There has been a little confusion with the Manager Upload process recently, hopefully the following guide will help you through if you are having problems.
Log in as the client and from their dashboard open the 'MC3 by manager' step and click the download button.
Open the downloaded spreadsheet and then click on the 'Managers Details' tab. In here add email addresses to the 'User Name' column for all managers you have an email address for. If you do not have an email address for a manager, please leave the 'User Name' cell empty for that manager. An example of this is displayed in row 16 in the image at the end of this article.
Alternatively if a manager has a payroll number entered in the 'Email Address/Payroll Number' cell, but you have an email address for them, you can add their email address to the 'User Name' cell. If you do this you must leave their payroll number in the 'Email Address/Payroll Number' cell. An example of this can be seen in row 9 in the image at the end of this article.
- Do not change the data in the 'Email Address/Payroll Number' column
- 'User Names' can be left empty, but must be an email address if not
After you have populated the 'User Name' column, you can check that each of the managers has the relevant answer code in the 'Reports To (Manager Code)' column. This can be checked against the information that is stored in the 'Managers' tab of the spreadsheet.
Once you are happy with the information in the file, you are ready to upload the spreadsheet.
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