📌 Reviewing a Pending Timekeeper Rate
1️⃣ Navigate to the Timekeepers Section
📍 Go to: Menu > Timekeepers
- By default, you will be in the Pending tab, which shows all rates awaiting approval.
- Please note that only Admin users have the access to review timekeeper rates.
2️⃣ Use Filters to Locate a Timekeeper Rate
🔹 You can filter and sort by:
- Vendor Name
- Timekeeper Name
- Role (e.g., Associate, Paralegal)
- Days Pending
- Effective Date
3️⃣ Review Rate Details
- Click the info icon beside each column name for explanations.
- Click the Timekeeper’s Name to open their profile, where you can:
- View the history of rate submissions
- See the current highest approved rate (if applicable)
📌 Key Rate Fields Explained
| Field | Definition |
|---|---|
| Status | Shows if the rate is Pending, Approved, or Rejected. |
| Role | The position set by the timekeeper (e.g., Associate, Paralegal). |
| Vendor | The law firm associated with the timekeeper. |
| Rate | The hourly billing rate for the timekeeper. |
| Effective Date | The date when the rate becomes valid. |
| Requested Date | The date the rate was submitted for review. |
| Reviewed Date | The date the rate was approved or rejected. |
| Change % | The difference between the last approved rate and the pending rate. |
| Annualized Change % | The year-over-year change percentage based on effective dates. |
4️⃣ Take Action: Approve or Reject the Rate
- ✅ Approve: Click the ✓ checkmark next to the timekeeper.
- ❌ Reject: Click the X button and optionally add a rejection comment.
Need to Approve/Reject a Previously Rejected/Approved Timekeeper Rate?
🔄 To swap the review status of a rate, go to the respective approved/rejected tab and locate the rate.
- Rejected ➡️ Approved: ✅ Click the ✓ checkmark next to the timekeeper's rate.
🔹 The status will change from "Rejected" to "Approved". - Approved ➡️ Rejected: ❌ Click the X button next to the timekeeper's rate.
🔹 The status will change from "Approved" to "Rejected".
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