Copy Employees from One Location to Another

Employee Information

Use the Copy Employee utility to copy employee information between locations. This is useful when moving employees from one location to another, or if you are splitting a single large location into separate smaller ones. Many items are automatically included when you copy, some items must be selected to copy, and some that are specific to the original location (like payroll records, timecards, etc.) are not copied.

Before you Begin

If you are not using the Procare Cloud service Make a Backup as a precaution, in the event you want to get things back to the way they were before accounts were copied.

Getting There

From the Procare Home screen go to Supervisor Utilities > Copy Employees.

Using Copy Employees

1. Select All Employees, Visible Employees, or Hidden Employees.

2. Select the locations to copy “from” and copy “to“.

3. Click the Load button to display all of the eligible employees.

4. If you are copying within a Region, the Borrow option appears.

   1. If you borrow an employee, they are copied with their original primary school.
   2. If you copy the employee instead of selecting borrow, the new employee record will list their primary school as being the new school.

5. Select the Primary Work Area if you wish to immediately assign it.

6. Check the box to the left of the employees to be copied, and select Next.

Important:

• Any employee highlighted in pink is already in the target school.
• Any employee in italics is hidden in the “from” school.
• Place a check in the column header on the left to select all employees or click the check box to select individuals.

7. On the following screen, you may select any or all of the employee related items you wish to bring over. In the example below, we chose not to bring over the Work History (it might be different in the new school).
8. Type “Copy Now” in the text box (bottom right) when you are ready to proceed, then select Process.

9. Select Yes at the confirmation pop up.
10. Review the data for your newly copied employees.