Placements

When you arrange for a contractor to undertake a job, or fulfil a particular role for a client, you are creating what is known as a placement.

A placement defines:

  • Who is doing the work.
  • Which client the work is being carried out for.
  • Which consultant is responsible for the work.
  • Who, within the client organisation, is managing the contractor.
  • The rates of pay and charge.
  • The types of expense that can be claimed.
  • The approval route to be followed for timesheets and expenses.

In RSM InTime, therefore, a placement associates the following entities with each other:

A summary of each placement can be viewed within RSM InTime.  An example of this is shown below.

The following information is shown:

  • Information about who is involved in the placement
  • Recent timesheets
  • Recent client invoices and client credit notes
  • Recent self-bill invoices and self-bill credit notes

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