How do I download employees and their data when they have completed onboarding?

You can download a list of employees and then filter the data in Excel.

1. On the Dashboard view, on the Employee Services panel, click the Employees button.

2. The screen that displays, shows the process steps across the top, starting with Select Employers.

3. If you have access to multiple employers, you will need to select the relevant employer(s) from the Select employer(s) to maintain dropdown.
If you have access to only one employer, all onboarded employees for that employer will automatically display.

4. Click Next.

It may take a few moments for members to load, depending on the number. If mandatory information is missing for one or more employees, validation errors will occur and the screen will only progress to the Validation Issues step.

5. If applicable, resolve any validation errors for the employees. 

If there are validation errors, you are able to move to the next screen by clicking Next in the following step.

6. Click Next.
The screen progresses to the Review step where you can view the list of employees.

7. Click the cog icon   on the Download button. This will open a pop-up list of options to filter the collected employee data for your file download.

8. In the popup that opens, select the columns that you want to display in the downloaded file.

Ensure one of these columns is Status. Each item selected will form a column in the downloaded file.

9. For column headings, make sure Include Column Headers is selected.

10. Click OK.

11. Click the Download button. The employee data is downloaded in a CSV file to your Downloads folder.

12. Open the CSV file in Microsoft Excel and filter the file via the Status column.