How do I copy and overwrite benefits?

If a “child” company has already started a benefits setup (e.g., the Renewals flow), Partners can use this tool to overwrite the setup with a “parent” company’s benefits setup. The same rules from Copy Benefits apply here. 

To copy and overwrite benefits, click on the kebab icon to the right of the desired company, and select Copy and Overwrite Benefits. Then, choose the source company — you can optionally indicate if you want to link the source company as the parent company, and copy contribution policies.

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