Administrators can copy position codes to new roles rather than inserting and retyping similar information. A position code can be selected from the lookup of values defined by the user. The following steps outline how to seamlessly copy roles to position codes.
Step 1: Navigate to Position Codes.
By default this can be found under Canadian Payroll.
Step 2: Highlight the position that you want to copy roles to.
Step 3: On your keyboard select control c, followed by control v.
The following pop-up will appear.
Step 4: Enter the new position code.
Step 5: Select the dropdown beside Rates G/L Account Mask.
Step 6: Highlight the desired major account segment.
Step 7: Select OK.
Step 8: Select the details that you want to be pasted.
Additional Information
Position Levels refers to a ranking within a position.
Position Rates refers to the rates of pay associated with the position.
Position Documents refers to any associated documentation for the position.
Position Roles refers to defined requirements of the position.
Step 9: Select OK.
Congratulations! You have successfully created a new position!