Difference between revisions of "Create an Exact Copy of a Company"

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1) Open The Complete AAP.
 
1) Open The Complete AAP.
  
2) In the Select a company to work with window, click once on the company you wish to copy.<br>
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2) In the '''Select a company to work with''' window, click once on the company you wish to copy.<br>
 
[[file:Opencompany.jpg]]  
 
[[file:Opencompany.jpg]]  
  
3) Click New.
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3) Click '''New'''.
  
4) Click Create an exact copy of a company.
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4) Click '''Create an exact copy of a company'''.
  
 
[[file:Create_an_exact_copy_of_a_new_company.png‎]]
 
[[file:Create_an_exact_copy_of_a_new_company.png‎]]
  
5) Click OK.
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5) Click '''OK'''.
  
 
6) Review and overwrite applicable information:
 
6) Review and overwrite applicable information:
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[[File:Copyacompanyinfoscreen1.jpg]]
 
[[File:Copyacompanyinfoscreen1.jpg]]
  
7) Click OK.
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7) Click '''OK'''.
  
 
Your next step is to format the data that you gathered from the [[Before You Begin]] step, and to import into the plan that you just copied.
 
Your next step is to format the data that you gathered from the [[Before You Begin]] step, and to import into the plan that you just copied.
  
 
Continue to: [[Format Your Workforce Data for Import]]
 
Continue to: [[Format Your Workforce Data for Import]]
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==See Also==
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[[Company Information]]<br>
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[[Plan Information]]
  
 
© Copyright Yocom & McKee, Inc.
 
© Copyright Yocom & McKee, Inc.

Revision as of 14:56, 17 August 2012

1) Open The Complete AAP.

2) In the Select a company to work with window, click once on the company you wish to copy.
Opencompany.jpg

3) Click New.

4) Click Create an exact copy of a company.

Create an exact copy of a new company.png

5) Click OK.

6) Review and overwrite applicable information:

a) Update the Company Name.
b) Update the Identifier. (An identifier helps differentiate your plans one from another.)
c) Review effective and end dates.
d) Review the selected EEO type. Unless your company is a government or education agency, choose Private.
e) Indicate whether automatic annotations should be based on Plan Codes or Location Codes.

Copyacompanyinfoscreen1.jpg

7) Click OK.

Your next step is to format the data that you gathered from the Before You Begin step, and to import into the plan that you just copied.

Continue to: Format Your Workforce Data for Import

See Also

Company Information
Plan Information

© Copyright Yocom & McKee, Inc.