Follow this process to use Plan Design Copy to copy or export a program or a plan.

   To copy a program or plan:

1. Log in to the Oracle HRMS professional user interface.

2. Choose the Plan Design Copy function from the Navigator.

   Home Page

3. Do one of the following:

   • Click the Copy or Export Plan Design link to start a new copy process

   • Click View Plan Design to select a program or plan for viewing. Use this read-only feature to review data before you copy a plan design.

   • Choose an existing copy process from the Process History table and click Continue or Delete

   Note: The application displays processes initiated with the responsibility you used to log in to Oracle HRMS.

   You can continue a process with a status of Saved for Later, Interrupted, Imported, or Completed.

   Process Status	If you click Continue . . .
   Saved for Later	The application displays the web page on which you saved the process.
   Interrupted	The application displays the web page before the page you displayed when the process was interrupted.
   Imported	The application displays the Target Details page that lets you select the Business Group into which you want to import the data.
   Completed	The application displays the Select Target page where you select whether to copy or export the data.

   Process Name and Effective Date

4. Enter a name for the copy process.

   You can select this copy process by name from the Home Page if you return to the transaction at a later date.

5. Select the effective date to limit the programs and plans available for copying.

   Select Programs and Plans

6. Select one or more programs and plans to copy or export.

   You can search for a compensation object by program, plan, or program and plans not in program. The search limits results to compensation objects in the business group of your responsibility.

   To improve application performance, you should not select more than five programs at a time, depending on the size of your programs.

   Select Target

7. Choose one of the following:

   • Copy the selected programs and plans to the same business group.

   • Copy the selected programs and plans to a different business group.

   Note: The application restricts the target business groups to those business groups attached to the user's responsibilities. A system administrator can prevent the copying of data between business groups by setting the system profile option BEN: CROSS BUSINESS GROUP FOR PLAN DESIGN COPY to 'N.' The default is 'Y.'

   • Export the selected programs and plans to a file.

   You can also export the data to a file by running the export process from the concurrent manager.

   See: Exporting a Plan Design to a File

   Enter Target Details

8. Do one of the following:

   • If you are copying to a different business group, select the target business group.

   • Select the Effective Date to Copy. The copy process assigns the effective date to the new objects in the target business group. The date cannot be earlier than the effective date of the objects in the source business group. Objects with an effective start date after the date entered will retain the same effective start date they had in the source business group. Objects ended prior to the copy date are not copied. If you complete any mapping prior to entering the Effective Date to Copy, you should verify the mappings.

     Note: If you do not enter an Effective Date to Copy, the Copy Process uses the existing dates of any copied objects.

   • If you are copying to either the same business group or a different business group, indicate how the copy process treats instances where it finds an object with the same name in the target business group. You can choose to use the existing object (without copying the duplicate object) or create a copy of the object with a prefix or a suffix that you supply.

   Note: When you copy a program and create a new program with a prefix or suffix, the copy process searches the target business group for child objects that contain the prefix or suffix, not for child objects with the same name as the original child objects that you copied.

   • If you are exporting to a file, provide the absolute directory path in your applications environment and the file name of the exported file. If you do not enter a directory path, the application writes the export file to the location specified in the environment variables APPLCSF/APPLLOG.

   Select Mapping

9. Use the Mapping page to select additional plan design components for copying or exporting that are not stored in the base plan design tables.

   For example, you must map elements and eligibility and variable rate profiles that use HR assignment criteria.

   Note: If an object name matches exactly in the Source and Target business groups as of the Effective Date to Copy, the application automatically maps the object to the Target business group. You can override auto-mapped objects as necessary. The Target business group should have the same Lookup Codes as the Source business group. For example, you should add any Relationship Types to the Target business group that you have added to the Source.

   Review

10. Use this page to review the compensation object that will be copied when you click Submit.

    You can deselect any program, plan in program, or plan not in program that you do not want to copy.

    Select the personalizations you want to copy for the plan you copy from the Task Personalization list.

    After you click Submit, the Concurrent Manager runs the copy process and returns a Request ID. You can monitor the process status on the View Request page or the Requests window in the professional user interface.

    Confirmation

11. This web page indicates if the copy process was successful. For exports, the Confirmation page provides a concurrent request ID. You can use this ID to view the results of the process in the Concurrent Manager.