The ETI History Report exports all information saved on the ETI History Screen to Excel. This export will allow you to sort and filter data to reconcile you ETI values.

This guide will assist you to run the export.

Step 1

Access you company

Step 2

Select Interfaces, Exports data, ETI History Export

Step 3

Selection option for the Employment Tax Incentive Export:

• Select the Export Year
  • The export year refer to the calendar year, and not tax year
  • You can only select one year at a time
• Destination for export file
  • Browse to the folder where you want to ave the export file on your computer
• Export file
  • Complete the name for the export file
  • The file extension must be .CSV
• Export Employees

  You have an option to export selected employees:

  • Active Employees
  • Terminated Employees
  • All Employees
  • Current, New or Terminated Employees
• Sort sequence
  • Sorting can be done up to 2 levels
  • Levels include: 

             

• Range of Employees
  • The Range of Employees as per Analysis Fields or Employee Codes can be selected.

             

Step 4

Select Export to create the export file

• You will received a message 'File successfully created' message with the number of employee records exported.

Step 5

Confirm if you want to save the file to Excel

• This is recommended, in case you need to make changes and import the file again.
• Select Yes to continue and save the file in Excel, or No to save the file in CSV format.

• The file will be saved in the selected folder.

Step 6

Merge CSV file with ETI History Template

• Excel will automatically open up if you selected Yes on Step 5
• Browse to the folder where you saved the report on Step 3, and select the CSV file
• The file will merge and open.

Step 7

Review file in Excel 

• Select to Enable editing and content (if prompted)
• The file can be opened in Excel and will display all exported data as per the ETI History of each employee included in the export
• You can select to activate filters as per column headings, if you want to review selected date. In Excel, select the first row which includes the headings), click on Data, and select Filter

 Watch a short video on how to export the ETI History report