HR> Utilities> Import and Export Types

Import and Export Types

Summary

The Import Types and Export Types windows are used to import and export HR types. HR types are user-defined tabs that are displayed on the HR Employee Maintenance window. Custom tabs such as Education, Experience or Awards, can be configured with user defined fields to record tab-specific information. The Import and Export Types tools can be used to initially install a collection of sample HR types provided by Springbrook or to share your HR types with similar organizations in your area.

Step by Step

1 Import HR Types.

Open the Import Types window (HR> Utilities> Import Types).
The Import Types window is used to import HR types.
Click the File Name field to browse to the import .xml file.
- If the import file contains any types with the same name as a type that already exists in the system, that type will not be imported.
Click the Confirm icon to import the .xml file.

2 Export HR Types.

Open the Export Types window (HR> Utilities> Export Types).
The Export Types window is used to export the selected HR types.
Check the toggle next to each type you would like to export.
- By default, all types will be selected. You can use the Select All or Deselect All icons to select or deselect all the displayed types.
Click the Confirm icon to export the selected types to an .xml file.