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

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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.


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