- Select the Manage Enrollments tab
- Search by the records requiring the accounts merge
- Expand the Batch Update Enrollment Records section of this page
- Click the check box next to each of the Not Attempted enrollments for the record that should remain active.
- Select the Delete Selected Enrollments button. (Deleting these enrollments will prevent duplicate and/or un-necessary enrollments from appearing after the accounts have been merged).
- Click OK when the pop-up window appears. Incomplete & Completed enrollments will need to be deleted individually).
- Return to the Active Users page and search for the record that should remain active.
- Document or copy the User ID
- Expand the user record by selecting View and click the Archive Employee Button
- Click the View Active Users button
- Search for and select the other employee record
- Select the edit button
- Change the employees ID to match the ID of the archived record, and select Update button at the bottom of the screen
- Select View Archived Employees
- Search for the record archived in step 9 and select Activate
NOTE: This will return a message stating that the archived record has been successfully merged with the active record
- Click on the View Active Users
- Search for the User ID that was archived to verify the merge and the enrollments are correct.