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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Duplicate Management

Steps: Set Up Duplicate Management

Review setup considerations for duplicate management.
Security: These domains in the Duplicate Management functional area:
  • Set Up: Duplicate Management
  • Manage: Duplicate Records for a Person
  • Manage: Duplicate Records for the Tenant
Duplicate Management enables you to identify, view, and merge duplicate records for the same person in Workday.
  1. Enable the Duplicate Management functional area.
  2. Access the
    Opt-In to Duplicate Management
     task.
    You must opt in to use the Duplicate Management Framework.
  3. Configure a security policy on the
    Manage: Duplicate Records for the Tenant
     domain to identify who can use Duplicate Management.
    This security policy enables access to these reports:
    • Manage Duplicate Records
      .
    • Manage Merged Records
      .
You can view duplicate records in your tenant and decide whether to merge or remove them.
Access the
Manage Match Rules
task to set up match rules.