We have made it simpler and easier to Export your Employee data from Team Records. Through Export Summary, you can download the information you need when you need it.

To export employee information, follow the steps below:

Step 1: Go to the Team tab > Click the employee name > click the three dots (...) on the far right side of the page and select Export summary (.csv) or Download document packet (.zip) from the menu.

A notification on the top right of your screen will pop up to indicate that the export is in progress and to where the exported information is being sent.

Step 2: Open the destination email and your export will be available for download.

To bulk export multiple employees, tick the checkbox beside the names of the employees. From the Bulk actions, click the dropdown arrow and select Export summaries (.csv) or Export document packets (.zip) from the menu.

Overview of Team Records

Editing a team member’s information

Offboarding a team member

Deleting team member data

Importing team member data in bulk
​Uploading documents for your team members
​Sending an employee to the Team tab

​Want to talk to our Support team? Look for the Intercom icon at the bottom right part of your dashboard and click on New conversation, or send an email to help@workstream.is.