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.