Searching records from the Staging area

If the client you work for has imported records from a previous system into Comply Flow you may have access to the staging area. 

To search and import workers you will need their First Name, Last Name and DOB. 

1. Go to The Staging Area

2. Scroll down to the bottom of the page and click 'Here' to go through to the search area

3. Enter the persons details and click search. If the details match they will show in the list below. 

Note: The name and date of birth must match the records exactly to show. If the details aren't showing a match you will need to manually add the worker to the system.

4. To finalise the process click 'Transfer' to import the records 

Note: They will take a few minutes to appear in your employee list.