Changing Worker IDs

Changing the Worker identification code within EBMS takes a few quick steps.   The change ID process will maintain the history of the account.  The Worker ID can be changed using one of the following processes:

• Change an ID for each worker:  Right click on the Worker ID and select Change ID from the context menu:   Review [Main] Getting Started > Features > Changing IDs for more details.

• Change IDs for a group of workers:  Review the following Batch Change Ids documentation for instructions to batch a group of worker records.

Note that worker records cannot be merged in the same manner as vendors and workers because of the payroll history attached to each worker.

Batch Change/Merge Worker Accounts

An entire list of worker accounts can be changed using a batch process within EBMS.   This utility uses a spreadsheet list of the old IDs and the new IDs and changes them as a batch.  

Complete the following steps to batch change and/or merge worker IDs:

1. Create a parallel lists of worker IDs within a spreadsheet or CSV file:  Create one list with the current worker id and a parallel list with the new IDs.
   
   This spreadsheet or CSV file can be created manually or exported from EBMS.  Export data from EBMS if the new ID is compiled using names or other info that is helpful within the spreadsheet.  Review [Main] Getting Started > Features > Exporting to CSV Files for more exporting details and options.

2. Populate the New ID column with a new worker ID which prompts a change ID process.  This process will replace the old id with the new id.   All history will be maintained with the new id code.:   Create a new column if the column does not exist.

3. Map the ID columns using the File > Utilities > Text Import/Export Mappings utility as shown below:
   

1. Enter a Description to identify the change Id process.

2. Set the spreadsheet or CSV file as the Text File

3. Click on the From Text File button to generate mapping.   The system should map both the original Id and the new Id properly without additional configuration.  The other columns do not need to be mapped.  Review [Main] Utilities > Text Data Import and Export Utility > Overview for more details on this mapping utility.

4. Click OK to save the mapping.   Do not use the Update Data, Replace Data, or Create Data buttons.  

4. Select Labor > Utilities > Change/Merge IDs from the main EBMS menu.
   

5. Select the Mapping description file created in the previous step.

6. Select the Old ID Field setting that identifies the original ID.

7. Select the New ID Field that identifies the column that contains the new Id.

8. Click OK to complete process