Client Country Configuration

These settings appear for a country in Settings > client country > Configuration.
Note:
A red asterisk (*) indicates a required field.

Country Settings

Setting Description
Allow eSigning of Documents Select the checkbox to allow documents to be eSigned in this country.

This feature allows you to sign an SOW contract electronically using Adobe Acrobat®. See Statement of Work.
Display Expense Tax Breakouts Select the check box to display expense tax breakout information for this country.
Display Resume Feedback From the drop down, select the type of feedback a client manager is allowed to enter for a request.

The feedback option appears in the Manager or MSP view on the Requests page, Candidates sub tab, when the Reject option is selected for a candidate.

Choose from:
  • Free Text - Allows a manager to enter text in a comments box.
  • Single Select - Allows a manager to select a preconfigured feedback option from the Rejection Reason drop down. These options are configured in the Feedback Options field.
  • Both - Displays both options. If you select this option, the client manager must make a selection from the drop down, and optionally add a comment.
Feedback Options Add feedback reasons to the Rejection Reasons drop down when rejecting a candidate in "Review" status.

Options are added as free text, each entry appearing as a reason in the list. To add a reason, click Add New. You can remove a reason from the list by clicking the X next to the text field.
Client Invoice Document Delivery Configures the delivery format and method for invoices generated for the country.
  • Delivery Rule - Document Per Batch or Document Per Invoice. If the per batch option is selected, the system creates one file with all invoices for delivery. If the per invoice option is selected, the system creates an individual invoice file per invoice for delivery.
  • Delivery Method - Email or SFTP. How the documents are sent. If email is selected, the files are sent to the configured email addresses. Configure the recipients by clicking + Add Email, entering the recipients address, and the setting the options. You can add one or many recipients. If SFTP is selected, enter the directory in text box. This is the server path.

    Invoice files can be sent one file per address. If you are using the Document Per Invoice option, you can optionally select the Send Invoice Documents for every invoice from the Invoice Batch checkbox. This ensures that each file is sent to each configured email address in a separate email.

You can additionally configure the delivery rules at the invoice option level. See Invoice Options for Locations.
Allow Manager to Edit Bill Rates Allows a manager to edit bill rates on Staffing or Managed Services requisitions.
Any modification requires a approval from the MSP assigned to the engagement. If no MSP is defined, then the contact at the country or client organization level is used.
Note:
Approvals also depend upon any configured approval routing configured in the Approval Routing module. See Approval Routing Configuration.
Enable Supplier Reference Number Enables a reference enter field on the billing item.

Request and Extension/Extension Length Limit

Setting Description
<request_type> Request Limit Limits, in days, the length that the request can be open. This number of days falls between the request start date and the estimated end date.

This field is set to 0 (no limit) by default.
<request_type> Engagement/Extension Limit Limits, in days, the length that the engagement or extension can be open. This number of days falls between the creation date and the estimated end date.

This field is set to 0 (no limit) by default.
Display Warning at creation Select the check box to display a warning at creation if a limit is exceeded.
Don't allow to exceed limit Select the check box to not allow a user to save a request or engagement/extension if there is a violation of length limit.

Staffing Request and Extension/Extension Length Limit

Setting Description
Required Documents Visibility Select the check box to make a document requirement visible to a client manager for staffing requests. This setting also makes these documents visible to MSPs and suppliers when creating a worker profile. For more information about worker profiles, see Profile.

Staffing Request and Worker Profile Additional Requirements

Setting Description
Require Education Start/End Date Select the check box to require a start and end date for names entered in the Education section of a worker's profile. If unselected, the fields can remain empty.

This field defaults to 'Required' (selected).
Requirements fields Select the Active check box to make the section visible on the worker's profile.

Mileage Reimbursement

Setting Description
+ Mileage Reimbursement Add the reimbursement percentage for any mileage accrued by an engagement in that country.
Multiple rates can be added for a country, but the application only considers the most recent rate, that is, the rate with the most recent Effective Date. If you add a rate with an effective date that already exists, it overwrites the previous rate with the matching date.
Note:
You cannot remove rates for a country.

To add a rate, click Add New. In the Add Reimbursement pop-up, enter the Effective Date and the Reimbursement Rate, then click Save. You can click the calendar icon in the pop-up to select a date.