Personal tools

Export templates

From Onlinehelp

Jump to: navigation, search

Export templates can be found under the tab of the same name, next to the exports. There are predefined export templates, but you can adjust them according to your needs (delete columns that you do not need or do not want to export now, add columns that are not in the template by using the appropriate variables). In the original form, all export templates are also valid for reimporting the data. Images such as company logos cannot be used in the export templates.

Info.gif There are restrictions for Excel export templates (multiple actions and exporting selected entries to Excel). Formatting in empty cells is completely ignored. To keep the formatting, you must therefore insert at least one space character in the cell. When images are inserted, the entire template sometimes fails to work correctly. Pivot tables are also lost. This variant is only suitable for pure raw data with no analytics. If entries are inserted into other worksheets, the template will no longer work.

Macros, pivot tables and all types of formatting are allowed for report templates with SQL queries. No limitations are currently known.

Create and edit export template

If you want to design your own template, you can create, edit and upload it in Excel. The best way to do this is to start from an existing export template for the relevant entity and modify it.

It is essential that the variables are used correctly; otherwise, errors will occur during a later export.

Info.gif The file must be saved as an .xls file — .xlsx is not a valid format for Excel export templates!

Info.gif List values such as work experience, goals and selection questions must be exported using loops.

Using a standard export template

A list of all standard export templates for Employee Management and Applicant Management can be found at the end of this article. If you want to use one of these templates, you should first import it into the solution. The following procedure is recommended:

  1. Select the desired template and save it on your computer.
  2. In the umantis solution, navigate to the "EXPORTS" tab (in the small main menu at the top right) and select "Export templates".
  3. Then select one of the Actions to create a new export template. The template names listed below will help you do this.
  4. A window will then open in which you can specify details on the export template and access rights. Select the file stored on your computer and upload it.
  5. Click Save. The template you have just uploaded can now be found in the export templates, and can be used immediately. Click here to learn how to export data from the solution to the template.

Settings & Access

  • When using print templates, i.e. when creating one or more print previews, you can filter on the language assigned to the template.
  • In Employee Management, you can specify who should have access permissions to use a given template, and in which additional views (Instructor view; for “event participant” templates also the event administrator view and event user view) the template should be available for selection. Templates may be edited by people who have the “Export” module roles assigned to them.
  • In Applicant Management, administrators and HR experts can see all templates for your branch offices, and administrators can also modify them.

Default export templates in Applicant Management

German

English

French

Standard Export-Vorlagen im Mitarbeitermanagement

German

English

Exporting salary data

If you want to export salary data, you should secure your export templates against unauthorized access according to your requirements. Please note that the same technology is used to process variables in print previews and email templates. Therefore, permissions to create templates of any kind should only be given to people you trust.

You can:

  • Protect the entire export template by defining access rules for the template.
  • Secure a specific exported field by using the template toolkit to build a condition around it (see example).

Template toolkit example:
[IF Stelle.ZugriffserlaubnisAufLohndaten = 'PaymentAccess_Yes'] [Stelle.Bruttolohn] [END]
Gross salary for each employee is only exported when the person performing the export actually has access to the employee’s salary data.

Related topics

In other languages