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Duplicate Groups
Duplicate Groups

Copy existing groups instead of starting from nothing

Updated over a week ago

Save time setting up groups by duplicating an existing group, and then tweaking as necessary.

To duplicate a group:

  1. Click the (...) icon next to the group you want to duplicate.

  2. Select Duplicate Group.

  3. Click Duplicate Group again to confirm that you're creating a copy of the original group, with the same benefits and employees.

  4. The duplicate group has the same name as the original, with the word "copy" at the end. Click the (...) icon and select Edit Checklists, Benefits, and Details to rename the group, adjust the description, and more.

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