Client Interpreted Timesheet Status

Description

It is now possible to assign a custom interpreted timesheet status to a Client record in the Recruitment Manager module to determine if it is necessary for agency staff to review and manually release the client’s timesheets once they have been processed by the Interpreter Service before the timesheets can be paid and/or billed.

For example, for one client your business may have a requirement that all interpreted timesheets must be reviewed by agency staff prior to be released for the purposes of billing the client but for the purposes of paying payees, the client’s timesheets can be released to payroll automatically as soon as they have been interpreted. However, for another client you business may have the requirement that interpreted timesheets must be reviewed by agency staff before they can be paid or billed. By assigning a different interpreted timesheet status to each client, a different interpreted timesheet workflow can be applied to each client’s timesheets accordingly.

It is not mandatory to assign an interpreted timesheet status to a client. If no interpreted timesheet status is assigned, the client’s timesheets will be subject to the default interpreted timesheet status for the client’s country, as defined in Interpreter > Maintenance > Timesheet Status Maintenance. For more information, see Support for Custom Interpreted Timesheet Statuses.

Benefits

This enhancement allows a different workflow to be applied to a client’s interpreted timesheets depending on whether the timesheets need to be reviewed by agency staff and manually released for payment and/or billing respectively or whether the client’s timesheets can be automatically released.

Configuration

Before an interpreted timesheet status can be assigned to a client, the relevant custom interpreted timesheet status must be created in Interpreter > Maintenance > Timesheet Status Maintenance. For more information, see Support for Custom Interpreted Timesheet Statuses.

Once the relevant interpreted timesheet status has been configured in Interpreter > Maintenance > Timesheet Status Maintenance, you can assign that status to Client records in the Recruitment Manager module by selecting the name of the status in the Interpreted Timesheet Status field in the Pay/Bill > Timesheet Details section of the Client screen, as highlighted below.

A search field has also been added to the Client search to allow searching for clients based on the interpreted timesheet status that has been assigned. An example of this is highlighted below.

The Interpreted Timesheet Status field will be inactive until a Country has been assigned, as the status elements are configured by Country.