Customize Settings in Timekeeping

Timekeeping introduced a host of new settings to customize for the perfect experience. Manage users, rates, time intervals, and more!

The Time Tracking Admin Settings tab in the Time Tracking app allows Admin to customize the Timekeeping experience for their Org. Control Duration format, Time Entry access, Objects, Display, Rates, and more at the click of a button! Rather than adjusting your Org to fit Timekeeping, Timekeeping adjusts to fit your unique time tracking needs.

Preferences

Duration Format

Admin can control whether Time Entries are tracked by the second, or by the minute. Tracking by the second, 'hh:mm:ss,'  is selected by default: 

When this format is in use, the timer will appear like a stopwatch:

Some Orgs may want to track by the minute, rather than by the second. To track by the minute, select the 'hh:mm' view and refresh the page for the changes to take effect:

When your org tracks by the minute, the Timer will show as 00:00 for the first minute of tracking, and change after one minute: 

Time Entry Access

Time Entry Access determines whether Users in your org may log time on behalf of others, and whether they are able to see others' entries. Users must be granted permission to access the Time Entries object via Salesforce setup in order for them to view or log time for all Users. This why some selections are greyed out by default. 

To allow Users to determine who can log time on their behalf, select 'Yes, but they must be granted access by that user or a time tracking admin.' For example, this is especially convenient for lawyers who wish to grant access to their paralegals.

Rate Access

Admin can view Rate access settings from the Time Tracking Admin Settings tab; however, changes must be made from Salesforce Setup. See this article for instructions on making Time Rate changes, and this article to read more about setting Rates. 

Manage Access Calculation

Manage Access Calculation should ALWAYS be enabled during normal business hours.

Only disable this setting to increase the speed of data migrations. Disabling this setting will trigger a warning to appear: 

Time Rounding

Timekeeping allows you to determine how your Org rounds time—up, down, to the nearest interval, or not at all. 'Round to the Nearest' is selected by default. 

You can also manage how Timekeeping determines time intervals—by 60, 30, 15, or 6 minutes.

Billing Settings

If your Org is a nonprofit and you do not bill your clients, you can disable billing, which will hide rates, amounts, and billable fields. 

For-profit Orgs can also set whether new entries are billable by default under Billing Settings. 

'Don't Allow Saving Time Without'

This section allows Admin to determine what information is required to save a Time Entry. 'Related To,' 'Duration,' and 'User' are greyed out, as they must be selected. To require Users to enter a Category and/or Description, check the checkboxes beside those fields. 

Objects & Display Fields

Navigate to Objects & Display settings by clicking Objects & Display in the Settings sidebar:

Object & Display Fields allows Admin to determine to which Objects Users can save Time Entries, and how those Objects will be displayed in Time Tracking. Orgs can save Time Entries to a maximum of 20 Objects. 

To add a new Object, Click Add Object > Type in the first few letters of the Object > Click the Object > Type the first few letters of the Primary Display Field (this is what Users will see when selecting the Object) > Click the Display Field > Save.

Time Entry Table Display

Time Entry Table Display allows you to determine which fields are displayed in Time Sheets and on the Matter View. 

To add a column, click the blue plus button (+) and select from the list of options. 

Manage Users & Rates

Manage Users & Rates allows admin to view all active and inactive Users in your Org who use Timekeeping, and take bulk actions. 

Permissions

Permissions settings allows Admin to allow Users to log time on behalf of one another, manage rates, and delete Time Entries.

Permissions can be edited individually or in bulk. To make bulk edits, Click the checkbox to the left of 'User' to select all > Click Edit Permissions: 

Control permissions individually by clicking on the name of each User: 

From the User Profile page, Admin can control Log Time As, Rates, Roles, and more! 

Manage Log Time As

To enable another User to log time on behalf of the current User, click Add Access > Search for the proper User > Click Grant Access. 

To view Users who have been granted permission to log time on another User's behalf, click 'I Can Log Time As.'

Manage Rates

Admin can also add Rates for Users from the User Profile page. Click Add Rate > Name the Rate > Set Rate > Set 'Related To' > Set Start/End Date, if desired > Click Save.

Roles

Roles provide transparency and detail to User profiles. Choose between Attorney, Case Manager, Paralegal, Accounting, and Managing Partner.

To edit a User's role, click Edit in the top right corner of the Profile panel on the User Profile page > Click Time Tracking Role > Select the desired Role from the picklist > Save.