Data extracts allow you to export payroll information for reporting, record keeping, or bulk updates. You can download a pre-populated template containing employee data or a blank template, in either CSV or Excel format.
Download a data extract
Navigate to Payroll Settings > Data Extracts.
Select the Data Type you want to export.
Available options include:
Template with Employee Data – Exports a pre-populated template containing all active employee records.
Template with Employee Data (Including Terminated Employees) – Exports a pre-populated template containing both active and terminated employee records.
Empty Template – Exports a blank template containing column headers only.
Select the required File Format.
Available formats:
CSV – Opens in Microsoft Excel or any compatible text editor.
Excel – Downloads as a native Microsoft Excel (.xlsx) file.
Click Download.
The selected data extract will be downloaded to your device.