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How to Upload Timekeeper Emails and Locations for Diversity Surveys

When to Use This

Use this when your client has requested timekeeper diversity surveys and you need to invite timekeepers to participate.

Steps

  1. Go to Menu > Timekeepers.

  2. Click Learn More (only visible if diversity surveys are enabled).

  3. Click Download Excel Template.

  4. Complete the template:

    • Email: Enter each timekeeper’s work email address.

    • Location: Use the 3-letter country code for where the timekeeper operates (for example, USA).

  5. Click Next, choose your file, and upload it.

Error Handling

  • Any file errors will be shown on screen.

  • Fix the errors in the Excel file and re-upload until no errors remain.

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