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How to Export Employers and Worksites

This shows how a client admin can export a list of employers and worksites.

Goal

 A client admin can export the list of employers and worksites into an Excel spreadsheet by following the below steps:

Employers

ExportEmployers.jpg

  1. Log in as a client admin.
  2. Click on "Export Employer List to Excel" to get a list of employers and employer characteristics. Click on "Export Employer and Worksite List to Excel" to get a list of employers and worksite addresses.

Worksites

ExportWorksites.jpg

  1. Log in as a client admin.
  2. Select an employer.
  3. Go to the Worksites tab.
  4. Click on "Export All Records to Excel" to get a list of worksites for that employer.
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