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| + | ====== How to Export to Excel and Export Protect a User report ====== | ||
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| + | * To export the **User report** to Excel or to use the Export + Protect option, using the following criteria, follow the steps below | ||
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| + | **Criteria :** | ||
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| + | * For January 2025 | ||
| + | * View by Company and employee | ||
| + | * For active employees only | ||
| + | * Analysed by period | ||
| + | * Showing employee codes | ||
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| + | **Note :** Since the above criteria have been previously chosen or inserted during the view/print process, HRMS Payroll automatically saves them. | ||
| + | * To export a User Report : | ||
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| + | * (A) Click **Export** | ||
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| + | {{:spay:hrmsprocguide:step_1_criteria_export.png|}} | ||
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| + | **Note : ** The exported file is automatically saved to the **Downloads folder** | ||
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| + | * (B) Open the excel file from the **Downloads folder** | ||
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| + | {{:spay:hrmsprocguide:step_1b_criteria_fichier_excel.png|}} | ||
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| + | * To export a User Report using the **Export + Protect** option : | ||
| + | * (A) Go to **Export** | ||
| + | * (B) Click **Export + Protect** | ||
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| + | {{:spay:hrmsprocguide:1._export_a_et_b.png|}} | ||
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| + | **Note :** The exported file is automatically saved to the **Downloads folder** | ||
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| + | * (C) Open the exportXlsx.zip | ||
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| + | {{:spay:hrmsprocguide:1c_new.png|}} | ||
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| + | * (D) Open the Excel file and insert the document password 123456 and click **OK** (If you wish to change the document password, refer to the link) | ||
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| + | {{:spay:hrmsprocguide:1d_export_et_protect.png|}} | ||
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| + | {{:spay:hrmsprocguide:1d_export_et_protect_password.png|}} | ||
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| + | {{:spay:hrmsprocguide:payroll_report_excel_2.png|}} | ||