## Introduction

This article explains how to resolve validation errors that can occur during the staff onboarding process. Errors or warnings can appear if essential information (for example, a surname, date of birth, or mobile number) is missing or invalid.

## Common validation errors and warnings

You may see a message similar to:

*“Please fix the following validation errors before ordering: Invalid name, Surname is required.”*

You may also see a warning near the staff member’s contact details, such as **“Mobile number missing”**.

## Steps: fix the issue by editing staff details 

### Option 1: Edit details proactively (for example, when you see “Mobile number missing”)


1. From the **Staff onboarding** dashboard, open the staff member’s onboarding page (for example, click **Onboard**).
2. On the onboarding page, locate the staff member’s contact details at the top.
3. If a warning such as **“Mobile number missing”** is visible, select the warning and/or click the **pencil icon** next to the contact details.
4. The **Edit staff details** pop-up window will appear.
5. Fill in or update the required fields (for example First name, Middle name, Surname, Date of birth, Mobile number, or Email address).
6. Click **Save**.
7. A notification will confirm the details have been updated successfully, and the new details will be reflected on the onboarding page.

### Option 2: Edit details after a validation error appears when ordering checks


1. From the **Staff onboarding** dashboard, open the staff member’s onboarding page (for example, click **Onboard**).
2. Click **Order** to begin the due diligence process.
3. If a validation error appears, you must update the staff member’s details before you can continue.
4. On the onboarding page, click the **pencil icon** next to the staff member’s name/contact details.
5. The **Edit staff details** pop-up window will appear.
6. Update the required information.
7. Click **Save** to apply the changes.
8. A notification will confirm the details have been updated successfully.
9. Return to the onboarding page and click **Order** again to proceed.

## Permissions note

If you are not a **Compliance Officer** or **Admin**, you may see a warning message indicating you do not have authorisation to edit another staff member’s details. If this happens, contact your Admin or Compliance Officer to make the required changes.

Editing staff details to resolve Staff Onboarding validation errors

Duplicate Users - Practice Management Software Integration

Old Users Appearing in Staff Onboarding

Troubleshooting

 Configuring Verification and Compliance Checks for individuals

Sending Onboarding Requests and Accessing the AML Summary for individuals

Completing the individual Risk Assessment and Finalising Onboarding

How to Onboard an Individual

Performing a Verification of Funds Check

How to Escalate a Client to a Compliance Officer

Enhanced Due Diligence and Escalations

How to Finalise Trust Onboardings

How to Complete the AML Risk Assessment for Trusts

How to Onboard a Trust

How to Complete the AML Risk Assessment for Companies

How to Finalise Company Onboardings

How to Onboard a Company

Conducting an Initial Risk Review for Escalations

Resolving or Investigating Escalations Further

Reviewing Escalations as a Compliance Officer

AML Customer Due Diligence

How to add your AUSTRAC enrolment number

Setting up the AML/CTF Compliance Centre

Navigating the Transactions tab

Governing Body access in the Compliance Centre

Senior Manager or Client-Facing staff access in the Compliance Centre

Understanding the Transactions list

User roles and Viewing permissions

Navigating the Compliance Centre

Uploading your own Firm risk assessment

Completing the Firm Risk Assessment

Uploading an external Policy document

Generate a Policy and Process document

Managing policy and process documents

Policy and Process overview

Due Diligence requirements for Compliance Officers

Performing the Bankruptcy Register search

Performing the Criminal History check

Onboarding a Compliance Officer

Onboarding Governing Body, Senior Manager and Client-facing roles

Managing Staff Onboarding

How to Review Profile Matches from a Screening Check

Understanding Screening Check Statuses

Conducting PEPs, Sanctions, and Adverse Media Checks

Tracking completed Training Modules

How to check Training Status and access your Training Completion Certificate

How to access and complete Training modules

Managing Staff Training

AUSTRAC Reports

Viewing and filtering existing Reliance Agreements

Creating a New Reliance Agreement

Managing Reliance Agreements in the Compliance Centre

Frequently Asked Questions

Getting Started with the Compliance Centre

Guide

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Editing staff details to resolve Staff Onboarding validation errors

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Editing staff details to resolve Staff Onboarding validation errors

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