Managers can export submitted onboarding information as a CSV for HR (in either 'awaiting approval' or 'completed' state) from their team members including:
- Personal details & emergency contact
- Bank details
- Tax details
- Superfund choice (AU)
- Right to work (UK)
Tip: you can export onboarding data to Xero using our integration. Read more about it here.
Here's how to export as CSV:
1. On the People tab, click on Add People then select Onboard new hire.
2. Click on Settings.
3. Click on Go to onboarding export.
4. Use the search field, location and date selector to refine the list of onboarding forms submitted by your team members. Tick the check boxes of employee onboarding information you'd like to export and click Export.
5. A CSV file will be downloaded to your computer. See the example file.
Note: this CSV export feature is currently not available in the US.