(InTime Only) Leaver and Reinstate Worker Process
- Mark Holland (Unlicensed)
- Kelly Collins
Making a Worker a Leaver
When making a PAYE, Ltd or Umbrella worker a leaver, you should use the Leaver screen within RSM InTime. Note: You must have the User Role ‘Make Leaver’ set against your user profile to complete this action.
1) Go to Profiles > Workers. Search for the relevant worker.
2) Click on the Edit dropdown arrow and select Make Leaver.
3) Enter a date in Last Worked Date and select a reason from the Reason For Leaving (only applicable for PAYE workers) dropdown. Click OK to apply the change.
Once complete, the last worked date will appear in the Leaver column in the worker search screen. No further timesheets or expenses can be entered against this worker in RSM InTime and they cannot be placed. Note: the worker will still be able to log into RSM InTime unless the ‘Allow Login’ user role is removed from their profile.
Reinstating a Worker
If a worker has returned to work for your agency, you can reinstate them through RSM InTime. Please note, you would need the ‘Make Leaver’ user role against your user to reinstate workers.
1) Go to Profiles > Workers. Search for the relevant worker.
2) Click on the Edit dropdown arrow and select Reinstate.
3) Enter the Start Date and the Payroll. Click OK to apply the changes.
The worker will now be able to submit timesheets and expenses. These items can be exported from RSM InTime and the worker can be assigned against a placement.