People details can be altered individually or you may have experienced it at times when you need to add new information to multiple people. Updating means entering a new personal information or changing the data which was previously entered. For example a number of people have informed you of a change of address. They could send this via their App and connection, which is preferable, but you can also enter it from your organisation system as well. Manually inputting this information one by one is too time consuming so here we outline how you can do this as a group. Take the following steps to complete.
1. Add the details for updating using the relevant bulk upload template. Email is the most essential information in your spreadsheet. It should match the one that is already saved in the system otherwise updating will not work.
You can download a template for updating at the bottom of this page for your reference. Note: It is only an example like below picture. You can put the headers you want to update and work on as long as the first column should be the email section.
Make sure your spreadsheet for updating the details is ready for upload. To save time, ensure that there are no blanks or errors on which you need to correct later in order to successfully update. Check that you have removed the instruction columns from the original template and only have the title row as your first line across the top.
2. The information which you can update are the following:
* First Name
* Last Name
* Middle Name
* Preferred Name
* Birth Date
* Mobile Number
* Home Phone Number
* Person Type/Department/Unit/Sector - the one showing in the sidebar of Comply where your staff are categorised
* Address Line 1
* Address Line 2
* Zip Code
* Business Email
* Employee ID
* Medicare Card Number
* Medicare IRN
* Individual Health Identifier (IHI)
Step 1: Click Onboarding from your Dashboard.
Step 2: Click the plus button just below Onboarding.
Step 3: From the navigation bar at the side, click the Onboarding Bulk Update placed at the bottom.
Next, press Choose File button to upload your excel sheet and then click Upload.
Step 4: Map the headers of your excel to that in the system. Press Upload.
Step 5: Comply will check for errors like misspelled words. In case everything is fine like one below, click Looks Good, Upload Now button.
Step 6: You will be redirected to the Onboarding page which means you have successfully updated your staff's details. Check one record to see.