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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.
RSM 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 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.
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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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.

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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.
Pay Elements are particularly useful for PAYE processing, where they are used to map rates in RSM InTime to pay elements or job codes in a payroll system. This can be used to categorize categorise many rates into a smaller number of pay elements in the payroll system. The pay element can also control whether the rate is payable or chargeable, and whether shifts are included in the Margin report.

Duration

This is the duration of each unit minutes. For hourly rates, this value is always 60.
NOTE: If you are connected to our InPay payroll service then it is particularly important that this value is set correctly. This value is usually used to determine the number of hours that the contractor has worked. This is used in verifications on minimum wage for example.

Time Period
and
Timesheet Fields

These fields control how time is entered on the timesheet.

  • If the time period is set to Hourly, then you can choose whether to enter:
    • Hours Only: A single box will be provided for the number of hours worked on the shift.
    • Time & Hours: Boxes will be provided for the start time, finish time and length of break.
  • If the Time Period is set to Fixed, then you can choose:
    • Tickbox: This will show a check box for the shift. This is often used for a day-rate.
    • Decimal: A box where a decimal number can be entered will be displayed. This can be used as an alternative for entering hours, if required.

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.
If the box is not checked, then only Administrators and Consultants can enter time using this rate. This can be useful if you want to control the booking of time on certain rates.

Time Pattern

Time Patterns are primarily of use to enterprise customers who have the Time Patterns and Filters module.

Frontend Ref
and
Backend Ref

These are additional codes that you can add to each rate, if required.

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