You can now export your newly onboarded employees through the Onboarding platform. Below are the details you can export so far:
full physical address
To export your new employees' details, take the following steps:
STEP 1: From your Workstream dashboard, go to Onboarding.
STEP 2: On the left panel, select Overview.
STEP 3: Choose Completed.
STEP 4: Select Export to download your employees' data.
You can download files for an individual employee by selecting the name from the list.
When you select an employee, you can either download a summary of their data or all of his/her files.
Downloading a summary of an employee's data will include the basic information only.
Downloading files includes all onboarding documents of the employee.
STEP 5: Filter the applicants that you wish to export. You can choose between the most recent employees in the last 30 days or choose a custom time range.
TIP: It would be best to enter a date range to have an exact validation point. This allows exporting to work faster.
STEP 6: Select the export file type.
STEP 7: Choose Export to receive the downloaded file through your email.
NOTE: You can also go to the Employees section to export the files.
Want to talk to our support team? Look for the Intercom icon at the bottom right of your dashboard and click on New Conversation or email firstname.lastname@example.org.