Agency Client/Approving Manager Portal
- Mark Holland (Unlicensed)
- Kelly Collins
Self-service for Agency Clients/Managers
Whilst RSM InTime can provide faxback approval and email approval of timesheets, the preferred method of timesheet approval by many agency clients is via the client portal as this is deemed more secure and provides a clearer audit trail. Entry to the portal by approving managers is simple as they click on a URL link contained within a notifying email stating timesheets require approval; then simply enter their user name and password (which can be automatically stored by their browser) and are directed to the timesheet approval screen. Unauthorised timesheets and expenses can also be accessed via the client portal by simply clicking on Unauthorised on either the Timesheets or Expenses dashboard.
The RSM InTime client portal also offers:
- Different client user roles which include approving manager; super manager (for holistic reporting access all placements) and dedicated contracts’ managers
- Placement detail and reporting
- Viewing of contract and compliance information
- Sales invoice viewing and downloading
- Sales invoice status searching and reporting
- Sales invoice approvals and purchase order number submissions
- Reporting of historical placements, invoices and timesheets
- AWR interaction (e.g. enter comparator rates) and compliance status reporting
Please also see our RSM InTime User Guides