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Data Export: Employee bank details

SQL code for exporting employee bank details.

Written by Harry Ledger

Standard employee bank details reports are available in the Document Store and may already provide the information you require.

However, if you need to generate an export directly from the system, you can do this using the Admin Tool by following the steps below.

  1. In the Admin Tool, click Import/export data.

  2. Click Create an export definition.

  3. Click Select the data to export.

  4. From the Database drop-down menu, select SelectHR.

  5. Click the SQL tab, then delete Select*.

  6. Copy the following SQL data into the blank space:
    ​

    Select Person.Snapshot.[Person Number], Person.Snapshot.[First Name], Person.Snapshot.Surname, Person.Snapshot.[Effective Status], Person.Snapshot.[Key Unit Name 1], Person.Snapshot.[Key Unit Name 2], Person.Snapshot.[Key Unit Name 3], Person.Details.[Bank Sort Code], Person.Details.[Bank Account Number], Person.Details.[Building Society Roll No], Person.Details.[Bank Account Name], Person.Details.IBAN, Person.Details.[SWIFT Code] From Person.Snapshot Inner Join Person.Details On Person.Snapshot.[Person Number] = Person.Details.[Person Number] Where Person.Snapshot.[Effective Status] = 'Current'

  7. Select the relevant filter criteria, then click the Data tab.

  8. Click Key Field at the top-left, then select the relevant option.

  9. Click OK then review the data.

  10. Once you're happy with the data, in the Definition field, enter a name for the export.

  11. Next to Export to file location, click Browse, then choose where to save the export.

  12. From the File Format drop-down menu, select the relevant option.

  13. If required, select the Export column headers check box.

  14. Click Next, then select the relevant options.

  15. Click Next, then click Finish.

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