Copy employer defaults

The design of the Employer Defaults feature is for accountants and bureaux who want to replicate the same settings easily across multiple employers.

You access the Employer Defaults from either the Employer Dashboard page or when you create a new employer.

To copy employer defaults:

  1. Select the employer you wish to copy to.

  2. Go to the Employer Dashboard.

  3. Select Defaults.

    the Copy Employers screen with the defaults button highlighted

  4. Select the employer you wish to copy from and tick the appropriate boxes to indicate what you would like to copy.

  5. Select the options and choose Update.

Copy COmpany process Employer defaults screen