Microsoft Excel: Upload template for data export
Objective
The objective of this page is to demonstrate how you can upload an Excel template, that later can be used to export data from the system, according to the template that was created.
Prerequisites
- You are System Admin
- The Excel Template was previously exported and adjusted to your needs
Click Through
- Start in HR HUB
- Go to the area you created an Excel Template for (e.g. Leave Summaries)
- Click on Excel Templates in the top bar
- Select Upload Template
- Click on Browse
- Select the file with your previously downloaded and adjusted Excel template
- Click on Upload
Hint
- Even though the process of downloading and editing a template can be done by the HR Manager, the uploading process can only be done by the System Admin, in standard.
- Depending on the zoom level of your browser, the Excel Template icon may be hidden. If that is the case, you can click on the three dots on the ribbon, then select Excel Templates, and then click on Download Template.
