How to Upload Head Count Tracking Assignment

  1. Please confirm first if the file matches this template: Headcount Tracking Assignment Load Template.xlsx
  2. 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:
  1. Go to the Org Settings and click Load External Data button
  1. Once in there, Choose the file and only click TEST once.
  2. if there are error messages, go to STEP 1. and let the client know what is wrong with their file.
  3. If the test is successful, instruct the client to load this themselves.