Please refer to your client's billing guidelines when submitting timekeeper rates, or reach out to your client contact for further info. If your client instructs you to submit rates, please follow their guidelines.
You can submit timekeeper rates manually or through bulk upload.
To submit timekeeper rates manually:
- Navigate to Menu > Timekeepers > Upload Timekeeper Rates.
- Click Add Rate Request.
- Populate all fields with the relevant information.
- Under Timekeeper, choose either an existing timekeeper or New. Existing timekeepers will be linked through their IDs. If the IDs for 2 different timekeepers are not unique, you will need to change one of the IDs.
- Click Upload Rates to confirm the submission.
To submit timekeeper rates in bulk:
- Navigate to Menu > Timekeepers > Upload Timekeeper Rates.
- Click Bulk Upload to download the spreadsheet template.
- Populate the spreadsheet. Ensure to use the cell format provided.
- Under Timekeeper, choose either an existing timekeeper or New. Existing timekeepers will be linked through their IDs. If the IDs for 2 different timekeepers are the same you will need to change one of the IDs.
- The Effective Date must be in the format yyyy-mm-dd
- Click Bulk Upload to upload the spreadsheet.
- Click Upload Rates to confirm the submission.
You can track the status of your rate requests through Menu > Timekeepers > View Timekeepers.
To view existing timekeeper rates you can follow the steps in the guide: Viewing Existing Timekeeper Rates