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How do export or import employee data?

Data about employees can be exported out of or imported into Optimum.

 

Exporting data out of Optimum

  1. Select Import/Export Employee Data from the menu.

  2. Select the Export radio button.

  3. Select the tables that you want to export. If you want to export all the tables, tick the All box. The full list of tables will be highlighted.

  4. Complete the From Date and To Date boxes to specify the date range that you want to be covered by the export. You can use the drop-down calendars to select these dates.

  5. If you want to email the data directly to the Optimum Support team, tick the Email box.

  6. Click Export. The file will be exported to the directory listed in the File Location field, which has been specified on the System Settings page.

If the export is successful, you will receive a message telling you which tables have been exported.

Importing data into Optimum

  1. Select Import/Export Employee Data from the menu.

  2. Select the Import radio button

  3. Select the tables that you want to import. If you want to import data into all the tables, tick the All box. The full list of tables will be highlighted.

Caution! When data is imported into Optimum, it will overwrite any data that already exists in the table.

  1. Click Import. If the import is successful, you will receive a message telling you which tables have been imported.

 

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