Assuming you have added people in Deputy, this will be automatically added in the “For Onboarding List” in OP Comply.
The following are the steps to onboard people from this list.
Step 1: On your Comply Dashboard, click Onboarding.
Step 2: Look for the Deputy symbol and click.
You will land into the Deputy Onboarding list. This gives you an overview on what are the records that are for Onboarding and Archived.
Step 3: Click the person icon with a plus sign (Onboard Users).
Step 4: You may want to view the staff’s information first before onboarding.
Tick the box beside the staff’s name and press Upload.
Note:
* If there are more than 20 staff to onboard, select the first 20 by ticking the boxes and click the Upload button.
*And if you want to upload everyone in the list, simply press Upload All.
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