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Copy company within the same client

< 1 min read

Follow this process if you need to copy an existing company

  1. Top menu Tools > All Tools > Company create or copy Create a new company by copying an existing one > Run
  2. Select the company to copy – you can also copy the standard Donor companies
  3. Generally, you will not need to copy employees, but several options are provided
  4. You can also generate fake employees, which may be quicker than entering employees from scratch
  5. Generally, the frequency setting is not used – it is only used for
    • Fake employees pay items
    • Test employee pay items
    • Setup Data-feeds schedules, including Employee uploaders

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