You can run reports of your Personnel and download any or all of the following: Personnel details, notes, certifications with their status, and compliance. You can also get an export from the Resource Pool Overview.
- Personnel Details Report
- Personnel Notes Report
- Personnel Certification Report
- Personnel Compliance Report
Interactive Tutorial
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1. The first step is to open MyPass and click Personnel.
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2. Click Export.
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3. Click Personnel Details. Personnel Details report contains all of the details of each Personnel in the Resource Pool such as UUID, publicID, profile date created, gender, email, phone, and tags.
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4. Click Exports again to download the other report type.
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5. Click Personnel Notes. Personnel Notes report contains all of the notes added to your Personnel profiles and their basic details such as first and last names, email, and resource pool.
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6. Click Exports to download the other report type.
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7. Click Personnel Certification. Personnel Certification report are sent to your email with the subject "Your MyPass exports are ready" due to the size of the file. Finish exporting this report in this email.
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8. Click Exports again to download the other report type.
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9. Click Personnel Compliance. Personnel Compliance contains the compliance requirements of each Personnel such as position, certification requirements, status, and verify date.
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10. The second option is to export from Resource Pools Overview page. Click Overview.
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11. Click Resource Pools.
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12. Click the Download icon. The overview workers report contains the Personnel uuid, profile date created, first name, last name, classifications, and positions.
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13. That's it. You've now exported the Personnel reports!
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