You can quickly download member information (employee roster) registered in flex as Excel or PDF. You can select and download only filtered member information, and when downloading, multiple types of information can be downloaded as a single Excel file with each type separated into tabs, rather than individual files.
You need management permission for the information category you want to download among the member HR information permission categories.
To protect members' personal information, even admins with permissions must enter a reason and set a password when downloading Excel or PDF files.
Downloading Member Information as Excel
Go to [Members] in the left menu → click the checkbox on the left of each member to download their information, or click the top checkbox to select all members at once.
You can combine various filters provided in the Members menu to download only specific members' information.
Select the members whose information you want to download, then click [Download Information] → [Download Member Information as Excel] at the bottom.
Click 🔽 on the right side of Download Information to individually select the information to download.
If you enable [Include Concurrent Organization in HR Info], you can also see concurrent organizations. Members with concurrent positions will be downloaded in multiple rows.
You can receive a file with member information divided into as many rows as the number of organizations they belong to.
If you want to download members in a single row without duplicates based on their primary organization even if they belong to multiple organizations, please turn off the Include Concurrent Organization option before downloading.
Since you are downloading members' personal information, you must enter a download reason and set a file password.
The entered reason is recorded in [Settings] → [Audit Log] so that system administrators can monitor who downloaded member information to their personal device and for what reason.
Please refer to the details about the selected download information!
[HR Information], [Personal Information], [Contract Information], [Salary Payment Information], and [Special Notes] can be viewed at once in a single tab.
[Awards & Disciplinary Actions] information can be downloaded when selecting HR Information.
[Family Information] is available for Excel download only. It includes health insurance dependent status, basic deduction and child tax credit eligibility, etc.
Language, certification, project, and skill information can be downloaded when selecting [Competency Information].
[Education-related records can be downloaded when selecting [Education Information].
Additionally, [Career & Education History] can be downloaded.
Downloading Member Information as PDF
Go to [Members] in the left menu → click the checkbox on the left of each member to download their information, or click the top checkbox to select all members at once.
You can combine various filters provided in the Members menu to download only specific members' information.
Select the members whose information you want to download, then click [Download Information] → [Download Member Profile PDF] at the bottom.
When performing bulk downloads, it may take several tens of minutes if many members are selected.
If the number of members is too large, we recommend downloading in batches.
Click 🔽 on the right side of Download Information to individually select the information to download.
Since you are downloading members' personal information, you must enter a download reason and set a file password.
The entered reason is recorded in [Settings] → [Audit Log] so that system administrators can monitor who downloaded member information to their personal device and for what reason.
Please refer to the details about the selected download information
[HR Information]: Current HR information of the member. Includes awards and disciplinary action history.
[Appointment History]: Includes all appointment records since the member joined the company
[Contract Information]: Includes employment contract and wage contract information entered in the member's profile
[Competency Information]: Includes project, language, and certification information entered in the Growth tab of the member's profile
[Education Information]: Includes education history entered in the member's profile.
Downloading Member Employment Income Certificates
Admins with [Payroll Data] permission can go to [Members] in the left menu → click the checkbox on the left of each member or the top checkbox to select members for employment income certificate download.
You can combine various filters provided in the Members menu to download only specific members' employment income certificates.
Click the pay statement, earned income withholding tax receipt, or earned income withholding tax ledger to download, then select the period, document, reason, etc., and click [Download] at the bottom.
When downloading multiple members' statements, you will receive a separate notification when the download is ready. Depending on the download volume, it may take from a few minutes to several tens of minutes, but don't worry — we'll send you a notification when it's ready!
FAQ
How can I check the reason entered when downloading information?
How can I check the reason entered when downloading information?
You can check it in [Settings] → [Audit Log] in the left menu as shown in the image below. Enterprise plan users can view up to 90 days of records, while other plans can view up to 7 days.
I granted member information viewing permission, but member information download is not possible.
I granted member information viewing permission, but member information download is not possible.
To download member information, you need the 'Manage' permission for [Member Personal Information] and [Member HR Information] in Settings - Permission Settings on the left menu. Please note that viewing permission alone is not sufficient for downloading!
Can I view or download a list of members who were employed, resigned, or on leave during a specific period?
Can I view or download a list of members who were employed, resigned, or on leave during a specific period?
Currently, the Members menu does not provide a date range filter, so you cannot view and bulk download member lists for a specific period. Therefore, you need to set the reference date and employment status filters as shown in the image below, download the member information, and then process it separately in the downloaded Excel file based on hire date/resignation date.
The password is incorrect when downloading member information as Excel.
The password is incorrect when downloading member information as Excel.
You may have entered the password incorrectly, or auto-capitalization from keyboard settings may have been applied during download. When entering the password, click the eye icon on the right side of the input field to verify and copy the password for convenience.
Can I also download content entered in HR Notes?
Can I also download content entered in HR Notes?
HR Notes can only be viewed and written by admins with the appropriate permission. However, since this feature functions like a 'memo', it does not provide separate Excel download or compilation features. Please keep this in mind!