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 InTime business objects must be active/enabled on Bond Adapt.
- IMPORTANT - Ensure that the InTime validation/Ready for InTime TAB is completed on the Placement Job Role record. Once the record shows 'Ready for inTime' - Yes then 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 | ||||
| Address Line 1 | The first line of the manager's 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 manager's address | INV_POINT.ADDRESS.STREET2 | No | |
| Town/City | The manager's town | INV_POINT.ADDRESS.TOWN | No | |
| Post Code | The manager's post code | INV_POINT.ADDRESS.POST_CODE | No | |
| Country | The manager's country | INV_POINT.ADDRESS.COUNTRY | 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 | |
| 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 | |
| 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 | |
| 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 | |
| Gender | The candidates Gender | Not mapped by default. Please supply field name this is stored in if connected to InPAY or is a requirement. | For PAYE | Required for InPAY |
| 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) |
| 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 | Notes |
|---|---|---|---|---|
| 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 |
In addition to the fields above the following are mapped
- The standard Adapt rates