How do I download employee records?

When downloading member data, you can report on all member, employment, employer and fund data elements captured in the Portal or you can select specific data to create the CSV file. 

1. From the Dashboard view, on the Maintenance panel, click the Member Maintenance button.
2. If more than one employer is listed, select the employer(s) whose members you want to report on and click OK.
3. Click Next to show all the member records on the Member view screen.
   If a filter has been previously set to display member records with validation issues, these may display. Click Next again to continue to the Member view screen.
4. Click the cog icon on the Download button.
   
   
5. In the popup that displays, make your selections, and then click OK.
   Each item selected will form a column in the downloaded file. For column headings, make sure Include Column Headers is selected.
   
   
6. Click the Download button. The member data is downloaded in a CSV file to your Download folder.