Skip to content
Log in
  • There are no suggestions because the search field is empty.

Download Leavers Data

Summary

 The Download CTA (Call to Action) in the Leavers section allows users to download all the data present in the Leavers tab. This feature is useful for exporting employee exit records and maintaining offline copies of relevant data.

In this article

  •  Before you begin
  • Step 1: Locate the Download CTA in the Leavers section
  • Step 2: Download the data
  • Frequently Asked Questions (FAQ)

Before you begin

  • You must have the appropriate permissions to access the Leavers section and the download functionality.
  • The Download CTA will export all data visible within the Leavers tab into a downloadable file (typically CSV or Excel format).

Step 1: Locate the Download CTA in the Leavers section

  1. Navigate to the Lever tab in your Plumm platform dashboard.
  2. Go to the Leavers section where the list or grid of employees who have left the company is displayed.
  3. Look for the Download CTA button (usually labeled "Download" or "Export").
    • This button is typically located at the top-right or bottom of the Leavers tab, depending on the layout of the interface.

Step 2: Download the data

  1. Click on the Download CTA button.
  2. A prompt will appear asking you to confirm the download.
  3. Choose your preferred format (if applicable) for the download (e.g., CSV or Excel).
  4. Click Download to export all the Leavers data present in the tab.
    • The download will include all available records and information related to the Leavers section, such as exit dates, reasons for leaving, and feedback.

Frequently Asked Questions (FAQ)

1. What data will be included in the downloaded file?

 The downloaded file will include all data visible in the Leavers tab, such as:
  • Employee names
  • Reason for leaving
  • Exit dates
  • Feedback or notes related to their departure
  • Leave balances, final pay details, and other relevant exit information 

2 . Can I select specific columns or data to download?

Currently, the Download CTA exports all the data present in the Leavers tab. If you need more granular control over what data is exported, you may need to manually filter or adjust the data before initiating the download. 

 

 3. What format will the data be downloaded in?

Typically, the Leavers data is downloaded in CSV or Excel format, but the format may depend on the settings and configurations of your system. If no format option is provided, it will most likely be in CSV.
 
  

4. How can I access the downloaded data?

Once the download is complete, the file will be saved to your device's default download folder (or a location you choose). You can open it using software like Microsoft Excel or Google Sheets.
 
 

5. Can the download option be restricted to certain users?

Yes, access to the Download CTA feature may be restricted to users with specific permissions, such as HR admins or  other authorized personnel. If you cannot see the option, check with your system administrator.
 
 

Notes

  • File Format: Ensure you have software that can open CSV or Excel files, such as Excel, Google Sheets, or similar programs.
  • Permissions: If you don't have access to the Download CTA, request appropriate access from your admin team.
  • Data Security: Be mindful of the sensitive nature of Leavers data when downloading and storing files.