The Bulk Data Tool allows you to quickly and easily export and import data into and out of your intelliHR platform. The Bulk Data Tool export function is also a great way to review your current data prior to amending data for a large number of people in one go such as updating the email domain for all or amending all business units following a business restructure. Sometimes as an administrator, you may only want to export specific information such as emergency contact details or primary phone numbers. The people data export allows you to select the fields you wish to export.
How to export specific profile data using the people data export
To export specific people data from intelliHR complete the following steps:
- Navigate to Settings >> Data Import/Export
- Click the Export Button
- Select People Data in the export type
- Select a person lookup column to add to the export
(Lookup via display name is the most commonly used as this will add the employee name in column one of your export; however, if you are reconciling this data with that of a separate system adding a lookup via employee number or intelliHR id may be appropriate to assist when working with multiple sets of data) - Select the fields you wish to export (Uncheck anything you do not wish to export)
6. Select Export
This will export all selected information by CSV.