MENU
    How to Copy all Compensation Items and Rates from One Scenario to Another
    • 1 Minute to read
    • Dark
    • PDF

    How to Copy all Compensation Items and Rates from One Scenario to Another

    • Dark
    • PDF

    Article summary

    Option 1

    If you loaded or added compensation items to one scenario and want to copy them to another scenario, perform the following steps:

    1. Copy the associated template to the Default scenario from the source scenario.

      • Navigate to Maintenance > Templates > Template Setup.

      • Select the source scenario.

      • Select the template.

      • Click More.

      • Select Copy to Default Scenario.

    2. Copy the template from the Default scenario to the target scenario.

      • Navigate to Maintenance > Templates > Template Setup.

      • Select the target scenario.

      • Click Mappings > Template Mapping.

      • Select the template.

      • Click Save.

    Note:
    All of the employees will be copied with the template.

    Option 2

    Another option is to create a new Forecast scenario that is seeded entirely with the Budget scenario. In this case, you are effectively copying the Budget scenario and converting it to a Forecast scenario. Everything will be identical to the Budget scenario at the time it is created.


    Was this article helpful?