This article is for vendors and law firms.
Note: You need to use each Timekeeper's work email as they need to submit it individually.
How to Upload Timekeeper Details
- Navigate to Menu > Timekeepers.
- You will see a blue button in the bottom right corner of your screen if diversity surveys have been requested by your client. Click Learn More.
- Click Download Excel Template.
- 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.
- After completing the template, click Next, Choose File and Upload.
- 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.
From there, timekeepers with a USA country code will receive an email with a link to a diversity survey. They will have the option to opt out of the survey at their own discretion. The email is sent once a day, so if the timekeepers haven't received the email yet, check back with them the following day.