Time & Billing Classifications Overview

This article will walk you through creating a classification and adding individuals from your organization to that classification. Classifications are groups of timekeepers that can have standard rates and classification codes applied to them.

Table of Contents

Prerequisites

To effectively follow this process, the user performing the steps listed below will need to be part of the Time Tracking Admin or Billing Admin permission sets. For more information on these sets, please see our dedicated article. To learn more about applying permission sets, please see our dedicated article. 

Creating a Classification

  1. Navigate to the Time & Billing Settings page—via the App Launcher at the top-left of the page.
  2. Click on Timekeepers & Classifications under the Time Tracking Settings section.
  3. Click New Classification.

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  4. Enter a name for your classification. This is also where you have the option of assigning your classification a Classification Code. While Classification Codes are optional, they can be used for timekeeper organization, reporting, and LEDES billing / file generation.

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  5. If the Classification Code you wish to use does not exist, click Cancel to close the Add New Classification window. Click the Classification Codes tab at the top of the page and click the + New Classification button. Enter information in the fields provided, click Save, then navigate back to the Classifications tab to resume creating your new classification.

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  6. After naming your classification, and optionally adding a classification code, click Save.
  7. Edit an existing classification by clicking the pencil icon under the Action column.
  8. Delete a classification by clicking the trash can icon under the Action column.
    • As a reminder, be careful when doing this. Deleting a classification can have wide-reaching repercussions. 

Adding Individual Timekeepers to a Classification

After creating a classification you will need to populate it with individuals from your organization. 

  1. Navigate to the Time & Billing Settings page—via the App Launcher at the top-left of the page.
  2. Click on Timekeepers & Classifications under the Time Tracking Settings section.
  3. Click on the Timekeepers tab.
  4. Locate the user you wish to add to a classification. On the row containing their name click the pencil icon to the far-right.

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  5. Select the classification you wish to add this user to via the drop-down. 

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  6. Click Save.

Adding Multiple Timekeepers to a Classification

You can also add multiple timekeepers to a classification at once. This is especially helpful when creating new classifications and migrating new groups to them.

  1. Navigate to the Time & Billing Settings page—via the App Launcher at the top-left of the page.
  2. Click on Timekeepers & Classifications under the Time Tracking Settings section.
  3. Click on the Timekeepers tab.
  4. Locate the users you wish to add to a classification, and click the box next to their names. Then click Update Timekeepers.

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  5. In the window that appears, click the box next to Classifications, then select the classification that you would like to add the selected timekeepers to. 
  6. Click Save.

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