RSM InTime V25.03 Release Notes
- Hitesh Sud
Introduction
Over the coming weeks we will be deploying RSM InTime Release V25.03. If you are a user of RSM InTime you will see a blue banner message appear on your homepage once the release is available to you.
Listening to our users is important to us, and therefore we hope that you find these changes useful, and they help streamline your business processes. We always value feedback, so please contact account management if you wish to discuss anything further. All previous release notes can be found here: RSM InTime release notes.
Key highlights
AWR: We’ve introduced additional configurations to determine which day of the week an AWR week starts on. These options provide greater flexibility in calculating qualifying weeks based on placement and timesheet details. For more information, refer to Enhancements to AWR qualifying week calculations.
Custom reports: We have made several additions to the tables and columns in the custom reports module. For more information, refer to custom reports.
New features
Custom reports: Added agency table to the custom reports module, Added new fields to the shifts table, Added new field to the provider table, Ability to create custom reports for providers on worker agencies
Enhancements to AWR qualifying week calculations
New freehand reference filter on search screens
New property introduced for timesheet pay elements
Enhancements
Placement and timesheet internal comments on timesheet approval screen
Improvements to the payment application filter
Improvements to the payment application and client invoice layout
New Feature Details
Custom reports
Added agency table to the custom reports module
We have added agency table with columns id and name to the custom reports module.
Added new fields to the shifts table
We have added new fields start date time and finish date time to the shifts table in the custom report module. We have also modified the start time and finish time fields to use milliseconds.
Added new field to the provider table
We have added a new field self billing to the provider table in the custom report module.
Ability to create custom reports for providers on worker agencies
We have added a provider ID field to the worker table in the custom report module. This allows users to create a join between worker and provider data and subsequently create custom reports for providers on worker agencies.
Please note that the custom report functionality is subject to additional cost. If you would like to know more or enable this functionality, please contact our account management team.
Enhancements to AWR qualifying week calculations
We have introduced two additional configurations to determine which day of the week an AWR week starts. An AWR week refers to a block of seven consecutive days containing a worked shift. When creating a timesheet, the system evaluates each shift to identify which AWR block it belongs to, counting it as a qualifying week. The following configuration options now available.
Please note that any change to the configuration will impact all the agencies. The first option is the default and reflects the existing behaviour. Contact support if you wish to enable the second or third options.
Saturday before placement start: This is the current default behaviour. Under this configuration, AWR weekly blocks are always calculated from Saturday to Friday. The qualifying weeks are not based on the RSM InTime timesheet period, as RSM InTime timesheets can begin on any day of the week and vary in duration—weekly, bi-weekly, four-weekly, or monthly.
For example, a two-weekly timesheet does not necessarily equate to two AWR qualifying weeks. If one timesheet only contains shifts on Saturday or Sunday and the next one only covers shifts from Monday to Friday, this would result in just one AWR qualifying week. Conversely, a single timesheet can yield two AWR qualifying weeks if it includes shifts both on Monday to Friday and on Saturday or Sunday.First timesheet start: Under this configuration, the first AWR block begins on the start day of the first timesheet period for a placement.
For example, for placements with a "weekly" timesheet duration, timesheet weeks run Monday to Sunday, matching the AWR weeks—even if the placement's actual start date falls on another day (e.g., Wednesday). If the placement has a "monthly" timesheet duration, the AWR week blocks will commence on the 1st of the month containing the placement start date, regardless of the day of the week.First shift: This configuration creates AWR blocks based on the weekday of the first shift in the first approved timesheet.
For example, if the first approved timesheet contains a Friday shift, the AWR weeks will span Friday to Thursday; if the shift is on Wednesday, the weeks will run Wednesday to Tuesday, and so forth. In this scenario, the order in which timesheets are created matters because the first approved timesheet determines the AWR blocks. The underlying principle is that users will first create and approve the timesheet for the initial day of work, thereby aligning the AWR weeks with the actual start date. However, RSM InTime cannot enforce the order in which users create timesheets.
Please note that the AWR is part of online contracts and compliance module. If you would like to know more about the module, please contact our account management team.
New freehand reference filter on search screens
We have introduced a new freehand ref filter on pay/sales -> generate invoices, list invoices, list credits, and search screens.
New property introduced for timesheet pay elements
A new property, exclude holiday rate, has been introduced for timesheet pay elements under system configuration -> pay elements → import pay elements from InPay (InPay pay elements) screen.
Additionally, the property accrues holiday has been renamed to accrues holiday (InTime).
If a pay element has both accrues holiday (InTime) and exclude holiday rate ticked, any rates associated with that pay element will have an accrual rate of 0.0 sent to InPay during export. This can be verified under the rate for holiday column in the RSM InTime timesheets screen in InPay.
In the above screenshot, rate for holiday values as 0.00 are those exported to InPay when exclude holiday rate is selected. If not selected, the values are shown, for example, as 12.07 (which is the default value in this case).
Please note that this development is relevant for our PAYE module InPay. If you would like to know more, please contact our account management team.
Enhancement Details
Placement and timesheet internal comments on timesheet approval screen
You can now see timesheet internal comment and internal agency comment fields on the timesheet approval screen. Please note that this change is valid only for administrators and consultants.
Improvements to the payment application filter
We have improved the functioning of the payment application filter available for managers under sales -> search payment applications and for administrators and consultants under the sales/pay -> search screen.
For managers: Payment applications can now be filtered only for submitted, approved, invoiced, and accepted statuses. The statuses draft and rejected are removed from the manager's view to ensure they only see relevant statuses.
For administrators and consultants: Unmatched payment application checkbox is removed as it was redundant with the existing payment application checkbox. If payment applications checkbox is not selected but client invoices or client credit notes is selected, the payment application status applies to any payment applications associated with the client invoice or credit. As an invoice can only be linked to an invoiced or accepted payment application, no results will appear unless one of those status (or All) are selected.
Improvements to the payment application and client invoice layout
We have introduced configurations that allow control over the display of sender and receiver address details on payment applications and client invoices. If you wish to swap the sender and recipient details on invoices, please contact support.
Additionally, we have implemented a configuration option to set the client invoice description as a fixed single line, stating: “Services for the period of…” and summarizing all chargeable items. To enable this single-line description for client invoices, please reach out to support.
Improvements to perm invoice
Previously when creating a perm invoice, you may have had an error due to approval route settings. Now you will be able to create a perm invoice against a placement regardless of the approval route.