Copying a Person

You can save time when adding a new person by copying an existing person. The process is simplified, because only personal details need to be entered and non-personal roles or privileges are copied into the new person.

Note:

• All non-personal information, permissions, privileges, roles, and other assignments are copied from the existing person.

• Personal information as well as mandatory fields in the Labor Management Labor Template need to be completed when creating the new person.

• If Labor Management is enabled, only active job rates are copied.

• The person making the copy must have the same access or higher than the person they are copying.

1. In Reporting and Analytics, click the side navigation menu, and then click People.
2. Search for the person and then either:
   • Click the three dots at the end of the row and then click Copy Person.
   • Click the person you want to copy, click More Actions, and then select Copy Person.
3. Enter the new employee details and then click Save and Continue.

After the new person is created, you can make additional adjustments as needed.