Create an Exact Copy of a Company
The Create an exact copy of a company instructions are best if you wish to create different reporting scenarios.
1) Open The Complete AAP.
2) In the Select a company to work with window, click once on the company you wish to copy.
If a Select a company to work with window similar to the one shown above does not appear upon login, access it by clicking the Company icon. Your software list may be different, and have more or fewer AAPs.
3) Click New.
4) Click Create an exact copy of a company.
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.
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
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