How to copy settings to a new hotel

Use this workflow to quickly configure a new property by copying Time Settings and Earning Codes from an existing "source" hotel.

Before you begin...

• Requires "Edit Settings" permissions.
• The "Source" hotel must be fully configured.
• Warning: This action overwrites existing settings at the new hotel.

1. Access Settings

1. Hover over the Username Menu and select Settings.

2. Copy Earning Codes (Payroll Categories)

1. Under the Time & Attendance subheading, select Earning Code Setup.
2. Click the link Copy This Setup to Another Hotel at the top of the page.
   
3. In the dropdown, select the Target Hotel (the new hotel).
4. Click Yes, Copy the Setup.

3. Copy Time Settings (Overtime, Rounding, Etc.)

1. Return to the main Settings menu.
2. Select Time Settings Summary.
   
3. Click Copy This Setup to Another Hotel.
4. Select the Target Hotel and confirm.

4. Verify the Copy

• Success: Navigate to the new hotel in Settings. You will see the Earning Codes and Time Rules match the source hotel exactly.

If this fails...

Note: This tool copies configuration only. It does not copy employee profiles or historical data.