Sometimes you may want to save and access your employee documents outside of Avanti. With Export Employee Documents, you can save files to a location on your computer or to OneDrive.
Export only the documents you need using the Document Type and Created Date Range. You can also create a filter to determine which employee documents should save.
How to Make Your Export Selections
Step 1: Open Export Employee Documents in the Avanti Desktop Application.
By default, this can be found in Canadian Payroll >> Employee Profile.
Step 2: Select whether you’d like to save the documents to My PC or OneDrvie, then select the location to save the file.
If you want to Save all Documents, skip to the Export the Documents section below.
Step 3: Select the Document Type you’d like to save if you want them to export only some.
Step 4: To save the documents based on when they were added to Avanti, select Range for Created Date Range. Then choose the beginning and end date.
Additional Information
Only documents added to Avanti during this time will be saved.
Step 5: To save the documents for some employees, select Range for Employee. Then you can select the first employee and last employee in the range.
Additional Information
If you have a lot of documents to export, you can use the Employee Range to export in batches rather than all at once.
Go to the Export the Documents section if you’re done making selections. Otherwise, you can use data filters to prevent more documents from saving.
How to Further Restrict Which Documents Save
If you want to prevent documents from saving based on anything else, you can create Data Filters. Here, you can restrict which files save based on the employee or the document.
Step 1: Select Data Filter.
Step 3: If incorrect, select the correct tab.
Employee Profile: Filters on the information from the Employee Profile.
Employee Documents: Filter on the document information.
Step 3: Select Insert.
Step 4: Select the Field which determines which documents are exported.
Step 5: Select the limiting circumstance of the filter for the Condition from the following options:
< Less than
> Greater than
= Equal or exactly as
<= Less than or equal to
>= Greater than or equal to
<> Not equal to
Like Includes everything matching the value, when the value has wildcards (*)
Not Like Excludes everything matching the value, when the value has wildcards (*)
In Includes anything matching one of the values in the list
Not In Excludes anything matching one of the values in the list
Step 6: Select the Value from the list of available options. For the file to save, the document or employee must match the value based on the condition.
Additional Information
When the Condition is Like or Not Like, some of the value can be replaced with wild cards (*). The document is saved when everything except the wild cards matches the value.
Step 7: Specify how multiple filter lines relate to the following filter in Conjunction.
And Filtered results meet all criteria defined.
Or Filtered results meet one or the other criteria defined.
Step 8: Select OK to save the filter.
Step 9: Repeat Steps 2 - 8 until the filters only all the filters
Step 10: Select Exit.
How to Export the Documents
Once you’ve finished making your selections, you can save your employees’ documents. The file name is the employee number, a unique number, then the file name separated by hyphens.
For example, a file called Mid-yearAppraisal.pdf for employee 14 may save as 000000014-183-Mid-yearAppraisal.pdf.
Step 1: Select Export.
Important Information
The documents will immediately start saving once you select Export.
Well done! You’ve saved your documents.