Exporting and importing Policies

Policies can be exported and imported, enabling you to copy a Policy between orgs. Exported Policies do not include any associated patterns, such as Action Event, Absence Accrual, or Work Days Patterns. Patterns can be exported and imported separately. Exported Policies are saved as .fs files which can then be imported without conversion.

To export a Policy:

1. Select the Policies tab.

   Sage People displays the Policies Home page.

2. Select the name of the Policy you want to export:

   

   Sage People displays the Policy Details page.

3. Select Export:

   

   Sage People creates an export file from your Policy using the Policy name as the file name and adding a .fs extension.

4. Save the file.

Policy import uses the standard Sage People Import Data page; there is no dedicated Policy Import option.

To import a Policy:

1. Select the Policies tab.

   Sage People displays the Policies Home page.

2. Select any Policy name:

   

   Sage People displays the Policy Details page.

3. Select an Import link:

   

   Sage People displays the Import Data page.

4. Select Browse:

   

5. Navigate to find and select the .fs file for the Policy you want to import.

6. Select Import:

   

   Sage People displays the Policy Details page to enable you to rename the Policy and change any other settings, creating the new Policy you need.

7. Select Save.