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How to Export Data from a Comp Cycle

Admins or Permissioned users can export comp cycle data by selecting export options in settings and downloading the CSV file via an email link.

If you need to export data from your comp cycle, follow these simple steps. This feature is available to users with Admin or Permissioned role access.

Step 1: Select the Data You Want to Export

After navigating to the comp cycle you'd like to export data from, follow these steps:

  • Click on Settings in the top right corner 

  • In the settings menu, select Export.

  • Choose the type of data you want to export from the available options.

Export Data Types: 

Employee Data This export includes comprehensive details for all employees in the comp cycle at the time of download.

Employee data With Recommended Values This export will include the same data as the “Employee Data” export but also includes recommended values for easier review.

Employee Data w/ Rec Values Ordered By Column Add This export provides employee data similar to the above but with values ordered by column addition for easier reference and organization.

Planning Groups This export allows you to download data related to your planning groups, which will include: Planning Group Name, Planner Email/s and Planning Partner Email/s

Group Budgets This export lets you download information related to group budgets within the comp cycle. This may include: Planning Group, Wave, Status, Approved At, Planner Name, Planning Partner Names, Total Budget Allocation, Total Budget Spent, Annual Bonus Budget Allocation, Annual Bonus Budget Spent, Refresh Equity Budget Allocation, Refresh Equity Budget Spent, Salary Increase Budget Allocation, Salary Increase Budget Spent, Spot Bonus Allocation, Spot Bonus Budget Spent. This also includes the budget breakdown for each component by Planning Group

Change History This export will allow you to download details about changes made during the comp cycle. The information included will be: Date Changed, Changed By, Change Type, Employee ID, Employee Name, Changes new and old

Comments This export allows you to download all comments made within the comp cycle. It will include: Comment, Commenter, Employee, Timestamp

Sent Reward Letters This export provides data on reward letters sent to employees. It includes:  EID, Employee Name, Letter ID, Letter File, Letter Template, and Date Sent.

 

Step 2: Receive an Email with the Export Link

Once you have selected the data you wish to export, you will receive an email containing a link to download the exported file.

Step 3: Download the Exported File

  • Open the email and click on the provided download link.
  • The file will be downloaded as a .csv file that you can view and open in any compatible spreadsheet software (like Excel or Google Sheets).

 

Notes:

If you do not receive the email with the download link:

  • Check your spam or junk folder to ensure the email hasn't been filtered.
  • Ensure that you have the correct permissions to export data.