How To Export From Rise People (Everest)

Goal

• Export data from Rise People (Everest)
• Extract data from Rise People (Everest)
• Generate employee reports from Rise People (Everest)

Reports 

• Employee Contact Points
• Employee Details
• Employee Financial
• Employee Tax and Compensation

Process:

1. Click the Reports tab to the left navigation pane
2. From the reports tab, navigate to the Custom Reports page
3. The reports of interest will be under the Employee Reports heading
4. Click the Reports mentioned below,
   1. Employee Contact Points
   2. Employee Details
   3. Employee Financial
   4. Employee Tax and Compensation
5. Once the reports have been opened, select All in the drop-down to ensure all employees are included
6. When the table loads, scroll to the far-right and click the Excel export button
7. Repeat the process for all reports required

Additional Information

To export these files, you must be logged in as an administrator; otherwise, you will be unable to generate the report. 

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