Who can export employee data?
Only users with the Can export employee data permission.
If your business uses Custom Roles (beta), export access is set on your role instead.
How do I export employee data?
Go to Schedule & Workforce in the main menu.
Select People.
Select the download icon next to Add person. The export panel opens.
Under Type, choose the export you need.
Choose a date range, if the export asks for one.
Choose All locations or a single location.
Select Export. A CSV file downloads.
Which employee exports are available?
Export | What it includes | Use it to |
New starter | Details on file for employees who started in the date range you choose | Check new starter data is complete before onboarding or payroll |
Leavers | Leavers' details, including holiday balance at leaving and deactivation date | Reconcile outstanding holiday for leavers |
Employee details | New starter fields plus holiday details, for all employees up to today | Audit data for all employees, or get a full staff list |
Employee detail changes | Changes made to employee profiles in the date range you choose, such as wage, job title or holiday accrual | Track changes between payroll runs |
Holiday entitlements | Holiday entitlement balances | Check holiday balances. |
To get a staff list sorted by start date, export Employee details and sort the start date column in Excel or Google Sheets.
I can't see the download icon. What do I do?
You don't have the Can export employee data permission.
Ask an admin in your business to turn it on for you. They go to People, open your profile, select the Permissions tab and turn on Can export employee data.
If no one in your business can give you access, contact Support. Tell us which export you need, which locations and which date range, and we can send the file to you.
Troubleshooting
Some employees are missing from the export. Check you chose All locations. The export only includes locations you have access to.
I need a field that isn't in the export. Exports can't be customised. Contact Support to share the request with our product team.