Timekeeper – Permissions

Any timekeeper specific permissions are assigned here:

Select Account>Professionals>Select the Timekeeper name>Permissions Tab

 

permissions

Timekeeper – Hourly Cost

This tab defines and lists the hourly cost records of a timekeeper:

Go to Account>Professionals>Click on Timekeepers name>Hourly Cost

 

  • Click the New Hourly Cost to create a record
  • Click the Start Date of the existing record to drill into a record to edit it
  • Click the Delete link to delete the hourly cost record

 

Hourly Cost

Timekeeper – Profile

The Profile tab is used to enter basic information about the timekeeper: Click on Account>Professionals and select timekeepers name to view profile.

Timekeeper profile

 

Note: The Bypass Approval? check box and Manage Approvers button will only be shown if the staff/professional approvals options are enabled in either Time or Expense settings.

 

Timekeeper – Contact

Enter the timekeeper’s contact information here: Account>Professionals>Click timekeepers name, go to Contact tab.

timekeeper contact

 

Timekeepers Setup

Watch our video tutorial

 

 

You can setup new timekeepers under the Account tab:

  • Click on the Account tab.
  • Click on Professionals.


 

  • Click on New Professional.




  • Fill in the form fields, specifying the timekeepers’ First Name, Last Name, Email, Username, Password, Confirm Password, and Default Rate.


 

  • Click the Save button to display additional information fields for your new timekeeper.


 

  • You will now be able to view and make changes to the timekeepers’ First Name, Last Name, Email, Username, as well as change Password.

 

  • You can change their status between Active and Inactive.

Note: If a timekeeper is made inactive, you will not be paying for that timekeeper.

  • You can assign the type of profession you want to assign to them, either Timekeeper or Support.

Note: Timekeepers can enter time and expenses for themselves, or any other timekeepers you have given them permissions for. A Support person cannot enter any time for themselves, but they can enter time for any other, or all, timekeepers if you give them permission to do so.

  • You can view and change the Default Rate assigned to the timekeeper.


 

  • Click Save before you move onto the next tab.

 

  • Under the Contact tab, enter the timekeepers’ Office Phone and Address. Click Save.

 

  • Under the Permissions tab you can choose to make a user a full Administrator.

Note: If you created the TimeSolv account, you are already an administrator by default.

  • For all other non-administrator timekeepers, you can set all the different types of access you want them to have under the Permissions tab. The drop down options for each field will show you options between allowing access, not allowing access, or allowing restricted access for the relevant fields.

 

  • You can allow the timekeeper to Update Billable Type by specifying time entries as billable, non-billable, or no charge, when they enter time.

 

  • You can allow the timekeeper to View and Override Default Rate assigned to them.

 

  • Click Save to complete the changes to your newly created timekeeper.

Abbreviations

TimeSolv allows users to create abbreviations for frequently used sentences which can be used later on in the Description of time or expense entries. These abbreviations can be used both for the online time entry or with TimeSync. Abbreviations can be defined both at firm or firm user level.

Display of abbreviations on the Time Entry form. Hover over paper icon to view a list of abbreviations. The blue circling arrows will implement abbreviations.

Abbreviations

 

 

To edit and add abbreviations, go to the Account tab,  select the Settings link, and go to the Abbreviations tab.

Account,settings, abbreviations

 

Abbreviations can also be added at the firm user level.  Go to the Account tab, professional (timekeeper) select the user’s name and click the Abbreviations tab.

Firm abbreviations

 

Video: Creating Abbreviations

 

 

Abbreviations on TimeSync application will appear when you click in the description box. New abbreviations are added to to TimeSync after they have been added to the online TimeSolv account and a sync has been run in TimeSync.

TimeSync Abbreviations

 

Timekeeper – Projects

This is a WorkSolv Project related feature. All the projects assigned to a timekeeper along with his role, cost and rate are shown here.

Timekeeper – Abbreviations

The Abbreviations tabs not only lists the firm’s abbreviations but also lets timekeepers create specific abbreviations: Click on Account>Select Timekeeper(staff) member>Abbreviations tab.

 

 

 

The Personal Abbreviations section lists the timekeeper specific abbreviations:

  • Click the existing abbreviation’s Phrase to edit it
  • Click the Delete link to delete the abbreviation
  • Click the Create new Abbreviation link to create a new abbreviation

 

The Firm Abbreviations section lists the read only firm abbreviations:

  • Only a firm admin can create firm abbreviations. Refer to firm settings for further information