Training

Owned by Mark Holland (Unlicensed)
Last updated: Jan 30, 2023 by Former user (Deleted)Version comment
5 min read


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)

Twinfield - Is delivered onsite only over 2 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.

Standard RSM InTime Training Agenda Overview


Session 1: Administration and Configuration  


TIMESHEETS & EXPENSES ADMINISTRATION 

INVOICING ADMINISTRATION 

  • 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


USER INTERFACE / USER EXPERIENCE ADMINISTRATION
(Not covered in 'RSM InTime Core' training sessions)

  • 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 CONFIGURATION FOR RSM INTIME 
(InPay Connected Systems Only)
(Not covered in RSM InTime Core training sessions)


Session 2: Profiles, Timesheets & Expenses 

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


Session 3: Invoicing, Payments & Reporting 

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

Session 4: Online Contracts & Compliance

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


CONFIGURATION 


DOCUMENT UPLOAD LOCATION 

  • Document Pools (Client / Supplier)
  • Upload Locations (Placement / Worker / Client)

WALK-THROUGH


RSM InTime User Guides:

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



Standard InPay Training Agenda Overview

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



Standard Twinfield Training Agenda

Day 1

  • Twinfield Overview
  • Twinfield Desktop
  • My Desktop
  • Favourites Menu
  • Change Password
  • Dimensions
  • General Ledger
  • Accounts Payable
  • Purchase Invoicing
  • Supplier Cheque Payments
  • Supplier Payments
  • Supplier Reports
  • Accounts Receivable
  • Customer Receipts Cheques
  • Customer Reports
  • Provisional Transactions

Day 2

  • Upload E-Bank Statements
  • e-Bank Statements
  • Working with Bank Statements
  • Working with Journals
  • Matching
  • Recurring Transactions
  • Importing
  • General Ledger Reporting
  • Extended Trial Balance
  • Cashbook and Banks
  • Transaction Type
  • Periods
  • VAT Reports
  • VAT Online Filing
  • Year End