Exporting employee data

Employee data is an alphabetical list of all employees in your business. Exporting employee data is achieved via the 'Employees' tab on the 'Employees' page.

The employee export data contains:

  • Employee name
  • Employee email
  • Employee phone
  • Assistant email & phone
  • Location
  • Employee custom fields (if being used)

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Steps to export ALL employee data: 

  • Navigate to the 'Employees' tab.
  • You'll land on the 'Employees' view.
  • Click the 'Export All' button.

Steps to export FILTERED or SEARCHED employee data

  • Navigate to the 'Employees' tab.
  • You'll land on the 'Employees' view.
  • Either search for an Employee name, or use the 'Status' drop down quick filters Signed In or Signed Out.
  • Click the 'Export Filtered' button.

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Steps to export employee timeline data

The Employee 'Timeline' is a chronological list of all employee movements that have occurred, with the most recent appearing at the top of the page. This can be viewed by using the 'Status' dropdown: 

Steps to export ALL employee movements: 

  • Navigate to the 'Employees' tab.
  • Click on the Employee 'Timeline' tab.
  • Ensure 'Status' dropdown is set to 'All'.
  • Click the 'Export Filtered' button.

Steps to export 'Signed In' employee movements: 

  • Navigate to the 'Employees' tab.
  • Click on the Employee 'Timeline' tab.
  • Ensure 'Status' dropdown is set to 'Signed In'.
  • Click the 'Export Filtered' button.

Steps to export employees' 'Closed Movements': 

  • Navigate to the 'Employees' tab.
  • Click on the Employee 'Timeline' tab.
  • Ensure 'Status' dropdown is set to 'Closed Movements'.
  • Click the 'Export Filtered' button.

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Employee Timeline (Duration Filter)

The Employee 'Timeline' is a chronological list of all employee movements that have occurred, with the most recent appearing at the top of the page. This can be viewed by using the 'Duration' dropdown: 

Steps to export FILTERED movement data: 

  • Navigate to the 'Employees' tab.
  • Click on the Employee 'Timeline' tab.
  • Select one of the 'Duration' filters or use the custom filter.
  • Click the 'Export Filtered' button.

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