How to Export

Exporting Files.

This section of the portal allows you to export files out of the portal. This can only be accessed by HR Admins and Bureau users.

This is what the exports screen will look like once you start sending export files out. there are quite a few options on this page, as well as a couple of buttons on the right side that you can press.

Created
Shows when the Export file was created.

Created By
Shows who the Export file was created by.

Description
Gives a brief description of what the Export file is for.

Date To
Shows when the Export file will be running to.

Type
Shows whether the Export file is a final copy or a draft copy.

Group
Shows whether or not this Export file is part of an Export group.

Status
Shows whether the Export file is sent or pending.

Days Exported
Shows how many requests, whether they are leave requests or asking for a timesheet, will be given here.

Filename
Shows the Export file's filename.

Edit
Allows you to edit any Export files in the list.

Email
If an email address has been added which is allowed to receive Export files, you can click this button to send said Export file to the designated email address.

Undo
Allows you to undo any Export files currently in the list.

Delete Permanently
This will delete the Export file permanently.

Adding a New Export

If you want to add a new Export, simply click the green button in the top right corner, this will redirect you to the create a new export page.

This is the screen that you will see after you click the green button, it gives you a few boxes to fill out that are important to being able to file the export correctly. Files will be exported to nominated email address.

Date To
Enter the date that you want the Export file to run.

Filename
Enter the filename for the Export file.

Export Type
Select whether the Export file you are creating will be a final export or a draft export.

Export Group
Select the group that you want this export file to fall under.

Description
Enter a brief description of your export file that will be visible on the Export table