Difference between revisions of "Create a New Company"
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==General Information== | ==General Information== | ||
| − | Allows the user to create a new company with no data or a new company using data from an existing company. This option can be accessed by clicking the ''New'' button on the | + | Allows the user to create a new company with no data or a new company using data from an existing company. This option can be accessed by clicking the '''New''' button on the '''[[Open Company]]''' window or by selecting '''New Company''' from the '''File''' menu. |
==Controls== | ==Controls== | ||
* '''Company Creation Options''' | * '''Company Creation Options''' | ||
| − | '''''Create a new company with no data''''' - Select this option to create a new company with no plans or workforce data. This option is useful when no previously created plans exist in The Complete AAP for this company. Workforce data can be imported using the | + | :'''''Create a new company with no data''''' - Select this option to create a new company with no plans or workforce data. This option is useful when no previously created plans exist in The Complete AAP for this company. Workforce data can be imported using the [[Import Wizard]] once the company is created or data and plans can be manually entered. |
| − | '''''Create an exact copy of a company''''' - Select this option to create an exact copy of the currently selected or open company. This option is useful when you want to make changes to an existing company while preserving the data in the copied company. | + | :'''''Create an exact copy of a company''''' - Select this option to create an exact copy of the currently selected or open company. This option is useful when you want to make changes to an existing company while preserving the data in the copied company. |
| − | '''''Copy the company and prepare adverse impact and goals progress for new year''''' - Select this option to create a new company using adverse impact and goals progress data from a previously created company. This option is useful when creating a new company to prepare plans for a new plan year when last year's plans were created in The Complete AAP. Last year's goals and incumbent totals are transferred to the newly created company. | + | :'''''Copy the company and prepare adverse impact and goals progress for new year''''' - Select this option to create a new company using adverse impact and goals progress data from a previously created company. This option is useful when creating a new company to prepare plans for a new plan year when last year's plans were created in The Complete AAP. Last year's goals and incumbent totals are transferred to the newly created company. |
* '''OK Button''' | * '''OK Button''' | ||
| − | This creates a new company with the options selected. | + | :This creates a new company with the options selected. |
* '''Cancel Button''' | * '''Cancel Button''' | ||
| − | Closes the Create a New Company without creating a new company. | + | :Closes the Create a New Company without creating a new company. |
| + | |||
| + | ==See Also== | ||
| + | [[Copy a Company and Create Adverse Impact and Goals Progress for the Plan New Year]]<br> | ||
| + | [[Create a New Company with No Data]]<br> | ||
| + | [[Create an Exact Copy of a Company]]<br> | ||
| + | |||
| + | © Copyright Yocom & McKee, Inc. | ||
Latest revision as of 19:42, 12 December 2012
General Information
Allows the user to create a new company with no data or a new company using data from an existing company. This option can be accessed by clicking the New button on the Open Company window or by selecting New Company from the File menu.
Controls
- Company Creation Options
- Create a new company with no data - Select this option to create a new company with no plans or workforce data. This option is useful when no previously created plans exist in The Complete AAP for this company. Workforce data can be imported using the Import Wizard once the company is created or data and plans can be manually entered.
- Create an exact copy of a company - Select this option to create an exact copy of the currently selected or open company. This option is useful when you want to make changes to an existing company while preserving the data in the copied company.
- Copy the company and prepare adverse impact and goals progress for new year - Select this option to create a new company using adverse impact and goals progress data from a previously created company. This option is useful when creating a new company to prepare plans for a new plan year when last year's plans were created in The Complete AAP. Last year's goals and incumbent totals are transferred to the newly created company.
- OK Button
- This creates a new company with the options selected.
- Cancel Button
- Closes the Create a New Company without creating a new company.
See Also
Copy a Company and Create Adverse Impact and Goals Progress for the Plan New Year
Create a New Company with No Data
Create an Exact Copy of a Company
© Copyright Yocom & McKee, Inc.
