How to Upload Timekeeper Emails and Locations for Diversity Survey Participation

Ciara Clooney
Ciara Clooney
  1. Navigate to Menu > Timekeepers.

  2. You will see a blue button at the bottom of your screen if your client has requested diversity surveys. Click Learn More.
    • mceclip0.png

  3. Click Download Excel Template.

  4. Fill out the template in Excel for all timekeepers that have already billed work or likely will bill work in the current year.
    • In the field Location, ensure you use the 3-letter country code exactly how it appears here. This is the country in which the timekeeper operates, e.g., USA.
    • In the field Email, enter the email address of each timekeeper.

  5. After completing the template, click Next, Choose File, and Upload.

  6. Any errors in your file will be presented on-screen. Fix these errors in your Excel template and re-upload until no errors are present.

 

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