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Copy an Existing Pay Agreement

Learn how to create a new pay agreement by copying an existing agreement in Rates and Rules.

Written by Jason
Updated over 3 months ago

This article explains how to create a new pay agreement by copying an existing agreement in the Pay Agreements screen, so you can reuse existing configuration and only adjust what needs to change.


Copy an Existing Pay Agreement

  1. Go to Rates & Rules, then click Pay Agreements. The Pay Agreements screen opens and lists all existing agreements for the country you are assigned to.

  2. Use the column information or search options in the Pay Agreements screen to identify the agreement you want to copy.

  3. In the list of agreements, click the Copy button next to the agreement you want to copy. A confirmation message asks you to confirm that you want to copy the selected agreement.

  4. Click Yes to confirm the copy operation. The confirmation message closes and a copy of the selected agreement opens in the Edit Pay Agreement screen.

  5. Update the attributes of the new agreement as required. The copied agreement inherits all attributes from the original agreement, except that the system prefixes the agreement name with Copy of ... and sets the agreement Status to Pending by default.

  6. When you have finished updating the agreement, click Save. The system shows a confirmation message indicating that the agreement was saved successfully.

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