Copy a Job

Use the Copy a Job feature to copy job, salary schedule, and account information to the current employee or other employees. The job will not be copied if the selected employee already has it.

Copy a job

  1. Select Manage Employees from the Human Resources menu, and that window opens.

  2. Use the Search feature or a filter to display the employee whose job you want to copy.

  3. Click the Display Name link, or check the box for the employee, and click Edit. The Edit Employee popup opens.

  4. If needed, close the collapsible sections to make it easier to see the tabs at the bottom of the popup.

  5. On the Jobs tab, check the box for the job you want to copy, and select Copy Job To from the More menu. The Copy Job window opens.

  6. Check the box(es) for the employee(s) to whom you want to copy the job, and click OK. The Result window opens displaying successes & failures.

  7. Click Close when you're done reviewing and/or exporting the results. You're returned to the Edit Employee window.

  8. Click Cancel to close the Edit Employee popup.

  9. Locate and open the employee record for the one of the employee(s) who now has the copied job.

  10. Edit the salary schedule information and account information as needed.

  11. Repeat step 9 for all employees who now have the job.

  12. Approve the jobs individually as you edit the employee record OR approve the jobs as a group in the Employee Jobs window. Note: To create the encumbrance for compensation and make the job available for payroll, the job must be approved.

Return to Jobs Overview