Create export file - Excel/CSV

By using export files, one can easily generate a file for a candidate or an employee, e.g. employee list. This means that you can create a template to use for this purpose, and insert keywords to automatically merge data into a document e.g. name, email, address, telephone number, amount or similar.

In below articles, you can learn more about how to export documents:

1. To to "Integrations" via "Settings" in the main menu and click "Eksport"

2. Click "New export" 

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3. Select "Excel/CSV" and click "Continue"

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4. Give the export file an internal title and select whether the export file should be Excel or CSV

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5. Choose where the document shall be used in the system: "Employee" and/or "Candidate" 

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.. or choose if the export file should be used as export for payroll system, so the file can be chosen when creating a payroll group

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6. Create/select export data

Add existing data elements that should be included on the export file
Click on "Add existing element" to search/chose an existing element

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.. or create export data, which is filled in before the export file is generated

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7. Click "Save" and the export file is now ready to use