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. | ||
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 through the Bulk Entry feature. | ||
Agency | Only Administrators and Consultants can enter timesheets for this placement if ticked. Please note, when the Agency 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 tickedor get reminders to enter them. |
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. | ||
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. |
Internal Agency Comments | This allows you to record notes against the placement for your own use. |
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Placements can have between one and ten rates. If you require more than ten rates, please contact the RSM ESL support team, who can increase this value for you. See See Requesting Support
The rate at the top of the list is the default rate—when a timesheet is created, this is the rate that is selected by default. Use the green up and down arrows to determine the order that the rates appear on timesheet entry. To remove a rate, click on the red delete icon.
Rate Name | Each rate must have a name. This is the name that gets displayed on the timesheet entry screen. |
Pay | The pay rate for each unit of time entered. |
Charge | The charge rate for each unit of time entered. |
Pay Element | Rates must have a pay element. |
Duration | This is the duration of each unit minutes. For hourly rates, this value is always 60. |
and | These fields control how time is entered on the timesheet.
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Show Comment Box | If this box is checked, then the worker or contractor can enter a comment on the timesheet for this rate. |
Worker Can Select | If this box is checked, then the worker or contractor can enter time using this rate. |
Time Pattern | Time Patterns are primarily of use to enterprise customers who have the Time Patterns and Filters module. |
Frontend Ref | These are additional codes that you can add to each rate, if required. |
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