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The General tab contains the main details that define the placement. For example, there is information about the worker, client, manager and rates of pay and charge:


The fields on this screen are described in the following table:

Reference

This is your reference for the placement.
This value must be unique; no other placement can have the same reference code.
InTime allows this value to be created automatically from a sequence, if required. If this option is enabled, you won't be able to edit this value as the system will generate it for you.

Perm

Tick this checkbox if the placement is permanent.

Bulk

This setting enables the administrator to enter timesheet information on behalf of the worker. However, while the bulk entry setting is enabled, the worker will not be able to fill in their own timesheets. Therefore, we recommend you only enable this option while the administrator enters the timesheet information for the worker.

Agency

Only Administrators and Consultants can enter timesheets for this placement if ticked.

Role / Job Title

A description of the job: for example, Software Developer.

Client Site

A field to enter details about this client's site.

Start Date

The date on which work commences. Time cannot be submitted against the placement prior to this date.
Note: This field is mandatory.

End Date

The date on which the work will stop. This field can be left blank, in which case the placement is open-ended.

Job Description

Additional information about the job, if required.


Participants

Worker

The worker or contractor who is undertaking the work.

Client

The client that you are supplying the worker to.

Manager

The manager, at the client, who is responsible for the work.

Consultant

The consultant who is responsible for the placement.

Alternative Managers

Any other managers, at the client, who are involved with the placement.
Alternative managers are typically used to approve a timesheet or expense if the primary manager of the placement has not done so (although this will depend upon the approval route).
The managers who are available for selection are shown in the left-hand box, and those who are actually selected for the placement are shown in the right-hand box. You can use the arrows to move managers from one box to the other.

Internal Agency Comments

This allows you to record notes against the placement for your own use.

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