A customisation is any data mapping or processing that is not applied as part of the default configuration. Customisations are only applied when processing a placement update event – they can not be applied when processing a Candidate, Contact or Company update event. They are applied at the end of the import process.
Almost any field in Bullhorn can be mapped to any field in InTime including from the Candidate, Company and Contact but there are a few exceptions due to limitations of the Interface. As well as straight data mapping, some processing can be performed as part of the import.
During your integration test phase InTime support will work with you to establish any customisations you require. After you have gone live, additional customisations should be requested via the customisation request form attached below. Implementing these will be chargeable on a time and materials basis.
Common customisations:
The following data fields are frequently required in InTime that are not mapped from Bullhorn by default:
Worker:
Engagement type for HMRC intermediary reporting
Limited Company contact details and address
Bank details if you intend to make payments from InTime.
National Insurance number & Table letter
Gender
VAT Code
Limited Company VAT registration number
Limited Company registration number
Account Number - to link to the appropriate record in your accounts or payroll system
Self Billing
Ltd Company Providers (Umbrellas)
Accounts reference – to link invoices the appropriate record in your accounts system
Bank details if you intend to make payments from InTime.
VAT Code
VAT registration number
Company registration number
Self Billing
Manager:
By default the InTime Manager is mapped to the Contact associated with the Job/Vacancy. In InTime the Manager is normally the Timesheet approver which is often a different person to who arranged the contract.
Client:
VAT Code If you have VAT registered clients and suppliers you will need to set the appropriate VAT code so the VAT is correctly applied to invoices.
VAT registration number
Company registration number
Accounts reference – to link invoices to the appropriate record in your accounts system.
Invoice payment terms e.g. 14 days from Invoice date.
Placement:
Pay and Charge currencies.
Rate names and periods - a standard naming convention is applied otherwise.
Alternative managers.
Placement financial fields – These are normally used to indicate company structure and can be used for grouping items in reports or as additional information on invoice export.
Expense template.
Approval routes.
Invoicing contact – if you need to invoice a client at more than one address you can set the charge contact details on each placement.
Purchase Order Numbers.