In this article, you will learn:
How to Export your Employee Details
Who can export employee details
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
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.
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