Difference between revisions of "Import Workforce Data from Previous Plan"
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| − | If you created your new plan in version 11 utilizing the [[Create a New Company with No Data]] or the [[Create an | + | If you created your new plan in version 11 utilizing the [[Create a New Company with No Data]] or the [[Create an Exact Copy of a Company]] steps you may import the incumbents from the previous plan by following these steps to transfer the data. |
1) Click File and then Plan Information. | 1) Click File and then Plan Information. | ||
| Line 19: | Line 19: | ||
6) Click the Adv. Impact icon. | 6) Click the Adv. Impact icon. | ||
| − | [[Adv_Impact_Icon.png]] | + | [[file:Adv_Impact_Icon.png]] |
7) Click Yes when the following message appears. | 7) Click Yes when the following message appears. | ||
| Line 31: | Line 31: | ||
9) Click Close. | 9) Click Close. | ||
| − | 10) Proceed to [[Import Adverse Impact | + | 10) Proceed to [[Import Adverse Impact]]. |
© Copyright Yocom & McKee, Inc. | © Copyright Yocom & McKee, Inc. | ||
Revision as of 21:48, 22 August 2011
If you created your new plan in version 11 utilizing the Create a New Company with No Data or the Create an Exact Copy of a Company steps you may import the incumbents from the previous plan by following these steps to transfer the data.
1) Click File and then Plan Information.
2) Click Select a Plan.
3) Highlight the plan you wish to transfer data from then click Select in the Search For a Plan window.
Pro users will be asked to select a company before selecting a plan.
5) Click OK to exit the Plan Information window.
6) Click the Adv. Impact icon.
7) Click Yes when the following message appears.
8) Click Tools and then Transfer Workforce Data From Previous Plan.
9) Click Close.
10) Proceed to Import Adverse Impact.
© Copyright Yocom & McKee, Inc.
