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How to copy Enrollment Campaigns in Enrollment Campaign Manager
How to copy Enrollment Campaigns in Enrollment Campaign Manager
Description of Issue
- We recently upgrade to 2019.1 and we are unsure how to copy our benefit enrollment setup into the new year in the Enrollment Campaign Manager
Context
- Munis
- Benefits Enrollment
- 2019.1 and newer versions
- Enrollment Campaign Manager
Cause
- Informational/How-to
- User would like to copy enrollment setup to the new benefit year
Resolution
- To start you must have access to the program Enrollment Campaign Manager
- Menu → Human Capital Management → Human Resources → Benefits Administration → Benefits Enrollment → Enrollment Campaign Manager
- Navigate to the program Enrollment Campaign Manager
- Click Search and locate the campaign you wish to copy from
- Once found, select Copy in the toolbar
- Choose for the Copy Type either
- Use Below Parameter - This will allow you to custom assign the code, description, and dates
- Increment One Year - This will copy the existing code, description, and dates and push the year value of the date forward by one year
- Once set, select Accept to proceed
- Review the copy preview and select either Yes to proceed or No to return to the copy page
Additional Information
- Please reach out to Munis Human Resources Support with any additional questions
, multiple selections available,
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