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      How to Create A New Position by Copying An Existing Position

      In BalancedComp, Positions are tied to Departments. Sometimes the new Position you want to add is already in your system but in a different Department. No problem—you can just copy it!

       

      • Only company administrators can access BalancedComp.
      • If you have BalancedResults, copying a Position will create a new Template.


      In the following example, the Project Coordinator position currently exists in the Information Services Department, and a Project Coordinator position needs to be created in the Dev Department.

      You can replicate these steps for the position you need to copy in your system. 

      1. Click Positions in the main nav. Then select Active from the subnav to view Active Positions. Find the existing Position you want to copy. 
        Step 1-1
      2. On the right-hand side of the existing Position’s line, click the gear icon to show more options. From those options, click Copy.
        Step 2-1
      3. In the window that pops up, click the "I’m sure" button on the left.Step 3-1

      4. On the next screen, click the Edit Position button to reveal drop-down menu options. From those options, select Edit Position Details. Step 4
      5. On the next screen, do the following:
        1. Remove the word COPY from the editable Title line. Click Save.Step 5 cropped
        2. Choose the correct Department from the dropdown for your new Position.  

          Step 6
      6. Your new Position with its Department is now entered and active in your system!

        Step 8