How do I update my employee list for training?

How to manage and update your employees in the ComplyAuto dashboard.

Tip: Keeping your employee list up to date is essential for complying with state and federal training requirements. For example, some trainings are required on a annual basis.

Step 1:

Navigate to ComplyAuto Workforce and select: "Employee Management".

Step 2:

Select "Manage Employees"

Step 3:

Select "Add Employees from CSV"

Step 4:

Upload your CSV (comma-separated values spreadsheet) document into the dashboard.

Step 5:

Choose the appropriate fields for each column.

Step 6:

Make sure the file includes a header row containing column descriptions and select "Yes".

Step 7:

Removing Employees: If there are employees you'd like removed from your list of employees, make sure they are not included in the file you just uploaded and click "Remove employees not included in the uploaded file". Doing this will archive the employees who are no longer with your group. You may also choose to restore archived employees at this time if you'd like.

Step 8:

Select a group you'd like to add these employees to select "+Add Employees".