Once you are on the starter pack section, you will see a list of the packs sent to that worker and where they are up to.
​

If you have not already pushed the worker into a company at this stage, it is recommended that you do (but not essential) as this will mean all of the back-populate options are available to you.

You will be able to begin to back-populate. You do this by clicking on the following button.
​

Upon doing this, you will be met with a pop-up window that will look like the below screen. This window is split into 3 sections,
- People info
- Bank Info
- Employment info
You will be able to back-populate the people and bank info sections without first adding the contractor to a company, the employment section requires the contractor to have been added to a company first.
​

The sections are then split into 3 columns
· Column 1 – The name of the field you are potentially going to back populate

· Column 2 – The value that was captured in the starter pack you sent in Signable

· Column 3 – the value of the field currently in the MDA system.​
​

​

Sections where the details already match or have previously been back-populated will display, but the checkbox will not be available for those line items. The lines where the information differs will have a checkbox next to them. There is also a select all box for each of the three sections which can be used (this will only appear if the section has available options)
​

Select the fields you wish to back populate by checking the boxes. If the value you are trying to back-populate is one which is formatted incorrectly or perhaps is missing all together, you can at this point manually override the values too.

Select/Input the correct value and click "Save", then it will get saved to CRM.
​

(NOTE: you will need to have filled in all the mandatory fields to save a section. If the field has not been completed in the Signable document, you will need to enter a manual value for that field to save.)
​

You will need to click on save for each section where you have made selections for the changes to take effect.
​

Once you have clicked save, the fields will update on screen to the new values you have provided. You can now exit the pop-up, and the back-populate process is complete.

Latest update: Previously, you would have faced one issue where the umbrella employment information displayed while back populating fields for Self Employed workers. Those fields were irrelevant for self employed workers. This won't be the case anymore, we have sorted this and employment info will get displayed based on what role the worker has been mapped to in Product section.

Latest update (11/11/2024) : We had an issue in the background that creating multiple bank entries for the same worker before when you back populate bank details without joining the worker to the company, so we have provided the below validation so that there won't be any issues in bank details and impacts in bank files.
​

Similarly, for employment details as well, we have changed the same validation message for making it intuitive to the users.
​

​
​
​
​
​

​
​