The Advanced Tab

Owned by Mark Holland (Unlicensed)
Last updated: Oct 17, 2024 by Hitesh Sud
4 min read
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Placement - Advanced

 

Disable Placement Emails
By selecting one or more of these checkboxes, you can disable the sending of emails from RSM InTime to the relevant parties:

  • Worker

  • Manager

  • Consultant

  • Ltd User


Tax & VAT
By default, the VAT Code defined on the client and contractor/umbrella will be used for this placement. If you wish to override the tax code for this placement only, you can do so here.

You can select the following options, where relevant:

  • Deduct PAYE and NIC from Ltd Company on this placement: If you tick this option, then PAYE deductions will be added to the self bill invoice. You must ensure that the worker is limited and marked as pay through InPay. The worker must be self-bill.

  • Recharge Pension and Employer NI contributions to this placement's client: If you tick this option, then pension and employer NI will be added to the sales invoice. You must ensure that the worker is paid through InPay. Please contact support if you wish to enable this feature.

  • CIS placement: If you tick this option, then CIS tax deductions will be added to the purchase invoice. You must ensure that the worker is a CIS type. This cannot be changed after a timesheet has been submitted.


Holiday Accrual
By default, the contractor will accrue holiday at using the rate defined for your agency; if you wish to override the rate for this placement the % rate can be entered in the Holiday Accrual Field. If the contractor will be entitled to a different holiday accrual post AWR, the % rate can be entered in the Holiday Accrual Rate Post AWR. This rate will be applied automatically. 

InPay linked contractors: the accrual rate entered against the placement will override the holiday accrual rate against the contractor in InPay. If the contractor has multiple placements with different accrual rates, the accrual rate will be stored against the timesheets accordingly which will allow InPay to apply the correct accrual. 


Tags
Tags are optional configurable properties that can be used to store additional information against entities. If a tag category has been created Configuration > General > Tag Categories, then you can use that tag to enter information for the placement.
For example, you might want a method of recording whether a contractor on a placement was recommended by a third party. If this tag category has been set up to be available on placements, then you can add that tag to the placement and record the appropriate information.

Add a tag to a placement

  1. Click the + icon on the right to expand the Tags section

  2. Click Add Tab.

  3. Select the Category from the list.

  4. In the Value field, enter the appropriate value. For example, if the tag was Recommended By, you would add the name of the person who recommended the contractor.

  5. If the tag has been set up to enable document uploads, you can upload a supporting document by clicking Browse, navigating to the document on your machine, and then clicking Upload.

  6. Click Add Tag to save the tag.





Filters
The Filters section enables you to add modifiers to the placement. This module is sold separately and may not apply to your installation. These filters control and modify various aspects of how timesheet information will be submitted by the worker for the placement.

There are a number of pre-set filters that you can add to a placement. A description of each filter is provided on screen for the respective filter when it has been selected from the list.
For example, there is an Exact Value Meal Break filter, which enables you to specify that a contractor's break duration must be a specified number of minutes. If you applied this filter to a placement and specified that the break duration was 60 minutes, when the contractor enters his/her timesheet information and submits that timesheet, the break duration will automatically be adjusted to 60 minutes, regardless of what the contractor enters in the Break Duration field. For more information click here: Enforcing Lunch Break Values

Add a filter to a placement

  1. Click the + icon on the right to expand the Filters section

  2. Click Add Filter.

  3. From the list, select the required filter.

  4. Enter information into the appropriate fields.

  5. Click Save.

  6. You can add as many filters as required. You can also click Clone to clone filters that you have already added.

 

Please click on the links below to view the details for each tab

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