How To Find The Onboarding Sheet Template

Filling out your allocations' onboarding sheet correctly is a crucial step. Schedules must be added in Magna first, in order to finish filling out your onboarding sheet.

Please ensure you are using the Magna template when filling out the onboarding sheet! You can get the template by following these steps:

1. Go to Allocations tab

2. Click "Import Allocations" on the upper-right hand side of the page

3. A box will pop up, on the top right you will see "Link to Template"

4. Please select that to populate the Google Sheet format that you will need to fill out

DO NOT try to edit the template. Make sure you first make a copy of the Google Sheet template in order to edit your own copy.

Select 'Link to Template' in order to populate the onboarding sheet you will need to fill out.