Batch Export enables the transfer of employee training data between the Manager website to an external database system.
Batch Export Process
As diagrammed below, the Batch Export involves an export of user training data, then an SFTP upload, followed by an import of that data into an external database system. The process can involve several departments in your organization.
Batch Export Report Types
Training Records
This report includes Training Records (for Courses without External IDs) generated after a specified date.
Training Records with External IDs
This report will only include Training Records for Courses with External IDs generated after a specified date.
Logistics and Naming
The default file format is .CSV, but we have the option to use HTML as well. The file naming convention is hard-coded and will appear on the SFTP server as ‘results_YYYYMMDD’.
Options for retrieving Batch Export file
There are two options for retrieving the Batch Export file from the SFTP server. We recommend the Automated process, as this ensures the Batch Export file will be picked up on a consistent basis.
Manual Option
External Database vendor manually picks up file from the SFTP server.
Automated Option
External Database vendor creates an automated script to pick up the file from SFTP server. Contact your External Database vendor for more information on script automation setup.
Column Order Description
Column Structure is hard-coded. There are 14 fields included in the Batch Export file. Certain fields may be left empty if that information has not been entered on the Manager site.
|
Column |
Name |
Description |
|
A |
First Name |
This is the given name of the user |
|
B |
Last Name |
This is the surname of the user (employee) |
|
C |
User ID |
This is the Employee ID |
|
D |
SSN |
Social Security Number |
|
E |
DOH |
This is the Date of Hire for the user |
|
F |
DOT |
This is the Date of Termination for the user |
|
G |
Course Code |
This is the unique identifier for the course |
|
H |
Course Name |
This is the name of the Course |
|
I |
Training Start |
This is the course training start time |
|
J |
Training End |
This is the course training end time |
|
K |
Credit Hours |
This is the number of accredited hours for each course |
|
L |
Worksite |
This is the users “home group”. The Worksite is normally set to the facility location—typically the city name (e.g., Austin) |
|
M |
Status |
This is the course completion status Example: Complete = Passed In-Progress = Failed |
|
N |
Score |
This is the course score |
Column Order Description (with External ID)
Column Structure is hard-coded. There are 15 fields included in the Batch Export file with External IDs. Certain fields may be left empty if that information has not been entered on the Manager site.
|
Column |
Name |
Description |
|
A |
First Name |
This is the given name of the user |
|
B |
Last Name |
This is the surname of the user (employee) |
|
C |
User ID |
This is the Employee ID |
|
D |
SSN |
Social Security Number |
|
E |
DOH |
This is the Date of Hire for the user |
|
F |
DOT |
This is the Date of Termination for the user |
|
G |
Course Code |
This is the unique identifier for the course |
|
H |
Course Name |
This is the name of the Course |
|
I |
Training Start |
This is the course training start time |
|
J |
Training End |
This is the course training end time |
|
K |
Credit Hours |
This is the number of accredited hours for each course |
|
L |
Worksite |
This is the users “home group”. The Worksite is normally set to the facility location—typically the city name (e.g., Austin) |
|
M |
Status |
This is the course completion status Example: Complete = Passed In-Progress = Failed |
|
N |
Score |
This is the course score |
|
O |
External ID |
This is the Course External ID, used for cross referencing with external database |