How to Export a List of Team Members

Suppose you're an Account Owner or Super Admin wishing to export a complete user list for your organization, or a Manager wishing to export a list of employees who are on your direct team or descendant teams. This export option is now available on the Members page of the Web Dashboard!

Depending on what information is entered on their employee profile, this export may include:

• Email
• First Name
• Last Name
• Employee ID
• Manager Email
• Program Name
• Roles
• Mobile phone
• Start date
• End date
• Active
• Leave start date
• Leave end date
• State
• Zip
• Annual business mileage
• Commute disallowance amount
• Metadata

Follow the steps below to learn how to export your team user list:

Step 1: Go to the 'Members' section on the Team Dashboard. 

Step 2: Go to 'Edit columns' in the top right corner and select the fields you'd like shown in the export. 

Step 3: Next, select the 'Export' button.

Step 4: Choose your 'File format' and click 'Export data'.  

Your export will then download to your computer and appear in the 'Data Exports' section of the Team Dashboard for the next 7 days. 

Customer Support:

If you need to contact support or have questions, please check out our help center at help.everlance.com or reach out at support@everlance.com or by phone at (872) 814-6308 (USA) or (877)704-2687 (CAN). Our office hours are 9am-5pm EST Monday - Friday and 9am-1pm EST on weekends.