Copy an item to another organization

You can copy an employee type, job title, activity Core component of both schedules and time records in Workforce Management (WFM). When an employee performs any kind of work, activities specify the scheduled work and capture employee adherence to their schedule., role, or skill Defined level of knowledge that an employee needs in order to handle a defined workload in WFM. to other organizations. Information is copied to one organization at a time.

Procedure 

  1. Select the organization in which you created a job title, employee type, activity, role or skill that you want to copy to another organization.

  2. Select the item to copy and select Copy item.

  3.  

  4. Select the organizations to copy the item information to, then select Copy to Selected Organization(s).

  5. Select Done.

    The Copy of Item name appears associated with the organization(s) you selected. You can edit the item name to remove the <Copy of> label.

Create or edit a job title

Create or edit an employee type

Create or edit a role