Export Employee Data

The Export Employee Data option enables exporting employee data from the application. All you need to do is select the scenario, budget entity, and select report type and you export the report.

To download the report:

1. Go to Maintenance > WFP> Export Employee Data.
2. On the Employee Reports page:
   1. Select Scenario and Budget Entity.
   2. Select one of the following report types.
      1. Employee Attribute Report: Gives details on employee attributes.
      2. Employee Compensation Metadata: Gives details on employees' compensation items.
      3. Employee Compensation By Period: Gives details of the compensation details of each employee mapped against a scenario for the selected budget entity. Filter by Financial Year and Currency fields to filter the compensation items of each employee based on the selected financial year and currency value when you run the report. The compensation export screen will only display 500 records consisting of limited compensation item data.
         
         Note:

         If you select the Allocation Percentage check box, you can see the employee compensation mapped against different financial year and currency type in the report.
         
         
      4. Employee Export: Gives a report for all employee data loaded. Select the Data Load Rule used to import the data to Planful.
         
         Now you need to select Salary/Pay per hour. The available options are:
         1. As Budgeted: Displays data after applying the raise percentage (as applicable) and includes allocations. 
         2. As Imported displays employee data as loaded or configured in the planning scenario before applying raises and performing allocations.
            
            
      5.  Employee Allocation Report: Gives details on the employees' allocations. Once selected, select the Data Load Rule from the drop-down.
         
         
3. Click Clear to modify the selections if required.
4. Select any of these options below to export the report:
   • Run: This option is used to view the report on your screen. You can also export the report by clicking the export option in the top-left corner. The available options are Print, Print Setup, and Export as Excel.
     
     
   • Export: This option allows you to download the report directly into your system. The available options are Export to Excel, Export to PDF, Export to Google Sheets, and Share. Use any of these to download the reports.