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How to clone a moov configuration
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This article describes how to clone an existing moov configuration.  Cloning a moov configuration allows you to create a new moov configuration from an existing one while retaining some information.

 

What is Cloned

 

The following aspects of a moov configuration will be retained when cloning the moov configuration:

 

  • Delays on a moov step
  • Approvals on a moov step
  • Filter Overrides
  • Field Overrides
  • Transformation Overrides
  • Header / Footer Row Overrides
  • File Name Overrides

 

What isn't Cloned

 

The following aspects of a moov configuration will NOT be retained in the cloned moov configuration:

 

  • Client/Entity Relationship
  • moov configuration Status (defaults to Draft)
  • Expected Frequency
  • File Name Starts With and File Name Contains fields
  • Any Premier Integration settings
  • Email distribution lists for Send File and Notification steps

 

How to clone a moov configuration

 

To clone an existing moov configuration, click on the moovs option on the left-hand menu and access the moov definition for the moov configuration you would like to clone.

 

 

Then hover over the moov configuration under the moov configuration table that you want to clone and click the  icon.

 

 

In the dropdown menu that appears, select the Clone option.

 

 

A dialog window will appear describing the cloning process.  Click the CLONE button to continue or CANCEL to cancel the cloning process.

 

 

Once you click CLONE, you will be taken to the ID and source step of the moov configuration creation.  Here you will need to enter in details specific to the new moov configuration.

 

Client/Entity - either select an existing client or click the + sign to create a new client. 

Status - the status field is important when configuring a new integration with your provider.  If your provider has a testing phase, set this field to Testing until the testing phase is complete.

Expected Frequency - the client's payroll frequency

File Name Starts With - typically the client or company code within your payroll platform.  The value entered into this field is important as the file you send to detamoov much start with this value.

File Name Contains - optional value that is included in the file name

 

 

Once the ID and source step is complete, click Next.

 

On the moov steps page,  make any necessary changes to the configuration specific to the newly cloned moov configuration.

 

NOTE: If you are using a Premier Integration, the cloned moov configuration will need to be configured with your client's details.  This information is not transferred to a newly cloned moov configuration.

 

Scroll to the bottom of the page and click the Next button.

 

 

On the Review step, click the Save button to create the cloned moov configuration.

 

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