FAQ

Exports FAQ

Frequently Asked Questions on Workeasy Software Exports

How do I run and download an export?


1. Click    in the Left Nav

 

2. Select an export from the list


 

3. Apply filters (If applicable)

Date Range Selector

 

Filter Description
Use Pay Period Export will populate hours for the duration of the pay period
Use Date Range Export will populate hours based on the custom date range selected

 

Job Costing Filter

 

Filter Description
Jobs Export will display employee timesheet data from selected Jobs
Projects Export will display employee timesheet data from selected Projects
Clients Export will display employee timesheet data from selected Clients

 

Employee Filter

 

Filter Description
Employee General Export will display timesheet data based on archiving status, employee type, pay type, FT/PT status, or by a searched name
Employee Groups Export will display timesheet data based on selected Location, Department, Position, or customized groups
Employee Custom Fields Export will display timesheet data based on selected Custom Fields. Click the "Check Expiration Date" box to verify if the custom field is valid or expired

 

4. Click   

*The following message will be displayed: "Export accepted as long running task" 

 

5. Click Background tasks in the notification center in the top right corner   

 

6. Click 


*An IIF or CSV file of the export will download to your computer


 

How do I add/remove columns?


1. Select an Export


2. Click    and select Edit 


 

3. Click the drop down on Columns

 

4. Click  to add

 

5. Click to remove

 

6. Click  


 

How do I view exports in decimals?

1. Select an Export

 

2. Click    and select Edit 



3. Click the drop down on Columns

 

4. Select a column

5. Change data type to "Integer" and Format to "MIN-D ~ 3.53"

6. Click    and