This section defines the standard fields that are mapped from Adapt. Please note that some additional items have to be configured depending on your installation.

Known supported versions: V11, UX

Notes:-

Webservices and RSM InTime business objects must be active/enabled on Bond Adapt.
IMPORTANT - Ensure that the RSM InTime validation/Ready for RSM InTime TAB is completed on the Placement Job Role record. Once the record shows 'Ready for RSM InTime' - Yes then RSM InTime will attempt to import the relevant Placement.
All placements and the associated data below are imported from Adapt when the placements are the following types: PERM_ASSIGN,TMPR_ASSIGN,TMPS_ASSIGN,CONTR_EXT,CONTR_ASSIGN

Clients

InTime Field	Description	Adapt Field	Mandatory	Notes
Reference	The reference for this client	CLIENT_GEN.CLIENT_ID	Yes
Name	The name of the client	CLIENT_GEN.NAME	Yes
Accounts Reference	The accounts system reference	CLIENT_GEN.PAYROLL	No	This should be provided where possible. If it isn't provided then it is likely to create problems exporting invoices.
Company Number	The registered company number	CLIENT_GEN.COMP_REG	No	Should be provided where possible
Primary Address
Address Line 1	The first line of the client's address	ADDRESS.STREET1	No	By default these fields are taken from the Primary address.
Address Line 2	The second line of the client's address	ADDRESS.STREET2	No
Town/City	The client's town	ADDRESS.TOWN	No
Post Code	The client's post code	ADDRESS.POST_CODE	No
Country	The client's country	ADDRESS.COUNTRY	No
Invoicing Address
Client Invoice Point		CLIENT_GEN.DEF_INVP
Invoice Contact Name	Client Invoice Contact Name	INV_POINT.INVP_GEN.NAME	No
Address Line 1	The first line of the client's invoice address	INV_POINT.ADDRESS.STREET1	No	These fields are taken from the Primary address of the invoicing point.
Address Line 2	The second line of the client's Invoice address	INV_POINT.ADDRESS.STREET2	No
Town/City	The client's invoice town	INV_POINT.ADDRESS.TOWN	No
Post Code	The client's invoice post code	INV_POINT.ADDRESS.POST_CODE	No
Country	The client's invoice country	INV_POINT.ADDRESS.COUNTRY	No
Email	The client's invoice Email	INV_POINT.EMAIL\|Work.EMAIL_ADD	No

Consultants

Field	Description	Adapt Field	Mandatory	Notes
Reference	The reference for this consultant	U_PERSONAL.USER_ID	Yes
Firstname	The consultant's first name	U_PERSONAL.USER_NAME	Yes	This field is split into two, the first part is used for the firstname and the second part for the last name
Lastname	The consultant's last name	U_PERSONAL.USER_NAME	Yes
Email	The consultant's email address	U_PERSONAL.EMAIL	Yes

Managers

Field	Description	Adapt Field	Mandatory	Notes
Reference	The reference for this manager	PERSON_GEN.PERSON_ID	Yes
Firstname	The manager's first name	PERSON_GEN.FIRST_NAME	Yes
Lastname	The manager's last name	PERSON_GEN.LAST_NAME	Yes
Email	The manager's email address	EMAIL.EMAIL_ADD	Yes	Manager's can have a number of email addresses. This is taken from the Work email address
Telephone	The manager's telephone number	TELEPHONE.TEL_NUMBER	No	Manager's can have a number of telephone numbers. This is taken from the Work telephone number.
Mobile	The manager's mobile number	TELEPHONE.TEL_NUMBER	No	Manager's can have a number of telephone numbers. This is taken from the Mobile telephone number.
Address Line 1	The first line of the manager's address	ADDRESS.STREET1	No	By default these fields are taken from the Secondary address. Please let support know if you would rather use the primary address.
Address Line 2	The second line of the manager's address	ADDRESS.STREET2	No
Town/City	The manager's town	ADDRESS.TOWN	No
Post Code	The manager's post code	ADDRESS.POST_CODE	No
Country	The manager's country	ADDRESS.COUNTRY	No

Candidates

Field	Description	Adapt Field	Mandatory	Notes
Reference	The reference for this candidate	PERSON_GEN.PERSON_ID	Yes
Title	The candidate's title	PERSON_GEN.TITLE	Yes
Firstname	The candidate's first name	PERSON_GEN.FIRST_NAME	Yes
Lastname	The candidate's last name	PERSON_GEN.LAST_NAME	Yes
Email	The candidate's email address	EMAIL.EMAIL_ADD	Yes	Candidate's can have a number of email addresses. This is taken from the Home email address
Telephone	The candidate's telephone number	TELEPHONE.TEL_NUMBER	No	Candidate's can have a number of telephone numbers. This is taken from the Work telephone number.
Mobile	The candidate's mobile number	TELEPHONE.TEL_NUMBER	No	Candidate's can have a number of telephone numbers. This is taken from the Mobile telephone number.
Address Line 1	The first line of the candidate's address	ADDRESS.STREET1	Yes	By default these fields are taken from the Primary address. Please let support know if you would rather use the primary address.
Address Line 2	The second line of the candidate's address	ADDRESS.STREET2	No
Town/City	The candidate's town	ADDRESS.TOWN	Yes
Post Code	The candidate's post code	ADDRESS.POST_CODE	Yes
Country	The candidate's country	ADDRESS.COUNTRY	No
Candidate Type	Whether the candidate is PAYE of LTD	CAND_PAYROLL.PAYE	Yes
NI Number	The candidate's national insurance number	CAND_PAYROLL.NI_NUMBER	Sometimes	Must be a valid NI number. This should always be provided where available, even for LTD contractor's. This is so it can be included in the HMRC intermediary report
Unique Tax Reference	The candidate's unique tax reference	CAND_PAYROLL.UNIQUE_TAX	Sometimes	This should always be provided where available. It can be used in the HMRC intermediary report of the national insurance number is not available.
Date of Birth	The candidate's date of birth	CAND_GEN.DT_OF_BIRTH	Yes
Date of Joining	The date of joining	CAND_PAYROLL.DATE_JOINED	Sometimes	Required for PAYE
Payment Type	How the candidate is paid, e.g via Cheque or BACS	CAND_PAYROLL.PAY_TYPE	Yes	Can be defaulted if required
Limited Company Details
Ltd Co Name	The name of the contractor's limited company	CAND_PAYROLL.LTD_COMP_NME	For LTD
Ltd Co Registered Number	The company number of the contractor's limited company	CAND_PAYROLL.LTD_COMP_REG	No	Should be entered where possible
Ltd Co VAT Registration Number	The VAT registration number of the contractor's limited company	CAND_PAYROLL.LTD_COMP_VAT	Sometimes	Required if the limited company is VAT registered
Street 1	The first line of the contractor's limited company address	CAND_PAYROLL.LTD_COMP_ST1	For LTD
Street 2	The second line of the contractor's limited company address	CAND_PAYROLL.LTD_COMP_ST2	No
Town	The town of the contractor's limited company address	CAND_PAYROLL.LTD_COMP_CTY	For LTD
Post Code	The post code of the contractor's limited company address	CAND_PAYROLL.LTD_COMP_PCO	For LTD
PAYE Details
NI Table Letter	The candidate's NI Table Letter	CAND_PAYROLL.NI_TABLE_LET	For PAYE	Required for InPAY
Gender	The candidates Gender	CAND_GEN.CODE:GENDER	For PAYE	Required for InPAY. Value Must be M or F
Worker Email Payslip	Whether the Worker wants their Paylsip Emailed	CAND_PAYROLL.PAY_SLIP_AW	No	Only required when connected to InPAY.
Bank Accounts
Bank Name	The name of the contractor's bank	CAND_PAYROLL.BANK_NAME	Sometimes	If paying by BACS these details are required. Building society reference may be required depending on the type of the account
Bank Account Name	The name applied to the contractor's bank account	CAND_PAYROLL.ACC_NAME
Sort Code	The sort code	CAND_PAYROLL.SORT_CODE
Account Number	The account number	CAND_PAYROLL.ACC_NUMBER
Building Society Ref	The user's building society reference or roll number	CAND_PAYROLL.BLD_SOC_REF

Placements & Rates

Field	Description	Adapt Field	Mandatory	Notes
Reference	The reference for this placement	ASSIG_GEN.ASSIG_ID	Yes
Consultant	The primary consultant on this placement	OWN_CONS.CONSULTANT	Yes	This is the owning consultant
Client	The client of this placement	X_PA_CLIENT.CLIENT	Yes
Manager	The primary manager for this placement	JOB.X_CLIENT_JOB.CONTACT	Yes	This is the client authouriser
Candidate	The candidate for this placement	X_ASSIG_CAND.CANDIDATE	Yes
Job Title	The job title	ASSIG_GEN.JOB_TITLE	Yes
PO Number	The Purchase Order number for the placement	JOB.JOB_GEN.PO_NO	No
Start Date	The start date of the placement	ASSIG_GEN.START_DT	Yes
End Date	The end date of the placement	ASSIG_GEN.END_DT	No
Sales Department	The sales department	OFFICE_GEN.NAME	No	Taken from the Adapt Office
Sales Branch	The sales branch	REGION_GEN.NAME	No	Taken from the Adapt Region
Sales Division	The sales division	TEAM_GEN.TEAM_NAME	No	Taken from the Adapt Team
Client Site	The address of the site where the work is to be undertaken	Taken from the Primary address on the Job	No
Alternative Manager 1	An alternative manager for this placement	INTG_TSINFO.AUTHORISER1	No	This is an alternative client authouriser
Alternative Manager 2	An alternative manager for this placement	INTG_TSINFO.AUTHORISER2	No	This is an alternative client authouriser
Alternative Manager 3	An alternative manager for this placement	INTG_TSINFO.AUTHORISER3	No	This is an alternative client authouriser
Timesheet Approval Route	The approval route for the timesheet	INTG_TSINFO.CODE:APV_ROUTE	Yes	Option: Client Or Auto. Client for client manager approval. Auto for no approval.
Placement Invoice Contact	An Invoice Contact for this placement (Client Override)	ASSIG_GEN.INVP	Yes if require multiple invoice contacts at client	This is the invoice contact for this placement (client override)
Placement Invoice Contact Name	Placement Invoice Contact Name	INV_POINT.INVP_GEN.NAME	No
Placement Invoice Address Line 1	The first line of the placement's invoice address	INV_POINT.ADDRESS.STREET1	No	These fields are taken from the Primary address of the invoicing point.
Placement Invoice Address Line 2	The second line of the placement's invoice address	INV_POINT.ADDRESS.STREET2	No
Placement Invoice Town/City	The placement's invoice town	INV_POINT.ADDRESS.TOWN	No
Placement Invoice Post Code	The placement's invoice post code	INV_POINT.ADDRESS.POST_CODE	No
Placement Invoice Country	The placement's invoice country	INV_POINT.ADDRESS.COUNTRY	No
Placement Invoice Email	The placement's Invoice email	INV_POINT.EMAIL\|Work.EMAIL_ADD	No
Rates	TEMP / CONTRACT: All rate types from assignment. SHIFT: All rates used in timesheet schedule.
Rate Period	Whether Rates are Fixed or Hourly	CASSIG_GEN.CODE:PAY_PERIOD	No, as defaults	By Default: If this value is “daily” then sets Duration=480, Fields=”Decimal” If this value is “hourly” then sets Duration=60, Fields=”Time &Hours” Else sets Duration=60, Fields=”Time &Hours” - Can be edited if required.

Placement Split Commission Consultants And Percentages

Field	Description	Adapt Field	Mandatory
Consultant 1	Commission Consultant 1	ASSIG_GEN.CONS1	No
Consultant 1 Percentage	Commission Consultant 1 Percentage	ASSIG_GEN.CONS1_PERC	No
Consultant 2	Commission Consultant 2	ASSIG_GEN.CONS2	No
Consultant 2 Percentage	Commission Consultant 2 Percentage	ASSIG_GEN.CONS2_PERC	No
Consultant 3	Commission Consultant 3	ASSIG_GEN.CONS3	No
Consultant 3 Percentage	Commission Consultant 3 Percentage	ASSIG_GEN.CONS3_PERC	No
Consultant 4	Commission Consultant 4	ASSIG_GEN.CONS4	No
Consultant 4 Percentage	Commission Consultant 4 Percentage	ASSIG_GEN.CONS4_PERC	No
Consultant 5	Commission Consultant 5	ASSIG_GEN.CONS5	No
Consultant 5 Percentage	Commission Consultant 5 Percentage	ASSIG_GEN.CONS5_PERC	No