Import existing records
Import your existing
workforce records.
Start with your worker spreadsheet. Bring people into the system, connect them to role requirements and agree how to carry the supporting evidence across.
For teams moving from spreadsheets and shared folders.
Prepare your existing records
Explore this example record
Your worker spreadsheet
Match the fields. Check the details.
Your company workspace
Jamie Taylor
Care assistant · Role requirements to review
01 / Prepare the source
Import the worker records
you already maintain.
Gather your worker spreadsheet and identify the roles it covers. Note where the supporting documents live so you can plan the evidence work alongside the worker import.
The starting point is a CSV or spreadsheet of worker details. The document migration plan depends on your source material.
Prepare the source
Worker list.csv
Worker details
Check names and contact details
Role names
Agree the roles your team uses
Existing evidence
List where supporting files are held
Start with one worker list and one role. Agree how the supporting documents will be brought across.
02 / Connect the requirements
Assign roles and
set evidence requirements.
Use your existing job titles to agree the right roles in Certifyd. Each role gives your team a clear set of requirements to check as records come across.
Bringing a worker into the system does not verify their evidence. Your team still reviews the records.
Start with the role
Care assistant
Your requirements shape the record.
Workplace induction
Set by your organisation
Manual handling
Evidence and expiry date
Identity document
Review by your team
Jamie’s next step
Add the requested evidence.
03 / Review before rollout
Review imported records
before inviting workers.
Review a small group with the people who manage your records. Check worker details, role assignments and outstanding evidence before planning the wider rollout.
01
Agree the first group
Choose one role and the worker list you want to start with.
02
Review the records together
Check the imported details and identify missing evidence.
03
Plan the wider rollout
Agree who will review records and invite the remaining workers.
Keep the work connected
Track review dates
after the import.
Put dates and review activity alongside the evidence, so the next renewal has a clear starting point.
Explore tracked records Explore the full Certifyd story →Bring your workflow
Plan your records import
in a demo.
Talk us through your worker list, roles and document storage. We’ll map out a practical starting point for your team.
Book an import conversationA 20-minute conversation with the Certifyd team.