Export Employee Records

You can export employee records as an Excel® report or Project Worksheet report. Both reports use the Excel format (.xlsx) This lets you import and use employee record data in other platforms.

To export records

  1. On the upper left of the Personnel Records module, click Export and select a format from the menu.

  2. The file is exported and saved directly to your computer.

    Example By default, the filename for the Excel report is "Personnel Records", and the filename for the Project Worksheet report is "Labor Project Worksheet". You may wish to rename these with more specific names or dates to avoid confusion.

Related Concepts

Personnel Records Module