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Financial Settings

The Financial Settings screen enables you to setup Default Rate Costs which can be used in the Placements.  The Rate Costs are based upon Pay and Worker Types.

Default Rate Cost(s)

The table explains the options available in the Default Rate Cost grid:

Rate Cost(s)	Enter a name for the Rate Cost
Worker Types	Select one or multiple Worker Types to apply to the Rate Cost.
Value	Enter the Rate Cost value.
Fixed/Percentage	The Rate Cost can be either Fixed or a Percentage. Select the appropriate option from the drop down selection.
Based on	There are 4 options to base the Rate Cost on.  Select the appropriate option from the drop down selection.
Active	Use the Active check box to make the Rate Cost available in the Placement Rates grid.  Remove the tick in the Active check box to make the Rate Cost inactive and unavailable.

Setting up Export Options

There are 3 export options, either Off, Mid-Office, Tempaid or Astute.

Use the Export To: selection to choose the appropriate option for your installation.

Export to Mid Office

See Mid Office section for more details

Export to Astute

IMPORTANT – Please note for SaaS systems you cannot edit the Astute export service polling frequency

Set up the Astute export options with the API key, API user name and API password provided to your organisation. Set the number of seconds that the export service should be polled. 

Find out more about Astute here.

Export to Tempaid

IMPORTANT – Please note for SaaS systems you cannot edit the Export file path

Set up the Tempaid export with the Company ID and then browse for the file path required to Tempaid to pick up the placement file, as instructed by Tempaid;

Export to Timesheet Portal

Timesheet Portal integration enables the sending of candidate and company details to Timesheet Portal which can then be utilised by candidates and contacts to submit and confirm time sheets. Please contact customer relations for more details.

Set the polling frequency, enter your Account Name, Email Address and Password (login credentials for your Timesheet Portal Account)

See Candidate Financials section for details on ensuring candidate details can be sent to Timesheet Portal

See Company Financials section for details on ensuring Company placements are sent to Timesheet Portal

 

 

 

 

 

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