Upload Timekeepers Page
Timekeepers can be uploaded via Comma-separated values (CSV) file to Corridor to be submitted for approval to individual eCounsel client companies. If any warnings are indicated, correct the CSV file and reload prior to creating timekeepers. Any records with warnings will not be created in Corridor and cannot be submitted to the eCounsel client.
Fields
Client ID – Select the client for which this timekeeper will be submitted.
Change Type – An indication of whether the record in the CSV file will update a current record (identified by the Timekeeper ID) or is a new record.
Vendor Tax ID – A read-only field with the vendor's tax identifier.
Vendor ID – The identifier for the vendor from the client company.
Vendor Name – A read-only field with the vendor's name.
Timekeeper ID – An identifier that is unique for the client/vendor combination.
Salutation – Any additional information (such as Jr.) for addressing the timekeeper.
Last Name – The surname of the timekeeper.
First Name – The given name of the timekeeper.
Middle Name – The middle name of the timekeeper.
Suffix – Any additional information (such as Jr.) for addressing the timekeeper.
Title – The job title of the timekeeper.
Job Classification – The type of job done by the timekeeper.
Primary Phone – The telephone number that is the primary phone number for the timekeeper.
Mobile Phone – The mobile telephone number for the timekeeper.
Fax – The facsimile telephone number for the timekeeper.
Email – The primary email address for the timekeeper.
Ethnicity – An indication of the timekeeper's genetic heritage.
Gender – The gender (Male, Female, or Unspecified) of the timekeeper.
Rate – The monetary amount billed by the timekeeper.
Billing Method – The manner in which the timekeeper will bill for the matter.
Currency – The type (such as US Dollars) of currency at which the invoice is billed.
Begin Date – The date on which billing on a matter can begin for the timekeeper.
End Date – The date on which billing on a matter will cease for the timekeeper.
Button/Links
Choose File – Click to select a CSV file with the timekeeper information.
Create Timekeepers – Click to save the uploaded records. You can access these records at any time to submit to the client.
If a timekeeper record has a warning (highlighted in orange), you must resolve the issue with the record in the CSV file prior to creating the timekeepers, or the timekeeper record will not be created.
Clear – Click to cancel the upload and select another file.