When to Use This
Use this when your client has requested timekeeper diversity surveys and you need to invite timekeepers to participate.
Steps
- Go to Menu > Timekeepers.
- Click Learn More (only visible if diversity surveys are enabled).
- Click Download Excel Template.
- 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).
- 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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