Navigating to the export
Select scheduling & workforce from the left hand side of the screen.
Select people.
Select the download icon next to add person
This will open the draw that will allow you to export employee data
Exporting the reports
Select the type of report you wish to export from the drop down menu under type.
Select a date range that you wish to see the data for.
Select all locations or choose a location from the drop down menu.
Select export to download a CSV of the report you have selected.
Available reports
There are four different exports available:
New starters
This export will give you the details that you have on file for your new employees in the time frame that you selected. The data will include:
Name
Start date
Address
Phone number
D.O.B
Wage and bank details
💡Use this export to check employee data is up to date and identify gaps in the data which may affect onboarding or payroll.
Leavers
This export gives you details on leavers including end holiday balances and deactivation date.
💡Use this export to check leavers' holiday entitlements and reconcile outstanding accrued holidays.
Employee Details
This export gives you the details you find in the new starter export with the addition of holiday details, and is for all employees up until the date the report is extracted.
💡Use this report to audit employee data for all employees.
Employee detail changes
This export gives you details on any changes that have been made to an employee file within a pre-selected time frame.
💡Use this export to track changes in employees details, wages, job title or holiday accrual.