Copying an HR Department copies the Policy assignment and the Approver of the original HR department but does not copy any associated HR Managers, Action Roles, or Team Members. You must re-assign these after copying the HR Department.
To copy an existing HR Department:
-
Select the HR Departments tab.
-
Select a view that shows the HR Department you want to copy.
-
Select the HR Department Name.
Sage People displays the HR Department Detail page for the HR Department you selected, along with its related lists:
-
Data for Team Members
-
HR Managers
-
Action Roles
-
Team Members
The content of the related lists is not copied as part of the HR Department copy process.
-
-
Select Clone:
Sage People copies the HR Department and displays the HR Department Edit page with the HR Department name field highlighted for you to enter a new name.
-
Enter a name for the HR Department. Choose a name that makes it easy for you to identify how the HR Department is to be used. For example, use a country or region name if the HR Department is to be used to group Team Members by country or region; use an organizational department or division name name if the HR Department is to be used to group Team Members by organizational unit.
-
Check the Policy field.
Policy displays the Policy assigned to the original HR Department; you can use this for the copy, or assign a different Policy. To assign a different Policy, select Policy Lookup
to find and select the Policy to be used by the Team Members assigned to this HR Department. -
Select Save.
Sage People displays the HR Department Detail page for the new HR department together with its empty related lists for HR Managers, Action Roles, and Team Members. Assign at least one HR Manager and one or more Team Members.