Sage HRMS Link enables you to open a template, change the ID, and any other values and selections (such as, employer), and then copy those changes to a new template. This feature is handy if you want to set up several templates with different fields selected.
- From the Sage HRMS Link menu, select File > Modify Template.
- Double-click the template from which you want to copy.
- Change the ID so Sage HRMS Link can copy the template. Change the other information as necessary.
- Click when you finish. Sage HRMS Link asks if you want to save another copy of the template with the new Description.
- Click to copy the template.