Introduction

Exporting data efficiently is essential for managing HR operations smoothly. uKnowva HRMS allows administrators to configure export fields based on their organization's requirements, ensuring that only relevant data is included in reports.

This feature helps customize exports for salary processing, leave management, attendance tracking, and other HR operations. By setting up export fields, you can streamline data management and improve reporting accuracy.

This guide explains how to configure export fields in uKnowva.

Step 1: Accessing uKnowva Configuration

To begin, click on your profile icon in the top-right corner of the uKnowva HRMS interface.

A list of menus will appear, showing various options. From the available options, click on uKnowva Configuration.

This will open the configuration settings page, where you can manage different system settings.

Step 2: Navigating to the Apps Manager

Once the configuration settings page is open, locate the Apps Manager from the menu options on the left side of the interface.

Clicking on this option will display a list of all available apps in uKnowva HRMS, allowing you to configure different modules according to your needs.

Step 3: Locating the HRM Lite App

In the Apps Manager, scroll through the list of applications to find HRM Lite. If you do not want to scroll manually, you can use the search bar at the top to find it quickly.

Once you have located HRM Lite, click on it. This will open a pop-up window where you can configure export field settings.

Step 4: Configuring Export Fields

Inside the HRM Lite settings pop-up, you will find multiple options for configuring export fields. These options allow you to select and arrange fields for various reports. The available options include:

Add the fields you want to include in all exports – Select the fields you want to be included in all export reports. You can choose multiple fields from the available list.

Select Profile Field Export Sequence – This option lets you define the order in which profile fields should appear in exports.

Select the fields from the list, add more fields using the + button, and remove unnecessary ones by clicking on the bin icon.

Include Additional Fields in Salary Export – If you need specific fields in salary reports, select them from this option.

You can choose multiple fields based on reporting requirements.

Add the fields you want to include in all leave exports – This option allows you to add necessary fields in leave-related exports.

You can select multiple fields from the list.

Select Attendance Sheets to Export – Choose the format in which attendance data should be exported, such as Present, Absent, or Attendance with Description.

You can select multiple formats as per your requirements.

Select Daily Attendance Report Sheets to Export – This setting lets you decide how daily attendance reports should be formatted.

You can choose options like None, Present, Absent, or On Leave based on what information should be included in the report.

Step 5: Saving the Configuration

After selecting and arranging the required export fields, review your choices to ensure accuracy.

Once satisfied, click on the Save button to apply the changes. If you do not want to save the modifications, click on Cancel to discard them.

Conclusion

That’s it!

You’ve now successfully set up export fields in uKnowva HRMS.

By configuring the relevant fields for salary, attendance, and leave reports, you ensure accurate and well-structured data exports.

This helps streamline HR operations, improve data accuracy, and make reporting and data processing more efficient across your organisation.

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