How to move people to another department?

Moving individually:

Should you wish to move a staff from one unit or department to another you can do it in the system.

Step 1: Go the Staff List from your Comply Dashboard.

Step 2: Search for the staff you want to move from the list. Click the eye icon to view Staff's Profile.

Step 3: From the drop down field, select the unit/department you want the staff to appear. In the example below, the staff is currently under the Shareholders department. After selecting, click the Move button. 

You should notice that the label for department shown beside the staff name has been changed after doing so.

Moving by bulk upload:

Should you have a number of staff to move, you can do so by utilising the bulk upload feature of the system.

Prepare your excel file with the email addresses and new department of your people.

Go to Onboarding from dashboard. Click + button. From the left side navigation bar, click Onboarding Bulk Update, then upload file. Follow the prompts.