicate records. You can manually enter Search Criteria also.

      2

      Compare Records

      1. Click Compare to compare records against each other
      2. Click on the Change arrow to toggle which Staff record to keep and which to merge
      3. Click Merge 
      Note

      Once the merge process is complete, the record that is kept inherits all permissions from the merged Staff as follows:

      • General settings – Assessor, Coordinator, Trainer, Sales Person checkbox
      • All staff logbook records.
      • Rates configured
      • Courses and Units configured, number of Units enrolled
      • All Checklist items configured for that Staff.
      • CRM Opportunities configured.
      • The Tasks assigned to the merged Staff, will be assigned to the Staff that has been retained and appears on their Dashboard.
      • The Trainer and Coordinator configured to the merged staff in a Timetable or Class, will be assigned to the retained staff, after the merge.
      • The trainer, assessor and coordinator value of the merged staff in the Course, Course and Unit Offers, Course and Unit Enrolments will be replaced by the Staff that will be retained.