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Merge employee records
Product: Platform
Release type: Enhancement
Date released: October 27, 2026
Who it's for: Organization admins in PI2
What it solves: Merge duplicate records without needing PI Support
We've added the ability to merge employee records in PI2!
Previously, if users had duplicate employee records, PI Support was often needed to rectify the issue and "merge" the duplicate records together. With this update, organization admins will have that ability themselves.
Note: The following screenshots and navigation labels may differ slightly from the live experience.
How it works
Select between 2 and 5 records in your employee directory, then click the "Actions" button. You will see a new option titled "Merge duplicate records."
A side panel titled "Merge duplicate records" will open. Here, you'll see a summary of the records to be merged, along with other key information including:
Each record's name
Each record's email address
The date each was added to your directory
Directly underneath, you'll have an opportunity to review any mismatching fields between the duplicate records. Select the correct information for each field before proceeding.
If there are any matching fields, those will automatically carry over. You can expand to see those if you'd like.
Finally, if this person has multiple Behavioral Assessment results, you will have an opportunity to set their "active" BA.
Review your selections, then click "Merge records" to confirm.
Note: If 2 or more of the records you're merging have duplicate software access, the system will automatically grant the highest access level for each product to the merged record. If you would like to tweak this further, you can modify this person's access levels post-merge.
FAQs
Is the merge records functionality currently live?
Is the merge records functionality currently live?
Yes. The merge records functionality was released on October 27, 2026.
Does this release support merging candidate and employee records?
Does this release support merging candidate and employee records?
No. The merge records release is designed to help merge employee records.
Workaround: If an employee has duplicate records not just in the directory, but in Hire as a candidate, here's how you can merge those records:
Proceed to mark the candidate as "hired."
Enter the employee's business email when prompted. (If that email is already in use, enter a temporary "dummy" email.)
The candidate will be added to your directory as an employee.
Proceed to merge this employee's records.
When prompted, choose to retain the business email over the dummy email.
The employee's records will be merged, including any candidate data.
Note: This release note was prepared in advance of release. As a result, images and labels may differ slightly from the functionality currently live. For the most up-to-date guidance, visit our support article on merging duplicate employee records.