Update Timekeeper data only

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Information about how to update only the timekeepers (not the Offices or Clients).

If only one timekeeper or a few timekeepers needs to be updated, see Edit Timekeeper Profile.

If many timekeepers need to be updated, follow the steps below to edit Timekeepers use the "Upload Timekeepers" link.

Find the list Timekeepers that need to be updated

To export a list of all the Timekeepers for one or more offices, choose Timekeepers in the top menu bar.

TIP: Select the option "All Offices" from the Select Office field if you would like to see all Timekeepers across all offices. Or choose one or more Offices.

Then click the link Export All Timekeeper Details.

This will export a list of all timekeeper records to CSV. Options are provided to export additional columns for 'Associated Clients' and/or 'Associated Offices':

Include Column with Associated Clients
Include Column with Associated Offices

The resulting data is based on the current search filter.The output file is fully compatible with the Timekeeper Import file, making it easier for Firm Administrators to quickly filter for duplicate timekeepers, perform bulk edits, and easily re-upload the file. This feature includes the capability to export results beyond 1000 records.

For a full explanation of all exported fields, refer to The Timekeeper Upload File Explained in the Success Center

TIP: Enter the appropriate information in the Search Filters, such as Name, Email, etc. Or click the Clear button to clear the Search filters.

Edit the list

Make edits to the timekeepers that need to be updated and remove any Timekeepers that do not need to be updated.

Tips to Edit the Timekeeper Email address

TIP: If you need to edit the Timekeeper's Email address and another field, first, make edits to the Email address using "Update Timekeeper data only" as described below. Then, make edits to additional fields separately using the "Update Timekeeper data only" again.

(For example, if both the Email address and Timekeeper ID needed to be edited, one file would update the Email Address for the Timekeepers. Once the email address is corrected, you can create a separate file with the correct email address and then use that to update the Timekeeper ID.)

Upload the updated Timekeeper file

Click on Timekeepers in the top menu bar.

Click "Upload Timekeepers" link

Choose option "Update Timekeeper data only". Note the Offices and Clients cannot be selected.

Click Next button

Review

Review the list of Timekeepers carefully. Check that the Status shows as "Already Exists; Update".

If the status for a Timekeeper does not show as "Already Exists; Update" then click Back and make corrections to the Timekeeper file.

Note: If the field "JD / Bar Year: is Not Applicable for a Timekeeper" is selected for a Timekeeper, then the Timekeeper file should show as "N/A".

TIPS: Regarding the "JD/Bar Year" field:

If the JD/Bar Year field displays as "-1", replace it with "N/A".
If the field is blank, but should show as "Not Applicable for a Timekeeper" then enter "N/A".

If the Timekeepers have been reviewed and the Status is showing "Already Exists; Update", then click Submit button.