Export & Import

On the Employees tab, we can Export the list as an Excel / CSV.

To export an employee list, simply click on the Export button (marked with an arrow below).

selecting Export on the Employees tab

Here we can scroll and select which categories we want included in the Excel file.

Then we'll click on Export.

selecting categories for the Excel employees list file

The file was automatically downloaded, opening it shows us all of our organization's Employees in an organized Excel table.

the created employee Excel list file

If you wish to add many Assets at once from an Excel file, use the Import button.

There you can either download an Excel Template to get a file compatible with Regulait's Import option (marked with an arrow below) or upload an existing file to import Assets.

the Import window, the Download Template button is marked with an arrow

To return to the HR Management Guide hub, click here.

To return to the main guide hub, click here.

Last updated