Onit Documentation

Bulk Timekeeper Rates Upload in Counsel Exchange

by Michael Nadeau Updated on

  1. Go to the Timekeeper Rates section of the left-hand side menu.
  2. Click Download to download an Excel file of all client rates. 

    This includes pending and approved timekeeper rates. You can also click the Include timekeeper profiles for all account timekeepers box. 

    Click Cancel to back out. 

     

  3.  You will receive a downloaded Excel document with all your current timekeepers (with pending or approved rates) for that client. You can remove any rows of timekeepers that do not require updates. 
    Timekeeper_Rates_Upload.xlsx8.97 KB
    Download 
  4. Update any needed information EXCEPT the client timekeeper ID and the timekeeper ID. All required fields must be completed for re-upload, even if they are currently blank.

    IMPORTANT: for timekeeper IDs with leading zeros, the timekeeper ID field MUST be formatted as a TEXT field for upload.

  5. Complete columns V & W with the proposed rate and the effective date for that proposed rate. You can add any comments to the rate request in column X.
  6. Save your changes. Your file must be an .xlsx file.
  7. Click on the Upload Rates button in the upper-right-hand corner of the screen.
  8. The Upload Rates screen will appear.
    1. Certify that all timekeeper information fields (staff classification, default rate, etc.) are up to date. 

      If not, back out of the page and revise. 

    2. Select the file to upload, or drag-and-drop it onto the screen. 

      Supported files are .XLS and .XLSX. Click the X to remove the uploaded file. 

      You'll get a message if any errors pop up. Click on the Show details toggle button to display any errors; revise the file and re-upload.  

    Once your file is marked as Ready to Continue, click Next to move on to the next screen, or click Cancel to back out. 

  9. Review the rates and click Submit.

    You can also click Cancel to back out. 

    Your new rates will show up in the main Timekeeper Rates section. 

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