Copying Agreements
If you need to create a new agreement that is similar in setup to an existing agreement in your roster, copying the existing agreement is a quick way to get started.
To Copy an Agreement:
- Navigate to Agreements > Agreements Roster.
- Locate the Agreement you want to copy, and click the Copy button to the left of the Agreement name. This will create a copy of the agreement and open it in the Agreement Editor.
- Change the name to prevent any confusion between the two agreements.
- Edit the rest of the agreement attributes as needed.
- When finished, click Save.
When copying an agreement, please note:
- Copying an agreement will copy the signatory status of the original agreement. Because of this, a copied agreement is automatically set to Suppress from employers' report roster. When you are ready for the agreement to show up in report rosters, uncheck this box and click Save.
- The most recent and only the most recent rate schedule will be copied to the new agreement.
For more information on editing agreements, see here.