Module Navigation

Managing Data Exports for Core HR

The 'Manage' page of the export module is the central hub for your data exports with a toolbar for other functions of data exports and a list of your data exports. 

We also offer a video training for this topic on Arcoro Learning.

Navigating to Manage for Data Exports

Expand Data, expand Exports, and click Manage from the menu.

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The exports list will list your previously created data exports and allow you to create, edit, duplicate, or delete a data export. 

CHR - Data - Exports - Manage - Export List - 00.png

The data export list can be sorted in ascending or descending order by clicking the column header.

There will be columns for:

  • Export Name - The export name is entered from the 'Properties' of the data export.
  • Data Type - The data type is assigned from the 'Properties' of the data export to determine the fields available to use in an export.
  • Category - Categories are assigned from the 'Properties' of the data export and configured from the 'Categories' page.
  • Mode - The mode is configured from the 'Properties' of the data export and determines the available options for the export.
  • Test Mode - 'Test Mode' is toggled from the 'Properties' of the data export. If the data export is not in 'Test Mode', this column will be blank. If the data export is in 'Test Mode', this column will have a green check mark.
  • Last Executed - This will show the date and time stamp the file was last executed. A date and time stamp will appear even if a data export was not successfully executed.

From the Actions drop-down menu, you can:

Exports_-_Manage_-_Actions_-_00.png

Clicking the Filter icon CHR - Filter Icon.png allows you to filter your export list based on its category.

CHR - Data - Exports - Manage - Export List - Filter - 00.png

Creating an Export

The process for creating an export is outlined in the following dedicated article to convey all the available options.

Duplicating an Export

  • Select the data exports to duplicate with the checkboxes on the far right.

    CHR - Data - Exports - Manage - Export List - 02.png

  • Go to the Actions drop-down menu and click Duplicate Selected Exports.

    CHR - Exports - Manage - Actions - 02.png

  • Confirm the data export duplication.

    CHR - Exports - Manage - Duplicate - 00.png

  • The data exports will be duplicated with "-Copy" appended to the data export name.

    CHR - Exports - Manage - Duplicate - 02.png

Deleting an Export

Keep in mind that you cannot recover a deleted data export. 

  • Select the data exports to duplicate with the checkboxes on the far right.

    CHR - Data - Exports - Manage - Export List - 02.png

  • Go to the Actions drop-down menu and click Delete Selected Exports.

    CHR - Exports - Manage - Actions - 02.png

  • Confirm the data export deletion.

    CHR - Exports - Manage - Delete - 00.png

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