Employee Export

Use the Employee Export report to export employee data directly from Ajera CRM to an Adobe Portable Document Format (PDF) file, Microsoft Excel spreadsheet file, or Rich Text Format ( RTF) file.

Contents

Column Description
Employee Number This column displays the employee identification number.
Full Name This column displays the employee's last name, first name, and middle initial.
First Name This column displays the employee's first name.
Last Name This column displays the employee's last name.
Middle Name This column displays the employee's middle name.
Prefix This column displays the prefix or salutation used with the employee's name.
Suffix This column displays the suffix used with the employee's name.
Employee Type This column displays the employee type (for example, Principal, Manager, or Employee).
Title This column displays the employee's job title or job function.
Organization If your company uses organizations in Ajera CRM, this column displays the team to which the employee is assigned.
Supervisor This column displays the name of the employee's Supervisor.
EMail This column displays the employee's email address.
Work Phone This column displays the employee's work telephone number.
Work Phone Ext This column displays the extension for the employee's work telephone.
Mobile Phone This column displays the employee's cellular phone number.
FAX This column displays the number for the employee's home fax machine.
Years with Other Firms This column displays the number of years the employee worked for other companies.
Is Vendor This column contains Y or N (Yes or No) to indicate whether or not the employee is a vendor or consultant.
Vendor Number If the employee is a vendor or consultant, this column displays the vendor number assigned to the employee.
Vendor Name If the employee is a vendor or consultant, this column displays the vendor/partner name.
Address 1 - 3 These columns display the employee's street address.
City This column displays the city from the employee's address.
State This column displays the two-character abbreviation for the state from the employee's address.
ZIP This column displays the ZIP code from the employee's address.
Country This column displays the country from the employee's address.
Home Phone This column displays the employee's home telephone number.
Social Security # This column displays the employee's Social Security number.
Termination Date If the employee is terminated, this column displays the date on which the employee last worked for your company.
Status This column displays the employee's status: Active, Inactive, or Terminated).
Hire Date This column displays the date on which the employee was hired.
Memo This column displays the text entered in Notes on the General tab of the Employee Info Center.
Create User This column displays the user ID of the person who created the record in the Employee Info Center.
Create Date This column displays the date on which the employee record was created.
Modify User This column displays the user ID of the person who most recently modified the employee record.
Modify Date This column displays the date on which the employee record was most recently modified.