Create a Global Export Template

Administrators create and edit export templates to enable the export of Time Off transactions based on a specific date range. These transactions may include time off used by employees or available employee balances. The template is helpful if employees are typically not paid through UKG Pro.

When the GLOBAL_EXPORT permission is assigned to an individual, that person can select Global Payroll Export from the left navigation menu and then export employee transactions as a CSV file. This permission can be assigned to anyone (for example, a person in payroll who is not an administrator).

Navigation: Settings > Global Export Template

Note:

In order for the Global Export section to appear on the Settings page, the Enable Company Administration option must be enabled (My Team > select employee > Security tab).

Select Create.
Enter a name for the template.
Select the field to be included in the template, including a custom field.
In the Header column, enter the name of the field that will appear in the header of the exported file. The header label defaults to the field name, but it can be overwritten.
Select the format or value (for example, the date format used by the other system).
Enter a value to be inserted in the file if the source data is blank, if applicable.
Select the Add Field link to add a new field.
To remove a field, select the delete (x) icon at the end of the row.
Select Save.
To grant an individual rights to export transactions, assign the GLOBAL_EXPORT permission (Settings > Roles).
Note:

To edit a template, select the template name link.