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How to unassign several Timekeepers from a particular client

Note: If you are part of the Firm Structure, there is a warning message:  Assigning or unassigning a timekeeper for a client affects all offices that the timekeeper is directly associated with.

If you need to "unassign" a timekeeper from one client but "assign" the same timekeeper to a different client and there are multiple offices involved, click here.  Example in the attachment.

View the Timekeeper's Authorization Status

  1. Click “Clients” in the top menu bar
  2. Click on the client’s name
  3. Click the third icon from the top on the left navigation menu ("Timekeepers")
  4. Select the Office at the top of the page

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Unassign from the Client's Timekeeper Authorization page

If you need to “unassign several timekeepers that you have recently assigned to a particular client, follow these steps above to view the Client's Timekeeper authorization:

  • Use the Search bar to help with filtering the list by entering "Pending Client Authorization".  (Note that the list will attempt to display dynamically, so as you unassign timekeepers, the page will attempt to load the updates.  It may take a few seconds to show the updates.)

EB - UnassignTKS1.png

  • Find the timekeeper with the status of "Pending Client Authorization" and then click “Assign/Unassign” checkbox on the right side (this will unassign the timekeeper from the client).  It may be possible to click several of the checkboxes before the page reloads.

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  • The status of the timekeeper should change to "Unassigned".

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Unassign from the Timekeepers page

Follow the steps above to view the Client's Timekeeper authorization to find the list of timekeeper names which need to be Unassigned from a particular client.

TIP: Use the Export to Excel feature or Export to PDF feature to download a list.EB - UnassignTKS7.png 

Then follow the steps below to unassign the timekeepers.

  1. Click on "Timekeepers" in the top menu bar
  2. Select the "Office" at the top of the page
  3. Click on the name of the Timekeeper
  4. Find the Client and uncheck the box next to the client's name.  Note: If the Timekeeper does not have a "Home Office", select the correct "Home Office" and click "Save"EB - UnassignTKS4.pngEB - UnassignTKS5.png
  5. Repeat for remaining Timekeepers.  Confirm that the Timekeepers are no longer assigned to the client by following the steps above to view the Client's Timekeeper authorization page.

Special notes to unassign Timekeeper if multiple offices involved

Note: Assigning or unassigning a timekeeper for a client affects all offices that the timekeeper is directly associated with if using the Client's Timekeeper Authorization Page.

It may be necessary to review the Offices for a particular Timekeeper to Unassign them from one client and Assign them to a different client.  Follow these steps:

  1. Click on "Timekeepers" in the top menu bar
  2. Select the "Office" at the top of the page. (Or select "All Offices".)
  3. Click on the name of the Timekeeper
  4. Click the second icon from the top on the left navigation menu ("Offices")
  5. Uncheck the offices where the timekeeper does not need to be authorized, and click "Save"

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Be sure to view the Client's Timekeeper authorization to confirm the status of the Timekeeper.

Example in the attachment.

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