Timekeeper – Profile

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The Timekeeper Profile section is used to enter basic information about the timekeeper:

  • Select the Staff/Professionals link under the Account tab.

 

  • Select the Staff/Professional you wish to add/edit profile for (example below).

 

  • Enter in the timekeepers:First Name
    Last Name
    Email
    Username

 

  • Type in the Password for the timekeeper.

 

  • You can activate/deactivate a timekeeper at any time by changing their status in the field shown below:

 

  • Define the type of user this person will be between a Timekeeper or a Support user.

 

  • Define the Employment Status of the user between ‘Employee’ or ‘Contractor’.

 

  • Select whether you would like this timekeeper to be able to Bypass Approval.

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.

 

  • Type in the LEDES Staff Member ID you wish to be associated with this timekeeper.

 

  • Choose between the following options for the timekeepers LEDES Classification:Associate
    Legal Assistant
    Other Counsel
    Other Timekeeper
    Paralegal
    Partner

 

  • Choose the timekeepers Billing Initials.

 

  • Type in the Title for the timekeeper.

 

  • Define the Default Rate for the timekeeper. You can also assign specific rates for specific Matters/Projects.

 

  • If you wish to assign a Matter/Project specific rate, select the Matter/Project after clicking on the ‘Matter/Project Rates’ link.

 

  • Define the Rate and then click Create New.

 

  • If you wish to Edit Commission rates for this timekeeper, please click on the link.

 

  • Choose the Client from the drop down.

 

  • Choose the Matter/Project from the drop down.

 

  • Click on Create New after defining the Commission Percent.

 

  • You can also define the Commission Manager for this timekeeper.

 

  • You can set a Commission Percent for the Commission Manager.

 

  • Click Save.