Though the import of your staff is included as part of the QUICK Setup from your current software provider, it’s very important to review them prior to your launch date to ensure the configuration is perfect. Otherwise, you may find staff aren’t able to perform key business functions.
Note: Do not change staff names during the import process, as this may cause errors with the import. Make any name changes only after the final import is complete.
Review the following steps to ensure that your staff profiles are configured correctly: