Workstream lets you export team member summaries as spreadsheets, showing details like contact info, job data, and custom fields. You can export for all, some, or individual employees across Active, Onboarding, or Offboarded tabs.
You can also download document packets containing files such as tax forms, IDs, and signed onboarding documents. Exports can be done individually or in bulk, and all files are sent to the email linked to your Workstream account.
？Where do I see the exported files?
The exported file will be sent to the email linked to your Workstream account.
Export team member summaries
The export summaries feature lets you download team member data into a spreadsheet (.csv or .xlsx). It’s useful for reviewing records, sharing with payroll, or moving data into other systems.
Depending on the tab, you can export Active, Onboarding, or Offboarded employees. Each export provides a full record, including contact details, employment dates, job and pay info, emergency contacts, direct deposit, custom fields, and status.
To export the summary:
Go to the Team tab
In Team View, select Team.
Go to the Active, Onboarding, or Offboarded tab.
Export team member summaries
Export all team members
Select the three-dot ••• menu at the upper-right corner, then Export team member(s).
Uncheck the box if you want to export only the current view (this is the number of team members currently visible in the page).
Choose your file format: .csv or .xlsx.
Select Export.
Export a team member's summary
Find the team member you want to export.
Select the three-dot ••• menu on their row, then Export summary (.csv).
Export multiple team members summaries
Select the boxes next to the team members you want to export.
Select the Bulk actions dropdown menu, then Export summaries (.csv).
Download document packets
You can download a zip file containing all documents submitted by a team member during onboarding and their time as an active employee. The documents included will depend on what the team member submitted or was assigned, such as:
Signed onboarding forms
Tax documents
IDs or certifications
Any other uploaded paperwork
⚠️ Make sure to follow your company’s data privacy and security policies when handling team member documents. Only download and store files in secure locations, and limit access to authorized team members.
To download document packets:
Go to the Team tab
In Team View, select Team.
Go to the Active, Onboarding, or Offboarded tab.
Download team member documents
Download a team member's document packet
Find the team member you want to export.
Select the three-dot ••• menu on their row, then Download document packet (.zip).
Download multiple team members document packets
Select the boxes next to the team members you want to export.
Select the Bulk actions dropdown menu, then Export document packets (.csv).
Choose which documents to export
To export all available documents:
Select Export all document.
Select Export.
To export specific types of documents:
Select Export specific documents.
Choose the document types you need:
I-9
Form W-4
State Tax Withholding
Application Document
All Uploaded Documents
Company Documents
Select Export.