Bulk Exports – Creation

Exports.

Exports is a section of the system that allows you to create and run customised exports that can be downloaded from the system in various formats.

Accessing Exports.

From the Left-hand menu, navigate to Bulk Operations and then Exports to see a list of available exports.

Heading

Description

Export

Name of the Export

Company

The name of the Company that the Export can access the data from

[Account Level] – An export that can run on all Companies that the user can access (System Admins only)

Action 

Edit the selected Export

Action 

Delete the selected Export

 

Creating an Export.

Click, “New Export” on the right-hand side.

Export
Type

Description

Account Level

An export that can run on all Companies that the viewing user can access (System Admins only)

Company Level

An export that can run on one Company

Account Level
  • Select “Yes” in the selection window to set up an Account Level Export
Company Level
  • Select “No” in the selection window to set up an Account Level Export
  • If you do not already have a Company selected use the “Company selection” window to select the desired company from the drop-down:
 
 
Setting the Filters

First give the Export a Name, something that makes it clear what the data is for is usually helpful. Then you can configure the settings to filter the returned information.

Heading

Description

Onboardee

Allows you to filter the returned information for a specific Onboardee

Status

Allows the results to be filtered by the Onboardee Status

Start Date

The date from which you want the data to start based on the Onboardee Start Date

End Date

The date at which you want the data to end based on the Onboardee Start Date


Selecting the data

From the Columns you can select the data points that you want to include as Columns in the Export file. You can either scroll through the selection or use the search function to find the heading you want. The data points are grouped into the following TABs to make them easier to find:

  • Personal Details
  • Address
  • Job offer
  • Referee
  • Contract
  • Salary & benefits
  • Payroll information
  • Onboard process
  • Company
  • Additional Fields

You can select a Column to add by either double-clicking on the heading or clicking on the heading and use the single arrow  to move it to the Selected
table. You can also use the double arrow  to move all Columns into the Selected table.

You can remove columns from the Selected table following the same process or using the reverse arrows .

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