How do managers duplicate a position in Redwood?

Managers can duplicate an existing position in Redwood using the Request a Duplicate Position guided process. The values in the existing position are copied and defaulted in the new position they’re creating.

To duplicate a position in Redwood:

1. In the My Team tab, click the Request a Duplicate Position quick action.
2. In the Positions search page, search for and click the position that you want to duplicate.

   The Request a Duplicate Position guided process opens.

3. In the Info to include step of the process, select the steps that you want to include.

   You can see two optional steps by default: Additional info and Legislative info. After you select the steps, they’re displayed in the navigation pane.

   Note: You can also add these additional steps using VB Studio business rules: Associated profiles, Evaluation criteria, Position costing, and Requisition details. The data won’t be copied for these steps. Also, attachments and funding position won’t be copied.
4. Click Continue.
5. In the When and why step, select the values in the Effective Start Date and Action Reason fields and click Continue.

   Neither of these values are copied from the position that you’re duplicating.

   Note: When you move from one step to another, the data persists. Only if you move back again to the When and why step and modify the date, the data you’ve entered so far is lost. It’s as if you’re starting a new flow. The Position details step is required. The other steps following it are optional.
6. In the Position details step, update the position name and specify a code.

   You will notice that all the data except the code has been copied from the position you’re duplicating.

7. Update any other fields as required and click Continue.
8. In the Additional info step, all the data is copied from the position you’re duplicating. Make any required changes and click Continue.
9. In the Legislative info step, all the data is copied from the position you’re duplicating. Make any required changes and click Submit.

You will be redirected to the Positions search page. The new position that you added by duplicating an existing position will now be displayed in the list of positions on the page. If approvals are enabled, then the new position will only show after all the approvals are completed.

To view the changes made to the duplicate position:

1. On the Home page, go to My Team > Show More > Workforce Structures > Request a Position Change.
2. On the Positions search page, click the duplicate position you created.
3. In the Info to include step of the Request a Position Change process, select all the steps and click Continue.
4. Specify the date in the When and why step and click Continue.
5. Navigate through the remaining steps of the process to see all the changes made for the duplicate position.

Key Points

Here are some key points to note:

• Guided journeys and nudges are available for this guided process.
• You can personalize this Redwood process in Visual Builder Studio.
• If you have personalized any of the existing responsive pages, you need to personalize them again in Redwood.
• The Request a Duplicate Position quick action is available only under My Team because it's meant only for managers. It's not available under My Client Groups because in Position details for the position, the duplicate action meant for professional users is already available.
• If you want to enable the position budget attributes on this process, you must enable the ORA_PER_POSITION_BUDGETING_ENABLED profile option, and also show these attributes using VB Studio. Set the profile value to Yes at the Site level.