Excel Spreadsheet Instructions

Chapters wishing to enter undergraduate candidates using an Excel spreadsheet MUST use the following procedures:
  • Download template from online reporting system.
  • Logon to the system, click on 'Membership' button, then 'Download Spreadsheet' button.
    • Spreadsheet will be delivered with current members and eligible curricula already loaded.
    • You MUST remove any pre-loaded members who do not appear on your eligibility list!
    • They are still members, they're just not in the top 1/8 th of the juniors of top 1/5th of the seniors.
  • Use 'Save As' to make a copy of the template.
    • YOU MUST USE THE SPREADSHEET EXACTLY AS DOWNLOADED TO PRESERVE THE HIDDEN WORKSHEETS REQUIRED FOR PROCESSING!
    • You may copy and paste information into the spreadsheet.
  • Name the file using your chapter and the semester
    • (example: ALAF07, NYBS08, ALAFall07, or NYBSpg08)
  • Enter all the information required on the spreadsheet.
    • Do not alter the file.
    • Middle name is entered in the First Name field.
  • Email the file to Eligibility@tbp.org
    • Headquarters will enter the information which will then be available for you to update.
    • Headquarters will email you to let you know the file has beenprocessed.
  • Subsequent reports (Election, Final Action) MUST be submitted using the online system.
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