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 Exact Copy of a Company steps you may import the base group totals from the previous plan by following these steps to transfer the data.

1) Click File and then Plan Information.

File Menu - Plan Info.png


2) Click the Select a Plan button beside Previous Plan.

Plan Information Window - No Prev Plan Selected.png


3) In the Search For a Company window that appears, highlight the company from which you wish to transfer data then click Select.

Search for a Company.png


4) In the Search for a Plan window that appears next, highlight the AAP from which you wish to transfer data and then click Select.

Search for a Plan.png


5) Click OK to exit the Plan Information window.

PlanInfowithPrevPlan.png


6) Click the Adv. Impact icon.

Adv Impact Icon.png


7) Click Yes when the following message appears.

AINoJobGroupsMessage.png


8) Click Tools and then Transfer Workforce Data From Previous Plan.

AI Window with Transfer Menu 3-11-14.png


9) Click Close.

Proceed to Import Adverse Impact.

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