Creating employee history export

The employee history export process creates a CSV file of all employee history reporting records. This CSV file can be used to import the employee history data into other external systems.

  1. Configure the employee history feature by completing the steps in Configuring employee history reports.
  2. Optionally, configure the Refresh Before Export function to refresh the data before all exports are run.
    See Configuring employee history reports.
  3. To add the history reporting configuration to the Infor Process Server, navigate to Process Server Administrator > Configuration > System Configuration.
    Configuration Name
    Specify HistoryReporting.
    Source Directory
    Specify the source directory and path.
    Source Filename
    Specify HistoryReportingExport.csv
    Target Directory
    Specify the path and directory for the export file.
    UseFTP
    To use FTP for the export file, specify true. If you're not using FTP, specify false.
  4. Navigate to the Infor Process Designer and upload the EmployeeHistoryExport process.
  5. To create the service definition, select Process Server Administrator > Configuration > Service Definitions for EmployeeHistoryExport.
  6. Specify the history reporting configuration properties.
  7. To run the export to CSV file, select Administrator > Reports > Employee History > Create Employee History Export.
  8. Optionally, select the Organization, Start Date, and End Date. If the Start and End dates are blank, all EmployeeFieldHistory records are exported.
    The CSV is stored locally or sent remotely using FTP depending on the History Reporting configuration.