Using Employee reports you can download tailored employee data from Planday, such as new hires in a time period, deactivated user accounts, and changes to employee information. First, go to People > Tools > Export data.
In the Export employee details section you will find your previous reports, pre-made templates, and the option to create your own custom Employee report.
Build a Custom Report
Select Create report to begin building your custom employee report:
- Choose whether or not to include headers in your report, then select the export format. If you are unsure of which to use, you will likely use the Download option.
- Select which Department(s) and Employee types to report on, choose whether or not to include deactivated employee accounts, and use the Filter options to tailor your report type and the reporting period. The example above will be a department-based employee change report, including deactivated employee accounts, for the period of August 2018.
- Add, modify, and remove fields to define the data to be included in the report. In the example above the report will return data based on changes made to any of the ten default employee fields.
Once you have finished creating your report select Create. You can now download your report at any time from the Export employee details section.
Automate Reports with Secure File Transfer Protocol
Using SFTP you can automate your Employee reports. To do so, choose Automatic SFTP export, then Show details. Here you can set the export day and time, set a destination for the report, and choose your authentication method. (Username and password or Public Key.)