Overview
Extracting your data from Talexio is an easy process. This article will explain the steps required to extract the different types of data you might need to download from Talexio.
Permissions
To extract employee data, you will need the Manage All Employee Data, and the Manage Employment Position History permissions on global.
To extract leave data, you will also need the Approve Leave and Manage Leave Types permissions on global.
To extract payroll data, you will also need the Manage Payroll permission on global.
To extract time and attendance data, you will also need the Manage Time Clocking permission on global.
To extract performance review data, you will also need the Manage Performance Reviews and Manage Performance Strategies and Criteria permissions on global.
To extract training data, you will also need the Manage Courses and View Training permissions on global.
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To extract data on your employees, go to the People section and click on Reports and Generate a new report:
From here, you can select the fields required from the Add columns field. If you would like the data for all employees (including terminated employees), remove all fields from the date based filters.
Then click on Generate Report. This will download an excel file with the required data.
For more information on the People Report, click here.
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To extract data on your employees' leave, go to the Leave section and click on Reports and Generate a new report:
From here, go to the Full Leave Export, select all leave types and click on select all to select all the fields (or else you may select the require fields only). Change the date range to include the period you would like the data for, and press Generate Report.
This will download an excel file with the required data.
For more information on Leave Reports, click here.
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To extract data on payroll, go to the Payroll section and click on Reports and +Generate a payroll report:
From here, select XLSX, select multiple payrolls and tick the check box on the right to select all payrolls. Then click on select all fields and press Generate.
This will download an excel file with the required data.
For more information on Payroll Reports, click here.
If you require a download of FS3s and FS5s, click on the links for more information.
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To extract data on Time and Attendance, go to the Time & Attendance section and from within the Clockings tab click on reports and timesheet report:
From here, amend the date range as required, deselect exclude active and broken clockings if you would like the data to include clockings which are ongoing and clockings with a missing punch in/out. Select XLSX and click on download.
The export will look like the below image. You can remove columns if necessary.
For more information on Time & Attendance Reports, click here.
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To extract data on Performance Management, go to the Performance section and from within the Reviews tab click on reports and detailed criteria report:
From here, amend the date range as required, and click on download.
The export will look like the below image. You can remove columns if necessary.
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To extract data on Training Management, go to the Training section and from within the Courses tab click on reports and Courses report:
From here, select XLSX, select all courses from the check box on the right, amend the date range as required, and click on download.
The export will look like the below image. You can remove columns if necessary.
You can also generate the Course Session Report for a detailed report on the individual sessions within a course:
The export will look like the below image. You can remove columns if necessary.
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