# Employee Identity

Review synced PestRoutes employee accounts, link or split identities, and manage reporting flags.

## Where to find it

Open **Account > Data Sources > Employee Identity**.

Address: `/account/sources/identity`.

## Scope and review

This page reconciles employees from **synced PestRoutes accounts**. It is not a cross-provider or Five9 identity editor. Review office/type, account identifiers, contact evidence, current Person, matching Basis, and Flags before treating accounts as one employee. Similar names alone are insufficient.

## Merge with a reason

Enter a **Change reason** of at least three characters before making a change. Select the intended accounts and use **Merge selected accounts** to group them, or open the intended person's context and choose **Merge selected into person** for that specific destination. Verify the saved accounts and Person relationship afterwards.

## Split and adjust reporting flags

Use **Split** when an account should no longer belong to its current person. Review the resulting identity before relying on reports. **Force include** and **Exclude** control reporting inclusion; their corresponding removal actions clear the chosen flag. Inspect test-account flags as evidence rather than assuming every excluded account is a duplicate.

Identity linking and reporting eligibility are different decisions. Review the change reason and exact account/destination for each operation. Correct a mistaken mapping through the available split/merge flow rather than creating another duplicate identity.

## Related guides

- [PestRoutes source details](/docs/source-details)
- [Reporting tables](/docs/reporting-tables)