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Employee Excel Exports

Learn how to export your employee records to Excel.

Export your employee data to Excel from within the workforce management area.

Key Points

When exporting employee data to excel, the main points to be aware of are.

  • You can choose which parts of the selected employee records to export.
  • The export will only include data which the user has access to.
  • You can filter search results by employee box.
    • This allows you to collect results from various searches, so you don't need to run multiple exports or remove unnecessary records.
Step-by-step

See below for a step-by-step guide on exporting your employee data to Excel.

Exporting employee data
  1. Navigate to the 'Workforce' area using the system menu.
  2. Search for the records that you wish to export.
  3. Select the relevant records.
  4. Click/press the 'Advanced' button in the top left.
  5. Click/press the 'Excel' button under the 'Export' section in the menu.
  6. Once you've selected the parts you wish to export click/press the 'Export' button.
    • (Note: The available parts will depend upon your user permissions.)
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Workforce Overview Managing Employees Managing Employee Emergency Contacts Managing Employee Employment Details Managing Employee Rates Of Pay Managing Employee Hours and Working Days Managing Employee Time Off/Leave Allowances Managing Employee Time Off/Leave Requests Managing Employee Clients Managing Employee Comments Managing Employee Objectives Managing Employee Documents Employee Excel Export Managing Shared Employee Documents Managing Employee Boxes
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