Our preferred delivery method for training is online, as sessions are recorded and the media files hosted for future user review if required. We can provide face to face training if required. Training sessions are provided in manageable topic segments and are tailored to the needs of the client and of course relevant to the intended application of our solutions.

Recommend Training Schedule: -

RSM InTime - suggested online delivery, 3-4 x 2hr slots ideally spanning over as shorter period as possible (e.g. 1 week).

InPay - suggested online delivery, 1-2 x 2hr slots ideally spanning over as shorter period as possible. (e.g. 3 days)

Online training is delivered via Microsoft Teams and will be recorded and uploaded to our RSM Client Portal. An account will be created for you to download the recordings. We can work around your training requirements if different to above.

• Agency Administration
  Agency Drop-down > Edit Agency
  
  

• Administrator Dashboard / Landing Page
  
  

• Managing Dashboards
  Cog > Appearances > Dashboard Settings
  
  

• Maintaining Administrators 
  Profiles > Administrators

  • Send Welcome Emails

  • Reset & Send Passwords

  • Unlock Accounts 
    
    

• Role Templates (Not available on 'RSM InTime Core')
  Cog > System > Role Templates
  
  

• User Roles - Obsolete (Not covered in 'RSM InTime Core' training sessions)
  Profiles > Manager / Consultants / Admin > Select a User > Edit Drop-down > Change Roles
  
  

• Audit History
  Reports > Audit History
  
  

• Profile Audit
  Profiles > Any Profile > Select a User/Entity > Edit > History
  
  

• Email Approval Settings (Not Covered in 'RSM InTime Core' training sessions)
  Cog > System > Email Server Settings

• Timesheet Options
  Cog > Timesheets > Timesheet Options
  
  

• Expenses Options
  Cog > Expenses >Expense Options
  
  

• Approval Routes 
  Cog > General > Approval Routes
  
  

• Pay Elements
  Cog > General > Pay Elements
  
  

• Expense Types
  Cog > Expenses > Expense Type
  
  

• Expense Templates
  Cog > Expenses > Expense Template

  • Expenses and VAT
    
    

• Financial Tags
  Cog > General > Financial Tags
  
  

• Defaults
  Cog > General > Defaults

  • Financial Tags

  • Invoice Attachments 

  • HMRC Engagement Type

  • PAYE

• Invoicing Options
  Cog > Invoicing & Payments > Invoicing Options
  
  

• Invoicing Terms
  Cog > Invoicing & Payments > Invoicing Terms
  
  

• Number Ranges
  Cog > System > Number Ranges
  
  

• Tax Rates
  Cog > Invoicing & Payments > Tax Rates
  
  

• Exchange Rates
  Cog > Invoicing & Payments > Exchange Rates
  
  

• Bank Accounts
  Cog > Invoicing & Payments > Bank Accounts
  
  

• Payment Methods
  Cog > Invoicing & Payments > Payment Methods 
  
  

• Configure PERM Invoice
  Cog > Invoicing & Payments > Configure Perm

• Custom Text
  Cog > General > Custom Text
  
  

• Rename Terms & Labels
  Cog > Appearance > Rename Terms / Labels
  
  

• Colours & Themes
  Cog > Appearance > Colours & Themes
  
  

• Social Media
  Cog > General > Social Media

• InPay Export Configuration - Holiday Scheme
  Cog > InPay Settings > InPay Export Configuration 
  
  

• Synchronise Payslips
  Cog > InPay Settings > Synchronise Payslips 

PROFILES

• Clients

• Managers 

• Consultants

• Providers 

• Workers 

• Placements
  
  

TIMESHEETS & EXPENSES

• Web Entry Timesheet & Expense Creation (Including RSM InTime's 'Switch To' feature)

• Web Entry Timesheet & Expense Approval  (Including RSM InTime's 'Switch To' feature)

• Paper Entry Processing 

• Timesheet Importer 

• Timesheet Export

• Timesheet / Expenses Search

• Timesheet / Expense Reversion and Deletion

INVOICING

• Permanent Placement Invoicing

• Sales Invoice Creation and Delivery 

• Purchase Self Bill Invoice Creation and Delivery 

• Purchase Advice Note Creation and Delivery 

• Purchase Advice Note & Supplier Invoice Matching (Admin and Workers)

CREDITING INVOICES 

• Manually Crediting Invoices (Sales, Purchase Self Bills and Purchase Advise Notes / Supplier Invoices)

• Write Off Timesheet & Expenses (Not covered in 'RSM InTime Core' training sessions)

• Timesheet Adjustment Wizards
  
  

PAYMENT FILE GENERATION

• Payments Generation (BACS File) for LTD Contractors and/or Providers

• Remittances and Notifications for Worker (Aligned to Providers)   

ACCOUNTS PACKAGE EXPORT

• Invoice Export
  
  

REPORTING

• Search & List Screen CSV / Reports

• HMRC Employment Intermediaries Report

• Margin Report
  
  

AGENCY WORKER REGULATIONS (AWR) 
(If Enabled)
(Not Available on 'RSM InTime Core')

• AWR Configuration 

• AWR Comparators 

• AWR Report 
  
  

PURCHASE ORDERS

• PO Tracking (Not available on RSM InTime Core)

(Not covered in 'RSM InTime Core' training sessions)

CONFIGURATION 

• Contact Document Notifications

• Contract Managers 

DOCUMENT UPLOAD LOCATION 

• Document Pools (Client / Supplier)

• Upload Locations (Placement / Worker / Client)
  
  

WALK-THROUGH

• Upload a Document to a Document Pool

• Create and Edit Mail Merge (PDF Editor) Document within Document Pool  (If Enabled - Online Contract Plus)

• Assign Documents to Placement / Worker / Client from Document Pool

• Document Packs

• Assigning Documents Directly on the Profile (Placement / Worker / Client)

• Worker / Manager Login for Document Approval

• Administrator Document Search 

• Withdrawing Documents (Profiles and Pools)

Please find below the Contractor and Manager user guides. You’re welcome to make any changes you want to the manual. Add your own logo, screenshots, content, etc. Feel free to make it your own!

RSM Worker Guide.docx

RSM Manager Guide.docx

Setup

What are the Company Details? Configure under Company->Details. This also includes configuration for Apprenticeship Levy.

What are the pay Elements required for this company in InPAY? These need to be set up up in this InPAY company as required under Company->Pay Elements. Once complete please confirm to me the Pay elements relevant to the timesheets in RSM InTime and I will synchronise these to RSM InTime for you. There are default Pay Elements setup and I’d usually synchronise Basic, Overtime and Expenses Reimbursement (for expense claims only) but please add additional and rename any as required.

What payrolls are required? Weekly, Monthly etc? What do you wish the payroll code and name to be? This is setup under Payroll->Payrolls.

What are the payroll period dates for each payroll? The years periods can be generated under Payroll->Pay Periods, choose the payroll (created above) and click “Generate”, enter the parameters.

What period do you want the payroll in (i.e. to start)? Put it in the period using the Payroll->Payroll Processing screen, choose the payroll choose the period. Note: Choose the period you want to parallel for now

What Tax district is the client in? Configure under Company->Tax Districts,

What are their HMRC transmission parameters.? Configure under Company->HMRC Transmission Parameters,

What BACS formats are required? Configure under Company->BACS Parameters

What Court Details are require? Configure under Company->Court Details (if required)

What Pensions do they have? Configure under Company->Pensions.

What Holiday Scheme do they have? Add Holiday Scheme under Company->Holiday Schemes.

Processing

Check new starters have synchronized to payroll

Check Tax code bank details and NI table letter on InPay & enter if required

Enter Tax information, P45 or new employee declaration on the P46 screen (RTI Requirement)

Ensure Hours worked is completed and irregular payment indicator (RTI Requirement)

Attach employee to holiday scheme if applicable

Auto Enrolment

Retrieve HMRC notices and apply, check any rejections (Student Loan Notices?)

Export timesheets

Ensure all timesheets successfully exported – any rejections contact support

Enter any manual adjustments i.e. deductions / advances / Holidays etc

Run payroll reports for validation of data

Make any adjustments if required

Run amended reports (if above point required)

Check Payment Method i.e. if BACS Bank details have been imported or If Cheque no bank details are present

Generate BACS file and download (if applicable)

Generate RTI submissions and cross check to payroll reports (link BACS file if a BACS client for hashtag references)

Submit RTI submissions (if rejects amend affected records and repeat point 14)

Commit payroll into next payment period

RSM InTime – sync Payslips