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Copying Roles to Position Codes

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!

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