- Please confirm first if the file matches this template: Headcount Tracking Assignment Load Template.xlsx
- Upon logintotheManaging firm, search for an organization name for headcount tracking.
NOTE:This name should be provided by the client. It is very confusing to choose the proper headcount tracking org if not defined properly. See screenshot below:
- Go to the Org Settings and click Load External Data button
- Once in there, Choose the file and only click TEST once.
- if there are error messages, go to STEP 1. and let the client know what is wrong with their file.
- If the test is successful, instruct the client to load this themselves.