In this article, you will learn:
How to Export your Employee Details
Who can export employee details from Bizimply
Use cases for the Employee Export Report, such as filtering by date of birth and generating historical headcount reports
How to Export your Employee Details
Go to 'Reports'
Go to 'Employee Reports'
Select 'Employees Export'
Choose Export Type: Once or Recurring. Click here to learn how to set up recurring.
Select the relevant date range
Select the relevant location(s)
Select the relevant employee(s)
Click the blue 'Export' button at the top right of screen
Use Cases for the Employee Export Report
Filtering by Date of Birth
If you need a report filtered by date of birth:
Generate the Employee Export Report.
The exported file will include a column for each employee’s date of birth.
Use spreadsheet software (e.g., Excel) to filter the data by date of birth as needed.
Historical Headcount with Employee Details
To generate an accurate historical headcount report for a specific past date:
Open the Employee Export feature in Bizimply.
Set the target date for the report.
Ensure the filter includes All employees (not just Active employees) to account for leavers.
Export the report to view the headcount and employee details as of the selected date.
Ensuring Accurate Historical Data
When generating historical reports, selecting the All employees filter ensures that leavers are included in the data. This guarantees an accurate headcount and corresponding employee details for the specified date.
Who can Export the Employee Export Report?
All Account Administrators can export the Employee Export Report. Also, Managers and other custom roles can export the Employee Export Report if they have been assigned the correct permissions by the Account Admin.
The permissions needed to export this report include access to the 'Employee Reports' within Account Access > Reports as highlighted in the image below.
When signed into Bizimply as Account Admin, click your name at top right of screen
Select 'Account Access' from the drop down
Click orange edit icon beside role you wish to give the permission to
Scroll down to Reports and click 'Choose Options'
Ensure the 'Employee Reports' checkbox is ticked
Click save
The second permission needed to export this report is access to all HR Profiles within Account Access > Employees as highlighted in the image below.
Follow steps 1-3 above
Scroll down to Employees and click 'Choose Options'
For the 'Allow access to the following HR Profiles' section, ensure all roles are selected
Click save at bottom of the screen
Important note: Custom role users will only be able to export the employee data that they have been given access to within Account Access > Employees. For example: If a manager has not been given access to view employee's Payroll information, that information will not be included when they export the Employee Export report.
Tips for Accurate Reporting
Always double-check the filters applied before exporting the report.
Use external tools like Excel to apply additional filters or analyze the data further.
For historical reports, ensure the correct date and employee status filters are selected.
Common Issues and Troubleshooting
Missing Data: Ensure the correct filters are applied (e.g., "All employees" for historical reports).
Incorrect Date Range: Verify the target date is set accurately in the Employee Export configuration.
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