The Transfer Integration tool helps you clean up your staff list when duplicate profiles appear for the same team member. This usually happens when a staff member is manually added on your Team page, and then automatically imported again through your HRIS integration.
Step-by-Step Instructions:
1. Go to the Team tab.
2. Search for the staff member who has duplicate profiles.
3. Use the checkboxes to select both profiles that need to be merged.
4. With both profiles selected, click on the Transfer integration button that appears near the top.
5. Confirm the transfer details, and click the Transfer button to complete the process.
What Happens Next:
The system will archive the integrated staff profile and transfer its integration data to the profile you manually created.
You’ll be left with a single staff profile that remains fully integrated with your HRIS.