Quick Excel Exports are a variety of 1-Click reporting options, giving administrators quick access to the information they need.
The Quick Excel Exports drop-down allows you to generate the following reports by clicking the name of the report:
| Report Name | Description |
|---|---|
| Export Employees | Exports ALL Employees from system |
| Export Dependents | Exports ALL Dependents from system |
| Export Benefit Census | Exports Benefit Census |
| Export Employee Benefits | Exports ALL employee benefits from system |
| Export Employee and Dependent Benefits | Exports ALL of employee and dependent information from system |
| Export Compensation Transactions | Exports ALL compensation transactions from system |
| Export Compensation Rates | Exports ALL Compensation rates from system |
| Export Deductions | Exports ALL Deductions from system |
| Export Time Off Balances | Exports ALL Time Off Balances from system |
Export Employees
This export pulls all employee demographic information, regardless of their current employee status. Possible use cases for this export are as follows:
Pulling demographic data to update a large number of employees.
- This export is in the same format in which a user will need to import employee demographic information. This export can be pulled, data can be updated, and the same file can be imported back into the system.
Running demographics on departments, user-defined fields, facilities, etc.
- A user can pull this export and use Excel's filter functionality to create a count of employees that are in certain departments or facilities, or any other way employees are organized in the system.
The "Employees" export provides the following columns:
| Employee SSN | First Name |
| Street 1 | Street 2 |
| Zip | Home Phone |
| Work Phone | Birth Date |
| Marital Status | Tobacco User |
| Hours Worked | Work Email |
| Facility 1 Name | Facility 2 Name |
| Hire Date | Original Hire Date |
| Benefit Eligibility Date | Benefit Status |
| Termination Reason | Title |
| Occupation | Workers Compensation |
| ACA Employee Status | Add'l Household Income |
| Work Phone Extension | Payroll Hours Worked |
| Payroll Frequency | Name Suffix |
| Middle Name | Last Name |
| City | User Defined Lookups 1-15 |
| Mobile Phone | Home Email |
| Birth Location | Gender |
| Handicapped | Employee ID |
| Employee Status | Department |
| Job Code | Employee Type |
| Alt. Service Date 1 | Alt Service Date 2 |
| Retirement Date | Termination Date |
| Pay Schedule | Ethnicity |
| State | User Defined Fields 1-5 |
| Country | EEO Class |
| Payroll Auto Pay | Pay Type Salary |
| Cost Code | Payroll Pay Group |
Example of Export
Export Dependents
As with the employee export, dependent exports can be used to import-dependent or beneficiary data into an employee's record.
This export is useful if the user wishes to see a list of all dependents against all employees in one report.
The columns provided for the "Export Dependents" export are:
| Employee SSN | Dependent SSN |
| Last Name | Suffix |
| Birth Location | Gender |
| Full Time Student | Part Time Student |
| Eligible Beneficiary | First Name |
| Middle Name | Relationship |
| Birth Date | Tobacco User |
| Handicapped | Student Hours |
| Eligible Dependent |
Example of Export
Export Benefit Census
The "Benefit Census" report provides the following columns:
| Employee SSN | Dependent SSN | First Name |
| Middle Name | Last Name | Suffix |
| Relationship | Birth Date | Birth Location |
| Gender | Tobacco User | Handicapped |
| Full Time Student | Part Time Student | Student Hours |
| Eligible Dependent | Eligible Beneficiary |
Example of Export
Export Employee Benefits
The "Employee Benefits" export provides the following columns:
| SSN | First Name |
| Last Name | Hire Date |
| Package Name | Benefit Name |
| Plan Name | Option Name |
| Coverage Amount | Effective Date |
Example of Export
Export Employee and Dependent Benefits
The "Employee and Dependent Benefits" export provides the following columns:
| SSN | First Name |
| Last Name | Hire Date |
| Package Name | Benefit Name |
| Plan Name | Option Name |
| Coverage Amount | Effective Date |
| Dependent First Name |
Dependent Last Name |
| Relationship |
|
Example of Export
Export Compensation Rates
The "Compensation Rates" export provides the following columns:
| SSN | Rate Type |
| Rate Code | Start Date |
| Stop Date | Rate Code 1 |
| Rate | Rate Hours Worked |
| Overtime Rate | Other Rate |
| Notes | Auto Pay |
| Auto Pay Hours |
Example of Export
Export Compensation Transactions
The "Compensation Transactions" export provides the following columns:
| SSN | Comp Type |
| Effective Date | Amount |
| Comp Category | Comp Notes |
Example of Export
Export Deductions
This report will export employees regardless of their current employee status, meaning that terminated employees will appear on the spreadsheet.
Each employee is given one record, or row, in the spreadsheet per benefit plan deduction. The report will also contain historical data, and not just the most current election from the employee. The user can use the filter function in Excel to filter by benefit package if they wish to see only the most current deductions.
This export contains benefit deductions as seen on the employee's Employee > Benefits > Benefits page.
The "Deductions" export provides the following columns:
| SSN | First Name |
| Last Name | Package Name |
| Benefit Name | Effective Date |
| Deduction (Amount) |
Example of Export
Export Time Off Balances
The "Time Off Balances" export provides the following columns:
| SSN | Transaction Date |
| Time Off Balance | PTO Type |
Example of Export
