What’s new?
We have added a new Merge Suite functionality that allows the users to merge Applicants By ID, By Duplicate Records and Clients By Duplicate Records. It is designed to enable customers to safely and efficiently consolidate duplicate or related client and applicant records through a structured wizard. This tool empowers users with the correct permissions to manage their data with greater ease.
Client By Duplicate Records
We're introducing a new Client By Duplicate Records feature within the Merge Suite that enables users to identify and merge duplicate client records in bulk, streamlining data management and reducing manual record updates.
Users with the Permission to use the Merge Suite can now access a new wizard-based tool to merge duplicate client records efficiently.
Key Features
Smart Duplicate Detection: Automatically identifies duplicate clients based on Name, Email, or Postcode matching criteria
Sector-Specific Filtering: Option to limit duplicate searches to specific sectors or search across all accessible sectors
Bulk Selection: Select and merge multiple duplicate clients simultaneously
How to Access
Navigate to Tools ; Merge Suite ; Client By Duplicate Records (arranged alphabetically within the Merge Suite menu)
The new wizard guides you through five clear steps:
User Agreement: Review and accept important recommendations for safe data merging:
Search Criteria: Define how to identify duplicates (by Name, Email, or Postcode) and which sectors to search:
Client Selection: Choose duplicate clients to merge and specify the master record to merge into:
Select the Clients:
Confirmation: Review your selections before initiating the merge:
Results: View the outcome with detailed success or error information:
Important Safeguards
Pre-Merge Recommendations:
Create a backup of your data before merging.
Test the functionality with test data first.
Perform merges outside business hours to avoid disruptions.
Integration Protection: Clients integrated with the following systems are automatically excluded from duplicate detection to maintain data integrity:
Pay and Bill.
Merit Payroll.
Sage Line 50.
Enterprise Payroll.
Organisational Chart.
CloudCall.
Notes
For records in an Organisational Chart, update the chart before merging records.
The system retains your selections if you navigate back through the wizard steps.
Applicant By Duplicate Records
We're introducing a new Applicant By Duplicate Records feature within the Merge Suite that enables users to identify and merge duplicate applicant records in bulk, streamlining data management and reducing manual record updates.
Users with the Permission to use the Merge Suite can now access a new wizard-based tool to merge duplicate applicant records efficiently.
Key Features
Smart Duplicate Detection: Automatically identifies duplicate applicants based on Name, Email, or Postcode matching criteria
Sector-Specific Filtering: Option to limit duplicate searches to specific sectors or search across all accessible sectors
Bulk Selection: Select and merge multiple duplicate applicants simultaneously
How to Access
Navigate to Tools ; Merge Suite ; Applicant By Duplicate Records (arranged alphabetically within the Merge Suite menu)
The new wizard guides you through five clear steps:
User Agreement: Review and accept important recommendations for safe data merging:
Search Criteria: Define how to identify duplicates (by Name, Email, or Postcode) and which sectors to search:
Applicant Selection: Choose duplicate applicants to merge and specify the master record to merge into:
Select the Applicants:
Confirmation: Review your selections before initiating the merge:
Results: View the outcome with detailed success or error information:
Important Safeguards
Pre-Merge Recommendations:
Create a backup of your data before merging.
Test the functionality with test data first.
Perform merges outside business hours to avoid disruptions.
Integration Protection: Applicants integrated with the following systems are automatically excluded from duplicate detection to maintain data integrity:
Pay and Bill.
Merit Payroll.
Sage Payroll.
Enterprise Payroll.
Notes
Please check both records before merging, especially Stored Documents, Compliance Docs, Work History, and Preferred/Excluded settings.
Applicants integrated with screening services are also excluded from duplicate detection.
The system retains your selections if you navigate back through the wizard steps.
Applicant By ID
We're introducing a new Applicant By ID feature within the Merge Suite that enables users to merge specific applicant records by ID.
Users with the Permission to use the Merge Suite can now access a new wizard-based tool to merge applicant records efficiently.
Key Features
Direct ID Selection: Select specific applicants to merge using the standard applicant picklist with Object ID, Filed As name, and Sector information.
Sector-Specific Access: Only applicants within your authorized sectors are displayed.
Validation Controls: Prevents selecting the same applicant for both merge fields.
How to Access:
Navigate to Tools ; Merge Suite ; Applicant By ID (arranged alphabetically within the Merge Suite menu)
The new wizard guides you through four clear steps:
User Agreement: Review and accept important recommendations for safe data merging:
Applicant By ID Entry: Select the applicant to merge and the applicant to merge into:
Confirmation: Review your selections before initiating the merge:
Results: View the outcome with detailed success or error information:
