HRIS Exports

Provides instructions for exporting data from your HRIS site.

BILLING APP

OVERVIEW

You can export all the data in your Namely platform into a .CSV file. You can choose to export all data from profile fields, or you can export partial data depending on the export type you select.

Refer to this video:Data Exports (vimeo.com)

TIP:

You must have the Company can export data global permission in order to access exports. For more information, see Definitions of Access Role Permissions.

EXPORTING DATA

To access company exports:

  1. In the navigation bar, click Company.

  2. Click Data Export. 

  3. Click the appropriate Export Data button based on the type of export you'd like to complete.

A screenshot of a data field Description automatically generated

  1. When data field, company goals, and personal goals exports have finished processing, you can access them by clicking the alert bell in the navigation bar. The Allocation export should download faster. Your data will be exported as a .csv.

EXPORT TYPES

There are four different export types available:

  • Export Data Fields: Exports all available information by employee. Click Export Data to launch this export.

  • Allocation: Contains each employee’s allocation by team. Select the date range and output and click Export Data to download a .CSV file of this export.

  • Company Goals: Provides all information associated with company goals, including status, dates, and details on employees associated with each goal. Click Export Data to launch this export.

  • Personal Goals: Contains all information on each employee’s individual goals within the system. Click Export Data to launch this export.

If you'd like to export performance reviews, read Reports and Exports for Performance Reviews.