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Cloning Template Definitions

This option allows the cloning of a template.

  1. To clone template definitions, select the Set Up HRMS menu.
  2. Select the Product Related menu group.
  3. Select the ePerformance menu item.
  4. Select the Document Structure menu item.
  5. Select the Clone Template Definition component. The Clone Template Definition page - Find an Existing Value is displayed.

Clone Template Definition Page - Find an Existing Value

Figure 23: Clone Template Definition Page - Find an Existing Value

  1. Complete the fields as follows:

Field

Instruction

Document Type

Enter the document type that should be cloned or select data by selecting the search icon.

Document Template ID

Enter up to eight alphanumeric characters for the new template ID and document type combination that should be cloned.

Effective Date

Enter the effective data for the new template or select a date from the calendar icon.

Description

Enter the applicable description

Case Sensitive

Select this field if the search criteria is case sensitive.

  1. Select Search. The Clone Template Definition page is displayed.
    OR
    Select Clear to clear the information entered.

Note: All fields may be entered to narrow the search.

Clone Template Definition Page

Figure 24: Clone Template Definition Page

  1. Complete the fields as follows:

Field

Description/Instruction

Document Type

Populated based upon the search criteria entered.

Template ID

Populated based upon the search criteria entered.

Effective Date

Populated based upon the search criteria entered.

New Document Type

Enter the new document type or select data by selecting the search icon.

New Template ID

Enter the document template ID that corresponds to the document type.

Effective Date

Enter the effective date for the template definition or select a date from the calendar icon.

  1. Select Save. The Template Definition component opens the new template that can be updated. For more information, refer to Defining General Template Information.