Question
I know how to import information for employees via a CSV file into the Employment Hero HR platform, but what about the opposite? How do I download or export our current data?
Availability
| HR Plan: | Premium | Platinum |
| User Access: | Employee | Manager | Admin |
This is the default access level per user and whether they have view, edit and delete access, excluding any changes made via our Custom Security feature.
Answer
Within your organisation, you may have times where you will need to review your employee records in bulk. Depending upon the size of your organisation, the duration of this process can be substantial if you are reading the records one at a time. Whilst one method is our popular custom report feature, you can only access this on premium plans and up.
An alternative that is available to all HR plans is simply using the Import Employees feature to download from a range of templates with varying data fields. The feature can save you time and make sure your platform has the correct data loaded whilst offering you documentation that you can manipulate, update, and import once revised.
- Click the People menu.
- Click the Import Employees submenu.
- Click on one of the following sample templates:
- Recommended: Advanced Import Employees (Including pay details).
Helpful Hint
This contains the maximum information available based on all employee details.
- Update employee employment details.
- Update employee pay details (Xero and MYOB).
- Update user pay details (Employment Hero Payroll, Europe, QuickBooks Online).
- Quick import employees.
- Update employee custom fields.
- Choose at least one of the checklist options:
- Include existing user information.
Helpful Hint
Check this box for all current employees.
- Include terminated users.
Helpful Hint
Check this box for all ended employees.
Important
Leaving both boxes with no ticks will provide you with a blank template.
- Click the Download button.
Author recommended
So you have now imported your employees via CSV and you are now wondering, what next can I do. There are two recommendations I would make on this front and they are:
- How Do I Assign Admin Access | HR FAQ This FAQ answers a common question we receive around how do I assign an employee admin access to our platform?
- Re-activate a Terminated Employee | HR FAQ This FAQ answers a common question we receive around how to re-activate a terminated employee on your platform.