How_do_I_merge_positions_

How do I merge positions?

Select two or more positions to merge together. You can merge positions for a single employee, merge positions for multiple employees, or merge positions and update the merged position to one or more employees.


Table 1. Compare merge position options

 

Copies Merge From Setup*

Copies Merge From History**

Applies to Multiple Employees

Creates a New Merge To Position

Merge positions for a single employee

No

Yes

No

No

Merge positions for multiple employees

No

Yes

Yes

No

Merge positions and update multiple employees

Yes

Yes

Yes

Yes

 

*Setup includes... the position, department, position control number, manager, position type, FTE percent, start date, end date, and primary position.

**History includes... the wage allocation, performance, pay history, workers compensation, and timekeeping history.

 

Before you get started

  • Before proceeding, back up the current files. Always make a backup of the database BEFORE running routines that modify or delete transactions. See the help topic titled How do I back up the database?

 

Merging positions for a single employee

Delete the Merge From position and move history for wage, allocation, performance, pay history, workers compensation, and timekeeping history to the Merge To position.


Table 2. Merge positions for a single employee

Merge From

+

Merge To

=

Updated Merge To

Position A
Department A
Position Control Number A
Manager A
Wage A
Allocation A
Performance A
Pay History A
Workers Compensation A
Timekeeping History A

 

Position B
Department B
Position Control Number B
Manager B
Wage B
Allocation B
Performance B
Pay History B
Workers Compensation B
Timekeeping History B

 

Position B
Department B
Position Control Number B
Manager B
Wage A + B
Allocation A + B
Performance A + B
Pay History A + B
Workers Compensation A + B
Timekeeping History A + B

 

Guidelines

  • The Merge To and Merge From cannot share the same title.


Do this...

1. Open Connect Payroll > Employees > Merge Positions.


Before you get started... Make a back up of the Payroll database. See the help topic titled How do I back up the Payroll database?

 

2. Click Merge Positions for a Single Employee.


Merge Positions for a Single Employee

 

3. Enter the Employee.

You can enter the employee's name or number.

Employee

 

3. Enter the Merge From Position.

This is the position that will be deleted.

Merge From Position

 

4. Enter the Merge To Position.

This is the position that will receive the Merge  From wage, allocation, performance, pay history, workers compensation, and timekeeping history.

Merge To Position

 

When you enter the Merge To Position, you will be prompted to merge positions.

Merge Positions

 

Clicking Yes will merge the positions. Clicking No will close the dialog box without exiting the routine. When you're ready, you can click GO to merge positions.

 


Merging positions for multiple employees

Assign employees with the same position to a different position or combine two positions into one. This routine works the same way as Merge Positions for a Single Employee with the option of merging positions on one or more employees.


Table 3. Merge positions for multiple employee

Merge From

+

Merge To

=

Updated Merge To

Position A
Department A
Position Control Number A
Manager A
Wage A
Allocation A
Performance A
Pay History A
Workers Compensation A
Timekeeping History A

 

Position B
Department B
Position Control Number B
Manager B
Wage B
Allocation B
Performance B
Pay History B
Workers Compensation B
Timekeeping History B

 

Position B
Department B
Position Control Number B
Manager B
Wage A + B
Allocation A + B
Performance A + B
Pay History A + B
Workers Compensation A + B
Timekeeping History A + B

 

Do this...

1. Open Connect Payroll > Employees > Merge Positions.


Before you get started... Make a back up of the Payroll database. See the help topic titled How do I back up the Payroll database?

 

2. Click Merge Positions for Multiple Employees.

Merge Positions for Multiple Employees

 

3. Select the employee records to update.

Use the Selection Criteria to select employee records. Use All to include every employees that matches the Merge From position. Or double-click the All value to enter the employee numbers or an employee number range.

All value in the Selection Criteria

 

4. Enter the Merge From Position.

This is the position that will be deleted.

Merge From Position

 

5. Enter the Merge To Position.

This is the position that will receive the Merge  From wage, allocation, performance, pay history, workers compensation, and timekeeping history.

Merge To Position

 

6. Review the employees who have the Merge From.


When you select the Merge To, Connect will select all of the employees who have the Merge From position. You can review the list to see if there are any employees who should or should not be on the list.


Is the list correct?

  • Yes, the list is correct. Click GO (CTRL+G) to merge positions.

  • No, the list is not correct. Go to the Merge Positions tab and update the Selection Criteria to include or exclude employee numbers.  



Merging positions and updating multiple employees

Combine the Merge From setup with the Merge To setup to create a New Merge To setup and move history for wage, allocation, performance, pay history, workers compensation, and timekeeping history to the new Merge To position.


Table 4. Merge positions and updating multiple employees

Merge From

+

Merge To

=

New Merge To

Position A
Department A
Position Control Number A
Manager A
Wage A
Allocation A
Performance A
Pay History A
Workers Compensation A
Timekeeping History A

 

Position B
Department B
Position Control Number B
Manager B
Wage B
Allocation B
Performance B
Pay History B
Workers Compensation B
Timekeeping History B

 

Position A + B
Department A + B
Position Control Number A + B
Manager A + B
Wage A + B
Allocation A + B
Performance A + B
Pay History A + B
Workers Compensation A + B
Timekeeping History A + B

 


Do this...

1. Open Connect Payroll > Employees > Merge Positions.


Before you get started... Make a back up of the Payroll database. See the help topic titled How do I back up the Payroll database?

 

2. Click Merge Positions and Update Multiple Employees.

Merge Positions and Update Multiple Employees

 

3. Enter the Merge From Position.

This is the position that will be deleted.

Merge From Position

 

4. Enter the Merge To Position.

This is the position that will receive the Merge  From wage, allocation, performance, pay history, workers compensation, and timekeeping history.

Merge To Position

 

5. Review the employees who have the Merge From.

When you select the Merge To, Connect will select all of the employees who have the Merge From position. You can review the list to see if there are any employees who should or should not be on the list.

Is the list correct?

  • Yes, the list is correct. Click GO (CTRL+G) to merge position setup and position history.

  • No, the list is not correct. Return to the Merge Positions tab and verify the Merge From and Merge To positions. If everything looks good and the list on the Review tab is not correct, try switching to Merging Positions for Multiple Employees.

 

 

 

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