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Merge employee records
Product: Platform
Release type: Enhancement
Tentative release window: Late October 2026
Who it's for: Organization admins in PI2
What it solves: Merge duplicate records without needing PI Support
We are excited to share that the ability to merge employee records is coming soon to 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 experience is still being finalized; screenshots and navigation labels are subject to change.
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?
No. The merge records functionality is scheduled to release in late September 2026. Once live, we will update this release note accordingly.
Note: This functionality has not yet been released and may change slightly ahead of its go-live date.