Exporting shifts
Article Content
Pilla lets you export shift and leave data so you have records outside the app. There are three export options: shifts by user, shifts by team, and user leave. All exports are sent to your email as downloadable files.
Export shifts by user
This export shows attendance and hours for an individual staff member.
On mobile
- Go to the Shifts tab
- Tap the blue menu button
- Tap Export shifts by user
- The screen opens showing shifts for the first user
The AppBar shows the selected user's name.
Setting the date range -- Use the Start Date and End Date pickers below the AppBar. Both dates are optional. Without dates, all shifts for the user are shown.
Each shift card shows the shift name, team, time range, and clock-in status.
Exporting:
- Tap the download icon in the top-right corner of the AppBar
- On success, an alert appears:
Export Started Your shift export is being processed. You will receive an email with the download link shortly.
- Tap OK
The download icon is disabled when no shifts are loaded or an export is already in progress.
Changing user -- Tap the Change User button in the floating bar at the bottom to select a different employee.
Swipe actions -- Swipe right on a shift card to open the team thread for that shift. Swipe left to send a direct message about that shift.
On web
- Open the Shifts tab
- Click the Menu button
- Click Export shifts by user
- The Export Shifts by User side panel opens on the right
Selecting a user -- Click the Select a user dropdown at the top of the panel. A list of all users appears. Click a name to select them.
Setting the date range -- Use the Start Date and End Date pickers below the user selector. Both dates are optional.
Once you select a user, a preview of their shifts loads in the panel. Each shift card shows the shift name, team, time range, and clock-in status. If there are more shifts to load, click Load More at the bottom of the list.
Exporting:
- Click the Export button in the top-right corner of the panel header
- On success, a notification appears confirming the export has started and you will receive an email with the download link
The Export button is disabled until you select a user with at least one shift.
Export shifts by team
This export shows all shifts for a specific team across a date range.
On mobile
- Go to the Shifts tab
- Tap the blue menu button
- Tap Export shifts by team
- The screen opens showing shifts for the first team
The AppBar shows the selected team's name.
Setting the date range -- Use the Start Date and End Date pickers below the AppBar. Both dates are optional. Without dates, all shifts for the team are shown.
Each shift card shows the employee name, team, time range, and clock-in status.
Exporting:
- Tap the download icon in the top-right corner of the AppBar
- On success, an alert appears:
Export Started Your export is being processed. You will receive an email with the download link shortly.
- Tap OK
The download icon is disabled when no shifts are loaded or an export is already in progress.
Changing team -- Tap the Choose Team button in the floating bar at the bottom to select a different team.
Swipe actions -- Swipe right on a shift card to open the team thread for that shift. Swipe left to send a direct message about that shift.
On web
- Open the Shifts tab
- Click the Menu button
- Click Export shifts by team
- The Export Shifts by User side panel opens on the right
The web version uses the same panel as export shifts by user. Select a user who belongs to the team you want to export, then set your date range and click Export.
Export user leave
This export shows leave balances and leave history for your staff.
On mobile
- Go to the Shifts tab
- Tap the blue menu button
- Tap Export user leave
- The User leave screen opens showing all employees and their leave balances
The AppBar title is "User leave".
Each row shows:
- User name and profile picture
- Leave hours used (taken + booked) out of entitled hours (e.g. "120/200 hrs")
- Average hourly rate
Exporting all leave balances:
- Tap the download icon in the top-right corner of the AppBar
- On success, an alert appears:
Export Started Your leave export is being processed. You will receive an email with the download link shortly.
- Tap OK
The download icon is disabled when no leave balances are loaded or an export is already in progress.
Viewing a user's leave history -- Tap on any user row to open their individual leave screen. The AppBar shows the user's name, and below it the Holiday Year or 52-Week Period dates are displayed. A list of all leave shifts for that user appears, each showing the leave category and date.
Exporting a single user's leave:
- Tap on a user to view their leave history
- Tap the download icon in the top-right corner of the AppBar
- The export starts and you will receive an email with the download link
Changing user -- On the individual leave screen, tap the Change User button in the floating bar to view a different employee's leave.
On web
- Open the Shifts tab
- Click the Menu button
- Click Export user leave
- The Leave Balances side panel opens on the right
The panel shows all employees with their leave balances. Each row displays the user's profile picture, name, hours used out of entitled hours, and average hourly rate.
Exporting:
- Click the Export button in the top-right corner of the panel header
- On success, a notification appears confirming the export has started and you will receive an email with the download link
The Export button is disabled when no leave balances are loaded or an export is already in progress.
Tips
- All three export options require at least the Manager access level
- Exports are emailed to the address linked to your Pilla account
- Use the date pickers on shift exports to narrow down to a specific pay period or reporting window
- Leave the date pickers empty to export the full history
- Export leave balances regularly for payroll and HR records
- On mobile, pull down on shift and leave lists to refresh the data before exporting