PUMP SUPPORT
RSM InTime -Pump Integration Setup (System Administrators)
Before you setup the Intime RSM InTime integration on your Pump instance, please contact Pump Support to ensure your RSM Intime InTime integration sync has been setup and please ensure you have your Intime RSM InTime environment credentials to hand. Contact your RSM account manager / support team if you are unsure of these credentials.
...
If you only wish to integrate your Pump instance with a single RSM Intime InTime environment, then you only need to configure the above fields. However if you wish to push data to multiple Intime RSM InTime environments due to your organisational structure you must toggle 'Use Owning Company Credentials?' to 'Yes.'
Doing so allows you to use the Placement's 'Sales Owning Company' record's Intime RSM InTime credentials linked to each Placement in Pump to push your data to more than one Intime RSM InTime environment.
You can create and populate your Owning Company records separately within each instance under the Pump Settings area in the bottom left of your screen.
If any credentials are missing when authorising a Placement and syncing it to RSM InTime an error message will be displayed. This applies to both credential types, but if Sales Owning Company credentials are used and the Sales Owning Company is blank, an error will also be displayed saying that the field needs to be filled in.
...
Further configuration of your Intime RSM InTime integration
In addition to this, you will also need to do the following:
- Add any Users to the Field Security for the Bank Account fields in the Candidate and Placement Entities.
- Contact the Pump Team to setup your RSM InTime background sync.
- Customise your Pump Unmanaged Solution in your Sandbox to meet any custom option sets you have setup within your Intime RSM InTime environment.
In RSM InTime, it is possible to have custom options for the following field types (which also have an equivalent value in Pump).
...
- Currency: ISO Currency Code (e.g. 'GBP').
- Tax Code: The Tax Code Option Set 'Label' matches with the Tax Rate 'Name' (NOT code) in RSM InTime.
- Pay Element: Pay Element Name (e.g. 'Basic Pay').
- Payment Frequency: Payment Frequency Name (e.g. 'Weekly').
For the Invoice Frequency options, values are matched using their option value/index (both Pump and RSM InTime must have the same options in the same order). Out-of-the-box options are:
...
In order to most effectively utilise the integration the customer should incorporate mandatory fields into the Placement Business Process Flow before Level 2 Authorisation that you wish to be pushed up to IntimeRSM InTime. Please be aware that in some cases RSM Intime InTime requires these fields.
For a full overview of the Pump - RSM Intime InTime data mapping sync please review the data map below
...
RSM InTime Integration (Users)
If the RSM InTime Integration is enabled, the Placement and associated data will be created in RSM InTime automatically on 2nd Level Authorisation.
If any validation errors occur in this process, an error, like the one in the screenshot below, will be displayed with the validation message from RSM InTime. The Placement won't be able to progress to 2nd Level Authorisation until the validation error has been resolved.
It is also worth noting that the LATEST RSM InTime error is stored in the Placement Field - Pay and Bill Integration Sync Error (colleagu_payandbillintegrationsyncerror). This field is cleared once the Placement is pushed through to Intime RSM InTime successfully on Level 2 Authorisation after a resolution of any data errors.
...
When Placements have Timesheets or Invoices associated with them in RSM InTime, warning banners are displayed on the Placement form.
...