Colleague PUMP to InTIME Integration

1. Introduction

What does the Pump integration do?

Recruitment businesses can utilise Pump's integration with RSM InTime's API to manage and automate their pay and bill processes for timesheet capture, timesheet approval, expense capture, billing and payroll.
Pump's RSM InTime integration is designed in such a way that our customers can automate a seamless process from Placement through to Pay and Bill in InTime and onto their Accounting system.

When a Placement is authorised in Pump, the Placement data and associated records, are created within InTime. If the required data does not exist on the Placement in Pump, then the InTime API will prevent the user from pushing this information to InTime.

The objective of this integration is to ensure that all data entry could take place within Pump requiring little human intervention within the InTime application itself. Customers can setup Business Rules, Workflows, Business Process Flows and Power Automate flows to ensure that the right data is populated at the right time on the Placement within Pump to suit different contractual scenarios, so that when it comes to pushing the Placement data to InTime, minimal manual validation is required.

Technical Overview:

The Pump integration provides data to the RSM Intime's REST API through a secure Microsoft Custom Workflow (Workflow extension) that sits within your dedicated Pump Microsoft Dynamics 365 Production Environment.

For more information about Workflow extensions please see: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/workflow/workflow-extensions
For more information about Intime's Webservies, please see : https://documentation.in-time.co.uk/display/ds/InTime+Webservices
Please note: Pump currently only integrates with Version 2.8 of the Intime API. This is denoted in the Endpoint URL that RSM provide you with - the URL should end with the following: /services/IntimeServiceV2_8?wsdl

2. Integration Overview

At the point of a Placement being Second Level Authorised (see image below) and assuming that all the necessary data has been entered, a Placement and its related records, such as Overtime Rates and Approvers, will be created within InTime, along with the related Worker (Candidate), Manager (Contact), Client (Invoice Company), Provider (Umbrella Company) and other required entities.

The integration is therefore designed to collect the information required by InTime and the customer's Pay and Bill process before the Placement is Authorised. If a record exists in InTime with the same unique identifier as that within Pump, the existing record will be updated at the point of the Placement being Second Level Authorised in Pump. The value of some fields will not be overridden if data already exists in the field, in InTime.

It is important to note that every new Placement in Pump will be pushed up to InTime as a new Placement. New Placements created for a mid-term change or an extension will be created within InTime. Any update made to an existing Placement through the Unauthorise process will update InTime when the Placement is second level authorised again. If data or required related records to the Placement are missing in Pump, the user will receive a validation error from the InTime API and be unable to push the information to InTime at the point of Second Level Authorisation. The user will continue to receive this warning until all data validation requirements have been met.

Please note: Whilst the Placement will not be created in InTime due validation errors, other records such as the Worker and Client, may be if validation errors do not exist with those records.

The latest InTime error is stored in the field 'Pay and Bill Integration Sync Error (colleagu_payandbillintegrationsyncerror)' on the Placement. This field is cleared once the Placement is pushed through to InTime successfully.

Using Providers in Intime (Umbrella and Third Party Companies)

When a Placement is Level 2 Authorised, Placements with 'Umbrella' (which uses the option set code of 752020003) selected within the field 'Payment Method' will result in the following:

A Provider will be created and/or updated and will also be linked to the Worker and Placement in Intime, specified from the Company lookup selected under the 'Contractor / 3rd Party Company' section of the Placement within Pump
The Worker Type will be set to Umbrella within Intime.

How the integration handles blank fields

If a field is blank in Pump it will not overwrite the equivalent field in InTime if it is already populated.

Approvers and Intime - Managers and Alternative Managers

On 2nd Level Authorisation of a Placement the following will occur in InTime:

When a Placement without a Primary Approver is 2nd Level Authorised in Pump, the Manager in InTime is set to the Placement's Contact from Pump.

When a Placement with a Primary Approver is 2nd Level Authorised in Pump, the Manager in InTime is set as the Placement's Primary Approver from Pump.

When a Placement with non-Primary Approvers is 2nd Level Authorised in Pump, these non-Primary Approvers are created as Alternative Managers in InTime.

What Data is returned from InTime?

Last Timesheet and/or Invoice Raised

When Placements have Timesheets or Invoices associated with them in InTime two fields: Invoice Raised and Last Timesheet, are updated by the integration. A warning message will also be displayed at the top of Placement form to indicate this too.

3. Configuration

Before you setup the InTime integration on your Pump instance, please contact Pump Support to ensure your RSM Intime integration sync has been setup. Additionally please ensure you have configured your Intime environment(s). You can find a handy checklist here : https://documentation.in-time.co.uk/display/ds/Go+Live+Checklist

For the InTime integration to work you must also have the Username, Password, Agency Ref Code and Endpoint URL of your InTime environment. Please contact your RSM account manager or the InTime support team if you are unsure of this information.
Please also ensure you have the Security Role 'Pump - Pay and Bill Integration Admin' assigned to your administration user.
Once the Pump-Intime sync has been setup you must populate the following fields in the Pay and Bill Integration Settings tab of Pump's Global Settings area found by selecting 'Pump' and then 'Settings' in the bottom left hand side of the interface. You must do this separately for your Sandbox environment and your Production environment.

Integration Provider = "InTime"
Username = InTime Username
Password = InTime Password
Agency Ref Code = InTime Agency Reference Code
Endpoint URL = the API endpoint URL your Intime Agency uses

Please note: If you are already using InTime we recommend setting up a test InTime Agency environment and integrating it with your Pump Sandbox. You will also need to contact Pump Support and the InTime team to arrange for the update of your InTime data's unique identifiers to match your Pump data before you go live with Pump in order to ensure business continuity.

Other Settings

In addition to configuring your Intime integration you an also set the following within the Settings area:

Sync Country ISO Code - sync Country ISO Codes from Pump to Intime by setting this field to 'Yes.'
Suffix Provider name with Currency ISO Code – Suffix the Contractor Company's name selected on the Placement with the Placement's Pay Currency ISO Code on a newly created Provider record within Intime (utilised when Placement Payment Method = Umbrella)
Standard Rate Settings – ensure your standard rate names are lined up with Intime rate for hourly, daily, weekly and monthly rates e.g. Basic Pay.
Disable Worker / Manager Emails – If set to No then newly created Managers (Contacts / Approvers) and Workers (Candidates) will not receive an Intime registration email when pushed to Intime. Instead this can be handled manually.
Previous Days Placements To Sync - Sets how far back the integration background service checks Intime for new invoice and timesheet activity. The sync defaults to 1 day previous.

Configuring Pump to work with multiple InTime Agencies (environments):

If you only wish to integrate your Pump instance with a single InTime Agency environment, then you only need to configure the above fields. However if you wish to push data to multiple InTime Agency environments due to your organisational structure you must toggle 'Use Owning Company Credentials?' to 'Yes.'

Doing so allows you setup different InTime credentials on separate Owning Company records for each environment. The Placement, and associated data, will be pushed to the InTime Agency associated with the Owning Company selected in the 'Sales Owning Company' lookup field on the Placement.

Please note: If 'Use Owning Company Credentials?' is set to Yes then every Sales Owning Company must contain credentials, even if they are pointing to the same environment.

The Pay and Bill Integration Password field in both Global Settings and Owning Companies is hidden unless users have the Security Role 'Pump - Pay and Bill Integration Admin' assigned.

Customising your Pump Solution to work with your Intime environment:

You will also customise your Pump Unmanaged Solution in your Sandbox to meet any custom option sets you have setup within your InTime environment.

In InTime, it is possible to have custom options for the following field types (which also have an equivalent value in Pump).

Currencies (Exchange Rates in InTime)
Tax Codes.
Pay Elements (for Overtime Rates).
Invoice Frequencies.
Payment Frequencies.

For the Currency/Exchange Rate, Tax Code, Pay Element and Payment Frequency options, values are matched using the following:

Currency/Exchange Rate: ISO Currency Code (e.g. 'GBP').
Tax Code: The Tax Code Option Set 'Label' matches with the Tax Rate 'Name' (NOT code) in InTime.
Pay Element: Pay Element Name (e.g. 'Basic Pay').
Payment Frequency: Payment Frequency Name (e.g. 'Weekly').

For the Invoice Frequency options, values are matched using their option value/index (both Pump and InTime must have the same options in the same order). Out-of-the-box options are:

0 – Weekly
1 - Two Weekly
2 - Four Weekly
3 - Calendar Monthly
4 - 4-4-5
5 - Other

Placement Business Process Flow Customisation

In order to most effectively utilise the integration the customer should incorporate the necessary mandatory fields into branches of the Placement Business Process Flow for the different Pay and Bill scenarios you are pushing to Intime before Level 2 Authorisation stage.

4. Field Mapping

CANDIDATE/WORKER FIELDS

InTime Field	Pump Field/Value	Display Name	Entity Name	Mandatory (Required by InTime)	Notes
Worker.externalId	colleagu_PersonReference	Person Reference	Person (Contact)	Yes	Person Reference format (e.g. 'PER-1784').
Worker.refCode	ContactId	Person	Person (Contact)	Yes	GUID format.
Worker.paymentFrequency	colleagu_Payment_Frequency	Payment Frequency	Placement (colleagu_placement)	Yes	An equivalent Payement Frequency must exist in InTime. This field is labelled as Payroll in InTime's application
Worker.commsDisabled	colleagu_payandbillintegrationdisableworkeremails	Disable Worker (Candidate) Emails	Global Settings (colleagu_globalsettings)	No	For new Workers, 'Comms Disabled' is set to the value of the Disable Worker (Candidate) Emails Global Setting. If the Worker already exists, then this field is NOT updated.
Worker.emailDisabled	colleagu_payandbillintegrationdisableworkeremails	Disable Worker (Candidate) Emails	Global Settings (colleagu_globalsettings)	No	For new Workers, 'Email Disabled' is set to the value of the Disable Worker (Candidate) Emails Global Setting. If the Worker already exists, then this field is NOT updated.
Worker.dateOfJoining	colleagu_StartDate	Start Date	Placement (colleagu_placement)	Yes	This value is only set on Worker creation and not for updates.
Worker.workerType	colleagu_PaymentMethod	Payment Method	Placement (colleagu_placement)	Yes	If Payment Method = Umbrella, value is 'umbrella', if Payment Method = PAYE, value is 'paye', otherwise value is 'ltd'.
Worker.limitedCompanyProviderId	colleagu_ContractorCompany	Contractor Company	Placement (colleagu_placement)	No	Output providerId from InTime Provider, which is created from the Contractor Company.
Worker.limitedCompanyProviderExternalId	colleagu_ContractorCompany	Contractor Company	Placement (colleagu_placement)	No	Output externalId from InTime Provider, which is created from the Contractor Company.
Worker.nationalInsuranceNumber	colleagu_NationalInsuranceNumber	National Insurance Number	Placement (colleagu_placement)	Yes (if Worker Type = PAYE)	Only set if Worker Type = PAYE.
Worker.niTableLetter	colleagu_NationalInsuranceTableLetter	National Insurance Table Letter	Placement (colleagu_placement)	Yes (if Worker Type = PAYE)	Only set if Worker Type = PAYE.
Worker.limitedCompany	colleagu_ContractorCompany	Contractor Company	Placement (colleagu_placement)	No	Only set for Contract Placements.
Worker.ltdCompanyContact.firstname	colleagu_CandidateFirstName	Candidate First Name	Placement (colleagu_placement)	No	Not mapped/synced.
Worker.ltdCompanyContact.lastname	colleagu_CandidateLastName	Candidate Last Name	Placement (colleagu_placement)	No	Not mapped/synced.
Worker.ltdCompanyContact.email	Remittance Email Address	colleagu_RemittanceEmail	Placement (colleagu_placement)	No
Worker.ltdCompanyContact.address.line1	colleagu_ContractAddressStreet1	Contractor Company Address Street 1	Placement (colleagu_placement)	No
Worker.ltdCompanyContact.address.line2	colleagu_ContractAddressStreet2	Contractor Company Address Street 2	Placement (colleagu_placement)	No
Worker.ltdCompanyContact.address.town	colleagu_ContractAddressCity	Contractor Company Address City	Placement (colleagu_placement)	No
Worker.ltdCompanyContact.address.county	colleagu_ContractAddressCounty	Contractor Company Address County	Placement (colleagu_placement)	No
Worker.ltdCompanyContact.address.postcode	colleagu_ContractAddressZipPostalCode	Contractor Company Address ZIP/Postal Code	Placement (colleagu_placement)	No
Worker.ltdCompanyContact.address.country	colleagu_ContractAddressCountry	Contractor Company Address Country/Region	Placement (colleagu_placement)	No
Worker.ltdCompanyContact.address.countryCode	colleagu_ContractAddressCountry	Contractor Company Address Country/Region	Placement (colleagu_placement)	No	A linked record field used to get the Country ISO Code: Country - ISO Code (colleagu_country.colleagu_ISOCode). Syncing of this field can be switched off in Global Settings (see 'Settings Fields' section at the bottom of this sheet).
Worker.limitedCompany.invoiceDeliveryMethod	Always set to 'Email'.	N/A	N/A	No	This value is set even if the Limited Company is blank.
Worker.firstname	colleagu_CandidateFirstName	Candidate First Name	Placement (colleagu_placement)	Yes
Worker.lastname	colleagu_CandidateLastName	Candidate Last Name	Placement (colleagu_placement)	Yes
Worker.email	EMailAddress1	Email 1	Person (Contact)	Yes	Person Lookup: Placement - Candidate (colleagu_PlacedCandidate).
Worker.phone	Telephone1	Business Phone	Person (Contact)	No	Person Lookup: Placement - Candidate (colleagu_PlacedCandidate).
Worker.mobile	MobilePhone	Mobile Phone	Person (Contact)	No	Person Lookup: Placement - Candidate (colleagu_PlacedCandidate).
Worker.gender	colleagu_Gender	Gender	Placement (colleagu_placement)	Yes	M = Male or F = Female.
Worker.dateOfBirth	colleagu_candidatedateofbirth	Candidate Date of Birth	Placement (colleagu_placement)	No
Worker.accountsReference	colleagu_CandidateAccountReference	Candidate Account Reference	Placement (colleagu_placement)	No
Worker.bankAccount.bank	colleagu_CandidateBankName	Candidate Bank Name	Placement (colleagu_placement)	No	Bank Name, Account Name, Sort Code and Account Number all need to be filled in for these fields to be populated (you can't just populate individual fields).
Worker.bankAccount.bankaccountName	colleagu_CandidateBankAccountName	Candidate Bank Account Name	Placement (colleagu_placement)	Yes (if Worker Type = PAYE)	Bank Name, Account Name, Sort Code and Account Number all need to be filled in for these fields to be populated (you can't just populate individual fields).
Worker.bankAccount.banksortCode	colleagu_CandidateBankAccountSortCode	Candidate Bank Account Sort Code	Placement (colleagu_placement)	Yes (if Worker Type = PAYE)	Bank Name, Account Name, Sort Code and Account Number all need to be filled in for these fields to be populated (you can't just populate individual fields).
Worker.bankAccount.bankaccountNumber	colleagu_CandidateBankAccountNumber	Candidate Bank Account Number	Placement (colleagu_placement)	Yes (if Worker Type = PAYE)	Bank Name, Account Name, Sort Code and Account Number all need to be filled in for these fields to be populated (you can't just populate individual fields).
Worker.defaultPaymentCurrency	colleagu_PayCurrency	Pay Currency	Placement (colleagu_placement)	No	A linked record field is used to get the Currency: Currency - ISO Code (TransactionCurrency.ISOCurrencyCode). An equivalent Exchange Rate for this currency must exist in InTime.
Worker.vatCode	colleagu_CandidateTaxCode	Candidate Tax Code	Placement (colleagu_placement)	Yes (field cannot be null in InTime)	There must be an equivalent named Tax Rate in InTime (the code doesn't need to match).
Worker.selfBilling	colleagu_AllowSelfBilling	Allow Candidate Self Billing?	Placement (colleagu_placement)	Yes (Boolean field, must be Yes or No in InTime)
Worker.address.line1	colleagu_CandidateAddressStreet1	Candidate Personal Address Street 1	Placement (colleagu_placement)	No
Worker.address.line2	colleagu_CandidateAddressStreet2	Candidate Personal Address Street 2	Placement (colleagu_placement)	No
Worker.address.town	colleagu_CandidateAddressCity	Candidate Personal Address City	Placement (colleagu_placement)	No
Worker.address.county	colleagu_CandidateAddressCounty	Candidate Personal Address County	Placement (colleagu_placement)	No
Worker.address.postcode	colleagu_CandidateAddressZIPPostalCode	Candidate Personal Address ZIP/Postal Code	Placement (colleagu_placement)	No
Worker.address.country	colleagu_CandidateAddressCountryRegion	Candidate Personal Address Country/Region	Placement (colleagu_placement)	No
Worker.address.countryCode	colleagu_CandidateAddressCountryRegion	Candidate Personal Address Country/Region	Placement (colleagu_placement)	No	A linked record field used to get the Country ISO Code: Country - ISO Code (colleagu_country.colleagu_ISOCode). Syncing of this field can be switched off in Global Settings (see 'Settings Fields' section at the bottom of this sheet).
Worker.title	colleagu_Title	Title	Person (Contact)	No	Possible values are Mr, Mrs, Ms, Miss, Sir and Dr.
Worker.timesheetsOnInvoices	Value is always set to checked/ticked.	N/A	N/A	No
Worker.limitedCompany.templateName	Always set to blank.	N/A	N/A	No	This value is always set to be blank.

USER/CONSULTANT FIELDS

InTime Field	Pump Field/Value	Display Name	Entity Name	Mandatory (Required by InTime)	Notes
Consultant.externalId	InternalEMailAddress	Primary Email	User (SystemUser)	Yes	Formatted with special characters removed (e.g. @), uppercase and limited to 30 characters.
Consultant.refCode	SystemUserId	User	User (SystemUser)	Yes	GUID format.
Consultant.id	SystemUserId	User	User (SystemUser)	Yes	Conversion from GUID to long.
Consultant.email	InternalEMailAddress	Primary Email	User (SystemUser)	Yes
Consultant.firstname	FirstName	First Name	User (SystemUser)	Yes
Consultant.lastname	LastName	Last Name	User (SystemUser)	Yes
Consultant.phone	Address1_Telephone1	Main Phone	User (SystemUser)	No
Consultant.mobile	MobilePhone	Mobile Phone	User (SystemUser)	No
Consultant.address.line1	Address1_Line1	Street 1	User (SystemUser)	No
Consultant.address.line2	Address1_Line2	Street 2	User (SystemUser)	No
Consultant.address.town	Address1_City	City	User (SystemUser)	No
Consultant.address.county	Address1_County	Address 1: County	User (SystemUser)	No
Consultant.address.postcode	Address1_PostalCode	ZIP/Postal Code	User (SystemUser)	No
Consultant.address.country	Address1_County	Country/Region	User (SystemUser)	Yes	At least one piece of Address information is required. Usually we recommend this is the Country at a minimum
Consultant.address.countryCode	Address1_County	Country/Region	User (SystemUser)	No	A linked record field used to get the Country ISO Code: Country - ISO Code (colleagu_country.colleagu_ISOCode). Syncing of this field can be switched off in Global Settings (see 'Settings Fields' section at the bottom of this sheet).

COMPANY/CLIENT FIELDS

InTime Field	Pump Field/Value	Display Name	Entity Name	Mandatory (Required by InTime)	Notes
Client/Company.externalId	colleagu_CompanyReference	Company Reference	Company (Account)	Yes	Field value is from the linked Invoice Company (colleagu_InvoiceCompany) for Clients OR Contractor Company (colleagu_ContractorCompany) for Limited Companies. Company Reference format appended with the Currency Code (e.g. 'COM-1045-GBP').
Client/Company.refCode	AccountId	Company	Company (Account)	Yes	Field value is from the linked Invoice Company (colleagu_InvoiceCompany) for Clients OR Contractor Company (colleagu_ContractorCompany) for Limited Companies. GUID format.
Client/Company.currency	TransactionCurrencyId	Charge Currency (Primary)	Placement (colleagu_placement)	Yes (field cannot be null in InTime)	A linked record field is used to get the Currency: Currency - ISO Code (TransactionCurrency.ISOCurrencyCode). An equivalent Exchange Rate for this currency must exist in InTime.
Client/Company.name	Name	Company Name	Company (Account)	No	Field value is from the linked Invoice Company (colleagu_InvoiceCompany) for Clients OR Contractor Company (colleagu_ContractorCompany) for Limited Companies.
Client/Company.companyNo	colleagu_InvoiceCompanyRegistrationNumber OR colleagu_ContractorCompanyRegistrationNumber	Invoice Company Registration Number OR Contractor Company Registration Number	Placement (colleagu_placement)	No	Field used is based on whether the Company is an Invoice Company (Client) or Contractor Company (Limited Company).
Client/Company.companyVatNo	colleagu_InvoiceCompanyVATNumber OR colleagu_ContractorCompanyVATNumber	Invoice Company VAT Number OR Contractor Company VAT Number	Placement (colleagu_placement)	No	Field used is based on whether the Company is an Invoice Company (Client) or Contractor Company (Limited Company).
Client/Company.vatCode	colleagu_InvoiceCompany_TaxCode OR colleagu_ContractorCompany_TaxCode	Invoice Company Address Tax Code OR Contractor Company Address Tax Code	Placement (colleagu_placement)	Yes (field cannot be null in InTime)	Field used is based on whether the Company is an Invoice Company (Client) or Contractor Company (Limited Company). There must be an equivalent named Tax Rate in InTime (the code doesn't need to match).
Client/Company.accountsRef	colleagu_InvoiceCompanyAccountReference OR colleagu_ContractorCompanyAccountReference	Invoice Company Account Reference OR Contractor Company Account Reference	Placement (colleagu_placement)	No	Field used is based on whether the Company is an Invoice Company (Client) or Contractor Company (Limited Company).
Client/Company.invoicePeriod	colleagu_InvoiceFrequency	Invoice Frequency	Placement (colleagu_placement)	Yes (field cannot be null in InTime)	Set to the selected index from the Global Option Set 'Invoice Frequencies'. Possible values are: 0 = Weekly, 1= Two Weekly, 2 = Four Weekly, 3 = Calendar Monthly, 4 = 4-4-5 and 5 = Other.
Client.nominalCode	colleagu_InvoiceCompanyNominalCode	Invoice Company Nominal Code	Placement (colleagu_placement)	No	This value is only set for Invoice Companies (Clients) on creation of the record only.
Company.invoiceDeliveryMethod	Always set to 'Email'.	N/A	N/A	No	This value is set for Contractor Companies (Limited Companies) only.
Client/Company.timesheetsOnInvoices	Always set to 'Yes'.	N/A	N/A	No
Client/Company.paperOnInvoices	All values ticked apart from 'Use Agency Defaults'.	N/A	N/A	No
Client/Company.consolidation and Client.grouping	Always set to 'Each Worker Is Invoiced Separately'.	N/A	N/A	No	Not mapped/synced.
Client/Company.invoicingContact.address.line1	colleagu_InvoiceAddressStreet1	Invoice Company Address Street 1	Placement (colleagu_placement)	No
Client/Company.invoicingContact.address.line2	colleagu_InvoiceAddressStreet2	Invoice Company Address Street 2	Placement (colleagu_placement)	No
Client/Company.invoicingContact.address.town	colleagu_InvoiceAddressCity	Invoice Company Address City	Placement (colleagu_placement)	No
Client/Company.invoicingContact.address.county	colleagu_InvoiceAddressCounty	Invoice Company Address County	Placement (colleagu_placement)	No
Client/Company.invoicingContact.address.postcode	colleagu_InvoiceAddressZipPostalCode	Invoice Company Address ZIP/Postal Code	Placement (colleagu_placement)	No
Client/Company.invoicingContact.address.country	colleagu_InvoiceAddressCountry	Invoice Company Address Country/Region	Placement (colleagu_placement)	No
Client/Company.invoicingContact.countryCode	colleagu_InvoiceAddressCountry	Invoice Company Address Country/Region	Placement (colleagu_placement)	Yes (field cannot be null in InTime)	A linked record field used to get the Country ISO Code: Country - ISO Code (colleagu_country.colleagu_ISOCode). Syncing of this field can be switched off in Global Settings (see 'Settings Fields' section at the bottom of this sheet).
Client/Company.primaryContact.firstname	FirstName	First Name	Person (Contact)	No	Field value is from the linked Invoice Company (colleagu_InvoiceCompany) -> Primary Contact (PrimaryContactId). This value is only set for Invoice Companies (Clients) only.
Client/Company.primaryContact.lastname	LastName	Last Name	Person (Contact)	No	Field value is from the linked Invoice Company (colleagu_InvoiceCompany) -> Primary Contact (PrimaryContactId). This value is only set for Invoice Companies (Clients) only.
Client/Company.primaryContact.email	EMailAddress1	Primary Personal Email	Person (Contact)	No	Field value is from the linked Invoice Company (colleagu_InvoiceCompany) -> Primary Contact (PrimaryContactId). This value is only set for Invoice Companies (Clients) only.
Client/Company.primaryContact.phone	Telephone1	Business Phone	Person (Contact)	No	Field value is from the linked Invoice Company (colleagu_InvoiceCompany) -> Primary Contact (PrimaryContactId). This value is only set for Invoice Companies (Clients) only.
Client/Company.primaryContact.mobile	MobilePhone	Mobile Phone	Person (Contact)	No	Field value is from the linked Invoice Company (colleagu_InvoiceCompany) -> Primary Contact (PrimaryContactId). This value is only set for Invoice Companies (Clients) only.
Client/Company.primaryContact.address.line1	colleagu_InvoiceAddressStreet1	Invoice Company Address Street 1	Placement (colleagu_placement)	No	This value is only set for Invoice Companies (Clients) only.
Client/Company.primaryContact.address.line2	colleagu_InvoiceAddressStreet2	Invoice Company Address Street 2	Placement (colleagu_placement)	No	This value is only set for Invoice Companies (Clients) only.
Client/Company.primaryContact.address.town	colleagu_InvoiceAddressCity	Invoice Company Address City	Placement (colleagu_placement)	No	This value is only set for Invoice Companies (Clients) only.
Client/Company.primaryContact.address.county	colleagu_InvoiceAddressCounty	Invoice Company Address County	Placement (colleagu_placement)	No	This value is only set for Invoice Companies (Clients) only.
Client/Company.primaryContact.address.postcode	colleagu_InvoiceAddressZipPostalCode	Invoice Company Address ZIP/Postal Code	Placement (colleagu_placement)	No	This value is only set for Invoice Companies (Clients) only.
Client/Company.primaryContact.address.country	colleagu_InvoiceAddressCountry	Invoice Company Address Country/Region	Placement (colleagu_placement)	No	This value is only set for Invoice Companies (Clients) only.
Client/Company.primaryContact.address.countryCode	colleagu_InvoiceAddressCountry	Invoice Company Address Country/Region	Placement (colleagu_placement)	Yes (field cannot be null in InTime)	A linked record field used to get the Country ISO Code: Country - ISO Code (colleagu_country.colleagu_ISOCode). Syncing of this field can be switched off in Global Settings (see 'Settings Fields' section at the bottom of this sheet). This value is only set for Invoice Companies (Clients) only.
Client.termsTemplateName	colleagu_PayTerms	Pay Terms	Placement (colleagu_placement)	Yes (field cannot be null in InTime)	This value is only set for Invoice Companies (Clients) only.
Client.termsType	colleagu_PayTermsType	Pay Terms Type	Placement (colleagu_placement)	Yes (field cannot be null in InTime)	This value is only set for Invoice Companies (Clients) only.

UMBRELLA COMPANY/PROVIDER FIELDS

InTime Field	Pump Field/Value	Display Name	Entity Name	Mandatory (Required by InTime)	Notes
Provider.externalId	colleagu_CompanyReference	Company Reference	Company (Account)	Yes	Field value is from the linked Contractor Company (colleagu_ContractorCompany). Company Reference format (e.g. 'COM-1045'). Will also have a suffix of the Pay Currency ISO Code.
Provier.refCode	AccountId	Company	Company (Account)	Yes	Field value is from the linked Contractor Company (colleagu_ContractorCompany). GUID format.
Provider.name	colleagu_ContractorCompany.Name	Contractor Company	Placement (colleagu_placement)	Yes	Can also be suffixed with the Pay Currency Code ISO if the follwing Global Setting is enabled 'Suffix Provider Name With Currency ISO Code' (colleagu_SuffixProviderName).
Provider.companyNo	colleagu_ContractorCompanyVATNumber	Contractor Company VAT Number	Placement (colleagu_placement)	No
Provider.vatCode	colleagu_ContractorCompany_TaxCode	Contractor Company Tax Code	Placement (colleagu_placement)	Yes (field cannot be null in InTime)	There must be an equivalent named Tax Rate in InTime (the code doesn't need to match).
Provider.accountsRef	colleagu_ContractorCompanyAccountReference	Contractor Company Account Reference	Placement (colleagu_placement)	No
Provider.currency	colleagu_PayCurrency	Pay Currency	Placement (colleagu_placement)	Yes (field cannot be null in InTime)	A linked record field is used to get the Currency: Currency - ISO Code (TransactionCurrency.ISOCurrencyCode). An equivalent Exchange Rate for this currency must exist in InTime.
Provider.secondTierAgency	colleagu_SecondTierAgency	Second Tier Agency?	Placement (colleagu_placement)	Yes (Boolean field, must be Yes or No in InTime)
Provider.nominalCode	colleagu_ContractorCompanyNominalCode	Contractor Company Nominal Code	Placement (colleagu_placement)	No	This value is set on record creation only.
Provider.expensesNominalCode	colleagu_ContractorCompanyExpensesNominalCode	Contractor Company Expenses Nominal Code	Placement (colleagu_placement)	No	This value is set on record creation only.
Provider.invoicingContact.address.line1	colleagu_ContractAddressStreet1	Contractor Company Address Street 1	Placement (colleagu_placement)	No
Provider.invoicingContact.address.line2	colleagu_ContractAddressStreet2	Contractor Company Address Street 2	Placement (colleagu_placement)	No
Provider.invoicingContact.address.town	colleagu_ContractAddressCity	Contractor Company Address City	Placement (colleagu_placement)	No
Provider.invoicingContact.address.county	colleagu_ContractAddressCounty	Contractor Company Address County	Placement (colleagu_placement)	No
Provider.invoicingContact.address.postcode	colleagu_ContractAddressZipPostalCode	Contractor Company Address ZIP/Postal Code	Placement (colleagu_placement)	No
Provider.invoicingContact.address.country	colleagu_ContractAddressCountry	Contractor Company Address Country/Region	Placement (colleagu_placement)	No
Provider.invoicingContact.address.countryCode	colleagu_ContractAddressCountry	Contractor Company Address Country/Region	Placement (colleagu_placement)	Yes (field cannot be null in InTime)	A linked record field used to get the Country ISO Code: Country - ISO Code (colleagu_country.colleagu_ISOCode). Syncing of this field can be switched off in Global Settings (see 'Settings Fields' section at the bottom of this sheet).
Provider.invoicingContact.email	colleagu_ContractorEmailAddress	Contractor Email Address	Placement (colleagu_placement)	No
Provider.invoicePeriod	colleagu_CandidateInvoiceFrequency	Contractor Company Invoice Frequency	Placement (colleagu_placement)	Yes (field cannot be null in InTime)
Provider.invoiceDeliveryMethod	Always set to 'Email'.	N/A	N/A	No
Provider.selfBilling	colleagu_AllowSelfBilling	Allow Candidate Self Billing?	Placement (colleagu_placement)	Yes (Boolean field, must be Yes or No in InTime)
Provider.consolidation and Provider.grouping	Always set to 'Each Worker Is Invoiced Separately'.	N/A	N/A	No	Not mapped/synced.

CONTACT/MANAGER FIELDS

InTime Field	Pump Field/Value	Display Name	Entity Name	Mandatory (Required by InTime)	Notes
Manager.externalId	colleagu_PersonReference	Person Reference	Person (Contact)	Yes	Person Reference format (e.g. 'PER-1540').
Manager.refCode	ContactId	Person	Person (Contact)	Yes	GUID format.
Manager.firstname	FirstName	First Name	Person (Contact)	Yes
Manager.lastname	LastName	Last Name	Person (Contact)	Yes
Manager.email	EMailAddress3	Work Email	Person (Contact)	Yes
Manager.phone	Telephone1	Business Phone	Person (Contact)	No
Manager.mobile	MobilePhone	Mobile Phone	Person (Contact)	No
Manager.client	colleagu_InvoiceCompany	Invoice Company	Placement (colleagu_placement)	Yes	InTime Record is created before syncing/attaching to the Manager.
Manager.address.line1	colleagu_Street1	Street 1	Company Address (colleagu_colleagueaddress)	No	Field value is from the linked Working At Address (colleagu_CompanyAddressId).
Manager.address.line2	colleagu_Street2	Street 2	Company Address (colleagu_colleagueaddress)	No	Field value is from the linked Working At Address (colleagu_CompanyAddressId).
Manager.address.town	colleagu_City	City	Company Address (colleagu_colleagueaddress)	No	Field value is from the linked Working At Address (colleagu_CompanyAddressId).
Manager.address.county	colleagu_County	County	Company Address (colleagu_colleagueaddress)	No	Field value is from the linked Working At Address (colleagu_CompanyAddressId).
Manager.address.postcode	colleagu_PostalCode	ZIP/Postal Code	Company Address (colleagu_colleagueaddress)	No	Field value is from the linked Working At Address (colleagu_CompanyAddressId).
Manager.address.country	colleagu_Country	Country/Region	Company Address (colleagu_colleagueaddress)	No	Field value is from the linked Working At Address (colleagu_CompanyAddressId).
Manager.address.countryCode	colleagu_Country	Country/Region	Company Address (colleagu_colleagueaddress)	No	Field value is from the linked Working At Address (colleagu_CompanyAddressId). A further linked record field used to get the Country ISO Code: Country - ISO Code (colleagu_country.colleagu_ISOCode). Syncing of this field can be switched off in Global Settings (see 'Settings Fields' section at the bottom of this sheet).
Manager.commsDisabled	colleagu_payandbillintegrationdisablemanageremails	Disable Manager (Approver) Emails	Global Settings (colleagu_globalsettings)	Yes (Boolean field, must be Yes or No in InTime)	For new Managers, 'Email Disabled' is set to the value of the Disable Manager (Approver) Emails Global Setting. If the Manager already exists, then this field is NOT updated.

OVERTIME RATE/RATE FIELDS

InTime Field	Pump Field/Value	Display Name	Entity Name	Mandatory (Required by InTime)	Notes
Rate.backendRef (Standard)	colleagu_placementId	Placement	Placement (colleagu_placement)	Yes	GUID format.
Rate.payElementCode (Standard)	Pay Element Code fetched from InTime or "Basic Pay" (see Notes).	N/A	N/A	Yes	Uses the Global Setting -> Standard Rate Name values based on which Placement -> Pay/Charge Unit is selected (i.e. Hourly, Daily, Weekly or Monthly). If no Global Settings are defined or if the Placement is Permanent, the Pay Element Name defaults to "Basic Pay". For all values, there must be an equivalent named Pay Element defined in InTime.
Rate.name (Standard)	If Placement -> Pay/Charge Unit is 'Hourly', value is "STANDARDH", otherwise value is "STANDARD".	N/A	N/A	Yes	Based on the Placement -> Pay/Charge Unit (colleagu_chargeunit) field.
Rate.period (Standard)	If Placement -> Pay/Charge Unit is 'Hourly', value is "hourly", otherwise value is "fixed".	N/A	Placement (colleagu_placement)	Yes	Based on the Placement -> Pay/Charge Unit (colleagu_chargeunit) field.
Rate.periodDuration (Standard)	If Placement Type is Permanent, value is '1', otherwise if Placement -> Pay/Charge Unit is 'Hourly' value is 60, otherwise value is Placement -> Hours Per Day * 60.	N/A	Placement (colleagu_placement)	Yes	Based on Placement Pay/Charge Unit (colleagu_chargeunit) and Hours Per Day (colleagu_HoursPerDay) fields.
Rate.pay (Standard - Contract)	colleagu_PayRate	Pay Rate	Placement (colleagu_placement)	Yes
Rate.pay (Standard - Perm)	Value is set to '0'.	N/A	N/A	No
Rate.charge (Standard)	colleagu_chargerate	Charge Rate	Placement (colleagu_placement)	Yes
Rate.backendRef (Overtime/Other)	colleagu_overtimerateId	Overtime Rate	Overtime Rate (colleagu_overtimerate)	Yes	GUID format.
Rate.name (Overtime/Other)	colleagu_name	Name	Overtime Rate (colleagu_overtimerate)	Yes
Rate.payElementCode (Overtime/Other)	colleagu_PayElement	Pay Element	Overtime Rate (colleagu_overtimerate)	Yes	Uses the Option Set value label from the field's Local Option Set. There must be an equivalent named Pay Element defined in InTime.
Rate.pay (Overtime/Other)	colleagu_PayRate	Pay Rate	Overtime Rate (colleagu_overtimerate)	Yes
Rate.charge (Overtime/Other)	colleagu_ChargeRate	Charge Rate	Overtime Rate (colleagu_overtimerate)	Yes
Rate.period (Overtime/Other)	If Overtime Rate -> Charge Unit is 'Hourly', value is "hourly", otherwise value is "fixed".	N/A	Overtime Rate (colleagu_overtimerate)	Yes	Based on the Overtime Rate -> Pay/Charge Unit (colleagu_ChargeUnit) field.
Rate.periodDuration (Overtime/Other)	If Overtime Rate -> Pay/Charge Unit is 'Hourly' value is 60, otherwise value is Placement -> Hours Per Day * 60.	N/A	Placement (colleagu_placement)	Yes	Based on Overtime Rate -> Pay/Charge Unit (colleagu_ChargeUnit) and Hours Per Day (colleagu_HoursPerDay) fields.
Rates.timesheetFields (All)	If Placement/Overtime Rate -> Charge Unit is 'Hourly', value is "hours", otherwise value is "decimal".	N/A	Placement (colleagu_placement)	Yes	Based on the Placement/Overtime Rate -> Pay/Charge Unit (colleagu_ChargeUnit) field.
Rate.selectableByWorkers (All)	Always set to true/checked.	N/A	N/A	No

COMMISSION SPLIT/SPLIT COMMISSION FIELDS

InTime Field	Pump Field/Value	Display Name	Entity Name		Notes
SplitCommission.userId	colleagu_User	User	User (SystemUser)	Yes	Field value is from the User Lookup (colleagu_User).
SplitCommission.weight	colleagu_Percentage	Percentage	Commission Split (colleagu_commissionsplit)	Yes	Splits must add up to 100% if 'Allow non 100% Total' is un-ticked in InTime. A warning is always displayed in Pump if splits don't add up to 100%.

PURCHASE ORDER FIELDS

InTime Field	Pump Field/Value	Display Name	Entity Name	Mandatory (Required by InTime)	Notes
PurchaseOrder.reference	colleagu_name	Purchase Order Number	Purchase Order (colleagu_purchaseorder)	Yes	The reference is the PO Number in InTime.
N/A	colleagu_SyncToPayandBillIntegration	Sync to Pay and Bill Integration?	Purchase Order (colleagu_purchaseorder)	No	As only one Purchase Order record can be synced to InTime through the API, this Yes/No field allows the user to choose which Purchase Order to push up. By default, the first Purchase Order created against the Placement within Pump will automatically have this field set to 'Yes'.
PurchaseOrder.id	colleagu_purchaseorderId	Purchase Order	Purchase Order (colleagu_purchaseorder)	No	Not mapped/synced.
PurchaseOrder.refCode	colleagu_purchaseorderId	Purchase Order	Purchase Order (colleagu_purchaseorder)	No	Not mapped/synced. GUID format.
PurchaseOrder.active	TRUE	N/A	N/A	No	Not mapped/synced .
PurchaseOrder.description	colleagu_Description	Description	Purchase Order (colleagu_purchaseorder)	No	Not mapped/synced.
PurchaseOrder.amount	colleagu_Amount	Amount	Purchase Order (colleagu_purchaseorder)	No	Not mapped/synced.
PurchaseOrder.hoursMillis	colleagu_Hours * 3600000	Hours	Purchase Order (colleagu_purchaseorder)	No	Not mapped/synced.
PurchaseOrder.client	colleagu_Company	Hiring Company	Purchase Order (colleagu_purchaseorder)	No	Not mapped/synced.
PurchaseOrder.startDate	colleagu_InvoiceStartDate	Invoice Start Date	Purchase Order (colleagu_purchaseorder)	No	Not mapped/synced.
PurchaseOrder.endDate	colleagu_InvoiceEndDate	Invoice End Date	Purchase Order (colleagu_purchaseorder)	No	Not mapped/synced.
PurchaseOrder.sheetStartDate	colleagu_ShiftExpenseStartDate	Shift Expense Start Date	Purchase Order (colleagu_purchaseorder)	No	Not mapped/synced.
PurchaseOrder.sheetEndDate	colleagu_ShiftExpenseEndDate	Shift Expense End Date	Purchase Order (colleagu_purchaseorder)	No	Not mapped/synced.
PurchaseOrder.includeAdjustments	colleagu_IncludeAdjustments	Include Adjustments?	Purchase Order (colleagu_purchaseorder)	No	Not mapped/synced.
PurchaseOrder.preventInvoicing	colleagu_PreventInvoicing	Prevent Invoicing?	Purchase Order (colleagu_purchaseorder)	No	Not mapped/synced.

APPROVER (ALTERNATIVE MANAGER) FIELDS

InTime Field	Pump Field/Value	Display Name	Entity Name	Mandatory (Required by InTime)	Notes
Placement.manager	colleagu_Person	Person	Approver (colleagu_approver)	Yes	Approver is set as the Primary Manager in InTime if the 'Primary Approver?' field is set to 'Yes'. If there are no Approvers linked to the Placement (or none set to 'Yes'), the Placement's Contact is set as the Primary Manager.
Placement.alternativeManagers	colleagu_Person	Person	Approver (colleagu_approver)	Yes	Approvers linked to the Placement are added to the Alternative Managers list in InTime if the 'Primary Approver?' field is set to 'No'.
N/A	colleagu_PrimaryApprover	Primary Approver?	Approver (colleagu_approver)	Yes (Boolean field, must be Yes or No in InTime)	Not mapped. Sets which Approver is the Primary Manager in InTime (there can only be one set in Pump/sent to InTime). If there are no Approvers, or none set to 'Yes', the Placement's Contact is used.

PLACEMENT FIELDS

InTime Field	Pump Field/Value	Display Name	Entity Name	Mandatory (Required by InTime)	Notes
Placement.externalId	colleagu_name	Placement Reference	Placement (colleagu_placement)	Yes	Placement Reference is formatted to fit the 20 character limit. Placement Reference is in alpha-numeric format (e.g. PLMT-AE5W6G-CT-1).
Placement.refCode	colleagu_placementId	Placement	Placement (colleagu_placement)	Yes	GUID format.
Placement.purchaseOrderNum	colleagu_name	Purchase Order Number	Purchase Order (colleagu_purchaseorder)	No	This field value is from any Purchase Order linked to the Placement which has the 'Sync to Pay and Bill Integration?' field is set to 'Yes' (only one linked Purchase Order can be synced to InTime).
Placement.start	colleagu_startdate	Start Date	Placement (colleagu_placement)	Yes
Placement.end	colleagu_enddate	End Date	Placement (colleagu_placement)	Yes	Updated when a Placement is amended or early finished. If a Placement is extended, the End Date remains as is.
Placement.placed	colleagu_Level2AuthorisedOn	Level 2 Authorised On	Placement (colleagu_placement)	Yes
Placement.jobTitle	colleagu_jobtitle	Job Title	Requirement (colleagu_requirement)	Yes	This field value is from the Requirement (colleagu_Requirement) linked to the Placement.
Placement.jobDescription	colleagu_JobDescription	Job Description	Requirement (colleagu_requirement)	No	Not mapped/synced.
Placement.perm	colleagu_Type	Job Type	Requirement (colleagu_requirement)	Yes (Boolean field, must be Yes or No in InTime)	True if Job Type is Permanent, otherwise false. This field data is from the Requirement (colleagu_Requirement) linked to the Placement.
Placement.salesSector	colleagu_InTimeSalesSector	Sales Sector	Placement (colleagu_placement)	No	Formatted to fit the 50 character limit.
Placement.salesBranch	colleagu_InTimeSalesBranch	Sales Branch	Placement (colleagu_placement)	No	Formatted to fit the 50 character limit.
Placement.salesDepartment	colleagu_InTimeSalesDepartment	Sales Department	Placement (colleagu_placement)	No	Formatted to fit the 50 character limit.
Placement.salesLocation	colleagu_InTimeSalesLocation	Sales Location	Placement (colleagu_placement)	No	Formatted to fit the 50 character limit.
Placement.salesDivision	colleagu_InTimeSalesDivision	Sales Division	Placement (colleagu_placement)	No	Formatted to fit the 50 character limit.
Placement.salesProject	colleagu_InTimeSalesProject	Sales Project	Placement (colleagu_placement)	No	Formatted to fit the 50 character limit.
Placement.salesCostCentre	colleagu_InTimeSalesCostCentre	Sales Cost Centre	Placement (colleagu_placement)	No	Formatted to fit the 50 character limit.
Placement.purchaseSector	colleagu_InTimePurchaseSector	Purchase Sector	Placement (colleagu_placement)	No	Formatted to fit the 50 character limit.
Placement.purchaseBranch	colleagu_InTimePurchaseBranch	Purchase Branch	Placement (colleagu_placement)	No	Formatted to fit the 50 character limit.
Placement.purchaseDepartment	colleagu_InTimePurchaseDepartment	Purchase Department	Placement (colleagu_placement)	No	Formatted to fit the 50 character limit.
Placement.purchaseLocation	colleagu_InTimePurchaseLocation	Purchase Location	Placement (colleagu_placement)	No	Formatted to fit the 50 character limit.
Placement.purchaseDivision	colleagu_InTimePurchaseDivision	Purchase Division	Placement (colleagu_placement)	No	Formatted to fit the 50 character limit.
Placement.purchaseProject	colleagu_InTimePurchaseProject	Purchase Project	Placement (colleagu_placement)	No	Formatted to fit the 50 character limit.
Placement.purchaseCostCentre	colleagu_InTimePurchaseCostCentre	Purchase Cost Centre	Placement (colleagu_placement)	No	Formatted to fit the 50 character limit.
Placement.noCommunications	colleagu_DisablePlacementEmails	Disable Placement Emails	Placement (colleagu_placement)	Yes (Boolean field, must be Yes or No in InTime)	Multi-Select Option Set is mapped to InTime via a code string based on what is selected, possible values are: Candidate = W, Contact = M, User = C and Limited User = L (e.g. if Candidate and Limited user are ticked, the value sent to InTime is 'WL'). InTime requires this exact format.
Placement.timesheetApprovalRoute	colleagu_TimesheetApprovalRoute	Timesheet Approval Route	Placement (colleagu_placement)	Yes (field cannot be null in InTime)	Sets the InTime value to the selected Option Set value label from the 'Approval Route' Global Option Set in Pump.
Placement.chargeableExpenseApprovalRoute	colleagu_ChargeableExpenseApprovalRoute	Chargeable Expense Approval Route	Placement (colleagu_placement)	Yes (field cannot be null in InTime)	Sets the InTime value to the selected Option Set value label from the 'Approval Route' Global Option Set in Pump.
Placement.nonChargeableExpenseApprovalRoute	colleagu_NonChargeableExpenseApprovalRoute	Non-Chargeable Expense Approval Route	Placement (colleagu_placement)	Yes (field cannot be null in InTime)	Sets the InTime value to the selected Option Set value label from the 'Approval Route' Global Option Set in Pump.
Placement.worker	colleagu_PlacedCandidate	Candidate	Placement (colleagu_placement)	Yes	InTime Record is created before syncing/attaching to the Placement.
Placement.selfBillTaxCodeOverride	colleagu_CandidateTaxCode	Candidate Tax Code	Person (Contact)	No	This value is only set if the Worker is populated on the InTime Placement and the Worker also has a VAT Code populated (this field is populated from the Candidate (colleagu_PlacedCandidate) linked to the Placement).
Placement.provider	colleagu_ContractorCompany	Contractor Company	Placement (colleagu_placement)	No	InTime Record is created before syncing/attaching to the Placement. This field needs to be configured by RSM to be visible.
Placement.consultant	OwnerId	Owner	Placement (colleagu_placement)	Yes	InTime Record is created before syncing/attaching to the Placement.
Placement.client	colleagu_InvoiceCompany	Invoice Company	Placement (colleagu_placement)	Yes	InTime Record is created before syncing/attaching to the Placement.
Placement.manager	colleagu_Person	Person	Approver (colleagu_approver)	Yes	InTime Record is created before syncing/attaching to the Placement. Approver is set as the Primary Manager in InTime if the 'Primary Approver?' field is set to 'Yes'. If there are no Approvers linked to the Placement (or none set to 'Yes'), the Placement's Contact is set as the Primary Manager.
Placement.alternativeManagers	colleagu_Person	Person	Approver (colleagu_approver)	No	InTime Record is created before syncing/attaching to the Placement. Approvers linked to the Placement are added to the Alternative Managers list in InTime if the 'Primary Approver?' field is set to 'No'.
Placement.rates	Placements can be associated with multiple Overtime Rate Records.	N/A	Overtime Rate (colleagu_overtimerate)	Yes
Placement.splits	Placements can be associated with multiple Commision Split Records.	N/A	Commission Split (colleagu_commissionsplit)	No
Placement.clientSite	colleagu_WorkingComp.Name	Working At Company	Placement (colleagu_placement)	No
Placement.chargeTermsTypeOverride	Always set to 'Days From Invoice Date'.	N/A	N/A	No
Placement.chargeTermsOverride	colleagu_ChargeTerms	Charge Terms	Placement (colleagu_placement)	No	Sets the InTime value to the selected Option Set value label from the 'Charge Terms' Global Option Set in Pump.
Placement.timesheetDateCalculatorName	colleagu_InvoiceFrequency	Invoice Frequency	Placement (colleagu_placement)	Yes (field cannot be null in InTime)	If the field in Pump is not populated, the field in InTime will be set to Weekly. Set to the following values based on the selected value from the 'Invoice Frequencies' Global Option Set: Weekly, Other or no value selected = "weekly", Two Weekly = "two-weekly", Four Weekly = "four-weekly", Calendar Monthly = "monthly" and 4-4-5 = "four-four-five".
Placement.invoiceContactOverride.firstname	colleagu_InvoiceContactFirstName	First Name	Placement (colleagu_placement)	No
Placement.invoiceContactOverride.lastname	colleagu_InvoiceContactLastName	Last Name	Placement (colleagu_placement)	No
Placement.invoiceContactOverride.phone	colleagu_InvoiceContactTelephone	Telephone	Placement (colleagu_placement)	No
Placement.invoiceContactOverride.mobile				No	Ignored by InTime
Placement.invoiceContactOverride.email	colleagu_InvoiceContactEmailAddress	Email Address	Placement (colleagu_placement)	No
Placement.invoiceContactOverride.address.line1	colleagu_InvoiceAddressStreet1	Invoice Company Address Street 1	Placement (colleagu_placement)	No
Placement.invoiceContactOverride.adddress.line2	colleagu_InvoiceAddressStreet2	Invoice Company Address Street 2	Placement (colleagu_placement)	No
Placement.invoiceContactOverride.address.town	colleagu_InvoiceAddressCity	Invoice Company Address City	Placement (colleagu_placement)	No
Placement.invoiceContactOverride.address.county	colleagu_InvoiceAddressCounty	Invoice Company Address County	Placement (colleagu_placement)	No
Placement.invoiceContactOverride.address.postcode	colleagu_InvoiceAddressZipPostalCode	Invoice Company Address ZIP/Postal Code	Placement (colleagu_placement)	No
Placement.invoiceContactOverride.address.country	colleagu_InvoiceAddressCountry	Invoice Company Address Country/Region	Placement (colleagu_placement)	No
Placement.invoiceContactOverride.address.countryCode	colleagu_InvoiceAddressCountry	Invoice Company Address Country/Region	Placement (colleagu_placement)	No	A linked record field used to get the Country ISO Code: Country - ISO Code (colleagu_country.colleagu_ISOCode). Syncing of this field can be switched off in Global Settings (see 'Settings Fields' section at the bottom of this sheet).
Placement.contractedHours	colleagu_hoursperweekdecimal	Hours Per Week	Placement (colleagu_placement)	Yes (field cannot be null in InTime)

SETTINGS FIELDS (NOT MAPPED)

InTime Field	Pump Field/Value	Display Name	Entity Name	Mandatory (Required by InTime)	Notes
N/A	colleagu_BackOfficeIntegration	Pay and Bill Integration Provider	Global Settings (colleague_globalsettings)	No	Needs to be set to 'InTime' to enable InTime.
N/A	colleagu_PayandBillIntegrationUsername	Pay and Bill Integration Username	Global Settings (colleague_globalsettings)	No	Used when an organisation posts to a single environment.
N/A	colleagu_PayandBillIntegrationPassword	Pay and Bill Integration Password	Global Settings (colleague_globalsettings)	No	Used when an organisation posts to a single environment.
N/A	colleagu_PayandBillIntegrationAgencyRefCode	Pay and Bill Integration Agency Ref Code	Global Settings (colleague_globalsettings)	No	Used when an organisation posts to a single environment. GUID format.
N/A	colleagu_PayandBillIntegrationEndpointURL	Pay and Bill Integration Endpoint URL	Global Settings (colleague_globalsettings)	No	Used when an organisation posts to a single environment. Defaults to 'https://demo.in-time.co.uk/services/IntimeServiceV2_8.IntimeServiceV2_8HttpsSoap11Endpoint/' if blank.
N/A	colleagu_PayandBillIntegrationUseOwningCompCreds	Pay and Bill Integration Use Owning Comp Creds	Global Settings (colleague_globalsettings)	No	Sets whether Global Settings (single environment) or Owning Company (multiple environments) credentials are used.
N/A	colleagu_PayandBillIntegrationPushISOCountryCode	Pay and Bill Integration Sync Country ISO Code?	Global Settings (colleague_globalsettings)	No	Sets whether Country Codes are synced to InTime.
N/A	colleagu_SuffixProviderName	Pay and Bill Integration Suffix Provider Name	Global Settings (colleague_globalsettings)	No	Is the Provider's name suffixed with the Currency ISO Code on creation?
N/A	colleagu_PayandBillIntegrationPlacementDaysSync	Pay and Bill Integration Prev. Placement Days Sync	Global Settings (colleague_globalsettings)	No	Used by a background service to sync the previous number of days Placements (updates the 'Invoice Raised' and 'Timesheet End Date' fields).
N/A	colleagu_PayandBillIntegrationStandardDailyRateNam	Pay and Bill Integration Standard Daily Rate Name	Global Settings (colleague_globalsettings)	No	The Standard Pay Element name used in InTime where Pay/Charge Unit is 'Daily' in Pump. If this setting isn't populated, the Pay Element name "Basic Pay" is used (this must be defined as a Pay Element in InTime).
N/A	colleagu_PayandBillIntegrationStandardHourlyRateNa	Pay and Bill Integration Standard Hourly Rate Name	Global Settings (colleague_globalsettings)	No	The Standard Pay Element name used in InTime where Pay/Charge Unit is 'Hourly' in Pump. If this setting isn't populated, the Pay Element name "Basic Pay" is used (this must be defined as a Pay Element in InTime).
N/A	colleagu_PayandBillIntegrationStandardMonthRateNam	Pay and Bill Integration Standard Month Rate Name	Global Settings (colleague_globalsettings)	No	The Standard Pay Element name used in InTime where Pay/Charge Unit is 'Monthly' in Pump. If this setting isn't populated, the Pay Element name "Basic Pay" is used (this must be defined as a Pay Element in InTime).
N/A	colleagu_PayandBillIntegrationStandardWeeklyRateNa	Pay and Bill Integration Standard Weekly Rate Name	Global Settings (colleague_globalsettings)	No	The Standard Pay Element name used in InTime where Pay/Charge Unit is 'Weekly' in Pump. If this setting isn't populated, the Pay Element name "Basic Pay" is used (this must be defined as a Pay Element in InTime).
N/A	colleagu_PayandBillIntegrationUsername	Pay and Bill Integration Username	Owning Company (colleagu_owningcompany)	No	Used when an organisation posts to multiple environments (taken from the Sales Owing Company Lookup on the Placement).
N/A	colleagu_PayandBillIntegrationPassword	Pay and Bill Integration Password	Owning Company (colleagu_owningcompany)	No	Used when an organisation posts to multiple environments (taken from the Sales Owing Company Lookup on the Placement).
N/A	colleagu_PayandBillIntegrationAgencyRefCode	Pay and Bill Integration Agency Ref Code	Owning Company (colleagu_owningcompany)	No	Used when an organisation posts to multiple environments (taken from the Sales Owing Company Lookup on the Placement). GUID format.
N/A	colleagu_PayandBillIntegrationEndpointURL	Pay and Bill Integration Endpoint URL	Owning Company (colleagu_owningcompany)	No	Used when an organisation posts to multiple environments (taken from the Sales Owing Company Lookup on the Placement). Defaults to 'https://demo.in-time.co.uk/services/IntimeServiceV2_8.IntimeServiceV2_8HttpsSoap11Endpoint/' if blank.
N/A	colleagu_CompanyPrefix	Company Prefix	Owning Company (colleagu_owningcompany)	No	If populated and 'Use Owning Company Credentials?' is set to 'Yes' in Global Settings, the InTime Client Reference will be pre-pended with this prefix (e.g. 'OSCOM1234-GPB'). Note that the Company Reference in Pump remains unchanged.