Copy Employee

When creating an employee page, you can copy an existing employee's setup. The Copy feature saves time and reduces data entry errors.

When you copy an employee's page, the system copies the values in following fields:

• Sales Commission Level
• Departments
• Roles
• Report Data Access
• Clubs
• Training Level
• Events and Commissions Amounts

Be sure to update the values in the copied fields as needed in the new employee's record.

To copy an employee's page:

1. Navigate to Settings>Employee>Manage.
2. On the Manage Employee page, click the name of the employee you wish to copy.
3. On the Edit Employee page, click Copy.
4. Update the new employee page as needed.
5. Click Save.