Copy from a Template or Another Individual

Overview

Save time setting up individuals by copying Connections information from a template individual or an existing individual. You can apply the same setup to one or more recipients in a single process.

What can be copied?

• Key Result Areas / Basic Roles
• Supervisory Scope
• Accountability
• Personal Development Goals
• Metrics created directly on the source individual

Your organization may use different names for these categories. Metrics assigned to the source but belonging to an organization, department, project, or another individual are not included.

How to copy a setup

1. Open the Individuals list
Go to your organization’s Individuals tab. Open the actions menu for the individual you want to update and select Apply Template.

2. Choose the recipients
The individual whose menu you opened is already selected. Add or remove recipients as needed.

3. Choose the source
Select the template or existing individual whose setup you want to copy. Templates appear in their own group..

4. Choose what to copy
Each category shows how many items are available. Choose an option for each:

Categories containing source information initially select Overwrite. Empty categories are unavailable.

Important: Review your choices carefully before using Overwrite, particularly for individuals who already have information entered.

5. Apply the setup
Select Apply. A confirmation reports the result. At least one recipient, a source, and one category to copy must be selected.

Other ways to use this feature

• When adding an individual: Use Copy From Template or Individual to choose an optional source during creation.
• After importing individuals: When the import window closes after a successful import, you can choose to open the copy process with the newly imported individuals preselected. The recipient list remains editable.

Finding and managing templates

Use the Individuals list’s Template category to find template individuals. Templates also appear in All, but not in the default Active list.

To create one, use Add template individual from the page’s More actions menu, then set up its Connections information.

Templates are reusable setup records—not working individuals—and are excluded from supported assignment lists such as managers, task assignees, project team members, and metric owners.

Helpful notes

• Copying does not change the source individual or template.
• This process does not currently copy tasks or dialogs.
• On larger screens, the three selection sections appear side by side; on smaller screens, you move through them one at a time.