Export a List of Employees

Administrators can export a spreadsheet containing employee information from Trakstar Perform. This export is useful for reviewing employee records, verifying data, or performing spot checks outside the system.

The exported spreadsheet includes employee details such as manager, position, process, and any custom groups configured for your organization, such as department or location.

Export the Employee List

Sign in as an administrator.
Navigate to Employees.
Select the Active tab to display all active employees in your organization.
Select Export in the upper-right corner of the page.

Download the Export

After you select Export, the request is processed as a background job.

The export status is available from the Notifications (bell) icon at the top of the page.
Depending on the size of your organization, the export may take several moments to complete.
You can continue working in Trakstar Perform while the export is being generated.

When the export is complete:

Select the Notifications (bell) icon.
Select the download link to retrieve the spreadsheet.

Information Included in the Export

The exported spreadsheet contains employee information available within your Trakstar Perform account, including:

Employee details
Manager
Position
Assigned process
Department
Location
Other configured custom groups

This export provides a convenient way to review employee data and verify information outside of Trakstar Perform.