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HRmonise offers a “Copy Role” feature which lets the user copy an existing role.
It also provides options to select the required details to copy.
This feature is useful if you want to design a similar role using the original role
as a base.
The role and its selected properties can be copied to an existing role or used to
create a new role.
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1. Click the Copy Role button from the task bar.
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2. The Copy Role Form opens.
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3. Select the role to copy from the ‘Role to Copy’ drop down box.
4. Check the role properties that you would like to copy.
5.To Copy To Existing Roles
a) Select the ‘Copy to Existing Roles’ option
b) From the tree view below check the role or roles to copy the details
to.
c) Click on Perform Copy.
d) A pop-up message will ask if you wish to proceed. Click:
(i) Yes to proceed
(ii) No to Cancel
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6. To copy to a New Role
a) Select the ‘Create A New Role’ option
b) Enter the following details as required
(i) Role Number
(ii) Role Title
(iii) Location
(iv) Department
(v) Reports To
c) Click to perform copy
Note: Remember to complete designing this Role.
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7. The New Role has been added as shown below in the Role Manager window.
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Note: Additional help on this and other topics can be obtained
by logging into HRmonise and clicking Help from the menu.
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