Page Comparison

...

1. When you close an ‘Ongoing FTE Change’ or ‘Ongoing Short Work Break,’ you will receive a reminder to Clone the case for the following year

   

   
   

2. If you do want to clone the case for the following year, click the Clone Case button

   

   
   

3. Confirm you want to clone the case by clicking Next

   

   
   

4. Confirm the following fields: New Begin Date, New End Date, Begin % of Time, and End % of Time, and then click Next

   1. Salesforce uses the previous year’s data to populate this new year’s data

      

      
      

5. You will be reminded to add a Case Contact

   1. Adding an updated Case Contact will ensure you get the most up-to-date contact and employment information on the employee

      

      
      

6. Adding a Case Contact

   1. Click on New Case Contact

      

   2. Search the employee (by name, email address, EID, etc) via the Search Employment

      

      
      

   3. Select the radio-button related to the correct employee and employment record

      

      
      

   4. Click Next

      

      
      

   5. Click Save

      

      
      

   6. Click on the Case Number to be redirected to the Case record page

      Image Added

      
      

   7. Case cloning complete

      Image Added