Employee report

Export your employee data.

  1. Open the required company.

  2. Go to Reports.

  3. Select Employees.

    Select Employees.

  4. Select Employee Export.

    The Employee Reports screen with Employee Export report highlighted

  5. Choose the required Tax Year.

  6. Select the Options required:

    • Include Payment Info.

    • Include Bank Account Details.

    • Include Pension Details.

    • Include Year To Date balances.

    • Include Notes (up to 5 most recent per employee).

    Employee export options screen

Example...