You may duplicate the event setup of an existing compensation event (regardless of status) to save time and get the event running. Compensation event duplication creates an exact duplicate of all the rules and settings you've set up in the original event, after which you may edit anything to reflect the settings needed for your new event.

  1. Press Comp. on the main menu

  2. Click on the three dot menu of the event you'd like to copy

  3. Select Duplicate. The new event will be at the top in draft status, displaying the same name as the original event with "copy" at the end.

  4. Click on Continue of the new event

  5. Edit the Event name

  6. Review the event setup and make any needed changes using the instructions here

  7. Finish setup

And you're ready to invite your planners to work on the compensation worksheets!

Need more help? If you're unsure about anything please send us a message through the chat icon below.

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