Set Annual Targeted Hours and Rate

Purpose & Benefit: The Dashboard is a graphical representation of hours, amount and billing rate for the whole year. Dashboard is visible to both admin and non-admin users. Admin users have more rights than non-admin users. Firm admin can view dashboard of any non-admin user in that firm. A Timekeeper can access the Dashboard page to view his/her dashboard for Hours, Amount and Rate. Values are grouped by month and one year’s data is displayed. The Timekeeper can specify a year to see values from that year.

Goals provide you with a direction and a destination, while systematically focussing your attention on the achievable. Setting personal goals and experiencing those achievements can be very motivating, and these accomplishments ultimately fuel your desire to continue to aim higher and meet those targets.

 

VIDEO:

Administrator of firm can set the annual target and rate for each individual professionals for each specified Years.

  • Click on Settings under the Dashboard tab.

 

  • Set targets hour and rate for each professionals and for required year.

Note: To set annual targeted hours and rate your firm admin must have enabled the dashboard. Please refer to Enable Dashboard page.

 

  • Click Save after setting targets (example below).

 

 

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