ATE TIMESHEET ENTRY
Workflow process for adding timesheets.
Processing Tips
From the menu bar, click Timesheets > Submissions.
You will be taken to the ATE - View Batches screen. Intime will generate a separate batch for each pay period and the status of a batch depends on the processing cycle.
Click on the relevant Batch Ref (Note this is usually the current tax week unless otherwise notified by RSM).
The Agency Timesheet Entry screen will open and will allow you to begin entering your timesheet data.
In order to enter a timesheet the worker and client must exist in Intime first. You should refer to Adding a client and Adding a worker for further details.
Please refer to the screenshot and details below for information on what you require to complete when entering a timesheet.
Index | Description |
|---|---|
1 | Enter the worker that relates to the timesheet. Note that PAYE workers that have been added previously to Intime but were marked as a leaver will need to be set up as new workers. |
2 | Enter the client that relates to the timesheet. |
3 | This defaults to ‘New Placement’ or 'New Placement (PAYE Deductions)', see the 'New Placement' sub section below for details on which entry to use. If you have submitted a timesheet for the same client and worker combination in a previous period you have the option to select that placement ID to bring through the pay and charge rate used before. New Placement New Placement (PAYE Deductions) - This value will only be available where the worker has been generated on the system with an Off-payroll status. Please refer to /wiki/spaces/PBS/pages/51609748 for further details. Selecting this value when entering a timesheet will result in Tax and NI deductions being applied to the entry. New Placement - This is the most common option and should be used for all worker types other than Off-payroll. |
4 | Enter the relevant period end date of the timesheet, note that this will update to the Sunday of the week entered when saved. |
5 | Select the relevant rate code from the drop down list. The rate codes available to you are a default list – please contact the RSM technical support team should you require any additional codes. |
6 | Units can refer to the number of hours, days or miscellaneous units such as expense mileage. Entries in to this field you be completed in decimal format, therefore an example of seven and a half hours should be entered as '7.5'. |
7 | Enter the pay rate per unit. |
8 | Enter the charge rate per unit. |
9 | This is an optional field. Anything entered in the description box will be displayed against this timesheet line on the invoice. Please note that this field should not exceed 45 characters. |
10 | This is an optional field. You can assign a consultant against a timesheet line that can later be split in reports used by the system. Please contact RSM technical support to add new consultant entries to the system. |
11 | This is an optional field. You can assign a sales sector against a timesheet line that can later be split in reports used by the system. Please contact RSM technical support to add new sector entries to the system. |
12 | This is an optional field. You can assign a purchase sector against a timesheet line that can later be split in reports used by the system. Please contact RSM technical support to add new sector entries to the system. |
13 | If your client requires a PO number to be displayed on your invoice you MUST add the PO number to this field. |
14 | This icon is used to attach your signed timesheet. It is compulsory to attach a valid approved timesheet image to each entry, your RSM pay and bill executive will likely contact where timesheets are not accompanied by an uploaded authorised document (signed timesheet). Note that you can upload multiple files relating to a single timesheet entry on Intime. If multiple candidates exist on your approved timesheet image you are still required to attach the document to each individual entry on Intime. Intime will only attach the document once to the invoice. Intime accepted formats Please ensure that the images you attach are in one of the accepted image file formats (PDF, GIF, JPEG or PNG). Intime will reject any other format type including word or excel files, these must be converted to one of the accepted formats prior to upload. Troubleshooting
|
15 | Clicking this icon will completely remove the timesheet from Intime. |
16 | Clicking this icon will add a separate rate line to the existing timesheet. This is useful where timesheet have multiple rates such as overtime. Troubleshooting The same rate cannot be used more than once on the same timesheets, Intime will provide a warning and will not allow you to save any changes until this has been corrected. |
Please ensure that you click 'Save Timesheets' after each timesheet has been entered to avoid losing any unsaved changes. A successfully saved timesheet will change colour per the example below.