When offboarding, you can utilise the reporting functionality to export your data in a machine-readable format, as mandated by GDPR.
Specifically designed for this purpose are two key reports for employee personal data:
The Standard Employee Details Report
The Paycircle Employee Details Report
For employee year-to-date information:
The Standard Year-To-Date Report
The Paycircle Year-To-Date Report
The reports mentioned above prefixed with ‘Paycircle’ are custom reports, which can be duplicated and edited in the custom report builder. The content of the report can then be tailored to a large extent including columns, column headings, formatting of different types of cells (e.g. date, decimal, boolean, etc), and filtering of the data in the report based on custom criteria.
All other reports can be used for offboarding and onboarding to another system. Common documents used for this purpose, which are available to the customer in the application, include:
FPS files
BACS files
For detailed guidance on using the custom report builder, refer to the following articles: Overview of custom reporting and Create a custom report template.