Description
Use this page to create export formats and use them to export data.
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The Payroll dropdown allows you to specify the payroll the exported data will be extracted from, while the Exclude Leavers gives you the option to remove the leaver employees from the selection.
The row of icons underneath 'Download Export Data' will generate a document in either CSV, XLSX, or PDF format.
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The last icon in the row allows sending the data to the Document Centre page of the Client Portal. Clicking on it will open a mini modal, offering the option to select the subfolder the data should be sent to, as well as the format of the generated file. Sending to the Client Portal is only possible after specifying the payroll in the Payroll dropdown.
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The data may take some time to be created.
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Ability to lock created exports Anchor Ability to lock created exports Ability to lock created exports
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| Ability to lock created exports |
You can now lock any export formats you have built, stopping them from being deleted in error. Within the export screen, select the export format you wish to secure and click lock.
Once locked the delete button will be greyed out. You can unlock the export if you no longer require it, and the delete button will be selectable.
We have also added an additional step when deleting to help protect your data. When clicking delete you will see a message advising you this cannot be undone, you must click delete within 12 secs to go ahead with the deletion.
Recovering deleted exportsAnchor Recovering deleted exports Recovering deleted exports
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| Recovering deleted exports |
Currently deleting an export only performs a soft delete. While you cannot see the export yourself, support can retrieve this. You will need to know the name of the export deleted in error, and support will organise the export to be reinstated for you.