How To View Employees Onboarding and KYC Status

Role:  ✔ Admin, ✖ Accountant, ✖ Team Manager, ✖ Employee

Do you need an easy way to keep track of your employees' onboarding progress and KYC status? We've got you covered! Follow these simple steps to view and manage this important information effortlessly.

Start by finding the “Manage” section, and click on “users”'. This will take you to the employee section where you can find all the necessary details.

Look for the 'Filter' button and give it a click. This will open up filtering options to help you refine your search.

Next, select the team you want to check on. This will narrow down the list to show only the employees in that team.

Now, choose the KYC status you're interested in viewing.

Click on 'Apply' to activate the filter and see the results based on your selected team and KYC status.

Once the filter is applied, you'll see the list of employees that match your criteria. Keep an eye out for a small orange circle near the 'Filter' button. This lets you know that the filter is active.

When you're done viewing the filtered results and want to see all employees again, simply click on 'Clear all Filters'. This will reset the filter and show you the full employee list.

That's it! With these steps, you can easily stay on top of your employees' onboarding progress and KYC status. And remember, if you need any extra help or have questions, just fill in this form, and we'll be happy to assist you!

Note:

Currently, we are unable to onboard employees that are based in China, USA, Hongkong and India. This is due to the respective countries' regulatory restraints. We're working on a solution to this and we'll definitely update you once it becomes possible.