Export Transactions

Time Off transactions are exported based on a specific date range. These transactions, which are exported as a CSV file, may include time off used by employees or available employee balances.

Navigation: Global Export > Run Export tab

Note:

In order for the Global Export item to appear in the navigation menu, the GLOBAL_EXPORT permission must be assigned to the individual (Settings > Roles). This permission can be assigned to anyone (for example, a person in payroll who is not an administrator).

Check the box next to the desired export.
Select an export type and a template.
Select the date range.
Select CSV Export. The export includes retroactive changes.
To access a list of previously generated exports that can be downloaded, select the Results tab. Select the download icon to view the CSV file.
Important:

An export can be run only once. However, you can adjust the columns that display in the file by removing the columns in the template (Settings > Global Export Template) and then selecting the download icon again on the Results tab.