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Home > How to guide > Guide for Administrators > Configuration Settings > Export Templates

Export Templates

Export templates are an optional feature which provide the ability to designate what applicant information is included when exporting candidate reports. Export templates can be created from new or can be based on existing templates. This enables EasyCruit administrators to set up templates and then recruiters can simply apply the template with the appropriate settings when they export an applicant list. Checkboxes are provided for selecting which values to include in the applicant export.

export_templates.png

For information on running an export refer to Reporting on Candidates

Creating an Export Template

  1. From the Toolbar select Settings then Export Templates.

icon_export_templates.png

  1. To create a brand new export template, ensure the Load Template list is set to Select
    - or -
    to base the export template on an existing template, select it from the Load Template list.
  2. Enter a name for the export template in the Save Template as field.
  3. Click the arrow next to each of the headings to expand the options available in that section.
  4. Select the required values for the export template parameters.
  1. For each section that has export parameters selected, a red asterisk is placed in the heading row.

creating_an_export_template.png

  1. Click Save.

Editing an Existing Export Template

  1. From the Toolbar select Settings then Export Template.
  2. Select the template to be edited from the Load Template list.
  3. Click the arrow next to each of the headings to expand the options available in that section.
  4. Select the required values for the search parameters.
  5. Click Update to save the changes.

Deleting an Export Template

  1. From the Toolbar select Settings then Export Template.
  2. Select the template to be deleted from the Load Template list.
  3. Click Delete then click OK when prompted to confirm the deletion.
Last modified
10:45, 23 Apr 2015

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