How to upload Timekeeper emails and locations for the Diversity Survey: For Vendors

 

How to Upload Timekeeper Emails and Locations for the Diversity Survey

  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.
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  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.

 

FAQ:

Who will receive the survey?

Only timekeepers listed in the United States (USA) will receive the survey.

When is the survey sent?

The survey is sent daily from the point of submission until it is completed.

Where can I see your privacy policy?

To see our privacy policy, click here

Who received this request from the Client?

The Vendor Admin for the law firm/vendor will receive the email if the function has been turned on for a client.

What email should I use?

The timekeeper's work email should be used. The survey is for the timekeeper and can't be managed centrally.

What if a timekeeper doesn't wish to disclose this information?

There is an option "prefer not to say."

 

 

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