Purpose: To export out all the saved data ( e.g., labels, positions, departments, leave types etc) into PDF or excel
Step 1
Navigate to Left Menu and search for Utilities (a), then click Export Tool (b).
Step 2
Once clicked, you will be redirected to the below screen where you can see all the modules inside of your Worksy account.
Step 3
Click one of the modules from the listing and you may see the related categories. All the categories will have both,
i) Custom Download
ii) Quick Download
i) Custom Download
You may click Custom Download if you wanted to add information like the template name, generated by whom, and date, and sort the information before exporting out
After verifying the information, you may either export the template as Excel or PDF
ii) Quick Download
You can click quick download if you wanted to download immediately without any customized template
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