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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.

  1. From the main menu, go to Settings and click on Integrations.

    Settings_ss.png
  2. Click on Export.

    Screenshot_2022-11-16_at_13.55.16.png
  3. Click on New export.

    Emply_2020-07-20_09-48-33.png
  4. Select Excel/CSV and click Continue.

    Emply_2020-07-20_09-49-06.png
  5. Give the export file under Title, choose whether it should be be Excel or CSV, and where the document should be used in the system.

    Emply_2020-07-20_09-51-58.png
  6. .. 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

    Emply_2020-07-20_09-56-01.png
  7. Create/select Export Data. Add existing data elements that should be included on the export file.

    exportdata1-en.png
  8. Click on Add existing element to search or choose an existing element.

    Emply_2020-07-20_10-08-05.png
  9. Or create export data, which is filled in before the export file is generated.

    Emply_2020-07-20_10-11-18.png
  10. Click Save and the export file is now ready to use.

    save-en.png

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