What
Take any Placement data and create a record (Export Row) with relevant field mappings. This information will then be stored to be submitted to relevant third party/parties.
NOTE: The Security Role called Mercury – Can export Timesheet Data needs to be assigned to all required Users.
Where
Placement Record > top navigation bar > Export
How
Exporting is only available within individual Placements that have already been approved. See Placement Approval for more information.
Within a Placement top-navigation bar, click Export.
If selecting Export for the first time, this below message will show;
However, if Export Rows already exist, the below message will show;
NOTE: Selecting Export again resends the Placement in full to RSM.
Integration Status
Before Export Rows are created, the Integration Status under the Timesheets & Expenses tab of a Placement will be New.
During the export, this will update from New > Processing > Successfully Sent
If deleting existing and creating new export rows, any existing Export Rows at New, Ready for Processing or Ready to Send will be set to Cancelled and new ones will be created based on the data from the Placement. There is a periodic delete of Cancelled Export Rows which occurs every month.
If the Placement fails to send to RSM, the Integration Status will show as Failed to Send. Any additional information will be within the Integration Fields section in the Timesheets & Expenses tab.
Changes to Placement
- When a Placement is set back top Pending the Integration Status will be set back to New.
- Any extended Placements will also “reset” the Integration Status and this will be set to New.
- This will also be applied when a Placement is cloned.
END