How do I export employee data from Simployer One? 

Who can export employee data from Simployer One? 

Only users with the Owner role can export employee data from Simployer One. 

This restriction helps protect sensitive employee information, including compensation data. Both export methods described in this article are available only to Owners. 

What are the ways to export employee data from Simployer One? 

Note: Both methods export the same employee data. The Employees export lets you filter and select specific employees before exporting. 

How do I export all employee data? 

1. Go to Settings.
   
2. Select Export/Import.
   
3. Locate the CSV section.
   
4. Click Export.
   
5. The CSV file is generated and downloaded to your device. 

How do I export selected employees? 

1. Go to Employees. 
2. Filter the employee list if needed. 
3. Select the employees you want to export. 
4. Click Export. 
5. Choose the export format: Excel or CSV. 
6. Click Export. 

Note

This export contains the same employee data as the standard CSV export under Settings. The difference is that you can filter and select specific employees before exporting, and you can choose Excel or CSV. 

What file formats are available? 

• Settings → Export/Import → CSV → Export always exports a CSV file. 
• Employees → Export lets you choose either Excel or CSV. 

Tip: If you need to work with the employee data in Microsoft Excel, consider using Employees → Export and selecting Excel as the export format. This avoids potential formatting issues that can occur when opening CSV files directly in spreadsheet applications. 

Can I filter the employee export? 

The standard CSV export under Settings does not provide filters or column selection. The Employees export lets you filter and select which employees to include before exporting. If you need custom columns, reusable datasets, or custom fields, use Reports. 

Does the export include archived employees? 

The export includes status and offboarding fields such as active, offboardDate, offboardComment, employment.terminated, and employment.endDate. You can use these fields to identify active and archived employees. 

Does the export include custom fields? 

No. Custom fields are not included in the standard employee export. To export custom fields, create a Colleague report under Reports. 

Which employee information is included? 

The export can include employee identification and contact information, home address, bank information, organization and reporting structure, employment information, compensation and tax information, and the vacation allowance limit. 

Important: The export may contain sensitive personal information. Store and share the file according to your organisation's data-protection procedures. 

Should I use the employee export or Reports?