Timekeepers are employees who record and bill worked time in Juris. A timekeeper can also be a Juris user, but a Juris user ID is not required to create a timekeeper. Use this article to create, find, edit, and inactivate timekeepers.
Timekeepers are used for time tracking, billing, fee schedules, and expense entry. Timekeepers are automatically added to the firm's Standard Fee Schedule as defined in Firm Options. They can also be assigned to additional fee schedules, designated as the Incurred By timekeeper on expense entries, and configured with user-defined fields.
A timekeeper can be made inactive, which prevents users from entering time for that individual. This can help firms manage the number of active timekeepers, especially when a Juris license limits the total number of active timekeepers.
This article covers the following:
Find a timekeeper
You can search for a timekeeper using the Finder in Juris.
- Select Tables > Timekeepers.
- Select Tools > Find.
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Review the default settings.
The Look In field displays the path shown in the Finder form, and Search Subfolders is enabled by default.
- Optional: Select Case Sensitive to match the exact case of the search text.
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In the Named field, enter all or part of the timekeeper ID, initials, first name, middle name, or last name.
Other fields, such as email address and sort order, are not included in the search.
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Click Find Now, or press Enter.
The search results appear at the bottom of the form.
- Initiate the search by clicking the Find Now button or press Enter. The search results display at the bottom of the form.
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Double-click an item to open it.
To start over, click New Search to clear the current search criteria and results.
Edit a timekeeper
- Select Tables > Timekeepers.
- Find the timekeeper, then double-click the icon or description to open it.
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Modify the timekeeper details as needed.
The Timekeeper Code itself cannot be changed.
- Optional: Click the Spell Check icon on the toolbar to spell check the form.
- Click the Save icon on the toolbar.
Inactivate a timekeeper
Timekeepers cannot be deleted directly. Instead, you can change a timekeeper from active to inactive.
- Select Tables > Timekeepers.
- Find the timekeeper, then double-click the icon or description to open it.
- Clear the Active Timekeeper checkbox.
- Click the Save icon on the toolbar.
To make a timekeeper active again, select the Active Timekeeper checkbox and save the change.
Create a timekeeper
- Select Tables > Timekeepers.
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Click the New icon on the toolbar.
The Timekeeper - New window opens.
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In Timekeeper ID, enter a 1-4 character code.
The code can contain numbers, letters, or a combination of both. If the ID matches an existing user ID, Juris pre-populates the remaining information from that user's details, except for Personnel Type and Rate.
- Enter the timekeeper's name and email address.
- Select the Personnel Type from the drop-down list.
- Enter the Standard Rate.
- Select Tax Exempt, if applicable.
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Optional: Adjust the Fee Income Account and Fee Adjustment Account as needed.
These accounts prefill from the Standard Fee Schedule after the timekeeper's rate is entered.
- Optional: Click the Spell Check icon on the toolbar to spell check the form.
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Click the Save icon on the toolbar.
The timekeeper is added
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Optional: Use the icons at the bottom of the window to configure additional options:
- Click the Budgets icon to review the timekeeper's budget details.
- Click the Fee Schedules icon to manage fee schedule assignments.