Membership Merge (Reports for Member)

Where members of a scheme are duplicated because they leave and then later rejoin with slightly different details, the system can identify these members and allow them to be merged by an authorized user to the membership number with the oldest contributions. 

Note:

These reports can also be selected under Payroll as follows:

Processes > Contributions > Payroll > Data Capture

For more information refer to

Processes

Contributions

Payroll

Data Capture

Data Capture Summary

For more information, refer to

Clients

Members

Merge Members

For information on the Merge Members Process, refer to

Supplements

Processes

Merge Members Process

From the Member menu, click  alongside Membership Merge on the sub-menu on the left.  Additional options will be displayed.

Potential merge members

Click Potential Merge Members below Membership Merge.

The Member Merge List screen will be displayed.

This screen requires criteria to be captured in order to produces a member duplicates report.

Capture / select the required membership data and the email address to which the report must be sent.

Note:

The check boxes are used for grouping of the data.

Click SEARCH.

A Member Merge List screen will display a list of possible duplicate members with their existing membership numbers, per the criteria that have been captured / selected.

To extract this data, click EXPORT.  The following message will confirm that the export has commenced:

Export started to email address: (User)

A report will be exported to the email address of the user logged on.

The following data is displayed:

-        - Scheme Code

-        - Reference Number

-        - Surname

-        - Initials

-        - Date of Birth

-        - ID Number

-        - Start Date

-        - Exit Date

-        - Company Reference Number

-        - Status

Merged members

To view a list of merged members, click Merged Members below Membership Merge.

A Member Merge List screen will display a list merged members.

The following columns are displayed:

-        - Scheme Code

-        - Reference Number

-        - Surname

-        - Initials

-        - Date of Birth

-        - ID Number

-        - Company Reference Number

-        - Joining Date

-        - Merged Reference Number

-        - Pay Centre

-        - Last Contribution Date

-        - Status

-        - Doer

-        - Date

-        - Authorised Date

Payroll merged audit

This report displays a list of members on Payroll who are not on Core that have been merged.

Click Payroll Merged Audit below Membership Merge.

The Member Merge Audit List screen will be displayed.

The following details are displayed for each member:

-        - Scheme Code

-        - Reference Number

-        - Status

-        - Surname

-        - Initials

-        - Date of Birth

-        - ID Number

-        - Date Joined Scheme

-        - Exit Date

-        - Company Reference Number

The contents of the report can filtered by capturing the data in the following fields:

-        - Reference No

-        - Company Ref No

-        - Surname

-        - DOB

-        - ID Number