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RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

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Employees

Merge Two Employees

Merge two employee records into one.

If you have two similar records whose information needs to be combined, merge them. The record that's selected in the Keep this Record field will maintain its information. All transactional information will be kept from both records.

  1. In the top-left corner, click your ministry hub then Accounting. Then click Payroll > Employees.
  2. Click Merge.
  3. Enter and select the name of the employee whose information you want to keep.
  4. Enter and select the name of the employee you want to merge.
  5. Review all information to make sure the information you want to keep is correct.
    1. Click the swap icon to swap the information you want to keep.
  6. Click Merge.
  7. The following action cannot be undone. Review your information again and click Merge Records.

Merge an Employee with a Vendor

Merge an employee's information with a vendor's.

If you have two similar records whose information needs to be combined, merge them. The record that's selected in the Keep this Record field will maintain its information. All transactional information will be kept from both records.
  1. In the top-left corner, click your ministry hub then Accounting. Then click Payroll > Employees.
  2. Click Merge.
  3. Enter and select the name of the employee whose information you want to keep.
  4. Enter and select the name of the vendor you want to merge.
  5. Review all information to make sure the information you want to keep is correct.
    1. Click the swap icon to swap the information you want to keep.
      Warning: We recommend that you keep the employee's record to make sure you keep their tax information. If you decide to keep the vendor's record instead, ensure the employee's tax information is correct before running payroll again.
  6. Click Merge.
  7. The following action cannot be undone. Review your information again and click Merge Records.
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Payroll

Last updated: August 12, 2024

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