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If you have an InPay holiday scheme enabled holiday claim information is also passed between the two systems. Please see the InPay Holiday ShemeScheme page for more information.
Exporting financial data from RSM InTime to InPay
You have the ability to align your location/department data from RSM InTime. This information can be updated when your timesheets or expenses are exported, thus streamlining your processes and minimising errors.
Please note if you have a front office integration you will need to assess your mappings from your CRM into RSM InTime in the first instance.
You have the option of using our default mapping or having a customisable script, either option will be set up initially by our Support Team.
Default Mapping is as follows:
RSM InTime Placement | InPay Location |
Start Date | Start Date |
Sales Division | Division |
Sales Department | Department |
Sales Location | Location |
N/A | Cost Centre splits |
N/A | Department Splits |
Using the Placement's Financial Tab, and set up the appropriate values within the fields below. This data will be transferred to InPay when you export a timesheet or expense for that placement.
You will then be able to see these within InPay by going to Employees - Location Details, and search for that worker. You will see that the Start Date, Location, Division and Department has been populated.
If you wish to use a customisable script, this will give you the ability to set split values for Departments and Cost centres as well. The Support Team will assist with this.
On the Placement's Financial tab you can add Sales Department and Sales Cost Centre codes.
You will then be able to see these within InPay by going to Employees - Location details, and search for that worker. Not only will you see that the Start Date, Location, Division and Department has been populated, but the Department splits and Cost Centre splits will also been shown according to the customisation you have set up.
Click Financial tags to learn more about what they can do for your RSM InTime instance.