Time Recording Overview

Time recording enables agencies to track the amount of time their employees spend on various activities.

Agencies can use this recorded time to:

  • Bill for time spent.

  • Report on key performance indicators.

To set up your agency for time recording, you define:

  1. Time recording categories and subcategories.

    See Setting Up Time Categories and Subcategories.

    Note: This step is not strictly required because you can add time entries without categories or subcategories. You must define time recording categories and subcategories, however, before associating them with time entry types.
  2. Time entry types.

    See Setting Up Time Entry Types.

  3. Fee schedules.

    See Setting Up Fee Schedules.

    Note: This step is required for billing based on time spent.

Once you’ve setup up your time recording framework, agency staff can enter time and assess fees on the transaction pages. For more information, see Adding Time Entries and Assessing Fees for Time Entries.