The Employee Merges report provides users with a list of possible duplicate employee records for all locations to which the user has access. The report also provides a reason for suggesting the merge by calling out duplicated information, indicating whether one of the records was created after the other, or displaying information that might imply a record is not actively in use.
Only users with the Merge Employees permission enabled will be able to view and run this report.
Article Topics
Navigation
- In the Reports section of the left navigation pane, select My Reports.
The My Reports screen appears. - At the top of the My Reports screen, select Labor.
The screen generates a list of reports in alphabetical order. - Locate the Employee Merge Report.
- Select Customize to adjust the report parameters and run the report.
Report Parameters
| Field | Description | |
| 1 | Filter By | Location reporting category by which to filter the report. Note: Options in the Filter By menu are configurable and specific to your organization. For more information, see System Preferences: Location Reporting Categories and Location Record: Reporting Categories. |
| 2 | Filter | Allows users to apply one or more filter options from the location reporting category that they selected in the Filter By menu. The selected filters determine which locations appear in the generated report. For example, if Filter By is set to Region, the Filter menu might include options such as North, South, East, and West. A user can select West to display all locations belonging to this reporting category. Options that appear in the Filter menu are configurable and specific to your organization. For more information, see System Preferences: Location Reporting Categories and Location Record: Reporting Categories. |
| 3 | Identify Minors | If set to Yes, the word 'Minor' appears next to all employees who are under a certain age. |
| 4 | View options | Select, save, edit, or delete a report view. For more information about these controls, see My Reports: Using My Reports. |
| 5 | Run | Generate the report. Select the arrow to Export, Email, or Print the report.  |
Report Columns
| Column | Description |
| Match Reason | Indicates whether the employee match is suggested based on matching Employee Name, Email Address, or Payroll ID. |
| Employee Name | Name of the employee. |
| Hire Date | Date when the employee was hired. |
| Email Address | Email address used to contact the employee. |
| Payroll ID | Number used to identify the employee for processing payroll. |
| User Name | R365 username mapped to the employee record, if applicable. |
| Scheduled Shifts | Total number of shifts that have been assigned to the employee record throughout the entire history of the record. |
| Availability | Indicates whether the employee's availability schedule has been configured. Possible entries include:
|
| Primary Location | Primary location where the employee works. |
| Primary Job | Primary job that the employee works. |
| Import Source | Lists the external system(s) from which the employee record was imported. If multiple systems are listed, each system name is separated by a comma. If the record was created in R365, R365 appears in the column. |
| Employment Status | Indicates whether the employee is Active, Separated, or on Leave. |
| Created On Date | Date when the employee record was added in R365. |
| R365 Employee ID | Number used to identify the employee within R365. |
Email, Export, or Print the Report
This report can be emailed, exported, or printed in custom formatting directly from the reporting window. Click here to learn how to send, export, or print this report.