Copy Client
This Standard Operating Procedure outlines the steps for using the Client Copy Tool in Conversion Management to copy an existing client's setup to a new client.
Step 1: Open the Client Copy Tool
In isolved, search for “client copy tool,” then navigate to Conversion Management > Client Copy > Client Copy Tool.
Step 2: Select the source client
In the Copy from Client field, search for and select the existing client whose setup will be copied.
Step 3: Select the security group
Open the Copy to Security Group dropdown and select Default Security Group.
Step 4: Continue
Click Next.
Step 5: Enter the new client information
Enter the Copy to Client ID and the Copy to Client Name for the new client.
Step 6: Continue
Click Next.
Step 7: Select the legal entity to copy
Open the Copy from Legals dropdown and select the applicable legal entity or entities to copy.
Step 8: Continue
Click Next.
Step 9: Enter the new Legal ID
Enter the Copy to Legal ID for the new client's legal entity. Confirm the Copy to Legal Name displayed on the screen is correct.
Step 10: Continue
Click Next.
Step 11: Select the pay group(s)
Open the Copy from Pay Group Name dropdown and select the applicable pay group(s) to copy.
Step 12: Continue
Click Next.
Step 13: Review and save
Review the source client, security group, destination client information, legal information, and selected pay group(s). If everything is correct, click Save.
Step 14: Confirm the copy
When the confirmation window appears, click Save again to complete the Client Copy process.
Step 15: Audit
Utilize New Client Wizard Part 2 SOP to complete the setup and perform an audit.
Final Review
Before completing the copy, verify that the correct source client and security group were selected, the new Client ID and Client Name are accurate, the correct legal entity is being copied, the new Legal ID is correct, and the appropriate pay group(s) have been selected.