đ Manual & Bulk updated rates go back to a Pending status. They are not approved automatically. Contact your client and ask them to approve the changes before you submit any invoices.
Bulk Update Timekeeper Rates
Use this option when you want to update several timekeepers at once, or when you need to change a Timekeeper ID.
What you can change in bulk:
Timekeeper ID
Role
Years of Experience
Rate
Currency
Effective Date
Rack Rates
Practice Area
Location
Reason for Request
What you can't change in bulk:
First Name and Surname
đ To change a timekeeper's name, update it manually instead (see the section below).
How to update timekeepers in bulk:
Go to Menu > Timekeepers.
Click Bulk Submit.
Download the Excel template.
For each timekeeper you want to update, change only the fields listed above. â ď¸ Do not remove, rename, or reorder any columns, sheets, or the file name. Formatting changes will cause the upload to fail.
Return to Bulk Submit.
Click Browse and select your updated file.
Click Submit.
Update a Timekeeper Rate Manually
Use this option to update one timekeeper at a time directly in Brightflag.
What you can change manually:
First Name and Surname
Role
Years of Experience
Rate
Currency
Effective Date
What you can't change manually:
Timekeeper ID
Rack Rates
Practice Area
Location
Reason for Request
How to manually update a timekeeper:
Go to Menu > Timekeepers.
Find the timekeeper in the list and click the pencil (edit) icon on their row. The edit icon sits at the far end of the row. If you can't see it, scroll horizontally across the table until the icon appears.
Update the details you need to change.
Click Update to submit the change.