Client / Agency
Before you are ready to Go-Live,
You should ensure the following have been completed/configured:
- Set up the required Pay Elements
- If you are using expenses, set up your Expense Types and your Expense Templates
- Set up your Invoice Number Ranges
- Set up your VAT Codes and Rates
- Set up your Bank Accounts
- Set up any required Exchange Rates
- Created your Invoicing (Pay and Charge) Terms
- Set up your Approval Routes
- Validated the BACS File produced by RSM InTime and/or InPAY will work with your BACS/Banking software
- Configured your Dashboards for each User Type
- Configured the Custom Text on the pages you require
If you have a Front-End system connected to RSM InTime (e.g. Adapt, Bullhorn, Web Services, SFTP, Placement Importer etc.), you have completed the following:
Please note, the Profiles will be deleted as part of the Clear-Down process for Going-Live, but will be re-imported - dependent on the Front-end system import criteria/specification
- Reviewed the Data being pulled into RSM InTime from the Front-End system:
Clients, Managers, Providers (Umbrella Companies), Contractor, Placements - Reviewed any specific customisations for you Agency
If you do NOT have a Front-End system connected to RSM InTime (e.g Manual Entry), you have completed the following:
Please note, the Profiles will be deleted as part of the Clear-Down process for Going-Live
- Created and configured Clients
- Added Managers to the respective Clients
- Created any Providers (Umbrella Companies) required
- Created a PAYE, LTD Company or Umbrella Contractor as required
- Created Placements (Contract and Perm)
You have also reviewed and tested RSM InTime from end-to-end and run through all your business processes and requirements, including:
- Setting up your Clients with the correct invoicing options: Consolidation and Layout, Charge Terms and VAT code
- Setting up your LTD Company Contractors with the correct invoicing options: Consolidation and Layout, Pay Terms and VAT code
- Creating Timesheets via, Web Entry, Paper Entry and/or Bulk Entry
- Confirming and testing any Timesheet Importer Formats - (Additional Module)
- Creating Expenses via Web Entry
- Reverting and Deleting Timesheets and/or Expenses
- Generating Advice Notes, Sales and/or Purchase (Self-Billing) Invoices
- Crediting Invoices manually and via the Timesheet Adjustment Wizard
- Invoice Templates (if purchased the Advanced Billing Module and development of an invoice template)
- Generating Payment Files for LTD Company Contractors and/or Providers (Umbrella Companies)
- Testing and reviewing the Timesheet and Expenses Export File, or Export to InPAY feature (PAYE/Payroll module)
- Testing and reviewing the Invoice / Payments (Accounts Package) Export Files - Successful import into your Accounts System with all the required data
- Configuring your Margin Report
- Understanding which emails will be sent out from RSM InTime
- Your Go Live Approach
If your RSM InTime is connected to InPAY (Payroll/PAY Module), you have configured and reviewed:
InPAY is not available on RSM InTime CORE systems
- InPAY: Set up required Pay Elements, ensuring the Pay Element description matches the pay element code in your import file.
- RSM InTime: Synchronise created Pay Elements (above) from InPAY to RSM InTime
- InPAY: Set up required Payrolls
- InPAY: Set up required Pay Periods for Payrolls (above)
- InPAY: Put InPAY into the current/correct Pay Period
- InPAY: Set up required Pension Schemes
- InPAY: Set up required Holiday Schemes
- InPAY: Configure your HMRC Parameters for the HMRC Data Retrieve and ability to connect to the HMRC electronically
- InPAY: Import PAYE Workers with Year to Date (YTD) Figures using InPAY Flat File.
Please note, you will require the live YTD figures for your Go-Live cut-over as you move from your previous payroll provider/software to InPAY - InPAY: Run through Payroll processing requirements for your Agency and how to process this in InPAY.
- InPAY: Please review the RSM InTime/InPay Payroll Process - we suggested your Agency runs at least a 2 Period parallel alongside the current Payroll system/provider
RSM
- Confirm the Go-Live Approach with the Client / Agency
- Set up Pre-Go-Live Call
- Data/System Cleardown
- Front End System vs Manual Entry Configs
- First Timesheet Entry Date
- Enabling Communications
- Reminder Emails
- Timesheet Exporters
- Invoice Exporters
- Payment Files
- Payroll Parameters (InPay)
- User Acceptance Sign-off (UASO)