Staff Time Batch

The Staff Time (Batch) record tracks staff time. The Batch method of Time entry is meant to be a quick and easy way to enter multiple time records in rapid succession.

Add

To Add a new time record using the Batch method, from the Main Menu, choose Add-->Time Keeping-->Staff Time-->Staff Time Batch.

Edit

The Batch method of entering Time records is not generally used for editing time. Recently entered Time records are shown in the Batch screen and may be edited there.

General Entry

Heading

This is where you enter new time records. This is a simplified version of the Staff Time Stopwatch page and does not include expense entries.

Staff -- your staff number
Date -- date for your entry
Case/Matter/Support Activity -- select the appropriate entry
Time -- the hours for this entry
Funds -- funding code
Office
Unit
Activity
Case Work
Court -- noting whether time was spent in court
Billable -- noting whether the time is billable
Hourly rate -- the rate to be used with billing
County
User -- a User Field customizable to be used for tracking
Case Status -- for use in the Client Status website
Note

To Save the new entry, press the "Save" button. To clear and start over, press the "Clear" button.

Notes: Items do not appear or disappear based on selections.

Second Section

The second section holds recently entered Time records. You can delete or edit entries by pressing the corresponding button. If you edit an item make sure to press Save when you are finished to save the changes. Or press Cancel to cancel your changes.

Relationship to Other Records

Using selections in the Content Menu in other records, Time entries may be made. As a result time entries may be associated with records such as Callback, Eligibility, Clients, and Other Services. In many instances where the associated record has the same information (e.g., funding code), that information is automatically transferred to the new record.