Export Employee Activity

When employees engage with their Benefits Toolkit, their activity is tracked and stored in your admin dashboard. You can analyze and manage the data within the dashboard, but it's also easy to export the data to use in another program or system.

First, log in to your admin dashboard and navigate to the 'Employees' tab. Filter data if desired.

Click the "Download Employee Data" link at the bottom of your employee information then click the radio button for the list you would like to value ("Full" for entire employee list or "Filtered" for current filtered view). Click the green "download" button to download a CSV file of the selected view.