Software Reference

Adjusting Up

If a team leader or an administrator helps a worker with a task, and feels the client should also be billed for these hours as well, the worker's hours up can be adjusted upwards. As an administrator, you can adjust any worker's hours.

The EYH System will know how much to bill the client, and how much to pay the worker and the Team Leader or Administrator who did the adjustment. For example, John, an associate lawyer in a big law firm, bills 5 hours for preparing a motion. John works for Brenda, one of the firm's partners. Brenda spent an hour helping John prepare the motion. Brenda can adjust John's hours plus (+) 1 hour. EYH will know to pay John 5 hours, pay Brenda 1 hour (at John's rate), and Bill the client 6 hours for preparing the motion.

You might be asking why Brenda can't enter the hour separately. That's a good question, and the quickest answer is that she can. She could login and enter the hour separately. However, there are a few reasons why that might not be the best way to bill the client. If Brenda enters her hours separately, the client will see the same task billed twice. Once for 1 hour under Brenda, and once for 5 hours under John. From a perception point of view, this rubs many clients the wrong way, and will open the door for hard-to-answer questions about John's competency, since he needed help to complete a task. By simply adjusting John's hours, the same amount of money is billed to the client, and paid to Brenda to John, and the client only sees one task listed on the invoice.

The second reason that Brenda should adjust the hours, rather than billing them separately, is that it's quicker. As John's Team Leader, Brenda can view all of his hours and adjusting the hours on any task takes no more than 3 mouse clicks.

The third reason that Brenda would choose to use an adjustment is that it can be a useful tracking mechanism. She can view all the adjustments she's made and see with whom she has had to collaborate with the most, the least, and everyone in between.