Email Export - SAP Successfactors Employee Central
Summary
TLDRIn this video, the host guides viewers on how to export employee-related details from a system. They demonstrate creating a report in the reporting section, focusing on exporting email information for all employees. The tutorial covers selecting data fields, applying filters for specific email types, and exporting the data in various formats like CSV, Excel, PDF, and PPT. Additionally, the host explains how to modify exported data for bulk uploads, ensuring it aligns with the system's import template requirements.
Takeaways
- 😀 The video is a tutorial on exporting employee details from a system.
- 🔐 To access reporting features, proper access in manage permission roles is required.
- 📈 The video demonstrates how to create a new report for exporting employee data.
- 📑 There's a specific domain called 'Person and Employment Export' for exporting employee data.
- 📋 The report can be customized to export data from different sections of the employee profile.
- 📧 The tutorial shows how to export email information for all employees.
- 📊 Filters can be applied to refine the exported data, such as exporting only business emails.
- 💾 The exported data can be saved in various formats like CSV, Excel, PDF, and PPT.
- 🔄 The video also covers how to modify the exported data for bulk upload.
- 🔧 The process of aligning exported columns with a template for importing data is explained.
- 👋 The presenter invites viewers to subscribe and look forward to future videos.
Q & A
What is the main topic of the video?
-The main topic of the video is about exporting employee-related details from a system.
What options are available for importing employee data?
-The options available for importing employee data include downloading templates or directly importing data.
Is there an option to export employee data directly?
-No, the script mentions that there is no direct option to export employee data, but there is an option to export data related to a specific employee.
How can one export data segregated per portlet or section?
-Data can be exported per portlet or section by accessing reporting and having proper access in manage permission roles.
What is the process to create a new report for exporting employee data?
-To create a new report, one should go to reporting, click on 'new', and then select the appropriate report type, such as 'report table'.
What domain is specifically contributed for exporting employee-related data?
-The domain specifically contributed for exporting employee-related data is called 'person and employment export'.
How does one select the columns for the report in the 'person and employment export' domain?
-One can select columns for the report by clicking on 'select columns' and choosing the desired portlets and fields from the employee profile.
What details can be previewed in the report before exporting?
-The preview shows details such as person ID, employee IDs, email addresses, email types, and whether the email is primary or not.
Can filters be applied to the report to refine the exported data?
-Yes, filters can be applied to refine the criteria of the exported data, such as exporting only business or personal email types.
What file formats are available for exporting the report?
-The report can be exported in CSV, Excel, PDF, and PPT formats.
How can the exported data be used for bulk upload?
-The exported data can be modified and arranged in the sequence of columns as per the template for bulk upload.
What is the process to download a template for importing employee data?
-To download a template for importing employee data, one should click on 'import employee data', then 'download template', select an entity, and generate the template.
Outlines
📊 Exporting Employee Details: An Overview
The speaker, Pallie, introduces a tutorial on how to export employee-related details from a system. They discuss the lack of a direct export option for employee data but highlight the 'Employee Export' feature that exports all related data for a specific employee. The focus is on exporting data per portlet or section, which can be achieved through reporting with proper access permissions. Pallie offers to create a separate video on accessing these permissions if requested. The tutorial proceeds to demonstrate how to create a report to export different sections of the employee profile, specifically focusing on exporting email information for all employees.
🔍 Customizing Exports and Import Templates
Pallie continues the tutorial by showing how to customize exports by selecting specific data fields from the employee profile, such as email information. They explain the process of previewing the report, applying filters to refine the data, and exporting the filtered data in various formats like CSV, Excel, PDF, and PPT. The video also covers how to modify exported data for bulk uploads, using the downloaded template as a guide for column arrangement. Pallie demonstrates how to rearrange columns in the export to match the template for seamless data import. The tutorial concludes with a reminder to subscribe and a prompt to check other videos for more information.
Mindmap
Keywords
💡Exporting
💡Employee Data
💡Templates
💡Portlets
💡Reporting
💡Access Permissions
💡Person and Employment Export
💡Columns
💡Filters
💡CSV
💡Bulk Upload
Highlights
Introduction to exporting employee-related details
No direct export option for employee data but can be done through reporting
Access to reporting requires proper permissions in manage permission roles
Creating a new report for exporting employee data
Choosing between report table and advanced report options
Highlighting the domain 'person and employment export' for employee data
Navigating through report sections: general, info, columns, configuration, and filters
Exporting email information of all employees as an example
Selecting and configuring columns for the report
Previewing the report to see employee IDs and email addresses
Filtering email types to export only business or personal emails
Generating the report with selected filters
Exporting report details in various formats: CSV, Excel, PDF, PPT
Downloading a template for importing employee data
Modifying the exported data for bulk upload
Arranging columns in the exported file to match the template
Using the exported file as an import file after modifications
Handling multiple columns in the export file
Conclusion and invitation to watch more videos
Transcripts
hello everyone this is the pallie and
welcome back to my channel in today's
video we will be talking about exporting
the employee related details if you
happen to be new to my channel please
consider subscribing down below now
let's get started the employee import
which we have which is called as the
import employee data gives us the option
to download the templates or to import
the data we do not have the option here
to export the employee data or export
the data which are specific to any
particular portlets that we see on the
employer screen we do have an option of
employee export which exports all the
related data of any particular employee
in the system but if we want to
segregate it per portlet or per section
this can be done from reporting to
access reporting we should have proper
access in the manage permission roles if
you need to know how we can access these
from the RB piece please do mention that
in the comment section I can create a
separate video for that in this video
let's see how we can export the
different sections in the employee
profile so I'll go to reporting and
click on new to create a new report
since this is a report table not an
advanced report for the advanced
reporting we should be selecting report
canvas so if you select the report table
it gets highlighted you can see that
there is a dark blue boundary that
appears when you highlight any
particular section and then click on
select now in order to export the
employee related details
there is a separate domain which is made
or specifically contributed for only
exporting the employee related data
which is called as person and employment
export
here we see four navigations general
info columns configuration and filters
in this report I would like to export
the email information in the system of
all the employees so here I'll give the
name of the report as email data I will
leave the priority as is which is set as
medium by default and then I'll go to
columns click on select columns and here
we have all these different portlets
that we see in the employee profile and
these data we can manage section by
section so if we want the phone info I
click on phone and when these are the
four fields that are maintained in the
employee profile which are related to
the phone information if I click on
email information and these are the four
fields for the email information for now
I select all and click on finish so if I
click on preview I can see that these
are all the details with the person ID
that these are all the employee IDs and
their email addresses which are
maintained in the instance their email
type whether it is a business email or a
personal email and is primary if that is
primary or not so you can close this
save if you want to provide any filters
you can refine criteria click on filters
the email information say for example
you want to export the email type with
only business and you do not want the
personal information or the personal
email ids exported all the other way
around say for example you want to
export only the personal email ids which
are maintained in the system click on
save preview and here you can see you
get all the personal email ids
and the personal email ids which are
maintained are not the primary email ID
for some but it is primary for other T
stands for true and f-4s primary is
false so I will be exporting all the
personal email ids in this case I click
on generate after clicking on generate I
will have four options to export these
details which are CSV Excel pdf and PPT
I will click on CSV and my report is
exported when I click on that report I
can see the file being created if you
see here I have four columns personal ID
email email typing is primary now I can
modify this exported data and arrange
the columns of the exported file to
import the data say for example if I
have to import the employee details I
click on import employee data and then
click on download template select an
entity email information and say I would
want to export or download the template
which has all these whole fields emailed
I personal ID email address and is
primary when I click on generate there
is a blank template with only the
headers that gets downloaded so if you
see this file this file has these four
fields type personal ID email address
and is primary which is exactly these
four fields type personal ID email
address and is primary but then their
sequence of column is different so you
can fill these columns as per the sequel
which is maintained here the other thing
that can be done is you can also export
the data in the same sequence of columns
which are present in my template so
click on columns if we have four columns
here and then I have the option of
rearranging the columns so in my
template I see that my type is the first
column type ID address and primary I go
to my template type ID address and
primary so once these columns are
arranged click on OK save and then
generate a game so when you click on
generate again you will see that the
columns are arranged type ID address and
primary and you can use this export file
as the import file you can modify these
details if you want to or change the
email address of any one or more of the
employee IDs make them primary or not
for a bulk upload and use a similar file
because your coils are already arranged
in this case we had only four columns
but there could be a scenario where you
would have to deal with multiple columns
so this is what I wanted to share with
you today that how we can export the
personal details in this case for
example the email ID of all the
employees in the system how you can
modify it as a bulk upload thank you so
much for watching the video I hope it
was helpful for you you can also check
my other videos and also click on the
bell icon so that you get notified on my
other videos see you soon in the next
video thanks for watching bye for now
تصفح المزيد من مقاطع الفيديو ذات الصلة
5.0 / 5 (0 votes)