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Mitratech Success Center

How do I merge timekeepers?

When offices are merged into a consolidated login, timekeepers who were active in more than one office may have duplicate timekeeper entries. If you are an administrator with the appropriate permissions, you can merge these duplicate timekeepers into a single timekeeper.

In cases where many timekeepers need to be merged, the batch merge process allows you to merge timekeepers into 5 base timekeepers at a time. The process finds matches based on name, email, timekeeper ID, display code, and classification. All these items must match exactly in order for the timekeeper to appear in the Matches Found list.

Note:

  • The timekeeper merge is permanent and cannot reversed.
  • Only administrators who have been granted permission to merge timekeepers by a Mitratech admin can perform a timekeeper merge.
  • If there is a batch merge already in progress, users are notified and modifications to timekeepers, rate requests, or invoices are prevented until the merge is complete.

To batch merge timekeepers:

  1. On the menu, hover over the Timekeepers tab and select Batch Merge Timekeepers.
    coll_batch_tk_merge.png
     
  2. Select the office for the base timekeeper. The base timekeeper is the timekeeper that you want to merge the other timekeepers into.
    coll_batch_tk_merge_office.png
     
  3. Select up to 5 timekeepers by selecting the checkboxes in the Check to Add column and then clicking the Add button.
    coll_batch_tk_merge_add.png
    Your selected timekeepers are moved into the Selected Timekeepers section at the bottom of the page. If you want to select timekeepers from one office and then select timekeepers from a different office, click Add before selecting the next office.
     
  4. After you have selected all the appropriate timekeepers, click Next.
    coll_batch_tk_merge_next.png
  5. The Matches Found list shows all timekeepers whose name, email, timekeeper ID, display code, and classification all match the base timekeeper exactly. Verify that the matches are correct; merging timekeepers is a permanent action and cannot be reversed. Click Submit and confirm that you want to merge.
    coll_batch_tk_merge_submit.png
     

After you have run the batch merge process, or if you only have a few timekeepers to merge, you can manually merge the timekeepers.

To manually merge timekeepers:

  1. On the menu, hover over the Timekeepers tab and select Manually Merge Timekeepers.
    coll_manual_tk_merge.png

     
  2. In the Available Timekeepers list, select at least two timekeepers to be merged by selecting the checkboxes in the Check to Add column and then clicking the Add button.
    coll_manual_tk_merge_add1.png
    Your selected timekeepers are moved into the Selected Timekeepers section at the bottom of the page. You can select timekeepers from different offices by changing the selection of the office and then selecting the more timekeepers.
     
  3. After you have selected all the appropriate timekeepers, click Next.
    coll_manual_tk_merge_next.png
     
  4. Select a Default Timekeeper into which the other timekeepers will be merged. Verify that the matches are correct; merging timekeepers is a permanent action and cannot be reversed. Click Submit and confirm that you want to merge.
    coll_manual_tk_merge_default.png

 

 

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