ATE TIMESHEET ENTRY

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

• Please ensure that the upload progress bar is green with a status of 100%, at this point you will need to click 'Save Timesheets' for the upload to attach and save.

• If your upload status bar is blue it indicates that the timesheet is still uploading

  , you should not attempt to upload another timesheet until the current attachment has finished uploading. Upload speeds depend on your internet connection.

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.

1

This is the current batch reference. This can be referenced when running margin reports.

2

You have the ability to sort by Timesheet or Worker. By default Intime will sort your entries in the order in which you entered your information. Sorting by Worker will re-sort your timesheets in to Worker name order, this is particularly useful if you have workers that submit multiple timesheets in the same period.

3

The View Batches' button takes you to the ATE - View Batches screen. From here you can see your current and historic submissions.

4

The current status of your submission.

5

The search box will return all matching criteria from all the relevant timesheet fields including the client, worker and period end date.

6

To ensure load times are minimised the Agency Timesheet Entry screen will display 25 timesheets per page, you can increase the number of timesheet displayed per page to 50 or reduce to 10 per page depending on your internet connection.

7

To add a new timesheet simply click the 'Add Timesheet' option.

8

Performs the same function as point 6.

9

This button will only be available after any changes you have made to the batch have been saved. Therefore this button may be replaced with a green 'Save Timesheets' option. If all changes have been saved the 'Submit Batch' button will appear. Note, you should only click the 'Submit Batch' option after you have reviewed your information.

10

The BATCH SUMMARY section provides a running total of all the timesheets entered within the batch.