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Data Export: All holiday rule overrides on career history records

Data export to show all employee's who have a career level holiday rule override.

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Written by Harry Ledger
Updated over 3 months ago

To create a data export to show all career history records with a holiday rule override assigned, follow these steps.

  1. In the Admin Tool, click Import/Export Data.

  2. Click Create an export definition.

  3. Click Select the data to export.

  4. Change the database to SelectHR.

  5. Log in.

  6. Copy the below SQL:

  7. Select Top 100 Percent Person.Details.[Formal Name], Absence.[Holiday Rules].[Holiday Rule] As [Holiday Rule Override], Employee.[Career History].[Career Number], Employee.[Career History].[Effective Date] From Employee.[Career History] Inner Join Absence.[Holiday Rules] On Absence.[Holiday Rules].[Holiday Rule Number] = Employee.[Career History].HolidayRuleNumber Inner Join Employee.[Appointment History] On Employee.[Appointment History].[Appointment Number] = Employee.[Career History].[Appointment Number] Inner Join Person.Details On Person.Details.[Person Number] = Employee.[Appointment History].[Person Number] Group By All Person.Details.[Formal Name], Absence.[Holiday Rules].[Holiday Rule], Employee.[Career History].[Career Number], Employee.[Career History].[Effective Date] Order By Person.Details.[Formal Name], Employee.[Career History].[Effective Date]
  8. In the top left of the data export window, click Options, Paste SQL from clipboard.

  9. Click Data.

  10. Once the data export is created, a Primary Key must be selected. Click the Key Field icon and select the appropriate Key. The key field must be represented by a number (i.e. Person Number, Absence Number etc.). When the export is finished, it can be saved for future use.

  11. Click OK to continue the export. The data export wizard window appears.

  12. In the Definition name field, enter a full name. This will be the name of the report saved in the Admin Tool, which can be edited in the future, if needed. There is more information available about how to edit an existing report.

  13. Click Browse to choose a location for the report exported to Excel.

  14. In the File name field, enter a name. This will be the name of the Excel document once exported on the local machine.

  15. Use the File Format drop-down and select Microsoft Excel 97-2003.

  16. Click Next. A preview of the data appears.

  17. In the Column section under the columns preview, click a column header to select a column and set export options.

  18. Click Next.

  19. Click the Open file after export check box. The document will then open once the export is completed.

  20. Click Finish. The export will now appear in the External Data Transfers list and can be run again.


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