Copy an Employee Record

You can copy and modify an existing employee record to create a new record.

If Ajera CRM detects possible duplicate records during this procedure, the Potential Duplicate Records Found dialog box displays. This dialog box lists any existing record that already has the identifier that you are trying to use for a new record.

Copying an employee with attached documents does not copy the documents to the new employee.

To copy an employee record, complete the following steps:

1. From the Ajera CRM Navigation menu, click Info Center > Employees.
2. On the Employee Info Center form, select the employee record.
3. Click New and select one of the following:

   Option	Description
   Copy Current Employee	Select to copy the current employee record.
   Select Employee to Copy	Select to open the employee lookup and choose an employee record.

   Ajera CRM copies the selected employee record to a new employee record.
4. Specify a unique Employee ID for the new record and edit the employee information.
5. Click Save.