Duplicate Employees From the Employee Card

Depending on your role in WorkBook, you can duplicate employees from the employee card. You can also duplicate employees from the main grid in Resources.

Note: You must have permission to add, delete, and modify resources to complete this task.

To duplicate an employee from the employee card:

1. Display the employee card by completing any of the following actions:
   • From Resources, select the employee in the grid and click Resource Information / on the grid toolbar.
   • From Settings, click Employee Settings > Employee Settings, select the employee in the grid, and click Resource Information / on the grid toolbar.
2. On the side toolbar of the employee card, click Settings > Employee Basic Settings
3. On the top toolbar of the employee card, click , then click Duplicate Employee.
4. Use the fields and options in the Duplicate Employee dialog box to define the duplication settings.
5. Click OK.