InTime Export
Summary:
The InTime Export plugin from ProNet will extract placement data into a .CSV file – RDB
Placements.csv. The files produced can then be imported into your Intime system.
Please Note:
-
Expenses are not exported as standard.
Once the export files are created they will be overwritten the next time the export is run
again. If you want to retain the previously exported data it is advisable to either rename the
files or rename and move them to an alternative location.
Installing and running the Export:
Firstly, a setup script will need to be run on the server. Note that the setup script will create three
applicant custom columns in RDB ProNet, which are required for the export.
In order to use the InTime Export plugin in ProNet, a plugin package needs to be setup.
From the Plugin Manager area (Options > Manager > Plugin Packages) in ProNet you can select the
users who should have access to the export.
Once installed, the export is available from: File > Payroll Exports.
Once you have selected the export, click ‘Run’ and the ‘InTime Export’ screen will open.
Plugin Screens:
Define the Export Folder to export the data to and then set the start and end date ranges for the
placements. When ready, click ‘Run Export’.
Figure 1: InTime Export Main Screen
InTime Export
You will receive a pop up screen, asking you to upload the file.
Figure 2: Upload File message box
Select ‘Yes’ to upload the file to FTP.
~ Or select ‘No’ if you do not want to upload the file to FTP at this point.
If you want to proceed to upload the exported file to FTP, you will see the following pop up screen.
You may define the upload site by selecting the
Figure 3: FTP Upload screen
button.
InTime Export
This will bring you to the following screen, where you can define the FTP details. The export file will
be uploaded to the defined ftp path.
Figure 4: FTP Setup screen
RDB Placements CSV:
The plugin will export placements, where the start date of the placement is within the dates
specified when running the export.
Please note that some fields are mandatory. If the required criteria is not filled in then the
placement cannot be exported and an error report is produced in the form of an html page – see
figure 5 at the end of this document for clarity. Fill in the mandatory fields before you re-run the
InTime export.
Mandatory fields:
1. A placement must have the following values:
 placement type
 start date
 a consultant with surname, first name & email address
 the client contact must have a primary email address
2. A temporary/contract placement must have the following values:
 Charge unit
 The applicant must have a primary email address
3. If the placement ‘payment type’ is set to ‘limited company’, the applicant must have the
following: (This is not required if the placement payment type is set to ‘PAYE’ or ‘Umbrella’.)
 A linked Limited Company (Limited Company is linked in the employment details area)
 A custom column with a column name of ‘Limited Company Email’.
InTime Export
Notes for the exported data:
The table below shows all of the standard export fields by column reference.
-
-
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Clients/Applicants can have multiple addresses in ProNet but the export will only pick up the
first address added. This applies to the address fields, denoted by an explanation mark (!) in
the table below.
Clients/Applicants can have multiple communication types in ProNet but the export will only
pick up the first communication type added. This applies to the communication types,
denoted by a double explanation mark (!!) in the table below.
Mandatory fields are denoted in bold font.
RDB Placements.csv
Column
A
B
C
D
E
F
G
H
I
J
K
L
M
N
O
P
Q
R
S
T
U
V
W
X
Y
Z
AA
Data Exported
Placement Id
Placement Consultant User Name
Placement Description
Placement Pay Rate
Placement Charge Rate
Placement Overtime
Starting Period: Hardcoded to empty
Ending period: Hardcoded to empty
Placement Start Date
Placement End Date
Placement Purchase Order no
Placement Client Contact
Placement Client Contact Name
Placement Client Contact Surname
Placement Client Contact Email
Placement Client Contact Last Updated On
Placement Sector
Placement Last Updated On
Applicant Id
Applicant Title
Applicant Name
Applicant Surname
Applicant Gender
Applicant Address: Building !
Applicant Address: Street !
Applicant Address: District !
Applicant Address: City !
InTime Export
AB
AC
AD
AE
AF
AG
AH
AI
AJ
AK
AL
AM
AN
AO
AP
AQ
AR
AS
AT
AU
AV
AW
AX
AY
AZ
BA
BB
BC
BD
BE
BF
BG
BH
BI
BJ
BK
BL
BM
BN
BO
BP
Applicant Address: County !
Applicant Address: Country !
Applicant Address: Postcode !
Applicant Tel No or Office No !!
Applicant Mob No !!
Applicant Primary Email Address
Applicant Fax No !!
Applicant Date of Birth
Applicant Bank Building Society Ref
Temp/Contract Payment Type
Applicant Custom Column Alpha7 = Ltd Reg No
Applicant custom column Alpha8 = App Vat No
Applicant Bank Name
Applicant Bank Account Name
Applicant Bank Account No
Applicant Bank Sot Code
Applicant Employee NI No
Applicant Payroll No: set to always export as *
Applicant Division: hardcoded to empty
Applicant Employment Details: Limited Company Name
Applicant Custom Column Alpha5 = Limited Company Email
Applicant Last Updated On
Placement Client Id
Placement Client Company Name
Client Address: Building !
Client Address: Street !
Client Address: District !
Client Address: City !
Client Address: County !
Client Address: Country !
Client Address: Postcode !
Client Reg no
Client Tel No/Office Phone No !!
Client Fax No !!
Payroll Ref: set to always export as *
Client Last Updated On
Placement Consultant First Name
Placement Consultant Surname
Placement Consultant Email
Hours Worked: hardcoded to 1 for basic rate & 3 for overtime
Applicant Office Owner: hardcoded to empty
InTime Export
BQ
BR
BS
BT
BU
BV
BW
BX
BY
BZ
CA
CB
Client Office Owner: hardcoded to empty
Client Company Type
Temp/Contract Charge Rate Unit
Placement Type
Placement Fee
Client Address: Building !
Client Address: Street !
Client Address: District !
Client Address: City !
Client Address: County !
Client Address: Country !
Client Address: Postcode !
Example error report launched in a web browser:
Figure 5: RDB Export Report