You can export employee data from Workable by using the Employee details report (or another HR report, depending on the data you need) or by using the Workable API. Employee data isn't included in the full data export that Workable provides on request, so these are the options available to you.
Note: The full data export covers recruiting data only, such as candidates, jobs, and messages. It doesn't include employee data. If you're migrating to another system or leaving Workable, export your employee data using the options below before your account is closed.
Exporting employee data with HR reports
Reports are the quickest way to export employee data without any technical setup. Your account needs to have Employee Onboarding and Management features enabled to access them.
Employee details report
The Employee details report is the best option for exporting employee profile data. You can customize it to include any field from your default profile template, such as personal details, job information, and custom fields.
To export employee data with the report:
- Go to Reports in the main navigation bar
- Open the Employee Management tab and select the Employee details report
- Filter the report by department, entity/location, or start date if you only need part of your data
- Select Customize data and tick the fields you want to include as columns
- Select Export to CSV
The file is downloaded to your device straight away. Each member only sees, and can therefore export, the employees they have access to in the Employee Directory. To export data for all employees, use an account member with full employee access.
For more details on filters and customization, read Using the Employee details report.
Other HR reports
If you need specific employee-related data rather than full profiles, other reports in the Employee Management tab can be exported as well:
- Headcount report: Your company headcount, broken down by entity, location, department, and employment status
- Profile updates report: Changes made to employee profile fields over time
- Time-off requests report and Time-off balances report: Employee time-off requests and remaining balances
- Attendance report: Employee attendance and worked hours
- Payroll reports: Employee data prepared for payroll processing
Availability depends on the HR features and plan you have. To learn more about exporting from any report, read How do I export reports?
- Reports export data in CSV format and include only the fields and filters you've selected
- Employee documents, such as signed files uploaded to profiles, aren't included in report exports
Exporting employee data with the Workable API
If you need all of your employee data, or want to transfer it to another system automatically, you can use the Workable API. This option requires help from a developer or your IT team.
To get started:
- Ask an Admin to generate an API access token for your account
- When creating the token, select the r_employees scope to allow reading employee data
- Share the token securely with the person who will make the API calls
With the r_employees scope, you can:
- List all your employees
- Get the full profile of a specific employee
- Get the documents of a specific employee
- List your employee fields, to understand the data structure of your profiles
- The r_employees scope gives access to sensitive employee information, so share the token only with people who need it and set the shortest expiration that fits your needs
- The API has a limit on the number of requests you can make in a given time. If you reach it, review your implementation and space out your requests
For the full list of employee endpoints and examples, read the Workable API documentation.