Referral Export

This report contains all the referrals for agents that were hired within the selected date range. This report is available to users with the "Payroll Analyst", "Payroll Manager" and "Referral Admin" roles and is used for tracking and monitoring referrals and to determine if they are eligible for a payout.

Create an Export (Referral) Report with the "Payroll Analyst" or "Payroll Manager" Role

To create a export (referral) report with a "Payroll Analyst" or "Payroll Manager" role, follow these steps:

1. Log into Superpunch.
2. Navigate to: Payroll -> Export (Referral)
3. Select the Hired within Date Range and select Apply.
4. Select a number for Still Working After Days.
5. Select an option for Referral Code Status.
6. Select the Ignore Hire Date check box if you want to exclude that information from your report.
7. Select Submit.

This report will download in Excel format and is visible in the lower-left corner of your browser if you are using Chrome.

Create a Referral Export Report with the "Referral Admin" role

To create a referral export report with a "Referral Admin" role, follow these steps:

1. Log into Superpunch.
2. Navigate to: Reports -> Referral Export.
3. Select the Hired within Date Range and select Apply.
4. Select a number for Still Working After Days.
5. Select an option for Referral Code Status.
6. Select the Ignore Hire Date check box if you want to exclude that information from your report.
7. Select Submit.

   This report will download in Excel format and is visible in the lower-left corner of your browser if you are using Chrome.

Need more help? See theSuperpunch Support Optionsarticle.