Reviewing your imported staff profiles

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.

Review the following steps to ensure that your staff profiles are configured correctly:

Note: Do not change staff names during the import stages. While other aspects of these items may be altered during import, you must preserve the original names for the duration of the process. Name changes may compromise the integrity of the final data import. Staff name changes should be made after your final import has been performed.


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