For clients who have enabled the functionality for vendors/law firms to submit timekeepers for approval via Corridor, you can either enter the timekeepers individually, or upload them from the timekeeper CSV (Comma-separated value) file. Once the timekeepers are entered via either of these methods, you can select to submit them to the client company. At any point in the future, you can access any timekeeper record previously submitted, verify if the submitted timekeeper was approved by the clients, and make changes to that record and resubmit to the client. You also can delete certain timekeeper records from Corridor (see below).
Editing/deleting timekeepers is dependent on the status of the record:
Awaiting Submission – Timekeepers in this status can be deleted or edited at any time because they are not synchronized with the client company.
Waiting for Import – Timekeepers cannot be deleted in this status, but can be modified and the modifications will replace the current timekeeper information to be sent to the client company.
In Process – Timekeepers in this status cannot be deleted nor modified since the client company has received the information and must accept or reject the timekeeper before additional modifications are possible. When editing the record, all fields are read-only and cannot be modified.
Accepted – Information concerning that timekeeper (such as rate, etc.) can be modified and resubmitted to the client company (which will change the status of the timekeeper to "Waiting for Import"). Once a timekeeper is accepted by a client company, the timekeeper cannot be deleted nor can the timekeeper identifier be changed since it is now synchronized with the client company. When editing the record, the Vendor Tax ID, Vendor Name, and Timekeeper are read-only and cannot be modified.
Rejected – Timekeepers that are rejected by the client company can be deleted or modified for resubmission to the client company.
To View/Edit Timekeepers:
On the Corridor home page, click on the View Timekeepers link.
On the View Timekeepers page, select a criteria by which to filter the list of timekeepers. Filtering can be performed by client, timekeeper specific information, or by status of timekeeper or timekeeper submission. Navigation controls are available at the bottom of page to navigate through the pages. Any rejection comments from the client for a specific timekeeper can be accessed by expanding the comment section.
Once you have identified the timekeeper record to be edited, click the Timekeeper ID link for the timekeeper.
On the Edit Timekeeper page, change any values for the timekeeper. For all statuses, the Vendor Tax ID, Vendor Name, and Timekeeper are read-only and cannot be modified. In addition, for "In Process" timekeepers, all fields are read-only and cannot be modified.
Click Save.