Creating an Export Template

The process for creating a template is the same whether you are importing to Sage HRMS, Time Off or Sage HRMS Train.

1. From the Sage HRMS Link menu, select File > New Template.
2. Enter a Template ID and Description.
3. Select the database file containing the majority of the data you want to export. This will most likely be a master file; however, you can add a second database.
4. From the Database drop-down list, select the second database.
5. Click Add. The Add Template Field dialog box opens. Both the database you selected and the master database are listed in the Select Field From area.
6. Add a field for each field in the ASCII file to which you are exporting.
7. You can change field type, field length, number of decimal places, and field order.

   Caution! If you do choose a field size smaller than that maintained by Sage HRMS, Sage HRMS Link truncates data (removes characters) to fit the data in the size field you indicate in the template.

8. Click OK to add the field to the template.
9. When you’ve finished adding fields, click Template Defaults.
10. Set your template defaults.
11. When done, click OK.
12. Click OK to save your export template.