--- title: Copying an existing plan description: When it's time to create a new plan for an employee, you may want to copy one of their existing plans, so that you can reuse its plan content. --- [Skip to content](https://knowledge.balancedcomp.com/copying-an-existing-plan#main-content) English Show submenu for translations ![MainBrand\_RGB\_Icon\_Red.jpg\]](https://knowledge.balancedcomp.com/hs-fs/hubfs/MainBrand_RGB_Icon_Red.jpg?width=40&height=40&name=MainBrand_RGB_Icon_Red.jpg) - [Position Grading Request](https://balancedcomp.com/regrade-request/) - [Annual Comp Report](https://compreport.balancedcomp.com/) - [Past FinComp Sessions](https://www.youtube.com/feed/playlists) Open main navigation Close main navigation - [Position Grading Request](https://balancedcomp.com/regrade-request/) - [Annual Comp Report](https://compreport.balancedcomp.com/) - [Past FinComp Sessions](https://www.youtube.com/feed/playlists) - English Show submenu for translations - balancedcomp.com balancedcomp.com How can we help? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://knowledge.balancedcomp.com/?hsLang=en) 2. [BalancedResults](https://knowledge.balancedcomp.com/balancedresults?hsLang=en) 3. [Performance Reviews](https://knowledge.balancedcomp.com/balancedresults?hsLang=en#performance-reviews) # Copying an existing plan ## When it's time to create a new plan for an employee, you may want to copy one of their existing plans, so that you can reuse its plan content. You can do this from the Employee Home Page.  #### Step 1 Click on  **Employees** in the main nav. ![](https://knowledge.balancedcomp.com/hubfs/Knowledge%20Base%20Import/d33v4339jhl8k0.cloudfront.netdocsassets549883bce4b06af18c065417images59c969bc2c7d3a73488d2102file-QygFTGqHke-3.jpg) #### Step 2 Find the employee on the page, and click **on their name.** This will take you to the employee's home page. --- ### If the plan has not been completed yet: #### Step 1 Click on  **Current Plans** in the subnav. ![](https://knowledge.balancedcomp.com/hubfs/Knowledge%20Base%20Import/d33v4339jhl8k0.cloudfront.netdocsassets549883bce4b06af18c065417images59db9d1b042863379ddc830efile-lGfyI8rouD.jpg) #### Step 2 Hover over the card representing the plan you'd like to copy. #### Step 3 Click on the small**, circular grey button** (with an icon depicting 2 sheets of paper) that will appear to the right of the card. ![](https://knowledge.balancedcomp.com/hubfs/Knowledge%20Base%20Import/d33v4339jhl8k0.cloudfront.netdocsassets549883bce4b06af18c065417images59db9ca62c7d3a40f0ed4dddfile-mkNxFvrWwb.jpg) --- ### If the plan *has* been completed: #### Step 1 Click on  **Past Plans** in the subnav. ![](https://knowledge.balancedcomp.com/hubfs/Knowledge%20Base%20Import/d33v4339jhl8k0.cloudfront.netdocsassets549883bce4b06af18c065417images59dba1442c7d3a40f0ed4df7file-ihzqM4SzXW.jpg) #### Step 2 Find the row of the plan you'd like to copy and **hover** over the gear on the right. #### Step 3 Click on the small, **circular grey button** (with an icon depicting 2 sheets of paper) that will appear. ![](https://knowledge.balancedcomp.com/hubfs/Knowledge%20Base%20Import/d33v4339jhl8k0.cloudfront.netdocsassets549883bce4b06af18c065417images59dbaa05042863379ddc836ffile-hU3qaWFJOl.jpg) You now have an editable, duplicate, draft plan underneath the employee's Current Plans section. **Note** This draft plan cannot be made active until all other currently active plans have been completed or deleted. - [BalancedComp](https://knowledge.balancedcomp.com/balancedcomp?hsLang=en#main-content) - [Employees](https://knowledge.balancedcomp.com/balancedcomp?hsLang=en#employees) - [Positions](https://knowledge.balancedcomp.com/balancedcomp?hsLang=en#positions) - [Reports](https://knowledge.balancedcomp.com/balancedcomp?hsLang=en#reports) - [System Administration](https://knowledge.balancedcomp.com/balancedcomp?hsLang=en#system-administration) - [Budget Builder](https://knowledge.balancedcomp.com/balancedcomp?hsLang=en#budget-builder) - [Logging In](https://knowledge.balancedcomp.com/balancedcomp?hsLang=en#logging-in) - [BalancedResults](https://knowledge.balancedcomp.com/balancedresults?hsLang=en#main-content) - [Goal Libraries](https://knowledge.balancedcomp.com/balancedresults?hsLang=en#goal-libraries) - [Performance Reviews](https://knowledge.balancedcomp.com/balancedresults?hsLang=en#performance-reviews) - [Approvals](https://knowledge.balancedcomp.com/balancedresults?hsLang=en#approvals) - [Feedback Sessions](https://knowledge.balancedcomp.com/balancedresults?hsLang=en#feedback-sessions) - [Settings](https://knowledge.balancedcomp.com/balancedresults?hsLang=en#settings) - [Users](https://knowledge.balancedcomp.com/balancedresults?hsLang=en#users) - [Troubleshooting](https://knowledge.balancedcomp.com/balancedresults?hsLang=en#troubleshooting) - [Reports](https://knowledge.balancedcomp.com/balancedresults?hsLang=en#reports) - [Templates](https://knowledge.balancedcomp.com/balancedresults?hsLang=en#templates) - [BalancedRewards](https://knowledge.balancedcomp.com/balancedrewards?hsLang=en#main-content) - [Settings](https://knowledge.balancedcomp.com/balancedrewards?hsLang=en#settings) - [Goal Libraries](https://knowledge.balancedcomp.com/balancedrewards?hsLang=en#goal-libraries) - [FAQ](https://knowledge.balancedcomp.com/balancedrewards?hsLang=en#faq) [![BalancedComp-Horizontal-Digital-White](https://knowledge.balancedcomp.com/hs-fs/hubfs/BalancedComp-Horizontal-Digital-White.png?width=200&height=58&name=BalancedComp-Horizontal-Digital-White.png "BalancedComp-Horizontal-Digital-White")](https://balancedcomp.com) P.O. 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