WHAT FORMAT ARE THE FORMS EXPORTED IN?

Export Formats: Explore Your Options

When exporting forms, you have the flexibility to choose from different formats, each catering to specific data handling requirements.

Bulk Print: PDF

  • The PDF bulk printing option allows you to export up to 500 forms at a time in a format that is print-friendly.

  • This format is ideal for quick access to physical copies or for archiving purposes.

Standard XML: Structured Data for Analysis

  • The standard XML format provides a structured way to export your form data.

  • This XML format is suitable for further analysis, integration with other systems, or custom data processing.

Excel XML: Seamlessly Export to Spreadsheets

  • The Excel XML format enables you to export your forms directly into Excel spreadsheets.

  • This format is perfect for those who prefer to work with data in familiar spreadsheet software, allowing for easy manipulation and analysis.

Export Forms

Follow these steps to export your forms effectively and maintain access to your important information:

Step 1: Access the Administrator Dashboard

• Begin by accessing the Administrator dashboard, which serves as the central control panel for managing various aspects of the system.

Step 2: Access the Export Feature

  • As an HR Admin level user, log into your account.

  • Navigate to the Forms section in the menu and select the ‘Forms Export’ option.

Step 3: Apply Filters

  • If necessary, apply filters to narrow down the list of forms you wish to export. Filters may include dates, divisions, specific forms, employees, or status.

Step 4: Export the Forms

  • To choose the format, select the ‘Bulk Print’ dropdown menu and choose your preferred format.

  • Click the "Go!" button. The system will generate a file containing the forms in the selected format.

Admin Tip: Forms can be pulled or printed 500 at a time. Page counts do not impact this number.

Benefits of Export Forms: Empower Data Management

Exporting forms in various formats empowers you to manage your data efficiently and effectively:

  • Data Accessibility: Exported forms are available for reference, analysis, or archival purposes as needed.

  • Compatibility: Different formats cater to different needs, ensuring compatibility with your preferred data processing tools.

  • Enhanced Insights: Exported data can be further analyzed, aiding in informed decision-making.