Getting Started

This information can help you get started using the application. For more detailed information about each function within the application, see the relevant section of this user guide.

Click the links in each section to view the getting started information.

Introduction

Supported Requisition Types

Basic Account Management

Update Your Security Questions

Language Support and Localization

Supported Language Types

Industry Information and Regulations

What is IR35 and Why Does It Matter?

Overview

Welcome to the Supplier view!

The Supplier view is where you access your requisition information, allowing you to manage and engage with client organizations that you have contracts with. The view is an application that can be used by account managers, sourcing organizations, recruiters, or vendor organizations providing project services.

The Supplier view shares much of the same data as the MSP and client organizations, giving you fast access to items that you might need to act on. You can use your supplier profile to submit candidates and accept interview requests under open requisitions, or to review and confirm expenses submitted under filled engagements.

Supplier application features include:

A comprehensive requisition process that includes sourcing, interviewing, hiring and invoicing
Online time and expense entry for your workers
Supplier billing and invoicing
Business validation for consultants/firms/independent contractors
Competitive bidding environment for project based work
Home page dashboard with detailed reporting for supplier engagements across clients

The application is the entry point for requisition management. Viewing new and open requests, as well as associated candidates for those requests, is primarily the activities that you do in the VMS. When new requests appear, you can view the request details and determine which candidate(s) best suit the job requirements.

Accessing Requisition Data

Request information can be viewed in two places on the Home page, in the Pending Items view of the Action Items section or the Requests view in the Updates section. You can navigate to each of the sections by scrolling to the section and clicking on the view selector pill.

The Action Items section displays a set of clickable navigation that gives you access to tabular views of items based on their system status. To view requests that you need to take action on, for example, click Pending Items > Pending Acceptance. A table opens with items that need your perusal and acceptance (items can include negotiated rates, and so on).

The Updates section displays requests, or requests that are filled, and need to be onboarded.

Clicking on any of the linked content navigates you to the Requisitions page, which provides a search tool that allows you to locate requests based on the client, the type of requisition, the status of the request, other search parameters, or any combination of parameters.

Based on your search parameters, the VMS displays all available requests to your organization. Search results are based on data segmentation that uses a combination of your user account (and the organization you work for), the client organization that requested the work/workers, and your user account permissions (the data you are allowed to view).

Tip:

You can also use the Recent List (last 6 month) quick link to access requisition data from the last six months.

The Requisition tab holds information for both requests and engagements. In the search results under the Req# column, you see the request number displayed first, and to the left. If your candidate fills the request, an engagement number appears as a second string of numbers to your right, after the hyphen. clicking any of the blue links takes you to the respective request or engagement.

The Requisition Status column displays the request's current status. It is important to note that the status can depend on review protocols or any pending action that are enabled for the client organization, and/or your supplier organization.

When selecting either the request or the engagement number, you are brought to a General Information page, which displays details about the request/engagement. There are sub tabs that you can select to view additional information:

Request sub tab: Resume/Portfolio - Look up existing resumes, add new candidates to the request, and submit them for consideration.
Request sub tab: Interview - View, confirm, and reschedule requested interviews.
Engagement sub tab: Allocation - View cost centers or departments that are associated with the requisition.
Engagement sub tab: Billing - View any associated billing (for example, timecards and expenses).

For more information about what is displayed in these sections, see the following:

Request Page
Searching Through Requisition Data
Requests in the Supplier View

Submitting Candidates

When you receive requests for sourcing, you can open the request information and view the details. If you have a worker that meets the client organization's job requirements, you can submit that candidate. Another main function in the submission workflow is managing interviews that are scheduled with your candidates.

You can select from existing workers in the system, or add a new candidate by configuring a profile and resume. Candidates that have been submitted to the request appear in the top table (Added Workers), and workers available for submission appear in the bottom table (Search Workers).

If an interview is required, then you will need to confirm the interview time, or propose a new time for your candidate. You can review all upcoming interview information on the Interview sub tab.

Engagements

Once your candidate is submitted and accepted by a client organization, the engagement is created and your candidate is assigned. You can view all of the engagement information by using the search function on the Requisitions page, and clicking the engagement link. The engagement page opens with a view of general information, the location, the schedule, the financial (bill rates/pay rates) designations, contact information, and any configured custom fields. If you have permissions to access and update custom fields, you can enter specific data related to the request, to the worker, and so on.

The Allocation sub tab allows you to view the configured allocation fields and values for that particular engagement. Allocations are used to associate billing to a particular project, cost center, or account. The Billing sub tab displays any billing entered for the engagement.

Worker Profile

If the client organization needs you to complete some onboarding steps, you can access those workflow steps from within the worker's profile, or the LifeCycle sub tab. To access the worker's profile, at the top of the Engagements page, click the worker's name. You can also select the Worker tab at the top of the page, and then search for and select the worker. Under the sub tab options, select LifeCycle.

Billing and Invoicing

Viewing billing and accessing your invoicing are important activities in the VMS. Billing consists of time and expenses submitted by a worker or by you. All of the billings entered in the system is processed to generate debits and credits to supplier and client organizations.

Note:

You might not be required to perform these activities for your organization, and if not, you will not be able to access billing and invoicing.

Billing is accessible from a few different points. You can view items that require client manager review from the Home page. In the Action Items pane, the Pending Billing row displays the number of items pending. You can click the blue number link to open the list of items in a table on the Billing tab.

You can also navigate to the Billing tab and use the search function to locate items in any status. The search results return items that match your query. To access the billing line information, click the blue number link in the Line# column. The billing General Info page opens with the billing field information.

The General Info page includes the following sections:

Billing GenInfo - Includes the Earnings End Date, Invoice Number (if processed), Billing Status, and the Status Reason
Financials - Includes Rate Application, OT Rule, and the Supplier FLSA Classification
Detail List - Includes the breakdown of time and expense for billing

If you will be working with payments and invoicing, you can access this information in the VMS. When the system processes approved billing, you export those billing items and prepare a report to be used for worker payroll. You might also need to confirm submitted expenses (review receipts for IRS compliance) before they can be processed. Once you have completed these tasks, you can search for invoices where billing is associated and keep those documents for your records.

For more information about performing these tasks, see the following:

Billing Page
Invoicing Page

Supported Requisition Types

The application supports the following requisition types:

Staffing-Recruited - Requisitions are forwarded to suppliers to identify a temporary worker for a client organization's staffing need(s). The client engages the worker for a temporary staffing assignment.
Staffing-Referred - Requisitions are used to engage a worker that has been referred by a client manager for a temporary staffing assignment. Generally, these are workers who are sourced directly by the client manager and payrolled by Magnit, where Magnit is the employer of record.
Project Requisitions - Created when a client organization has a project assignment with a defined scope of work, and needs an independent contractor/business entity to complete a specific deliverable.
Managed Services - Requisitions used for headcount tracking when the client organization wants to have visibility into the resource, but manages the contract and downstream financials outside of the application.
Biz Val (Business Validation) - Requisitions used for the vetting of independent contractors to validate compliance and safe engagement.

Supported Language Types

This table describes the supported languages in the application, the user roles available for the language, the associated date format, and the monetary value for the language. You can set the language preference (localization) for your user account when you log into the application on the login page.

You can select the translation language from a preset list. This setting only applies to all views in the application.

Note:

For users that access the application using single sign on (SSO), the language is set automatically. To localize the VMS when using SSO to log in, navigate to User Account > View Profile > Account Information > Magnit Platform Language Preference and select a supported language. See the following table for supported languages.

The application can only translate a set items in the user interface.

Links
Buttons
Labels
Some statuses and status reasons - For example, 'Worker Withdrawn' status is translated, but the status reason is not.
Standard and customizable reports - Exported files with report output for these types are translated. Only report name, description, and so on, are translated. Report output data is not translated.
Common values - For example, 'Yes' and 'No'.
User guide (depending on language)


Language	User Role	Date Format	Monetary Format
English (U.S.)	Client Manager Supplier Worker MSP	MM/DD/YYYY	$xxx,xxx.xx
English (U.K.)	Client Manager Supplier Worker	DD/MM/YYYY	xxx,xxx.xx$
German	Client Manager Supplier Worker MSP	DD.MM.YYYY	xxx.xxx,xx$
French	Client Manager Supplier Worker MSP	DD/MM/YYYY	xxx xxx.xx$
Spanish	Client Manager Supplier Worker	DD/MM/YYYY	xxx.xxx,xx$
Latin American Spanish	Client Manager Supplier Worker	DD/MM/YYYY	$xxx.xxx,xx
Korean	Client Manager Supplier Worker	YYYY/MM/DD	$xxx,xxx.xx
French Canadian	Client Manager Supplier Worker	MM/DD/YYYY	$xxx xxx.xx
Portuguese	Client Manager Supplier Worker	DD/MM/YYYY	$xxx.xxx,xx
Dutch	Client Manager Supplier Worker MSP	DD-MM-YYYY	$xxx.xxx,xx
Italian	Client Manager Supplier Worker	DD/MM/YYYY	xxx.xxx,xx$
Chinese Simplified	Client Manager Supplier Worker	YYYY-MM-DD	$xxx,xxx.xx
Chinese Traditional	Client Manager Supplier Worker	YYYY-MM-DD	$xxx,xxx.xx
Japanese	Client Manager Supplier Worker	YYYY/MM/DD	$xxx,xxx.xx
Swedish	Client Manager Supplier Worker MSP	YYYY-MM-DD	xxx.xxx.xxx,xx kr
Polish	Client Manager Supplier Worker	YYYY-MM-DD	xxx.xxx,xx$
Thai	Client Manager Supplier Worker	YYYY-MM-DD	$xxx.xxx,xx

Update Your Security Questions

Your security questions are set when you first verify your application account. You can edit your questions and answers as needed.

Log into the application.
Navigate to Hello, <user_name> > View Profile.
On the GenInfo tab, scroll to the Security Questions section.
Click .
From the Question drop down, select the question to update.
In the Response field for the updated question, enter text that answers the question.

Note:
You can update one or all of your questions.
Click .

Supplier Guide

Features and functions available in the Supplier view

In the system, a request for work and the actual work are managed in two separate 'containers':

Request - The client organization uses a job description and job parameters (pay/bill rate, location, schedule, and so on) to configure a request for a worker/s. Configured vendors are notified of the request and are invited to submit candidates for the position. Workers can be known, that is, the client organization might have already identified the worker, or unknown.
Engagement - Once the workers for a position are identified, and the client organization as agreed, the request is converted to an engagement. Financial details and schedule are confirmed.

The Supplier view of the application is a portal that allows you to manage requisition information entered into the system by client organizations. Requests include RFI's that require you to submit bids for review, or requests for contingent workers. Information submitted by client organizations that you agreement with appear in this view. All billing item review, request review, and worker management tasked to a vendor is completed in the Supplier view.

It is important to note that not all workflows are available to users in the Supplier view. Depending on the permissions added to your user account, you might not be able to access all functions described in this user guide. The two functional categories driven by these permissions are:

Ability to create requests and submit candidates (Vendor On Premises role)
Ability to submit candidates, manage approvals, and submit quotes for project requests (Standard role)

Other abilities include managing bank information and managing organizational information. Contact your system administrator if you need to modify permissions on a user account.

You view requests based on the information (data) that you have permission to view. Your supplier agreement is defined and set up in the system, and then you are able to submit candidates and bids (depending on the request type) through the application. Additionally, you can manage the bidding process through the application if the client organization has enabled the Supplier Acceptance Approval workflow. Contact your Program Representative for more information about this workflow.

Additionally, the functions that you can perform in the Supplier view are segregated by user permission. These permissions include the ability to submit candidate resumes for an open request for work, or the ability for you to create requests for a job. Each permission is assigned to your user role by a program administrator.

Your organization is notified when the client organization selects your organization with an existing active agreement. Notifications come in the form of emails, or application level notifications, such as pending requests on your Home page.

The Supplier view is organized into the following pages:

Home Page
Client Page
Worker Page
Request Page
Billing Page
Reporting

The options available to your vendor organization depend on the system settings. For more information about options in the Supplier view, contact your Program Representative.

Overview

Welcome to the Supplier view!

Supplier application features include:

A comprehensive requisition process that includes sourcing, interviewing, hiring and invoicing
Online time and expense entry for your workers
Supplier billing and invoicing
Business validation for consultants/firms/independent contractors
Competitive bidding environment for project based work
Home page dashboard with detailed reporting for supplier engagements across clients

Accessing Requisition Data

The Updates section displays requests, or requests that are filled, and need to be onboarded.

Tip:

You can also use the Recent List (last 6 month) quick link to access requisition data from the last six months.

Request sub tab: Resume/Portfolio - Look up existing resumes, add new candidates to the request, and submit them for consideration.
Request sub tab: Interview - View, confirm, and reschedule requested interviews.
Engagement sub tab: Allocation - View cost centers or departments that are associated with the requisition.
Engagement sub tab: Billing - View any associated billing (for example, timecards and expenses).

For more information about what is displayed in these sections, see the following:

Request Page
Searching Through Requisition Data
Requests in the Supplier View

Submitting Candidates

If an interview is required, then you will need to confirm the interview time, or propose a new time for your candidate. You can review all upcoming interview information on the Interview sub tab.

Engagements

Worker Profile

Billing and Invoicing

Note:

You might not be required to perform these activities for your organization, and if not, you will not be able to access billing and invoicing.

The General Info page includes the following sections:

Billing GenInfo - Includes the Earnings End Date, Invoice Number (if processed), Billing Status, and the Status Reason
Financials - Includes Rate Application, OT Rule, and the Supplier FLSA Classification
Detail List - Includes the breakdown of time and expense for billing

For more information about performing these tasks, see the following:

Billing Page
Invoicing Page

Home Page

The Home page displays a list of requests that you are actively managing, and important announcements for your supplier organization.

The Home page is decided into two sections:

Action Items - Displays selectors to navigate you to actions that await your perusal. This can include billing, or reviewing quotes.
Updates - Displays items that were recently updated, and their statuses.

Note that from this view you can trigger actions. The right column in the table displays any triggers, and the trigger result. In this view you can click the blue text links to activate the trigger, or to access the specific information set.

In any table where it displays, access request information by clicking the blue request or engagement number.

The first number in the list (left) is the request number, and the second number (right) is the engagement number. Only filled requests (converted to engagement) have a second number. Project worker engagements (if enabled) have both clickable numbers, with the first number being the project engagement, and the second number being the project worker engagement worker. Workers assigned to projects (project worker request type disabled) do not display a value in the Title column.

You can locate request/engagement information using the Search functionality. This functionality can be accessed by clicking Search button at the top of any of the information table views, or by clicking the Requisition tab. For more information about the search functionality, see Searching Through Requisition Data.

The Recent Candidates section displays candidate activity for all requisitions. Clicking the worker's name navigates you to the Requisitions > General Info > Resume/Portfolio page, and clicking the request number navigates you to Requisition > General Info. You can manage the pagination using the display controls at the bottom of the section, and by clicking the header row label.

The Action Items section displays view selectors that represent statuses that require action, including pending onboarding items.

Clicking each selection navigates you to the item information. The selector buttons display the number of items that require attention.

Note:

The 'Pending Acceptance' action item refers to requisition information that requires your review. For more information about Supplier Acceptance, see Supplier Acceptance.

Note:

Only users with the 'Document Management' permission see the Expiring Documents row in the Action Items section. See Documents Page.

Note:

If the Bring Your Own Key (BYOK) data encryption feature is enabled, some fields in the application do not off 'like' suggestions. For example, if you are adding a user name to a field, you can type in a few characters and the application searches available data to suggest existing name values. With encryption, you need to provide the exact name value because the system cannot search encrypted values. It is suggested that if you have the value, copy/paste it into the data field.

Supplier Acceptance

If a client organization that you have an agreement with is using the Supplier Acceptance workflow, you see a notification in the Action Items section on the Home page.

The Supplier Acceptance workflow allows for a review process of all request details before it is converted to an engagement. Revisions to the original information on the request must also be reviewed and accepted by your supplier/vendor organization before conversion. If your organization rejects the engagement details, the client organization or MSP must modify and resubmit the details for acceptance.

Email notifications are sent when details are available for review. The engagement information also displays a badge at the top of the Gen Info tab.

To accept or reject information, in the Supplier Acceptance section of the details, use the action buttons.

Searching Through Requisition Data

You can search through requisition data in the system using the search functionality in the application. The search displays any data that your user/organization has permission to view.

You can click the blue request or engagement number text to access the information.

Note:

For filled engagements, the request number is not clickable because the request is filled.

The ID column is the identifier of the item. For engagements, two numbers display, the first being the original request number, and the second being the engagement (filled request) number. If your client organization is using projects with project workers, for a project worker row, the number in the Req# column is the project engagement number (left), and the second number is the project worker engagement (right).

There are two modes for searching, basic and advanced.

The basic search allows you filter the data using the following parameters:

Recent List or Search All or Pending Approval- Filter your search by recent items (last 6 months of data ONLY) or all items for the client organization or items pending approval ONLY.
List- level search field - Search by entering text that describes the job, job title, and so on. Search my item ID number.
Requisition Type - Search by request type. These types are enabled for a client organization.
Requisition Status - Search by request status.
Tip:
You can select multiple values from this field by clicking each value while holding down Command (Mac) or Ctrl (PC).
Start - Use the date range input to search by requisition start date.
Created - Use the date range input to search by requisition created date.

The advanced search ( )uses the basic search parameters.

The advanced search adds the following filters:

Location (Country, State/Province, and City/Town) - Search by location. Use the drop down menus to search through the client organization's configured locations.
Status Reason - Search by the reasons assigned to the request or engagement by the system, for example, 'Pending Sourcing'.
Closed - Search by engagement closed date.
End - Search by engagement end date.
Custom Fields - Search by custom field and value.

Client Page

You use the Client page to access configured information for a client organization that you contract with. You can view the client's locations (address information) in the General Info section.

To access additional information, click Select for a name in the Client List. The client organization's business validation or Questionnaire (request for information/proposal) information is displayed.

Business validation and Questionnaire functionality depend on the features enabled for a client organization. The BVA tab displays questionnaire activity for your supplier organization based on the project requests sent to you. For more information about each of these functions, see the following:

Complete BVA Questionnaire
Respond to an Questionnaire

Worker Page

The Worker page displays a list of all worker records configured for your supplier organization.

Use this page to manage worker records, submit workers for an engagement, or create a worker resume, which is used to submit worker information to a request. The information in a worker's record can be different than the information that is submitted to a request.

You can also configure a worker Talent Network profile, which can be added to a client organization's system database of workers that can be queried when searching for candidates for a position. The information included in the database are the worker's engagement/s, and the information for each of those engagements.

To access a worker's general system information, click the worker's name (blue text). The worker's GenInfo page opens.

You can edit the worker's information by clicking . You can also view change history by clicking . A pop up opens that displays changes to the information based on effective date.

To access the state of the information as of the effective date, click the blue text in the Effective Date List. In addition to the worker's general information, you can access the following tabs:

Profile
Resume
Worker LifeCycle
Requisition - Displays request/engagement information for the selected worker. Click the blue number text to access full details.
Billing - Displays billing information for the selected worker. Click the blue line number text to access full details. For more information about the full billing details, see Billing Item Detail.
Documentation - Any documents relevant to the worker. This information can include certifications not required for an engagement.

Searching for Workers

You can search for worker configured profiles in the system.

Navigate to the Home page in the Supplier view.
Click Worker.
In the search field, enter text. You can enter the worker's name (full or partial), or the worker's email (full or partial). The application uses full text search, and all results display in the results table.
Additionally, you can use the advanced search filters. To access the filters, click Advanced.
Use the following filters:
- Client - Filter by client organization (existing supplier contract).
- Country - Filter by country. The list that displays is not restricted to countries that the client organization has a contract for.
- State/Province - Filter by state or province. The list that displays is not restricted to states or provinces that the client organization has a contract for.
- City/Town - Filter by city or town. The list that displays is not restricted to cities or towns that the client organization has a contract for.
- Has Profile - Filter by profile. Select the check box to include or not include workers with profiles. For more information about worker profiles, see Profile.
- Currently on Engagement - Filter by workers assigned to engagements.
- DNU -Filter by workers that have been marked 'Do Not Use'.
The results display in the results table. You can access the worker's information by clicking the worker's name (blue text).

General Info

This tab displays a consolidated view of the worker record.


Section	Description
Contractor Information	Displays general worker information. This information can be edited in this section, or in the worker's User Account. Note: The Birthplace and Nationality fields are only visible/editable if the client organization is configured to use the Worker ID Check functionality. See c_worker_id_check.html.
Contact	Displays the contact information for the worker.
Permanent Residence Address	Displays the worker's residence information. This includes the country, state/province/region, and subdivision.
Emergency Contact Information	Displays the emergency contact information for the worker.

Profile

This tab displays the worker's profile.


Field	Description
<Worker's Name>	Displays the worker's profile information. In this section, you can view the resume uploaded when the worker was submitted as a candidate. To view the resume, click the text. A pop-up opens with the resume information. You can also click to download the resume file. You can add notes to the worker profile. Click to open a free text field. You can only add a maximum of 800 characters. After adding your text, click . To upload a new resume for the profile, click . You can drag and drop, or click . This action overwrites the existing resume attached to the profile. You can also click Create One Manually, which makes all of the fields editable in the Profile page. Enter the new resume details and click . This action overwrites all of the previously saved information.
Summary	Displays a summary for the worker. This field is free text entry.
Skills	Displays skills summary for the worker's profile. You can add skills to the profile by editing the section, and then using the text field to enter skill text. The field auto suggests skills that appear in the system. After making a selection, use the Years of Experience drop down to add the number of experience years for the skill. You can add another skill by clicking .
Experience	Displays job experience for the worker. This section automatically populates with experience in the uploaded resume file. Note: If you upload a new version of the file, this information is overwritten. You can add experience to the worker profile by adding information for the following fields: Job Title Company Name Start Date - Month and year are selected from drop downs. End Date - Month and year are selected from drop downs. Current Position Summary You can also delete job experience by clicking Remove.
Education	Displays the education of the worker. This section automatically populates with experience in the uploaded resume file. Note: If you upload a new version of the file, this information is overwritten. You can add education to the worker profile by adding information for the following fields: University / School Degree Major Start Date - Month and year are selected from drop downs. End Date - Month and year are selected from drop downs. Currently Enrolled You can also delete education by clicking Remove.
Languages	Displays the languages that the worker has competency in. You can add a language for a worker by selecting it from the drop down, and selecting the check box for the language of competency.
Military Service	Displays the military service for the worker. This section automatically populates with service in the uploaded resume file. Note: If you upload a new version of the file, this information is overwritten. You can add service to the worker profile by adding information for the following fields: Rank Country Served Service Branch Start Date - Month and year are selected from drop downs. End Date - Month and year are selected from drop downs. Currently Serving Summary You can also delete service by clicking Remove.
Certificates & Licenses	Displays any certifications or licenses that the worker holds. This section automatically populates with information in the uploaded resume file. Note: If you upload a new version of the file, this information is overwritten. You can add certificates and licenses to the worker profile by adding information for the following fields: Name Start Date You can also delete certificates and licenses by clicking Remove.
Patents	Displays any patents that the worker holds. This section automatically populates with information in the uploaded resume file. Note: If you upload a new version of the file, this information is overwritten. You can add patents to the worker profile by adding information for the following fields: Name Number You can also delete patents by clicking Remove.
Publications	Displays any publications that the worker has. This section automatically populates with information in the uploaded resume file. Note: If you upload a new version of the file, this information is overwritten. You can add publications to the worker profile by adding information for the following fields: Title Publication Title Publication Year You can also delete publications by clicking Remove.

Resume

This tab displays the worker's resume information.

Resume List

This section displays a list of all resumes submitted for the workers. To access the resume information, click the blue text in the list. You can also add a resume to the worker's account. For more information about adding a resume, see Add a Resume for a Worker.


Field	Description
Title	The title of the worker's resume. This value might be generated by the application.
Date/Time Created	The timestamp when the resume record was created.
Supplier	The supplier for the worker's resume. The same candidate can be submitted by different suppliers.
Duties	Any of the worker's previous duties.
Skills	Any of the worker's previous skills.
Attachments	The worker's resume file, attached to the worker resume record.
Additional Information	Additional information for the worker's specific resume submission. This information includes skills, and if the worker is marked 'DNU'. This setting only applies to worker's resumes within a specific MSP organization.

Additional Information


Field	Description
Date Available	The date that the worker is available.
Description of Services	A description of the services offered by the worker. This field is free text.
Minimum Hourly Rate	The worker's minimum hourly rate.
Skill Detail	Any skills and years of experience with that skill.
Pitcher Candidate List	A list of clients that the candidate was pitched to.
Location List	Any locations associated with the worker.
Previous Employee of Client	From the Client drop down select the name of the client organization that the worker was previously assigned to. Use the Dates of Employment drop downs to configure the date.

Add a Resume for a Worker

You can add a resume for a worker's account information (profile). A resume is a set of data that is submitted to a client organization. A worker can have multiple resumes, depending on the type of work required in the request.

Important:

The system only accepts .pdf, .docx, and .txt file formats. Maximum file size is 10MB.

The worker's information is required before you create a resume for the worker. For more information about setting up a worker profile, see Profile.

Navigate to the Home page in the Supplier view.
Locate the worker by using the search function, or click the worker name from the list.
For more information about searching for workers, see Searching for Workers.
Click the blue worker's name text. You can also configure a new worker and add the worker's resume on that worker record.
Click Resume.
Click .
In the Title field, add a description of the resume record.
From the Supplier drop down, select the supplier to associate the resume with.

Note:
This field defaults to your supplier organization.
In the Duties field, enter the worker's previous duties.

Note:
You can use the styling palette to format the text.
In the Skills field, enter the skills that the worker has.

Note:
You can use the styling palette to format the text.
In the Education field, enter the worker's education.

Note:
You can use the styling palette to format the text.
Optionally, if you have attachments (resume files, certification documentation, and so on), click Attachments. A pop up opens that allows you to upload your files.
Click , select your file from your file browser, and then click Attach. The file appears in the Attachment List on the pop up. Select the check boxes for any uploaded files and then click Save to close the pop up.
Click .

Worker LifeCycle

You can track worker and request onboarding and offboarding using the LifeCycle feature in the Worker record. The feature displays two sets of on/offboarding tabs, one for each type.

The Requisition On/Off Boarding tab allows you to view configured boarding items and statuses, filtered by request/engagement. Use the drop down to view items for specific engagements.

The Worker On/Off Boarding tab allows you to view configured boarding items and statuses, filtered by client organization. The items that display are based on the worker record.

You can manage open items for a worker by selecting the level of item, and for engagement level items, selecting the engagement from the Requisition drop down. Engagement information displays in the header section of the page. Each item displays in the relevant section.

Each item allows you to perform the following functions (if enabled):

Attachments - Click the icon to upload documentation for the item. If permission is not enabled, this icon is not visible.
History - Click the icon to display a history of changes for the item.

If you have permission, you can modify the status of either type of boarding item by clicking , and modifying the Status drop down, then clicking .

You can also add notes to the worker, specifically for the onboarding/offboarding lifecycle, click the Notes widget icon in the lower right corner of the screen.

If you are modifying a worker level item, select the client organization from the Client drop down. Additional fields might be required (for example, dates) to complete the item.

You might be required to submit a worker's identification documentation for verification. See Submit a Worker's Identification.

Submit a Worker's Identification

If a client organization requires you to submit a worker's identification information (including images), this step appears as an onboarding item. After the worker is assigned to the request (and all required approvals are obtained), you access the attached onboarding and submit the worker's documents.

Note:

Only valid forms of identification are supported (passport, ID card, and so on). Driver's licenses are not accepted.

Online verification of a worker's identification documentation is a requirement is some countries. This onboarding step is added by Magnit Global according to client country guidelines. Contact the Program Representative for more information.

There are two verification methods when the ID check onboarding item is required, digital file upload or in-person verification at a Magnit Global office. Both options might not be available in the client country.

Navigate to the Worker page in the Supplier view.
Locate the accepted worker and click the worker's name (blue link text).
Click LifeCycle.
On the Requisition On/Off Boarding tab, locate the Worker ID Check section.

Note:
This item will in 'Pending' status.
Click the item description to open the item.
For Employee Relationship, use the radio buttons to select the employment relationship.
- Employee
- Self-employed (subcontractor relationship to the supplier organization)
- Self-employed (worker is the supplier organization)
In the Document Details section, use the radio buttons to select the type of document.
Enter the required information:
- Document Number
- Date of Issue
- Date of Expiry
- Issuing Authority
- <identifier> Number - This requirement depends on the locality.
In the Location section, use the radio buttons to select the submission method. There might only be one option depending on the configuration.
Click .

Request Page

The Request page allows you to access request information assigned to you. The page displays information in two views, a search view that allows you to configure each parameters to locate a specific request, and a consolidated view of all requests in the system made over the last 6 months. For more information about using the search functionality, see Searching Through Requisition Data.

If you have the 'MSP Vendor On Premises' permission, you can click the Add New link to access the workflow that allows you to create a request for work. For more information about this workflow, see Requests in the Supplier View.

Requests in the Supplier View

You can source a worker for a job for a client organization. This task involves entering job description information (if you have permission), or selecting preconfigured job description information to create a request.

Note:

You are required to have the Vendor On Premises permission on your user account in order to create requests.

You can select your vendor organization as the source to fill the position, or you can select another vendor to notify of the open request. Once the request is filled (candidate accepted by the client organization), you can manage aspects of the engagement.

The Staffing creation workflow includes a helper step that allows you decide which type of worker that the client organization requires. Options displays in the helper step depend on the engagement types that your vendor organization is contracted to facilitate with the client organization.

Making a selection prompts you to configure the required information for that specific job type. You can only fill requests for the client parent and operational unit that your organization has a agreement with.

If you know the worker that you want to hire, or if the client organization has identified the worker for the position, then you can create a payroll request. This type of request is only available to client organizations that have enabled the option.

Create a Request

Create a staffing request for work in the client organization. This work request is sourced to other suppliers and vendors in the system.

Note:

If you are creating a payroll request, see Create a Payroll Request.

Navigate to the Home page in the Supplier view.
Click Requisition.
From the Client drop down, select the client to create the request for.
In the Manager / Email field, enter the client (hiring) manager's name or email. The application automatically suggests manager names based on the text that you enter.
The client manager is notified when the request is submitted.
From the Operational Unit drop down, select the operational unit for the request.
From the helper section, click the radio button for the type of worker required.
Click .
On the Description page, from the Reason drop down, select the reason for the request.
If enabled, in the Reason Detail field, add text for additional explanation for the reason.
From the Manager field, select the client manager for the request. This field automatically populates with the manager that you enter in the Manager / Email field.
You can change this field from the client manager that you notify. The client manager for the request is the hiring manager, and is responsible for approving billing items.
From the Department drop down, select the department/cost center for the job.
If you do not see a department in the drop down, you can click Add New, and search for configured departments.
You can search by department number, department name, parent department name, or any combination of values. After entering search parameters, click . From the search results, add your department to the request by clicking Select in the row for the department.
From the Job Category drop down, select the job category.
Job categories are configured for the client organization based on the request/engagement types defined in the contract. You can only add requests for jobs that exist at the client organization level.
From the Job Code drop down, select the job code associated with the job category. This selection automatically populates the duties, skills, and education requirements fields. You can modify these fields if you have the correct permissions.

Note:
You can use the styling palette to format the text.
In the Number of Positions field, enter the number of positions open in the request. The request is considered open until all positions have an accepted candidate assigned.

Note:
This value defaults to '1'.
Optionally, you can click Attachments, and using the upload pop up, add supporting documents for the request.
In the Location section, from the Country drop down, select the country where the job is performed. The selection in this field drives the options in the remaining fields in the Location section.

Note:
This selection is used to calculate taxes for billing items.

Note:
You can edit the location on a request after it is filled. To edit the location, locate the engagement on the Requisition page, scroll to the Location section, then click in the header. You can use the drop downs to select from configured values. You can also use the radio buttons to change the work location.
From the State/Province drop down, select the state or province where the work is performed.
From the City/Town drop down, select the city or town where the work is performed.
From the Address drop down, select the address where the work is performed.
In the Schedule section, in the Start Date field, enter the date that the job starts. This date can be in the future. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
In the Est. End Date field, enter the estimated date that the job ends. This date can be modified after the job/engagement is filled. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
In the Hours Per Week field, enter the number of hours per week for the job.
In the Hours Per Day field, enter the number of hours per day for the job.
In the Day Per Week field, enter the number of days per week for the job.
Optionally, in the Schedule Notes field, enter text notes for the schedule.
In the Financials section, in the Max Rate field, enter the maximum bill rate for the job.
From the Rate Application drop down, select how the billing rate is applied.
In the Currency drop down, select the currency that the job financials are denominated in.
In the Contact Information section, from the MSP Contact drop down, select the MSP associated with the job.
In the MSP Phone field, enter the contact telephone number for the MSP.
Click .

Note:
You can also click to save your request configuration as a draft. You can access this draft later.
On the Sourcing : Modify page, select the vendors to notify of the job. These vendors are able to submit candidates for the job, and are visible to the client manager.
Your supplier organization appears by default. Clicking automatically selects your organization and submits the request. Additionally, you can use the following options by clicking the blue text links at the top of the section:
- Preferred Suppliers - If you have a list of preferred vendors, click the text, and then from the Results table, select the vendor check box, and then click Add to List.
- Search Supplier Pool - To search for vendors that your organization is associated with, click the text, and then enter parameters to define your search.
  In the Results table, select the check box of the supplier and click Add to List.
- Search Worker Pool - To search for workers in your organization, click the text, and then enter parameters to define your search.
  In the Results table. select the check box of the worker to add.
- Request Specific Supplier - To request a specific supplier/vendor for the request, enter the supplier's name, the supplier's contact person's name, the contact phone number, and contact email address. All of this information is required. After configuring the fields, click .
- Request Specific Worker - To request a specific worker for a request, enter the worker's first name, last name, and email address. This information is used to contact the worker, and is required. You can additionally add the supplier name for the worker, and the worker's telephone number. After you configure these fields, click Add to List.
Click .
On the Confirmation page, review the request information, and click .
The request is submitted with the request status set to 'Pending Sourcing'. You can click the Resume/Portfolio tab to search for workers in your supplier organization to submit to the client organization. For more information about submitting workers, see Submit a Worker to a Request.

Create a Payroll Request

If you know the worker that you want hire (or the client manager has identified a worker for the engagement), you can create a request and assign the worker.

Note:

This task is only relevant to non-PRO affiliated MSP organizations. It also only applies to client organizations that are using the Payroll request engagement type.

Creating a payroll request allows you to manage more aspects of the worker, including information required for integration with PRO's back office system.

Navigate to the Home page in the Supplier view.
Click Requisition.
From the Client drop down, select the client to create the request for.
In the Manager / Email field, enter the client (hiring) manager's name or email. The application automatically suggests manager names based on the text that you enter.
The client manager is notified when the request is submitted.
From the Operational Unit drop down, select the operational unit for the request.
Select the I have a worker to refer to for payroll service check circle.
Click .
On the Description page, from the Reason drop down, select the reason for the request.
If enabled, in the Reason Detail field, add text for additional explanation for the reason.
From the Manager field, select the client manager for the request. This field automatically populates with the manager that you enter in the Manager / Email field.
You can change this field from the client manager that you notify. The client manager for the request is the hiring manager, and is responsible for approving billing items.
From the Department drop down, select the department/cost center for the job.
If you do not see a department in the drop down, you can click Add New, and search for configured departments.
You can search by department number, department name, parent department name, or any combination of values. After entering search parameters, click . From the search results, add your department to the request by clicking Select in the row for the department.
From the Job Category drop down, select the job category.
Job categories are configured for the client organization based on the request/engagement types defined in the contract. You can only add requests for jobs that exist at the client organization level.
From the Job Code drop down, select the job code associated with the job category. This selection automatically populates the duties, skills, and education requirements fields. You can modify these fields if you have the correct permissions.
In the Number of Positions field, enter the number of positions open in the request. The request is considered open until all positions have an accepted candidate assigned.

Note:
This value defaults to 1.
Optionally, you can click Attachments, and using the upload pop up, add supporting documents for the request.
In the Location section, from the Country drop down, select the country where the job is performed. The selection in this field drives the options in the remaining fields in the Location section.

Note:
This selection is used to calculate taxes for billing items.
From the State/Province drop down, select the state or province where the work is performed.
From the City/Town drop down, select the city or town where the work is performed.
From the Address drop down, select the address where the work is performed.
In the Schedule section, in the Start Date field, enter the date that the job starts. This date can be in the future. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
In the Est. End Date field, enter the estimated date that the job ends. This date can be modified after the job/engagement is filled. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
In the Hours Per Week field, enter the number of hours per week for the job.
In the Hours Per Day field, enter the number of hours per day for the job.
In the Day Per Week field, enter the number of days per week for the job.
Optionally, in the Schedule Notes field, enter text notes for the schedule.
In the Financials section, in the Pay Rate field, enter the suggested pay rate for the job.
From the Rate Application drop down, select how the billing rate is applied.
In the Currency drop down, select the currency that the job financials are denominated in.
In the Contact Information section, from the MSP Contact drop down, select the MSP associated with the job.
The MSP Phone number automatically populates.
In the HR Contact field, enter the name of the human resources contact.
In the Additional Contact field, enter additional contact information.
In the Additional Phone field, enter an additional telephone number.
In the Additional Email field, enter an additional email address.
Click .
On the Sourcing : Modify : Request Specific Worker page, in the First Name field, enter the worker's first name.
In the Last Name field, enter the worker's last name.
In the Phone field, enter the worker's telephone number.
In the Email field, enter the worker's contact email address.
Click Add to List.
The worker is added to the sourcing list.
From the Specific Request table, select the check box for the worker.
Click .
Click .

Add a Payroll Worker

After you add a worker for a payroll request, you must create the worker profile in the system. The worker profile allows the worker to access the system and submit time and expenses for a payroll engagement.

This is a multi-step process. first, you must create the worker's profile, and then you must submit the worker's profile to the payroll request.

Note:

A red asterisk (*) indicates a required field.

Navigate to the Home page in the Supplier view.
Click Requisition.

Note:
If you are filling a new request, you can access new/open requests in the View section on the Home page. For more information about this section, see Home Page.
Use the search functionality to locate the request to fill. For more information about the search feature, see Searching Through Requisition Data.

Note:
To list all requests in all statuses for a client organization, do not configure any parameters and click .
Click the blue request number in the Req# column for the request to fill.
In the General Info tab, expand the Requested Workers tab.
Click .
On the Add New Worker page, click .
The requested worker's name automatically populates in the First Name and Last Name fields. You can modify the names as needed when creating the worker record.
Complete the worker's resume section.
The worker's profile must be completed before the worker can be assigned to a request. Entering the worker's resume information is a step in profile creation. The worker's resume data is submitted to the request, and the resume data can change over time. You can skip the resume creation step, and complete the rest of the steps in this task. To return to resume creation, locate the worker record on the Worker tab, click the worker's name (blue text) in the table, and then click . This allows you to return to the profile creation settings and complete the worker's resume.
for more information about creating a worker profile/resume, see Profile.
Using the Month and Day drop downs, select the worker's birth date.
In the Phone Number field, enter the worker's telephone number.
The requested worker's telephone number automatically populates in this field. You can modify the contact telephone number as needed when creating the worker record.
In the Last 4 SSN or National ID Number field, enter the last four digits of the worker's social security number, or the worker's National ID number.
In the Re-enter field, reenter the values from the previous step.
Optionally, in the Supplier Notes section, enter any required free text notes.

Note:
There is a 3000 character limit for this field.
Verify the supplier contact information in the Supplier Contact and Supplier Contact Email fields. You can modify these fields as needed.
In the Financials section, verify the information that was submitted with the worker.
In the Billing Info section, in the Pay Rate field, enter the pay rate for the engagement.
In the Availability field, enter the date that the worker is available. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
From the Supplier FLSA Classification drop down, select the worker classification for the engagement.
These are default values, and cannot be modified.
Optionally, select the Allow Client to Forward Resume check box to allow the client to forward a candidate resume.
In the Previous Experience section, using the radio buttons, select values for the following questions:
- Worker is a previous employee - 'Yes' or 'No'. If you select 'Yes', use the drop downs and text field to enter the worker's employment dates and supervisor's name.
- Worker is a previous contractor or provided services through a third party supplier - 'Yes' or 'No'. If you select 'Yes', use the drop downs and text field to enter the worker's employment dates and supervisor's name.
- Worker has a family member at client - 'Yes' or 'No'. If you select 'Yes', use the drop downs and text field to enter the family member's name and the relationship to the family member. You can add additional family members by clicking Add +.
If custom fields are used, provide values for those fields.
Click .
On the Resume/Portfolio tab, click .

Tip:
If you do not see this tab, verify that a payroll supplier (active supplier contract for payroll), is assigned to the request on the Sourcing tab.
On the confirmation pop up, review the engagement dates and click .
Click .

Configure Payroll Engagement Payroll Data

This task is only relevant for payroll supplier users where a supplier/vendor is assigned to a non-PRO affiliated MSP organization.

Navigate to the Requisitions page in the Supplier view.
Enter the engagement number or locate the engagement using the search functionality.
Click the engagement number (blue text).
on the General Info page, scroll to the Payroll Data section.
Click in the section header.
From the Office # select the office number. The Pay Group field automatically populates.
From the Client Number drop down, select the client number.
Enter an Effective Date.
Click .
Click .

Redline a Document in the VMS

The redlining feature for project requests allows you to collaborate on the SOW document within the VMS. You can collaborate with the program representative assigned to the project request, and the client manager of the accepted quote.

While you are collaborating on the document, only one user is allowed to add comments or edit items in the document. The document is 'checked out' to that user. The program representative assigned to the request can accept changes to the document.

Note:

The program representative can pause, restart, or cancel the redlining process based on business need.

It is important to note that your program might require you to electronically sign the SOW document when the negotiation process is completed.

Redlining History

The redlining feature preserves activity from the redlining process. You can access the history by navigating to the engagement's SOW Document tab, scrolling to the content, and then aliening History.

Redline a Document

Stakeholders added to a document by the document owner can collaborate on the document content before it is signed or eSigned. Once comments are added to the document, only the document owner can accept changes to the document.

Note:

Quotes on the project request must be accepted before redlining begins.

Note:

While a document is being edited by one user, the document is 'checked out' to that user. No other users can add comments or edit the document until that user saves their work.

Navigate to the Home page in the Supplier view.
Click Requests.
You can also enter the request number, or project name in the search bar. For more information about searching in the VMS, see c_msp_view_search_function.html.
From the table, select the request.
On the SOW Document tab, scroll to the Document section.
Click .
In the document editor, make edits to the document as needed.
The MSP organization can restrict certain sections of the document for editing. This restriction is indicated if the Restricted Editing Mode setting at the top of the editor is enabled. If enabled, the editable sections are highlighted.
You can navigate between edible sections using the navigate icon options in the toolbar.
Click .

Managed Services Requests

You can use the VMS application to track engagements that might not fit a client organization's core business spend. For example, auxiliary workers such as gardeners or custodians. Managed Services (headcount tracking) engagements are primarily used to track workers that are on site, but do not require financial information or billing.

Managed services engagements do not follow the request workflow as other request types do. When you add a worker (new or existing) to a request and select an existing supplier, the request is automatically converted to an engagement (Status='Filled'). When you enter a new supplier, instead of selecting an existing supplier, the MSP receives the request for review. If configured, the application still performs all configured approval routing and duplicate worker checks.

The client organization can add worker details (if the workers are known), or they can send the open request to you (the contracted vendor) to add the details. Once you receive the notification (email or through the application), you can access the request and fill in the worker details, including the worker's job titles. After the worker information is added, the request is filled (one engagement per worker).

Managed service workers do not enter time in the system, but you can set up details at the engagement level in order to create billing items (fees with the 'Adjustment' or 'Benefit' billing type). You can only add billing items for a managed services engagement at the engagement level. The Billing page only allows you to add billing items for a worker or a supplier.

For more information about billing, see Billing Page.

Create a Managed Services Request

You can create a request for a worker where the primary use is to track the worker in the system.

Note:

The application creates a request record that is saved as a draft by clicking

and completed at a later date. The request record can be accessed by clicking on the Draft button link on the Requests tab.

Confirm the details for the request.
Once you have confirmed the request and approvals and onboarding are completed (if configured), the request is converted to an engagement.
Click .

Managed Services Details View

The following sections display on a managed services request/engagement. You can access this request type's information, however, if you have the 'Headcount Tracking Workers Assignment' permission associated with your user account, you can add or remove workers (depending on configuration).

Supplier users with the 'Headcount Tracking Workers Assignment' permission can modify the following information:

Location - 'Other Worker Location' only
Schedule - Start and/of end date only
Supplier Notes
Requisition Custom Fields
Worker Custom Fields

Request Information


Tab	Section	Description
General Info	Description	Displays: Requisition Status - The status of the request. Status Reason - The reason for the assigned status. Reason - The reason for the request. Reason Detail - The text description of the reason for the request. Manager - The client manager assigned to the request. This field nigh be blank based not the client organization's configuration. Department - The department the request is assigned to. Job Title - The job title on the request. If the managed services request has a 'Request Title' designation, this field displays the job title assigned to the worker. Number of Positions Number of Remaining Positions Attachments - Documents/attachments can be required based on the client organization's configuration.
	Location	Displays: Client Location - Address details as configured for the client. Work Location - Where the work is performed. This location can be different from the client location. See Change Work Location.
	Schedule	Displays the configured calendar dates and rate information for the request.
	Financials	Displays: Department Rate Application Currency
	Contact Information	Displays the configured contact information for the request.
	Supplier Notes Contacts	Displays any additional contact information that you add. To add an additional contact, click , enter the email address for the contact, and click .
	Requisition Custom Fields	Displays any configured custom field information for the request.
	Dates of Interest	Displays dates of interest related to the request.
Sourcing	<job_title> Configured at the request level. Can display multiple job titles for a request.	See Sourcing.

Engagement Information


Tab	Section	Description
General Info	Description	Displays: Requisition Status - The status of the request. Status Reason - The reason for the assigned status. Reason - The reason for the request. Reason Detail - The text description of the reason for the request. Manager - The client manager assigned to the request. This field nigh be blank based not the client organization's configuration. Department - The department the request is assigned to. Job Title - The job title on the request. If the managed services request has a 'Request Title' designation, this field displays the job title assigned to the worker. Number of Positions Number of Remaining Positions Attachments - Documents/attachments can be required based on the client organization's configuration.
	Location	Displays: Client Location - Address details as configured for the client. Work Location - Where the work is performed. This location can be different from the client location. See Change Work Location.
	Schedule	Displays the configured calendar dates and rate information for the request. To modify either the engagement start date or estimated end date, or both, click . After modifying any click , and then click .
	Financials	Displays: Department Rate Application Currency
	Contact Information	Displays the configured contact information for the request.
	Supplier Notes Contacts	Displays any additional contact information that you add. To add an additional contact, click , enter the email address for the contact, and click .
	Requisition Custom Fields	Displays any configured custom field information for the request.
	Worker Custom Fields	Displays any configured custom field information for the worker.
Allocation	Allocation List	Displays any configured allocations that are available on the engagements.
Billing	Billing List	Displays any billing submitted for engagements.

Change Work Location

If a worker is going to perform the designated work at a location different from the location configured on the request, you can update the Location section.

Navigate to the Home page in the Supplier view.
Click Requisitions.
You can access request information if the request is in the 'Pending' status. The request appears in the View section in the Home page.
On the General Info tab, scroll to the Location section.
Click .
In the editing pane, use the radio buttons to select one of the following:
- Same as Client Location - Default setting
- Other Client Location - Allows you to select from a client organization's configured locations (country, state/province, city/town, address, and postal code).
- Work Completed Offsite - Allows you to specify an offsite work location for the request. Select from the client organization's country and state/province, and enter the address information.
Click .
Click .

Sourcing

These fields appear in the Sourcing section of a managed services request.

Note:

The data entered in the Sourcing section creates a worker record in the system, however workers for managed services engagements cannot be set up to enter time using timecards.

The Sourcing tab displays workers submitted for a managed services request. The section also allows you to managed those workers.


Field	Description
View Filters	Use the view filters to filter the table by All - Displays all workers submitted/assigned. Assigned Workers - Displays all workers assigned to positions on the request. Workers Pending MSP Review - Displays all workers pending review.
	Allows you to edit the table and take actions on selected workers. Note: You can only modify dates for workers in the 'Assigned' status. You can do the following: Extend an engagement, see Change a Worker's End Date. End an engagement, see Change Worker Status.

Add Worker to Worker Grid

Attention:

In order to complete this task, there must be at least one open worker position on the parent request.

If a request is in the 'Pending' status because there are positions that need to be filled (Remaining Positions > 0), then you can assign a worker using the Worker Grid. The grid provides a spreadsheet-like experience that allows you to input worker details in cell fields, or use header columns to populate all fields in the row with a default value ().

Note that a request is closed when all positions are filled. If a worker is removed from a request (Change Status Reason = 'Closed') and a replacement is specified, then the request is move to the 'Pending' status, and the number of remaining positions is incremented up but the number of filled engagements that were closed. You must have permission to remove workers. See Change Worker Status.

Attention:

When adding workers, it is recommended that you add no more than 10 workers at a time. Adding more than 10 can cause performance issues.

Adding a worker to a request automatically converts the worker to an engagement unless approval routing or onboarding is configured.

Navigate to the Home page in the Supplier view.
Click Requisitions.
You can access request information if the request is in the 'Pending' status. The request appears in the View section in the Home page.
On the Requests page, click the Sourcing tab.
If no workers are assigned, the section appears empty. To add an initial worker, click the Assign Workers tile. If adding workers to a request, click Assign Workers in the upper right corner of the Sourcing section.
You can navigate the view using the buttons to display the following:
- ALL - All workers associated with the request. This includes workers that are already added and have been converted to an engagement.
- Assigned Workers - All workers assigned to the request. Each worker is converted to an engagement.
- Workers Pending MSP Review - All workers submitted, but require MSP review.
Click Assign Workers.
Using the Worker Grid, configure the worker's details.
The Worker Grid displays a general detail column on the left that is pre-populated with request information. The right side of the grid displays a column for each position in the request. Enter information in the following fields:
- Job Title
- Worker First Name
- Worker Last Name
- (Worker) Legal First Name
- (Worker) Legal Last Name
- Worker Email Address
- Phone Number
- Start Date
- Estimated End Date
- Other Client Location
- Worker Offsite Country
- Worker Offsite State
- Worker Offsite City
- Worker Offsite Address
- Worker Offsite Postal Code
- Currency
- Bill Rate
- Company Name
- Custom Fields
Tip:
If your workers all use the same values, you can save time by adding the value to the left column and then clicking . This adds the value to all worker columns. Note that this button does not appear for all rows.
Click .
The worker/s now appear in the Sourcing section of the request with an associated engagement number. They also appear on the Engagements page.
See Request Page.

Change a Worker's End Date

If you need to modify the estimated end date for a worker (budget change, extension, and so on), you can edit the worker's engagement from the Sourcing tab. Changing the estimated end date can trigger revision approval if Approval routing is enabled.

Navigate to the Home page in the Supplier view.
Click Requisitions.
You can access request information if the request is in the 'Pending' status. The request appears in the View section in the Home page.
Click the Sourcing tab.
Click .
In the sourcing table, select the check box next to the worker's name, or select the check box in the header row to select all of the workers (apply action to all).
Click .
In the pop up, select values for the following:

New End Date - Date cannot be backdated.
Click .

Change Worker Status

After a worker is assigned to a request, you can remove the worker (termination). Removing the worker increments the number of open positions on the request by one if the following criteria is met:

A replacement is specified. See step 6.
The reason is set to 'Worker Withdrawn'.

If you are removing a worker from multiple engagements, all statuses must be the same.

Navigate to the Home page in the Supplier view.
Click Requisitions.
You can access request information if the request is in the 'Pending' status. The request appears in the View section in the Home page.
Click the Sourcing tab.
Click .
In the sourcing table, select the check box next to the worker's name, or select the check box in the header row to select all of the workers (apply action to all).
In the pop up, select values for the following:
- Status - Select the status. If you change the status to 'Closed', specify if a replacement is needed. If yes, you can assign another worker to the open request on the engagement.
  Note:
  You cannot cancel a filled engagement with associated billing.
- Reason - Use the drop down to select the cancellation reason.
Click .

Confirm Assignment

If a worker is submitted by the MSP or client manager for a request and a new supplier was entered for the worker, the worker is flagged for the MSP to "Confirm Assign". The supplier profile and/or agreement will need to be configured with the exact supplier name before the MSP can confirm the assignment. For more information about contracts, see c_supplier_documents.html.

Navigate to the Home page in the MSP view.
Click Requests, or use the search function to locate the request.
Click the Sourcing tab.
For the worker with the new supplier, click Confirm Assignment.

If the supplier is not properly set up, you see a pop up indicating this. If the supplier has been properly set up and the system recognizes a supplier name match, the engagement is nor created.

Submit a Worker to a Request

After you create a request, you can submit a worker's resume to the client organization for consideration. For more information about creating a request, see Create a Request.

Note:

A red asterisk (*) indicates a required field.

There are two options for workers when submitting candidates at this level. If a worker profile previously exists in the system, you are able to select the worker, and set the engagement specific information. If the worker does not have a profile, click Add and create the profile before submitting the candidate.

Note:

Once a worker has been submitted for consideration, the worker appears in the Added Worker section. If the worker is rejected, you can click the Resubmit button to modify the submitted profile. Resubmitting candidates can be done due to updated billing rates, and so on.

Navigate to the Home page in the Supplier view.
Click Requisition.

Note:
If you are filling a new request, you can access new/open requests in the View section on the Home page. For more information about this section, see Home Page.
Use the search functionality to locate the request to fill. For more information about the search feature, see Searching Through Requisition Data.

Note:
To list all requests in all statuses for a client organization, do not configure any parameters and click .
Click the blue request number in the Req# column for the request to fill.
On the request page, click Resume/Portfolio.
Use the worker search to locate the worker to submit. You can use the text box to enter a worker's name of email address.
Click the worker's name (blue text) in the table to select the worker.
Review the worker's resume record information.
Click .
Optionally, in the Supplier Notes field, enter text.
Review the vendor information for the request in the Supplier Contact field and the Supplier Contact Email field.
These fields default to the logged in user.
In the Billing Info section, in the Pay Rate field, enter the pay rate for the engagement.
In the Bill Rate field, enter the bill rate for the engagement.
If the client organization has a maximum bill rate defined in the supplier contract, then you are warned if they enter a rate that violates the setting. You are required to enter a reason for violating the rate.
In the Availability field, enter the date that the worker is available. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Using the radio buttons, for the Sub-Contractor Worker field, select whether the worker is sourced through another vendor. If you select Yes, populate the following fields:
- Sub-Contractor Name - Enter the name of the vendor that is providing the worker.
- Sub-Contractor Pay Rate - Enter the pay rate for the sub-contracted worker. This is the rate that you (the vendor serving the work request) are paying the vendor providing the worker.
From the Supplier FLSA Classification drop down, select the worker classification for the engagement.
These are default values, and cannot be modified.
Optionally, select the Allow Client to Forward Resume check box to allow the client to forward a candidate resume.
If enabled, in the EEO section, use the drop downs to select the worker EEO information that is required by the client organization.
Click .
The MSP associated with the request is notified of the candidate submission. If the client organization requests an interview with the submitted candidate, you need to confirm the interview details. For more information about this task, see Set Up Interviews with Candidates.

Complete BVA Questionnaire

Client organizations can choose to use a contractor compliance validation workflow to vet potential suppliers/vendors for projects. The system uses a business validation questionnaire (BVA) to gather information and details about a potential supplier.

The client might require that your supplier organization completes this questionnaire as part of the sourcing process. The questionnaire appears in the Business Validation section of the request. You can additionally be notified via a link that appears on your Home page.

Note:

Answers are saved for your supplier organization in the system when you complete the BVA for the first time. Every time that you access a BVA, even for different projects that you are bidding on, the same answers automatically populate. You can modify any of the values and save them going forward. Saved answers populate on new questionnaires and so on.

Navigate to the Home in the Supplier view.
Navigate to the request or click the Respond Now link in the green notification field.
On the General Info page, verify your organizational information.
Note:
You can advance each page by clicking .
On the Overview page, review the required information to provide and ready any required documentation.
On the Financial/Legal page, confirm your tax and business registration information.
Additionally, provide your insurance information (if required), and attach any required documentation.
On the Client Info page, add your company details in regard to the project.
On the Relationship page, enter the names of the workers and the worker information that will be completing the work on the project.
On the Signature page, verify the information in the questionnaire is correct and enter your name.
The information is sent to the Magnit Score Desk for review. For more information about business validation, contact your Program Representative.

Respond to an Questionnaire

If one of your client organizations has requested information and/or quote details, you can respond by adding them to the request. Questionnaire functionality is enabled for project request/engagements, and require you to add your estimations to the request. Once submitted, they are reviewed by the client organization and the MSP organization assigned to the project.

Note:

You cannot submit quotes if you do not have the correct permissions on your user account. If you need to submit quotes on behalf of your supplier organization, contact your Program Representative.

In addition to email notifications sent to you requesting a quote, you can view requests on your Home page. Requests that require you to submit a quote have a due date, and appear in the Status column of the View section.

If you know the request is going to require a quote. you can also locate the request on the Requisition page, and view the quote due date.

For more information about how to complete the quote information, see Enter a Quote.

Enter a Quote

Use the quote submission form to enter your quote. If a client organization has entered quote information as a guide for your supplier organization, you are notified, and some of the fields in the form are pre-populated. You can modify the proposed values and any other suggestions for the format of the quote.

Note:

If the client organization has included pricing guidelines, you are alerted just under the Quote Summary section.

If the client organization has included guidelines, the sections in the quote are expanded by default (switch enabled). You can edit or remove any of the guideline information as necessary. Closing sections (switch disabled) does not remove the guideline information from the quote.

Locate the request using the search functionality, or click the request on the Home page with a due date.
Click Quotes.
In the request details, click Quotes.
If you are entering a new quote, this section is empty.
If you have not submitted a quote, click Add Quote. If you have already submitted a quote, your information appears on the Quotes tab.
In the Quote Summary section, enter the following information:
- Proposed Scope of Work
- Start Date - The start date of the project
- End Date - The end date of the project
- Supplier Contact - Enter the supplier contact. The supplier user from your supplier organization assigned to the request is automatically pre-populated in this field. You can remove the user by clicking X and typing the contact user's name. The VMS suggests user names that match the text entered.
Note:
All fields in this section are required.
To add supporting documentation for the quote, click Attach File, and choose the file from your file browser.
Expand and include any quote information that is required for your submission.
In the Authorized Supplier Signatory section, enter the following required information:
- Name - The name of the supplier that is authorized to sign the Statement of Work document. You can preview the SOW document content by navigating to the Request > General Info tab and clicking .
- Title - The title of the signatory
- Email - The email address of the signatory. In order to sign the SOW document, the user is required to have the correct permissions in the VMS.
If the client organization has configured an optional questionnaire, the Request for Information section appears under the signatory information.
Questions can require text input, or selection of pre-configured answers.
Click .

Set Up Interviews with Candidates

The MSP on the request or the hiring manager can set up interviews with submitted candidates. If the MSP sets up an interview, you need to confirm the details before the notification is sent to the candidate.

Note:

This topic is only relevant to user accounts that have permission to set up requests (Vendor On Premises). If you do not have this permission, the MSP sets up the interview, and you confirm the interview details after. For more information about confirming details, see Confirm Interview.

When an interview request is configured, you can contact your worker, and confirm a proposed time. You can also withdraw a candidate for any reason for a pending interview.

Navigate to the Home page in the Supplier view.
Click Requisition.

Note:
If you are filling a new request, you can access new/open requests in the View section on the Home page. For more information about this section, see Home Page.
Use the search functionality to locate the request to fill. For more information about the search feature, see Searching Through Requisition Data.

Note:
To list all requests in all statuses for a client organization, do not configure any parameters and click .
Click the blue request number in the Req# column for the request to fill.
On the request page, click Interview.
In the table, locate the candidate. You can use the First/Prev/<page_number>/Next/Last buttons to toggle the table view.
Click .
Review the interview details. You can edit the client manager contact information by clicking .
Select an interview time by clicking the button with the appropriate times.

If you need to configure a new interview time, click , and in the calendar, select the timespan, and then click . Both the MSP and the client manager are notified of the time.
After you select a time, click .
After confirmation, click . The candidate is notified by email. Alternately, you can complete the following actions in this section:
- - Opens the scheduler calendar. You can also access this action from the candidates table (Interview tab).
- - Cancels the interview. You can also access this action from the candidates table (Interview tab, then ).

Confirm Interview

Once a client manager or MSP sets up an interview with a candidate, you can confirm the interview details for your worker.

Navigate to the Home page in the Supplier view.
Click Requisition.

Note:
You can also set the View drop down to New Requisitions and locate the request in the View: section of the Home page.
Locate the request by using the search functionality. For more information about search, see Searching Through Requisition Data.
On the request information page, click Interview.
Locate the candidate in the Candidate Name column, and click .
Review the details of the interview.
Click on the suggested interview time (or propose a new time).
Click .

Confirm Financials

Once a request is filled, confirm the financial information on the engagement.

Financial information is input by the MSP assigned to the engagement. The worker cannot enter time or expenses until the MSP completes this information. By confirming the information, you agree with the information input by the MSP.

Navigate to the Home page in the Supplier view.
Click Requisition.
Locate the filled request/engagement in the table, and click the blue engagement number text. You can also use the search functionality to locate the engagement.
In the Financials section, review the details.
In the Financials section (blue) header, click .
In the Effective Date field, enter the effective date. The effective date must be the start date of the engagement. This date might be in the past or future.
In the Justification field, enter text that describes the justification.
Click .

Engagements Page

After requests have been filled (workers added, financials configured, contracts signed), they are converted to engagements. You can view engagement data on the Engagements page.

You can use the same filter functionality as the Requests page (see Searching Through Requisition Data).

Billing Page

Worker's billing items can be reviewed on the Billing page. You can view all items, use the search to locate a particular billing item to review, or add a billing item for a worker.

Use the tabs at the top of the page to select the action to take. You can take the following actions:

Search - use the search functionality to locate billing items. You can use parameters to filter your search. For more information about using the search, see Searching Through Requisition Data.
List All - Displays a complete of billing items in all statuses. This view cannot be filtered.
Click the information icon to expand the line for more detail.
You can also click the line item number (blue text) in the Line# column to view the billing item in more detail. For more information about billing line detail, see Billing Item Detail.
Add New - Create a billing item for a worker or project. For more information about this task, see New Billing for Worker.
Export Billing - Export billing items as a data package that can be compiled into a report. For more information about reporting, see Reporting.
Confirm Expenses - Confirm expenses for engagements. For more information about this task, see Confirm Expenses.

Billing Item Detail

The following table describes the information displayed for a billing line item.

Note:

You can access billing items in the 'Pending' status by clicking the number in the Pending Billing row on the Home page. You can also access billing items in the Billing List of an engagement (Requisition > Billing tab).


Area	Field	Description
Billing GenInfo	Line#	The individual line number for the billing item.
	Inv#	The invoice number, if the billing item is associated with an invoice. You can also export billing items as report. For more information about this task, see Export Billing.
	Alternate Supplier Inv #	The alternate invoice number.
	Supplier Inv#	The original supplier invoice number.
	Up Fee#	The up fee invoice number.
	Client Check#	The client check number associated with the billing.
	AP Check#	The AP check number.
	Comments	Any text comments added to the billing item.
	Type	The category of billing for the billing item.
	Earning E/D	The earnings end date.
	Status	The status of the billing.
	Billing Status Reason	The given reason (system reason) for the status.
	Supplier Submit Date	The date that supplier alternate invoice # was added to the billing item.
	Down Fee Inv#	The down fee invoice number.
	Research	Check box (selected) indicating that the billing item is marked for research (further investigation).
Billing Transfer (sub area)	Transfer Queue	Check box (selected) indicating that the billing item is in a transfer queue. Transfer queues refer to the process of transferring the billing information to a back end system for tax calculation (if enabled) and financial recording.
	Transferred	Check box (selected) indicating that the billing item has completed the transfer process.
	Errored	Check box (selected) indicating that there was an error in the transfer process.
	Pending Transfer Confirmation	Check box (selected) indicating that the application is awaiting confirmation from an external system of receipt of the billing item.
	Payment Queue	Check box (selected) indicating that the billing item is in a payment queue.
	Errored Reason	If the transfer process errored for any reason, the system generated text describing the error.
Financials This information is configured in the engagement financials. Configuration of financial information is completed by an MSP user.	Rate Application	The rate application
	Work Period	The work period
	Currency	The currency for the engagement
	Time Entry Interface	The timecard defined for the engagement
	OT Rule	The overtime rule
	Supplier FLSA Classification	The Fair Labor Standards Act classification of the work performed in the engagement.
Billing Elements (sub area) This area displays the amounts in each category defined for the billing item.	Regular Hours	Any regular hours
	OT Hours	Any overtime hours
	DT Hours	Any double time hours
	Holiday Hours	Any holiday hours
	Expenses	Any expenses associated with the billing item. Expenses accrued by a worker must be confirmed before they are processed.
	Adjustment	Any adjustment amount
	Pay Supplier	The amount that is paid to the supplier (vendor).
	Non Billable	Check box (selected) indicating that the billing item is marked as non-billable to the client.
	MSP Down Amount	Any down amount paid the to the MSP organization managing the client organization's account.
	Volume Discount	Any volume discount, as defined on the engagement.
	Prompt Pay	Any prompt pay discount.
	Tax	Taxes generated and assigned to the billing item. Taxes can be system generated, or if your user account has the correct permission, you can edit/modify taxes for billing items.
Billing Parameters (sub area)	Table that displays the breakdown of amounts and values for the individual billing item.
Dates of Interest Note: A blank field indicates that the billing item has not reached a point in the process to acquire a timestamp.	Date/Time Created	Date and time that the billing item was added to the system.
	Date/Time Exported	Date and time that the billing item was exported. For more information about exportation, see Export Billing.
	Date Client Posted
	Date Status Pending	If the billing item is in a 'Pending' status, the date and time that it was placed in that status.
	Date Posted to Client GL	The date and time that the billing item was posted to the client's general ledger.
	Date Escalated	The date that the billing item was escalated.
	Date Invoiced	The date and time that the billing time was added/consolidated to an invoice.
	Date Client Paid	The date and time that the client organization remitted payment for the billing item.
	Date sent to PeopleSoft	The date and time the billing item was sent to the PeopleSoft system for processing.
Operational Parameters	Filter Billing	Displays the user types and views in which the billing item is accessible. For example, if this field is set t o 'MSP : Supplier', then both the MSP and the vendor are able to view the billing details.
Detail List	Time Card Details	Displays the time card entries configured for the billing item. These details can be created by multiple different users.

New Billing for Worker

As a supplier/vendor, you can submit billing on behalf of a worker associated with your organization. You can also add billing on behalf of another supplier/vendor organization to a client organization that you contract with.

You add billing for work completed, or expenses incurred directly tied to a requisition. Adjustments can also be added if a worker is missing hours, or incorrectly enters time on a timesheet. All information for the billing should be added to the billing configuration. Once rebilling is submitted, it is moved to a 'Pending' status. Approvals may be required based on the client organization's Approval Routing workflow configuration.

The types of billing that can be submitted is specified in your supplier organization's service type contract with the MSP organization. If you need to enter a particular billing type and cannot, contact your Program Representative.

It should be noted that workers, the service providers (MSP), or client managers can enter billing. You may not be required to add billing for engagements. You care required to have permission to add billing set on your user account as well.

See the following topics:

Submit Timecard for Worker
Submit Expense for Worker
Submit Adjustment for Worker

Submit Timecard for Worker

The timecard interface allows you to configure billing information (times worked, notes, allocations, and so on) on behalf of a worker. Note the following:

The timecard displayed for an engagement is set in the engagement's Financials section.
Options displayed on a timecard are based on the timecard type. Some options are required to submit the billing.
The entire timecard must be filled out. If entries display, they require information for submission.
If you are adding billing for a project worker, and this section is blank, it could be due to a missing or incorrect timecard configuration on the project. Contact your Program Representative.

Navigate to the Home page in the Supplier view.
Click the Billing tab.
Click the Add New sub tab.
In the Add New Billing : Search section, select 'Worker' from the Resource Type drop down.
Locate the worker by entering the worker's name, or enter the engagement number, and then click .
From the Results table, select resource by clicking the blue name text.
On the Add New Billing : Requisition Selection section, select the requisition to add the time for by clicking Select.

Note:
The worker might have more than one engagement.
On the Add New Billing : Parameters section, from the Billing Type drop down, select Time.
Specify where to submit the time, as follows:
- Date Range - use the drop down to select from existing time period ranges on the engagement. These values can be weekly, monthly, and so on. This field only displays the current date range or future date ranges (no past ranges).
  Note:
  This drop down is empty if the engagement has ended.
- Date Other - If you need to add time to a date range in the past, enter the known date. The application displays the time period that contains that date.
- Entire Service Period Not Worked - If you need to submit a timecard for a worker that did not work any hours during a certain time period, select this check box. You are required to submit this option with a date range or known (other) date. This option is not available for all timecard types.
Click .

Note:
If you are submitting 'Did Not Work' time, you must confirm your submission. No other action is required in this case.
Complete the timecard fields.
Click .

Submit Expense for Worker

You can submit expenses that a worker incurs while performing duties for a requisition.

Please have the following information available when submitting expenses:

If the expense is travel related, have the duration (days), the first day of travel (date), and the destination, the business purpose. See Travel Related Expense.

Navigate to the Home page in the Supplier view.
Click the Billing tab.
Click the Add New sub tab.
In the Add New Billing : Search section, select 'Worker' from the Resource Type drop down.
Locate the worker by entering the worker's name, or enter the engagement number, and then click .
From the Results table, select resource by clicking the blue name text.
On the Add New Billing : Requisition Selection section, select the requisition to add the time for by clicking Select.

Note:
The worker might have more than one engagement.
On the Add New Billing : Parameters section, from the Billing Type drop down, select Expense.
Optionally, if the expense is travel related, see Travel Related Expense.
Click .

Specify where to submit the time, as follows:

Date/Day - Enter the date/day that the expense was incurred.
Category - Select the category. This selection defines the options for the description. See the following table:

Note:

The following descriptions only describe the default category inputs in the system. Custom categories can require additional sets of information.


Category	Description Fields
Communications	Select the Type (method) of communication, and the Freq (frequency). The frequency is the number of times the communication was made from the type of communication.
Miscellaneous	Use the free text box to enter a description of the expense.
Parking	Use the free text box to enter a description of the parking expense.
Tolls	Use the free text box to enter a description of the toll expense.

Purpose - Using the text box, enter the purpose for the expense.
Amount - In the Receipt field, enter the total amount on the receipt. In the Pay field, enter the actual amount paid for the expense.
Rcpt - Select the check box if you are attaching a receipt.
- Click to add a receipt (file) to the billing.

Click .

Travel Related Expense

Travel related expenses require additional information describing dates and purposes.

Complete steps 1 - 8 in Submit Expense for Worker.
Select the Travel Related check box.
Click .
In the Trip Info section, enter the following information:
- Duration - The number of days traveled.
- Destination - Enter the final destination.
- Business Purpose - Enter the reason for the travel.
- First Day of Travel - Enter the first day of travel.
Click .
In the Submission List section, enter the following:
- Day/Date - First day of travel (automatically populated from the previous page). You can modify this date as necessary.
- Category - Select the expense category.
  - Auto - Select the type and enter a free text name.
  - Auto Mileage - Enter the mileage, the starting point (From), the final destination, and any second destination.
  - Auto Repair - Select the type and enter a free text name.
  - Communications - Select a type and a frequency.
  - Entertainment - Enter the who, what, where, and why.
  - Lodging - Enter the name, the billing state, and the city.
  - Meals - Select the type of meal, and where it was consumed.
  - Travel Fare - Select the type of fare, the starting point (From), the final destination, and any second destination.
- Purpose - The business purpose (automatically populates from the previous page). You can modify this field as necessary.
- Amount - In the Receipt field, enter the total amount on the receipt. In the Pay field, enter the actual amount paid for the expense.
- Rcpt - Select the check box if you are attaching a receipt.
- - Click to add a receipt (file) to the billing.
Click .

Submit Adjustment for Worker

You can submit adjustments for a worker. Adjustments are additional billing added to a date that has already been submitted. Note the following:

You can locate the date to submit the adjustment to by searching for previously submitted billing (Billing Page).

Navigate to the Home page in the Supplier view.
Click the Billing tab.
Click the Add New sub tab.
In the Add New Billing : Search section, select 'Worker' from the Resource Type drop down.
Locate the worker by entering the worker's name, or enter the engagement number, and then click .
From the Results table, select resource by clicking the blue name text.
On the Add New Billing : Requisition Selection section, select the requisition to add the time for by clicking Select.

Note:
The worker might have more than one engagement.
On the Add New Billing : Parameters section, from the Billing Type drop down, select Adjustment.
Specify where to submit the time, as follows:
- Date Range - use the drop down to select from existing time period ranges on the engagement. These values can be weekly, monthly, and so on. This field only displays the current date range or future date ranges (no past ranges).
  Note:
  This drop down is empty if the engagement has ended.
- Date Other - If you need to add time to a date range in the past, enter the known date. The application displays the time period that contains that date.
Click .
In the Submission List section, select or add values for the following fields. Note that some fields are required, and some fields are optional.
- Date - Required. Enter the date for the adjustment. This value automatically populates with the first date in the engagement's work period.
- Billing Notes - Required.
- Status Notes -
- - Click to attach a file to the billing. Clicking this option opens a browser dialog box that allows you to browse for a file.
  Note:
  Supporting documentation nigh be required for an adjustment billing.
- Type - Select the billing type. This option can be time (for example, overtime hours), or a adjustment to previously submitted time.
- Hrs/Amt - Enter the number of hours, or the amount of the adjustment.
- Classification - Select the billing classification.
- - Click to add a new billing line to the adjustment.
In the Taxes section, add the required details:
- Type - Select the tax type.
- Category - Select the tax source.
- Percentage - Optionally enter the tax percentage of the total adjustment amount (Total Adj Amt field).
- Amount - Optionally enter the amount of the taxes.
Click .

Export Billing

You can export any entered billing items from the system in various formats. Billing item information must be exported to the report data set before it can be reported on.

Navigate to the Home page in the Supplier view.
Click Billing.
Click Export Billing.
In the Export Billing: Search section, from the Client field, select the client organization.
From the Type field, select the type of billing entered to search. You can select multiple types by doing either Command + Click on a Mac, or Ctrl + Click on a PC.
If you select Time, additionally, select the type of time entered in the Rate Type field.
Note:
If you do not select any value in the Type field, the search results contain all reportable billing item types.
Use the following search parameters to filter the results:
- Exclude Pending - Select the check box to filter out billing items in the 'Pending' status.
- Exclude Pending MSP Review - Select the check box to filter out billing items that are pending MSP review.
- Exclude Rejected - Select the check box to filter out billing items that have been rejected.
- Exclude Research - Select the check box to filter out billing items that have been marked for research.
- Only Errored Items - Select the check box to only display billing items that have errored out during processing.
Click .
From the search results, select the billing items to include in the export.
You can select all items for the export by selecting the Line# check box in the header row.
Click .
The export file is available the Reports section of the application.
Navigate to the Reports page in the Supplier view.
Click Export > Supplier Billing Export.
Use the Supplier Billing Export report to display the results. For more information about this report, see Supplier Billing Export.

Confirm Expenses

You can confirm expenses that are submitted with documentation, for example, receipts. The attached documents can be downloaded to verify that the amount submitted by the worker matches the amounts listed in the documents.

The 'Payroll Processing' permission is required to view this page and complete this task.

Navigate to the Billing page in the Supplier view.
Click Confirm Expenses.
On the Pending Listing Search page, enter search criteria.
In the search results, click to the blue text (link) in the Line # column.
On the Submission List page, click the blue link to download and open the attachment.
Verify the amount with the stated amount for the line item.
Using the receipt status radio buttons, set the review status.

Note:
MSP confirmation of the receipt is required.

If you need to modify the billing line item, click . This can be due to incorrect amount submitted for the billing item, or to add additional business information. After making modifications, click Save.
Click .

Invoicing Page

The Invoicing page allows you to search and view invoices that are being processed for a client organization.

You can use the search functionality to locate a particular invoice. You can also list all invoices for a client organization.

If your supplier/vendor organization is configured to use standardized invoice templates (.pdf format), then you can click an invoice and then download the file from the invoice General Information page. See Download Invoice Document.

You can generate the following types of documents:

Supplier Invoice Document - The services invoice. Billing associated with the invoice option, and grouped into the finalized invoice using the invoice batch process.
MSP Down Fee - The fees invoice. Any MSP fees billed to a supplier/vendor that are associated with the billing added the invoice by the invoice batch process.

Download Invoice Document

You can download a generated invoice template for remittance. Your organization must have the functionality enabled to view and download invoice documents. If not, you can only view invoice details in the application.

Navigate to the Home page in the Supplier view.
Click Invoicing.
Use the search functionality to locate the invoice.
Click the blue invoice text to open the invoice details (General Information page).
If a template is generated, a button appears on the information page.
Click .
On the popup, use the buttons to select from the following options:
- Select PDF Type - Select the document type to preview or download. Only the documents types that you have configured (and have generated) display. You can only select one type of document at a time.
- - Click to view the generated document.
- - Downloads the document to your local downloads folder.
The file is displayed or downloaded based on your selection in the previous step.

Reporting

The Reports page contains a number of standard and customizable reports for you to extract data from the system. Report data is updated at regular intervals, and the refresh timestamp appears at the top of each report page.

Reports are categorized by user type or interaction within the application. This section describes the reports, their uses, and the run parameters/filters that you can apply to the standard reports.

The application reporting platform includes two sets of reports, standard and customizable.

Standard reports include filters and settings that allow you to only include values for a specific data set. These reports have default outputs that can be narrowed in smaller sets for a more unique data perspective. Customizable reports (for example, the Customizable Approval Audit Report) also include report filters, but additionally organize output columns by data set, an automated report generation schedule function, and export functionality to the application's SFTP server.

Customizable reports can also be renamed and saved. All modifications to the customizable report (for example, re-ordering output columns due to business requirements) are saved and can be accessed when the report is re-run. For more information about customization, see Customize and Run a Report.

You can add reports to the My Reports section. This view is individual to your account, and enables you to locate and run any of your commonly used reports for the client organization. To add reports to this section, click the star icon next to the report name (). Search functionality on the Reporting page also allows you to locate reports. Using the search field, enter text describing the report and use the filter options/drop downs, and click enter/return. The tables filter to display search results.

To run a standard report, configure the required settings, and filter for the information that you require in the report output. Use the History link in the Report Library to view previously ran reports. You can export the report output as a file from this view.

After reports are generated, you can export the output in different formats. You can export the following:

Excel Workbook - Export a .xls file.
Note:
The file opens in Microsoft® Excel. You must save the file in a valid Excel format to preserve file features.
CSV - Export a .csv file.
PDF - Export a .pdf file.

You can view the export history from the Report page. To view the history, click

in the menu. Clicking the timestamps in the Export Report pop up exports the version of the report generated on that date/time.

Note:

The application automatically inserts the client organization's name in the header of standard report pages.

Available Reports

You can access the following reports:

Billing Duration Audit Report
Billing Line Item Report
Billing Rate Type Detail Report - Supports BYOK encryption.
Budgeted Funds Depletion Report
Customizable Billing Report - Supports BYOK encryption.
Engagement Ratio Report
r_reports_engagement_data_export.html - Supports BYOK encryption.
Extension Approval Tracking Report
Interview Information Report - Customizable and Standard version available.
Lunch Audit Report
Overtime Billing Report
Payment Application
Pending Expense Report
PO Funds Depletion Report
Preferred vs. Non-Preferred Spend Report
Project Position Report
Rejected Billing Report
Request Data Export - Supports BYOK encryption.
Requisition Activity Overview Report
Requisition Sourcing Report - Includes the Requisition Staffing Report and the Requisition Project Report.
Resume Overview Report
Supplier Billing Export
Suppler Payment History Report
Supplier Payment Invoice Report
Supplier Sales Tax Upload Worksheet
Timecard Billing Detail Report
Weekly Activity Report
Worker Data Export
Worker Project Report
Worker Staffing/Direct Hire Report

Customize and Run a Report

For customizable reports, configure filters for data inputs, and define the columns to include in the report output.

Note:

You can perform filtering and customize report output for standard reports, however, you cannot automate standard report generation.

Tip:

If the BYOK encryption feature is enabled, performance constraints are applied to customizable reports. In this case, it is recommended that the report scheduling functionality is used to obtain a report with complete data rows. See Schedule a Report.

For Standard Reports:

Navigate to the Home page in the Supplier view.
Click Reports, and select the client organization to report on.
From the Report Library list, select a standard report type (Type column = 'Standard). The report page opens in a new browser tab.
Using the Date Range section, configure a date range and date type to report on.

Note:
Some report date ranges are limited to a certain period of time (for example, one year).
From the report filters (Additional Settings section), select which data sets to report on.

Note:
Each report features a specific set of data filters. For more information about available filters, see the relevant report page.
Click to generate the report. See Report Output Types.

For Customizable Reports:

Navigate to the Home page in the Supplier view.
Click Reports, and select the client organization to report on.
From the Report Library list, select a customizable report type (Type column = 'Customizable'). The report page opens in a new browser tab.
If you need to modify a saved customizable report (My Reports section), click the blue text for the report in the Report Name column.
From the report filters, select which data sets to report on.

Note:
Each report features a specific set of data filters. For more information about available filters, see the relevant report page.
Using the date range configurations, specify a date range and date type to report on.

Note:
Some report date ranges are limited to a certain period of time (for example, one year).
Click .
In the pop up, using the menu options, configure the columns to include (or exclude) in the report output.
Note:
A red asterisk (*) indicates a required field.

The Available Columns section (left side) displays optional data fields that you can include. Optional data fields are grouped into data sets, and the table can be filtered using the Data Sets drop down. The Selected Columns section (right side) displays the data fields that are included in the output.
Use the buttons as follows:
- Check box column - Select the column data to move into or from the report. You can click the check box in the header row to select all columns in the displayed data set.
- - Moves a selected data field in the data set to the report output.
- - Moves a selected data field in the data set out of the report output.
- - Resets all data fields to the default report output.
Reorder the report output using the up and down arrows in the Selected Columns section header. You cannot drag and drop data fields into position in the display table. You can locate a data field in the display using the search field at the top of either data field table.
Click .

The report automatically runs. You can export the output. If you anticipate any data changes, you can refresh the report page by clicking .

Schedule a Report

You can automate report generation for customizable reports. Reports must be customized and saved before you can automate the generation process.

When reports complete, the last run report is accessed on the Reporting > My Reports tab. Click the report name (blue text) link in the Last Scheduled Run column to access the generated report.

Note:

You can only schedule a maximum of 10 reports to run for your organization.

Navigate to the Home page in the Supplier view.
Click Reports, and select the client organization to report on.
Locate the report by using the search or selecting it from the My Reports or Report Library sections.
Click .
Configure the following schedule options, using the to navigate to the next section:
- Export File Format - From the drop down, select the file format to be generated.
- Select Recurrence Pattern - Using the radio buttons, select from the following:
  - Daily - If you select 'Daily', configure the report to run on a daily interval in number of days, or run every weekday.
  - Weekly - If you select 'Weekly', configure the report to run on a weekly interval in number of weeks, and what day of the week to run on.
  - Monthly - If you select 'Monthly', configure the report to run either on a specific date of the month and interval in number of months, or on coinsurance of the day and interval of the month in number of months.
  - Yearly - If you select 'Yearly', configure the report to run on an interval in number of years, on a date during that year
- Select Run Report Time - Configure the exact time to run the report (time, timezone, and so on).
- Select Range of Recurrence - Configure the start date for the scheduled task, and the end date for the task (no end date, end after a number of intervals, or on a specific date).
Click .

Note:
When selecting and viewing the report, the task interval appears on the button .

Share a Report

You can share a report after you save it to your reports library (My Reports). The sharing pop up allows you to enter a user type, and search for the user in the system.

The report is shared every time the report is run. Users on the share list can access the shared report in the All filter and Shared with Me filter. You can remove users from the sharing list by accessing the pop up (steps 1-6), and de-selecting the user check box in the Selected Users section at the top of the pop up. Clicking the trash can icon removes all users.

Navigate to the Home page in the Supplier view.
Click the Reports tab.
Select the client organization.
From the My Reports section, locate the report to share.
Click the icon.
Click Sharing Options.
On the pop up, configure the following:
- Select Role - Use the drop down to select the user type to share the report with.
- Search for Users - Enter text that describes the user (name, email, and so on). The application suggests users based on your inputs.
  Select the check box to add the user.
Click .

Reporting as a Service

The Reporting as a Service (RaaS) feature in the reporting platform allows you to access certain report data via an API. You can also use the service to apply filters and add column information to your report. You can access any of the customizable reports using this service.

The RaaS feature is an exposed endpoint available to VMS users with the 'RaaS' permission on their user account. Users that have direct login access need to have an active account in order to access the endpoint. Review the following content:

Set Up a User API Key

The RaaS endpoints are individually generated for customized reports. Once you customize and save a report, you can trigger and obtain the report data using the endpoints. To access the endpoints, navigate to your customizable report (Reports Library > Reports Library tab > My Reports > <report_name> > RaaS).

A pop up opens with the endpoint information.

API development requires technical implementation completed by the client organization. For more information about the technical requirements for the endpoints, see the Magnit RaaS API Documentation document (click View API Documentation or navigate to https://magnitglobal.com/us/en/workforce-management-platform/magnit-platform-integrations/magnit-api/reporting-as-a-service.html).

Set Up a User API Key

You must generate an API key in order to authenticate and use the RaaS feature. Refer the 'Magnit RaaS API Document' for key use requirements. The API key is generated and stored for your user account (current user logged in). If you have multiple accounts, then you must generate a separate key for each of your accounts, even if your accounts are linked.

If your supplier organization uses basic authorization (username and password), you can only copy the key and secrecy value upon key generation. Other login methods (for example, 2FA) do not have this requirement. After saving the value, basic auth users can only retrieve the key and secrecy values by clicking View. A 8-digit code is sent to the email address linked to your user account. You must enter the code in the popup to retrieve your key and secrecy value.

API keys are generated with an expiration date. This date cannot be removed. After expiration, a new key must be manually generated. A key can be inactivated at any time by clicking Inactivate. If a key is inactivated, a new key must be manually generated.

Navigate to the Home page.
Click <user_icon> > User Profile.
In the left menu, click RaaS API Keys.

Note:
The table is empty the first time that you generate a key. After you generate the first key, the key information is stored in the Your Credentials table. Inactive and expired key information appears in the Audit Log table.

Note:
You generate a new key at any time.
Click .
You can copy the value upon generation by clicking . Once you click , you must retrieve the value using the security code method (click View).

Report Output Types

Report data can be outputted in various formats. Once you configure report parameters, click the output format button to run the report as. If outputting as a file type, the file is automatically downloaded to your configured download location.


Function	Description
HTML	Report output is displayed in the application browser tab. Note: Running a customizable report (Run Report icon) automatically runs this report as a webpage.
Excel	Report output is compiled into a Microsoft Excel® file (.xls).
PDF	Report output is compiled into a .pdf. file.
Unformatted Excel	Report output is compiled into a .csv file. Note: For customizable reports, this option is either Excel Workbook or CSV in the Export icon drop down.

Billing Duration Audit Report

This report (Reports > Billing > Duration Audit > Billing Duration Audit Report) produces data regarding gaps in billing duration.


Field	Description
Client	From the drop down, select the client organization to filter results by.
Worker	Enter the name of the worker(s) whose data is included in the report. This field is set to 'All' by default.
Requisition Type	Select the engagement type. This field is set to 'All' by default.
Location	From the selection field, select the configured client location to filter by. This field is set to 'All' by default (all client locations that the supplier/vendor contracts with).
Time Frame	From the drop down, select the time frame for the gap to filter by. For example, if you are reporting on gaps on 2 weeks, then select '2 weeks'.
Summarize by	From the drop down, select how to summarize the output columns in the report.
Optional Columns	From the selection field, select the optional columns to include in the report output.

Billing Line Item Report

This report (Reports > Billing > Billing Line Item Report) produces data regarding billing line items.

This report produces the following columns:

Rate Application Type
Status
Status Reason
Operational Unit
Manager
Manager Email
Supplier
Worker
Requisition #
Parent Project #
Req Start Date
Req Est. End Date
Dept Number
Dept Name
Invoice Option
Country
State/Province
City
Currency
Pay Rate
Bill Rate
Earnings E/D
Days - Only displays if Rate Application Type='Per Day' or 'Prorated Per Day'.
Regular Hours - Does not display if Rate Application Type='Per Day' or 'Prorated Per Day'.
Total Bill
Job Title
GUID
Requisition Type
OT Hours - Does not display if Rate Application Type='Per Day' or 'Prorated Per Day'.
DT Hours - Does not display if Rate Application Type='Per Day' or 'Prorated Per Day'.
Holiday Hours - Does not display if Rate Application Type='Per Day' or 'Prorated Per Day'.
Milestones
Materials
Position
Expenses
VAT
Sales Tax
Service Tax
CAN Tax Type
CAN Tax $
GST Amount
HST Amount
QST Amount
RST Amount
PST Amount
MSP GST Amount
MSP HST Amount
MSP QST Amount
MSP RST Amount
MSP PST Amount
Adjustment
Summary Total
Grand Total
Date
Hours
Non Billable Hours - Only displays Work Schedule='Professional Week'.
Days - Only displays if Rate Application Type='Per Day' or 'Prorated Per Day'.
Detail Bill Amount - Client bill amount.
Type of Day Off - Only applicable for Daily and Period timecards.
Start Time
End Time
Lunch
Time Notes
Time Cost Allocation
Time Status
Time Status Reason
Time Date and Time Approved
Time Approved By
Expense Entry Category
Expense Description
Expense Purpose
Expense Destination
Date Expense
Expense Quantity
Expense Amount
Expense Paid Amount
Trip Expense
Expense Note
Expense Receipt Received
Expense Approved
Expense Cost Allocation
Expense Status
Expense Status Reason
Expense Date and Time Approved
Expense Approved By
Adj.
Adj. Classification
Adj. Reason
Adj. Justification
Adj. Shift
Adj. Date
Adj. Day
Adj. Regular Hour
Adj. OT Hour
Adj. DT Hour
Adj. Holiday Hour
Adj. MSP VAT Amount
Adj. Duplicate Reason
Adj. Cost Allocation
Adj. Credit Cost Allocation
Adj. Rebill Cost Allocation
Adj. Type
Adj. Reference Detail Item
Adj. Note
Adj. Status
Adj. Status Reason
Adj. Date and Time Approved
Adj. Approved By
Milestone
Milestone Date
Milestone Due Date
Milestone Comment
Milestone Amt
Milestone Rejected Notes
Milestone Cost Allocation
Milestone Status
Milestone Status Reason
Milestone Date and Time Approved
Milestone Approved By
Material
Material Date Purchased
Material Quantity
Material Comment
Material Amt
Material Rejected Notes
Material Cost Allocation
Material Status
Material Status Reason
Material Date and Time Approved
Material Approved By
Position
Position Hrs Worked
Position Comment
Position Amt
Position Rejected Notes
Position Cost Allocation
Position Status
Position Status Reason
Position Date and Time Approved
Position Approved By
Benefit Category Name
Benefit Quantity
Benefit Amount
Benefit Note
Benefit Status
Benefit Status Reason
Benefit Date and Time Approved
Benefit Approved By
Transfer Queue
Transferred
Errored
Pending Transfer Confirmation
Payment Queue
Errored Reason
Filter Billing
Include Volume Discount
Include in Billing Transfer
Calculate Taxes
Requisition Custom Fields - One column for every Requisition type custom field. Column header format is <custom_field_name>(<operational_unit_name>).
Worker Custom Fields - One column for every Worker type custom field. Column header format is <custom_field_name>(<operational_unit_name>).
VMS Billing Line#


Field	Description
Client	From the drop down, select the client organization to filter results by.
Undo Withdraw	Filter the report output by workers that have had the 'Do Withdraw' action applied.
Manager	Select the client manager name associated with the engagement. This field is set to 'All' by default.
Billing Type	Select the billing item type to filter by. This field is set to 'All' by default.
Worker	Enter the name of the worker(s) whose data is included in the report. This field is set to 'All' by default.
Date Type	From the drop down, select the date type. You can select from the following: None - Do not filter by a date Earnings E/D - Filter by earnings end date This setting is used in conjunction with From date and To date fields. You specify a date range based on the end date type.
Earnings E/D	From the drop down, select the earnings end date to filter by. You can configure a date range. Select Date Range From-To, and then use the From and To fields to configure dates. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Client	From the drop down, select the client organization to filter results by.
From date	Enter the beginning date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
To date	Enter the end date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Summarize by	From the drop down, select how to summarize the output columns in the report.
Include Time Detail Information	Select the check box to include information (Detail field) from a time entry.
Include Expense Detail Information	Select the check box to include information (Detail field) from an expense entry.
Include Adjustment Detail Information	Select the check box to include information (Detail field) from an adjustment entry.
Include Milestone Detail Information	Select the check box to include information (Detail field) from a milestone entry.
Include Material Detail Information	Select the check box to include information (Detail field) from a materials entry.
Include Position Detail Information	Select the check box to include information (Detail field) from a position entry.
Include Benefit Detail Information	Select the check box to include information (Detail field) from a benefit entry.
Include Work Order/ SOW Detail Information	Select the check box to include work order or SOW information from a project billing entry.
Include VMS Billing Fields	Select the check box to include VMS specific billing fields.
Include Shift Details	Select the check box to include information (Detail field) from a shift entry.
Include Multiple and Piece Rate Information	Select the check box to include multiple and piece rate information.
Include Credit /Rebill Fields	Select the check box to include information (Detail field) from a time entry.

Bill Rate Information

This report tracks changes in bill rates throughout the requisition life cycle, and provided calculations of both savings and additional costs due to bill rate fluctuation.

This report produces the following columns:

Worker #
Worker Name
Requisition #
Requisition Type
Date Filled
Job Title
Currency
Original Hourly Rate
Old Bill Rate
New Bill Rate
Date Effective
Submitter
Date Submitted
Reason
Reason Reduction
Rate Increase
Savings
Cost
Current Hourly rate
Length of Project in Hours


Filter	Display
Worker	Enter the name of the worker(s) whose data is included in the report. This field is set to 'All' by default.
Date Type	Select the date type to filter the report output by. The only options for this field is 'None' or 'Effective Date'.
From date	Enter the beginning date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
To date	Enter the end date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.

Billing Rate Type Detail Report

This report produces information regarding billing rate types. The report presents the data broken out with rate types displayed per row. This allows for multiple rows per day for a worker if multiple rates are used in the engagement.

The Billing Rate Type Detail Report supports BYOK encryption. If the client organization has enabled the encryption feature, only supported reports are available. For more information about the encryption feature, contract your Program Representative.

If the client organization has a parent/child business organization configured, users can report across all of the organizations they are associated with.

The report produces the following columns:

Line ID
Billing Line Type
Date Worked
Rate Type
Rate
Rate Application Type
Units
Billing Cost Allocation Fields
Supplier
Requisition ID
Worker
Job Title
Earnings E/D
Supplier Payment
- Supplier Payment with cost allocation only calculates in the report for billing items with Status='Processed' on an invoice with Status='Locked', or the billing item is added to the Cost Allocation Estimation in the application. Otherwise, this field displays the Detail Bill Amount value.
- For Period-OT where there are multiple cost allocations per day, then this field displays the prorated value of the day based on the number of hours.
Invoice Date
Invoice
Time Status
Supplier Bill Rate
Worker ID - Identifier number from the worker's profile.
See Profile.
Prim. PO Number - Purchase order number
Billing Notes - Any notes added to the billing item
Status Notes - Any notes added for the status of the billing item


Field	Description
Worker	Enter the name of the worker(s) whose data is included in the report. This field is set to 'All' by default.
Supplier	Filter the report output by the supplier/vendor on the engagement. This field is set to 'All' by default.
Billing Status	Filter the report output by the status assigned to the billing item. This field is set to 'All' by default.
Detail Status	Filter the report output by the time status on the billing item. You can filter by the following: All Approved Pending Processed Rejected Removed If no filter is applied when running the report, the system includes billing items in the 'Approved', 'Pending', and 'Processed' statuses by default.
Invoice	Select the invoice to filter by. This field is set to 'All' by default.
Earnings E/D	From the drop down, select the earnings end date to filter by. You can configure a date range. Select Date Range From-To, and then use the From and To fields to configure dates. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Invoice E/D	From the drop down, select the invoice end date to filter by. You can configure a date range. Select Date Range From-To, and then use the From and To fields to configure dates. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Billing Item Type	Filter the report output by billing item type. Only item types that are configured for the client organization display in this field. This field is set to 'All' by default.
Date Approved	From the drop down, select the date that the billing was approved to filter by. You can configure a date range. Select Date Range From-To, and then use the From and To fields to configure dates. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Date Created	From the drop down, select the date that the billing was created to filter by. You can configure a date range. Select Date Range From-To, and then use the From and To fields to configure dates. You can also click the calendar icon to open a calendar pop up that allows you to select the date.

Billing Report

This report (Reports > Billing > Billing Report) produces data regarding billing information from invoiced timecards.

This report produces the following columns:

Client Name
Line #
Status
Status Reason
Supplier
Worker
Requisition #
Country
State/Province
City
PO #
Bill Rate
Earning E/D
Currency
Milestones
Materials
Position
Rate Type Application
Days
Reg Hrs
OT Hrs
DT Hrs
Hdy Hrs
Exp
VAT
Sales Tax
GST Amount
CGST Amount
IGST Amount
MSP CGST Amount
MSP SGST Amount
MSP IGST Amount
HST Amount
QST Amount
RST Amount
MSP GST Amount
MSP HST Amount
MSP QST Amount
MSP RST Amount
MSP PST Amount
Adj
VDisc %
VDisc $
PPay %
PPay $
MSP Sup %
MSP Sup $
Invoice #
Inv Date
AP Inv#
Sup Inv #
Total Pay
OT Pay
OT Multiplier
DT Rate
DT Multiplier
Filter Billing
Requisition Custom Fields - Included if Include custom fields information check box is selected.
Grand Total
Units Worked
Piece Bill Rate
Piece Pay Rate
Multiple Rate
Date Worked
Days
Start Time
End Time
Hours
Regular Hours (Detail)
Non Billable Hours - Displays only if 'Professional Week' is set in the work schedule.
OT Hours (Detail)
DT Hours (Detail)
Client Bill Amount (Detail)
Start Lunch
End Lunch
Lunch
Notes
Time Status
Time Status Reason
Tome Date and Time Approved
Time Approved By
Time Cost Allocation
Work Performed in the US? - Only displays for engagements where the work location is outside of the US.
Milestone
Milestone Date
Milestone Due Date
Milestone Comment
Milestone Amt
Milestone Status
Milestone Status Reason
Milestone Date and Time Approved
Milestone Approved By
Milestone Cost Allocation
Timeframe to complete milestone from
Timeframe to complete milestone to
Hours Worked
Material
Material Date Purchased
Material Quantity
Material Comment
Material Amt
Material Status
Material Status Reason
Material Date and Time Approved
Material Approved By
Material Cost Allocation
Position
Position Earnings E/D
Position Hrs Worked
Position Comment
Position Amt
Position Notes
Position Status
Position Status Reason
Position Date and Time Approved
Position Approved By
Position Cost Allocation
Category
Description
Purpose
Amount
Expense Date
Create Date
Receipts Received
Notes
Expense Status
Expense Status Reason
Expense Date and Time Approved
Expense Approved By
Expense Cost Allocation
Adj. Classification
Adj. Reason
Adj. Justification
Adj. Shift
Date Adj.
Day Adj.
Adj. Reg. Hour
Adj. OT Hour
Adj. DT Hour
Adj. Hol. Hour
Adj. Amount
Duplicate Reason
Adj. Type
Ref Detail Itemid
Adj. Note
Adj. Status
Adj. Status Reason
Adj. Date and Time Approved
Adj. Approved By
Adj. Cost Allocation
Category Name
Quantity
Amount
Note
Date Benefit
Benefit Status
Benefit Status Reason
Benefit Date and Time Approved
Benefit Approved By
Date Worked
Shift type
Shift Value
Shift Rate Regular
Shift Rate OT
Shift Rate DT
Shift Hours
Shift Hours OT
Shift Hours DT
Detail Bill Amount


Field	Description
Client	From the drop down, select the client organization to filter results by.
Worker	Enter the name of the worker(s) whose data is included in the report. This field is set to 'All' by default.
Invoice	Select the invoice to filter by. This field is set to 'All' by default.
Supplier Invoice	Select the supplier invoice to filter by. This field is set to 'All' by default.
Date Type	From the drop down, select the date type. You can select from the following: None - Do not filter by a date Earnings E/D - Filter by earnings end date Invoice E/D - Filter by invoice end date This setting is used in conjunction with From date and To date fields. You specify a date range based on the end date type.
From date	Enter the beginning date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
To date	Enter the end date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Include Time Details	Select the check box to include time (billing item detail) in the report output.
Milestone Details	For project engagements, select the check box to include milestone information in the report output.
Material Details	For project engagements, select the check box to include materials information in the report output.
Position Details	For project engagements, select the check box to include position information in the report output. Note: This information does not include project worker information.
Expense Details	Select the check box to include expense information in the report output.
Adjustment Details	Select the check box to include adjustment billing item information in the report output.
Benefit Details	Select the check box to include benefit billing item information in the report output.
Shift Details	Select the check box to include shift information in the report output.
Multiple and Piece Rate	Select the check box to include multiple rate or piece rate (whichever is associated with the billing item) in the report output.
Custom Fields	Select the check box to include billing custom field names and values in the report output.
Client Organization Custom Fields	Select the check box to include Manager type custom field name and values in the report output.
Do not display 'Rejected' Details	Select the check box to exclude rejected billing items in the report output.
Billing Item Type	From the selection field, select the billing item types to filter by. This field is set to 'All' by default.
Summarize by	From the drop down, select how to summarize the output columns in the report.
Optional Columns	From the selection field, select optional columns for the report output.

Budgeted Funds Depletion Report

This report (Reports > Billing > Funds Depletion > Budgeted Funds Depletion Report) produces data regarding funds depletion for active engagements, by either purchase order or budgeted amount.

This report produces the following columns for budgeted amounts:

Worker
Supplier
Requisition #
Requisition Type
Start Date
Estimated End Date
End Date
Bill Rate
Currency
Initial Budgeted Amount
Total Budget Amount
Available Amount
Expires On
Billing to Date
Average Weekly Billing
Est. Wks Remaining
% Of Funds Used
VAT to Date
Additional Fund Amount - Calculated field ((Available Amount + Billing to Date) - Initial Amount).

This report produces the following columns for purchase orders:

PO #
Requisition # - This field is repeated per unique PO Line # / Requisition # combination.
PO Line # - This field is repeated per unique PO Line # / Requisition # combination.
UOM - This field is repeated per unique PO Line # / Requisition # combination.
Worker - This field is repeated per unique PO Line # / Requisition # combination.
Supplier - This field is repeated per unique PO Line # / Requisition # combination.
Requisition Type - This field is repeated per unique PO Line # / Requisition # combination.
Start Date - This field is repeated per unique PO Line # / Requisition # combination.
Estimated End Date - This field is repeated per unique PO Line # / Requisition # combination.
End Date - This field is repeated per unique PO Line # / Requisition # combination.
Bill Rate - This field is repeated per unique PO Line # / Requisition # combination.
PO Amount - This field is repeated per unique PO Line # / Requisition # combination.
PO Available Amount - This field is repeated per unique PO Line # / Requisition # combination.
PO Billing to Date - This field is repeated per unique PO Line # / Requisition # combination. This field is the sum of Bill Client Amount for all processed billing line items.
Average Weekly Billing - This field is repeated per unique PO Line # / Requisition # combination.
PO Est. Wks Remaining - This field is repeated per unique PO Line # / Requisition # combination.
PO % Of Funds Used - This field is repeated per unique PO Line # / Requisition # combination.
Additional Amount - This field is repeated per unique PO Line # / Requisition # combination. This is a calculated field ((Available Amount + Billing to Date) - PO Amount). Amount billed is based on processed billing items.
PO Total Amount - This is a calculated field (Available Amount + Billing to Date). Amount billed is based on processed billing items.
Currency
PO Amount
PO Available Amount
Billing to Date
Average Weekly Billing
Est. Wks Remaining
% Of Funds Used
VAT to Date
PO Start Date
PO End Date
Primary
Status
Additional Fund Amount - This is a calculated field ((Available Amount + Billing to Date) - Initial Amount. Amount billed is based on processed billing items.
PO Total Amount - This is a calculated field (Available Amount + Billing to Date) . Amount billed is based on processed billing items.


Field	Description
Client	From the drop down, select the client organization to filter results by.
Type of Funds	Use the filter to select the type of funds to report on (Budget Amount or PO Amount
Worker	Enter the name of the worker(s) whose data is included in the report. This field is set to 'All' by default.
Requisition Type	Select the engagement type. This field is set to 'All' by default.
Requisition Status	Select the status of the engagement to report on.
Invoice Option	Select the invoice option for the engagement. This field is set to 'All' by default. See c_invoicing.html.
Percentage Used Greater than	Use the drop down to select the amount of the budget used (percentage). You can only select increments of 10 (10%, 20%, and so on).
Active PO's Only	Select the check box to filter the report output by active purchase orders.
Primary PO's Only	Select the check box to filter the report output by primary purchase orders.
Summarize by	From the drop down, select how to summarize the output columns in the report.
Select Columns	Select the columns to include in the report.

Customizable Billing Report

This report produces comprehensive billing data related to all billing items and status in the system.

Note:

The application automatically suggests values for some report filter fields.

Begin typing, for example, the last name of the person (worker, manager, and so on). If you enter the first name of the person, the system does not automatically suggest a name.

If the client organization has a parent/child business organization configured, users can report across all of the organizations they are associated with.

This report produces the following columns:

Note:

When only default output is selected/configured, then information is output as one line per billing line item.

General Info section:
- Status
- Billing Status Reason - If timecard status is 'Saved' or 'Processed', this field is empty.
- Line #
- Worker
- Job Title
- Country
- City
- State/Province
- Worker #
- Engagement#
- Pay Rate
- Mark Up
- Bill Rate
- Rule Description
- OT Multiplier
- OT Rate
- DT Multiplier
- DT Rate
- Holiday Multiplier
- Holiday Rate
- Supplier
- MSP Sup %
- Operational Unit
- Manager
- Dept Lvl 1
- Dept Lvl 2 - Displays if sub-departments are configured for a parent department.
- Dept #
- Currency
- Rate Application Type
- Earnings E/D
- Start Date
- Period Billed
- Days worked in Period
- Days
- Reg Hrs
- OT Hrs
- DT Hrs
- Leave Hrs
- Billable Leave Hours - PTO hours if client organization has leave tracking enabled.
- Milestones
- Materials
- Position
- Exp
- Adj - Only viewable to suppliers where the billing filter is set to viewable by supplier.
- Supplier VAT
- MSP Cli $
- MSP Sup $
- Total Pay Supplier
- Invoice #
- Inv Date
- Invoice E/D
- Job Category
- Units Worked
  - Concatenated as <piece_type_name>|<units_worked>.
  - Sum of units for each piece type or multiple rate for a work week period.
- Piece Bill Rate - Concatenated as <piece_type_name>|<piece_type_bill_rate>.
- Piece Pay Rate - Concatenated as <piece_type_name>|<piece_type_pay rate>.
- Multiple Rate
  - Concatenated as <multiple_rate_name>|<bill_rate>|<number_of_hours>|<rate_type> or <multiple_rate_name>|<bill_rate>|<number_of_days>|<rate_type>.
  - Daily rate displays in number of days.
  - Hourly rate displays in number of hours.
  - Rate type is the sum total amount for each rate type.
- Work Address
- Work City/Town
- Work State/Province
- Work Postal Code
- Work Country
- Work Building Code
- Offsite Address
- Offsite City/Town
- Offsite State/Province
- Offsite Country
- General Comment
- Credited By Bill
- Rebilled By Bill
- Date Credited
- Credit For Bill
- Rebill For Bill
Miscellaneous section
- MSP Sales Tax Down Amount
- MSP VAT Down Amount
- MSP GST Down Amount
- MSP CGST Down Amount
- MSP SGST Down Amount
- MSP IGST Down Amount
- MSP HST Down Amount
- MSP QST Down Amount
- MSP RST Down Amount
- MSP PST Down Amount
- MSP Consumption Tax Down Amount
- MSP Service Tax Down Amount
- Pay GST Amount
- Pay CGST Amount
- Pay SGST Amount
- Pay IGST Amount
- Pay HST Amount
- Pay QST Amount
- Pay RST Amount
- Pay PST Amount
- Pay Sale Tax
- Pay VAT
- Pay Consumption Tax
- Pay Service Fee
- VDisc $
- PPay $
- Raw Bill
- Sup Inv#
- Client Inv #
- PO #
- Internal Supplier Reference
- Down Fee Inv #
- GUID
- Engagement Start Date
- Engagement Estimated End Date
- Engagement Actual End Date
- Did Not Work
- Time Entry Interface
- Billing Item Type
- Check #
- Release Date
- Payment Type
- WO/SOW #
- WO/SOW Title
- Research
Time Detail section
- Date Worked
- Days
- Start Time
- End Time
- Hours
- Regular Hours
- Non Billable Hours
- OT Hours
- DT Hours
- Client Bill Amount - Detail amount per day.
- Multiple Rate
  - Concatenated as <multiple_rate_name>|<bill_rate>|<number_of_hours>|<rate_type> or <multiple_rate_name>|<bill_rate>|<number_of_days>|<rate_type>.
  - Daily rate displays in number of days.
  - Hourly rate displays in number of hours.
  - Displays as total hours per day worked, with each day line displaying the multi rate value.
  - All rates for an operational unit display, but only rates with time entered have value.
- Piece Bill Rate
  - Concatenated as <piece_type_name>|<piece_type_bill_rate>|<units_worked>.
  - For multiple piece types logged for a single day, displays concatenated values, separated by a comma.
  - All rates for an operational unit display, but only rates with time entered have value.
- Start Lunch
- End Lunch
- Lunch
- Notes
- Time Status
- Time Status Reason
- Time Date and Time Approved
- Time Created By
- Time Cost Allocation
- Did Not Work
Milestone Detail section
- Milestone
- Milestone Date
- Milestone Due Date
- Milestone Comment
- Milestone Amt
- Milestone Status
- Milestone Status Reason
- Milestone Created By
- Milestone Cost Allocation
Material section
- Material
- Material Date Purchased
- Material Quantity
- Material Comment
- Material Amt
- Material Status
- Material Status Reason
- Material Created By
- Material Cost Allocation
Position section
- Position
- Position Earnings E/D
- Position Hrs Worked
- Position Comment
- Position Amt
- Position Notes
- Position Status
- Position Status Reason
- Position Created By
- Position Cost Allocation
Expense section
- Category
- Description - Concatenated as <mileage>, <from>, <destination>, <second_destination>.
- Purpose
- Amount
- Expense Date
- Create Date
- Receipts Received
- Notes
- Expense Status
- Expense Status Reason
- Expense Created By
- Expense Canst Allocation
Adjustment Detail section - Section only viewable to suppliers where the billing filter is set to viewable by supplier.
- Adj. Classification
- Adj. Reason
- Adj. Justification
- Adj. Shift
- Date Adj.
- Day Adj.
- Adj. Reg. Hour
- Adj. OT Hour
- Adj. DT Hour
- Adj. Hol. Hour
- Adj. Amount
- Duplicate Reason
- Adj. Type
- Ref Detail Itemid
- Adj. Note
- Adj. Status
- Adj. Status Reason
- Adj. Cost Allocation
Dates of Interest section
- Date/Time Created
- Date/Time Exported
- Date Invoiced
- Date Client Posted
- Date Client Paid
- Date Status Pending
- Date Sent to PeopleSoft
- Date Posted to Client GL
Shift Differential section
- Shift Type
- Value
- Shift Reg Rate
- Shift OT Rate
- Shift DT Rate
- Total Shift Hours
Daily Tier section
- Daily Tier Value
Purchase Order section
- Primary PO#


Field	Description
Layout	Select the report layout.
Worker Name	Select the name of the worker to filter by. The default value for this field is 'All' by default.
Billing Item Status	Click a status value to filter results by. You can select multiple statuses, or select 'All'.
Billing Item Status Reason	Click a reason value to filter results by. You can select multiple statuses, or select 'All'.
Invoice Option	Select the invoice option for the engagement. This field is set to 'All' by default. See c_invoicing.html.
Invoice	Select the generated invoice to narrow the data set. This field is set to 'All' by default.
Supplier Invoice	Select the generated supplier invoice to narrow the data set. This field is set to 'All' by default.
Earnings E/D	From the drop down, select the earnings end date to filter by. You can configure a date range. Select Date Range From-To, and then use the From and To fields to configure dates. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Invoice E/D	From the drop down, select the invoice end date to filter by. You can configure a date range. Select Date Range From-To, and then use the From and To fields to configure dates. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Date Approved	From the drop down, select the date that the billing was approved to filter by. You can configure a date range. Select Date Range From-To, and then use the From and To fields to configure dates. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Billing Item Type	Select the billing item type to filter by. This field is set to 'All' by default. If you select 'Expense', the Description field in the report output concatenates values as 'Mileage \| From \| Destination \| 2nd Destination'.

Engagement Ratio Report

This report (Reports > Supplier > Engagement Ratio Report) produces data regarding resume to interview ratios, and interviews to hire ratios.

This report produces the following output columns:

Summary section - Summary by supplier.
- Supplier
- Category
- Category Hierarchy
- Total Requisitions
- Total Resumes
- Total Interviews
- Interview %
- Total Hired
- Hire %
Detail section - Supplier category detail broken out by candidate hired for a request.
- Supplier
- Category
- Category Hierarchy
- Requisition #
- Department Number
- Department
- Job Title
- Start Date
- Estimated End Date
- Manager
- Location
- Onsite
- Country
- State/Province
- City
- Address


Field	Description
Client	From the drop down, select the client organization to filter results by.
Category	From the selection field, select the job categories to filter by. Job categories appear as they are configured within an operational unit (OpUnit). There can be the same job category configured for multiple OpUnits in a client organization. This field is set to 'All' by default.
Requisition Type	Select the engagement type. This field is set to 'All' by default.
Requisition Status	Select the status of the engagement to report on.
Countries	Select the configured client countries to filter by. This field is set to 'All' by default.
States	Select the configured client states to filter by. This field is set to 'All' by default.
Cities	Select the configured client cities to filter by. This field is set to 'All' by default.
Date Type	The only option for this field is 'Date Created' (the date that the request was created). This setting is used in conjunction with From date and To date fields. You specify a date range based on the end date type.
From date	Enter the beginning date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
To date	Enter the end date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Display Location Details	Select the check box to include location information in the report.
Select Columns	Select the columns to include in the report.

Interview Information Report

This report (Reports > Requisition > Interview Information Report) displays data in regard to interviewees with various statuses in the system.

Note:

A red asterisk (*) indicates a required field.

Report output type is determined by the button clicked after you configure your report parameters. For more information about report functions, see Report Output Types.

If the client organization has a parent/child business organization configured, users can report across all of the organizations they are associated with.


Field	Description
Client	From the drop down, select the client organization to filter results by.
Location	Select the configured client organization location.
Candidate Last Name	Enter the candidate's last name.
Candidate Right Name	Enter the candidate's first name.
Date Type	From the drop down, select the range definition. You can select from the following: None Interview Date This setting is used in conjunction with From date and To date fields.
From date	Enter the beginning date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
To date	Enter the end date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Interview Status	Select the interview status to filter by. You can select from the following: All Completed Cancelled Pending Withdrawn
Requisition Status	Select the status of the engagement to report on.
Summarize by	From the drop down, select how to summarize the content in the report. You can select from the following: None Department Manager Supplier
Select Columns	Select the columns to include in the report.

Lunch Audit Report

This report (Reports > Billing > Duration Audit > Lunch Audit Report) produces data regarding billing activity and lapses in lunch, labor and break times.


Field	Description
Client	From the drop down, select the client organization to filter results by.
Worker	Enter the name of the worker(s) whose data is included in the report. This field is set to 'All' by default.
Location	From the selection field, select the configured client location to filter by. This field is set to 'All' by default (all client locations that the supplier/vendor contracts with).
Date Type	The only option for this field is 'Earnings E/D'. This setting is used in conjunction with From date and To date fields. You specify a date range based on the end date type.
From date	Enter the beginning date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
To date	Enter the end date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Only Show No Lunch Taken	Select the check box to filter out billing items that are not marked with 'No Lunch Taken'.
Optional Columns	From the selection field, select the optional columns to include in the report output.

Missing Timesheet Report

This report produces information in regard to missing time sheets for staffing and payroll requests.

Note:

All reports timestamp are output in Pacific Standard Time (PST).

This report produces the following columns:

Engagement #
Supplier
Worker
Engagement Status
Start Date
Estimated End Date
Actual End Date
Missing Earnings End Date
Worker ID
Worker Email Address
Rate Application
Work Period
Time Entry Interface
Time Source
Job Title
Client Country
Client State/Province
Client City
Client Building Code
Work Country
Work State/Province
Work City
Work Building Code
Currency
Hiring Manager


Filter	Description
Supplier	Filter the report output by the supplier/vendor assigned to the engagement. This field is set to 'All' by default.
Manager	Select the client manager name associated with the engagement. This field is set to 'All' by default.
Requisition Type	Select the engagement type. This field is set to 'All' by default.
Requisition Status	Select the status of the engagement to report on.
Earnings E/D	From the drop down, select the earnings end date to filter by. You can configure a date range. Select Date Range From-To, and then use the From and To fields to configure dates. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Start Date	From the drop down, filter by engagement start date. You can configure a date range. Select Date Range From-To, and then use the From and To fields to configure dates. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Estimated End Date	From the drop down, filter by the estimated end date for the engagement. You can configure a date range. Select Date Range From-To, and then use the From and To fields to configure dates. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Client Country	Filter the report output by the client country for the engagement. This field is set to 'All' by default.
Client State/Province	Filter the report output by the client state or province for the engagement. This field is set to 'All' by default.
Client City	Filter the report output by the client city for the engagement. This field is set to 'All' by default.

Mobile Usage Metrics Report

This report produces information regarding usage of the Wand Mobile application (client and worker metrics).

This report produces the following columns:

User Metrics
- Access Timestamp
- User Type
- User ID
- Username
- First Name
- Last Name
- Email
- Device Type
- Device Model
- App Version
- Date Only
- Month Only
- Year Only


Filter	Description
User Type	Filter the report output by the user type.
Device Type	Filter the report output by the device type (iPhone, iPad, or androidPhone).
Access Timestamp	Filter the report output using a date range.

Overtime Billing Report

This report (Reports > Billing > Overtime Billing Report) produces data regarding overtime hours and dollar amounts for a specified date range.

This report produces the following output columns:

Worker
Requisition # - Sub section appears for each engagement in filtered output.
- Line #
- Earnings E/D
- Bill rate
- OT Rate
- DT Rate
- OT Hours
- OT Billing
- DT Hours
- DT Billing
Requisition Type
Req Start Date
Req Est. End Date
Req Act. End Date
Req Bill Rate
Req OT Rate
Req DT Rate


Field	Description
Client	From the drop down, select the client organization to filter results by.
Worker	Enter the name of the worker(s) whose data is included in the report. This field is set to 'All' by default.
Requisition Type	Select the engagement type. This field is set to 'All' by default.
Requisition Status	Select the status of the engagement to report on.
Date Type	From the drop down, select the date type. You can select from the following: None - Do not filter by a date Earnings E/D - Filter by earnings end date This setting is used in conjunction with From date and To date fields. You specify a date range based on the end date type.
From date	Enter the beginning date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
To date	Enter the end date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Summarize by	From the drop down, select how to summarize the output columns in the report.

Pending Expense Report

This report allows you to identify expenses that are waiting for either supplier approval of receipts, or client manager final approval.

This report produces the following columns:

Worker
Requisition #
Client
Supplier
MSP Name
MSP Phone
MSP Email
Line #
Expense Entry Category
Expense Description
Expense Destination
Status
Status Reason
Purpose
Expense Date
Date Expense Submitted
Quantity
Amount
Paid Amount
Trip Expense
Note
Receipt Received
Approved
Cost Allocation


Filter	Description
Client	Select the client organization for the engagement.
Requisition #	Select the requisition number. This field is set to 'All' by default.
Worker	Enter the name of the worker(s) whose data is included in the report. This field is set to 'All' by default.
Date Type	From the drop down, select the date type. You can select from the following: None - Do not filter by a date Earnings Date - Filter by expense date Date Expense Submitted - Filter by the date that the expense was submitted. This setting is used in conjunction with From dateand To date fields. You specify a date range based on the end date type.
From date	Enter the beginning date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
To date	Enter the end date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Status	From the drop down, select the status of the expense to filter by.
Include Receipt Rejected	Select the check box to include expense records where the receipt was rejected.
Optional Columns	Select optional columns to include in the report output. Hold the Shift key and click column names to include multiple names in the output.

PO Funds Depletion Report

This report (Reports > Billing > Funds Depletion > PO Funds Depletion Report) produces data regarding funds depletion on purchase orders.

This report produces the following columns:

Budgeted Amount section
- Department
- Worker
- Supplier
- Requisition #
- Requisition Type
- Start Date
- Estimated End Date
- End Date
- Bill Rate
- Currency
- Initial Budget Amount
- Estimated MSP Up Fee
- Budget Adjustment
- Total Budget Amount
- Available Amount
- Expires On
- Billing to Date
- Average Weekly Billing
- Est. Wks Remaining
- % of Funds Used
- VAT to Date
- Additional Fund Amount
PO section
- PO # - Additional detail for the purchase order, broken down by PO Line #.
  - Requisition #
  - PO Line #
  - UOM
  - Worker
  - Supplier
  - Requisition Type
  - Start Date
  - Estimated End Date
  - End Date
  - Bill Rate
  - PO Amount
  - PO Available Amount
  - PO Billing to Date - Sum of Bill Client Amount for all processed billings.
  - Average Weekly Billing
  - PO Est. Wks Remaining
  - PO % Of Funds Used - All values used in this calculation are pulled from the individual PO # (this section). Calculated as PO Billings to Date / PO Amount + Additional Fund Amount * 100.
  - Additional Fund Amount - All values used in this calculation are pulled from the individual PO # (this section). Calculated as Available Amount + Billing Date - PO Amount. This value is calculated from processed billing items only.
  - PO Total Amount - All values used in this calculation are pulled from the individual PO # (this section). Calculated as Available Amount + Billing Date. This value is calculated from processed billing items only.
- Currency
- PO Amount
- PO Available Amount
- Billing to Date - Sum of Bill Client Amount for all processed billings.
- Average Weekly Billing
- Est. Wks Remaining
- % Of Funds Used - Calculated as Billing to Date / PO Amount + Additional Fund Amount * 100.
- VAT to Date
- PO Start Date
- PO End Date
- Primary
- Status
- Additional Fund Amount - Calculated as (Available Amount + Billing to Date) - Initial Amount.
- PO Total Amount


Field	Description
Client	From the drop down, select the client organization to filter results by.
Type of Funds	Use the drop down to select the type of funds to report on.
Worker	Enter the name of the worker(s) whose data is included in the report. This field is set to 'All' by default.
Manager Delegate	If the report is being run by the client manager delegate, then the delegate can select additional client manager delegate assigned by the delegating client manager.
Requisition Type	Select the engagement type. This field is set to 'All' by default.
Requisition Status	Select the status of the engagement to report on.
Invoice Option	Select the invoice option for the engagement. This field is set to 'All' by default. See c_invoicing.html.
Percentage Used Greater than	Use the drop down to select the amount of the budget used (percentage). You can only select increments of 10 (10%, 20%, and so on).
Active PO's Only	Select the check box to filter by active purchase orders only.
Primary PO's Only	Select the check box to filter by primary purchase orders only.
Select Columns	Select the columns to include in the report.

Preferred vs. Non-Preferred Spend Report

This report produces information regarding the number of suppliers per tier and total spend per tier.

This report produces the following columns:

Tier Number
Number of Suppliers
Total Spend per Tier


Filter	Description
Date Type	Filter the report output by Invoice Period End Date. This setting is used in conjunction with From date and To date fields. You specify a date range based on the end date type.
From date	Enter the beginning date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
To date	Enter the end date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.

Project Billing Activity

This report produces the following columns:

Requisition ID
Supplier
Manager
Worker - Worker name that is associated with a unique position name.
Project Detail
Project Description
Initial Amount
Amount - One detail row per unique project amount.
- % Allocated
- Bill Amount
- *Billing Cost Allocation Field Value*
  - Value is unique per client organization.
  - Column repeats per unique occurrence of field (1-xx).
  - Column only displays if Include Billing Cost Allocation Fields check box is selected in the report configuration filters.
Balance
Billing Item ID
Billing Item Amount
Billing Item Period End Date
Approved By
Date Approved
Invoice ID
Invoice Date
Invoice Period End Date
Payment Status
Date Client Payment Received
Supplier Invoice Number
Supplier Payment
Check Number
Date Supplier Paid
Requisition Custom Fields
- Column repeats per unique occurrence of field (1-xx).
- Column only displays if Include Requisition Custom Fields check box is selected in the report configuration filters.


Filter	Description
Invoice Option	Select the invoice option for the engagement. This field is set to 'All' by default. See c_invoicing.html.
Date Type	From the drop down, select the date type. You can select from the following: None - Do not filter by a date. Billing Item Period End Date - Filter by billing period end date. Invoice Period End Date - Filter by invoice period end date. This setting is used in conjunction with From dateand To date fields. You specify a date range based on the end date type.
From date	Enter the beginning date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
To date	Enter the end date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Project Detail	Filter the report output by the project billing type. You can only filter by one type (for example, milestone) in the output.
Requisition Status	Select the status of the engagement to report on.
Supplier	Filter the report output by the supplier/vendor associated with the project engagement. This field is set to 'All' by default.
Show Requisition Custom Fields	Select the check box to include requisition custom fields in the report output. This setting is deselected by default.
Include Billing Cost Allocation Fields	Select the check box to include billing cost allocation custom fields in the report output. This setting is deselected by default.
Summarize by	From the drop down, select how to summarize the output columns in the report.

Project Position Report

This report produces information regarding positions associated with projects.

If the client organization has a parent/child business organization configured, users can report across all of the organizations they are associated with.

This report produces the following columns:

Default Info section
- Request #
- Engagement #
- Position
- Position ID
- Manager
- Position Quote Amount
Position Info section
- Position Bill Rate
- Bill Rate UOM
- Position Est. Hours
- Position Expense Amount
- Worker Count
- Current Worker Count
- Current Onsite Count
Engagement Info section
- Engagement Name
- Engagement Status
- Operational Unit
- Supplier
- Eng. Start Date
- Eng. Est. End Date
- Eng. Actual End Date
- Date Eng. Created
- Date Eng. Pending
- Date Eng. Filled
- Date Eng. Closed
- Date Eng. Cancelled
- Eng. Country
- Eng. State/Province
- Eng. City
- Eng. Address
- Description
- Experience
- Project Deliverables
- Invoice Option
- Eng. Total Timecard Hours


Filter	Description
Engagement Status
Division	Filter the report output by a configured division. This field is set to 'All' by default.
Cost Center	Filter the report output by a configured cost center. This field is set to 'All' by default.
Supplier	Filter the report output by the supplier/vendor associated with the project engagement. This field is set to 'All' by default.
Manager	Select the client manager name associated with the engagement. This field is set to 'All' by default.
Filled Date	From the drop down, select the date that the request was filled to filter by. You can configure a date range. Select Date Range From-To, and then use the From and To fields to configure dates. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Engagement Start Date	From the drop down, select the date that the engagement was started to filter by. You can configure a date range. Select Date Range From-To, and then use the From and To fields to configure dates. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Estimated End Date	From the drop down, select the date that the engagement was ended to filter by. You can configure a date range. Select Date Range From-To, and then use the From and To fields to configure dates. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Actual End Date	From the drop down, select the actual end date to filter by. You can configure a date range. Select Date Range From-To, and then use the From and To fields to configure dates. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Position Name	Filter the report output by the name of the position in the project. This field is set to 'All' by default.
Current Worker Count Date	From the drop down, select the current number of workers as of a date to filter by. You can configure a date range. Select Date Range From-To, and then use the From and To fields to configure dates. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Position Quote Amount	Filter the report amount by the amount value of the position on the quote which is the maximum amount billed that can be billed. Configure a range.
Position Billed Amount	Filter the report output by the billed value for a position on the quote which is the amount that has been billed. Configure a range.
Position Balance Amount	Filter the report output by the balance value for the position on the quote which is the amount for the position - what was billed for the position. Configure a range.

Project Tracking Detail Report

This report produces information regarding projects. It can be used to track departments, locations, workers, client managers, and suppliers.

This report produces the following output columns:

Summary Report output
- Operational Unit
- Earnings E/D - repeated for each unique combination of Billing Cost Allocation field and client manager.
- Billing Cost Allocation Fields 1-xx - repeated for each unique combination of Billing Cost Allocation field and client manager.
- Total
Detail Report output
- Earnings E/D - repeated for each unique combination of Billing Cost Allocation field and client manager.
- Billing Cost Allocation Fields 1-xx - repeated for each unique combination of Billing Cost Allocation field and client manager.
- Manager
- Operational Unit
- Department #
- Worker
- Supplier
- Total
Detail section for Summary and Detail reports
- Supplier Name - One row output per unique data combination for the supplier
  - Supplier Name
  - Manager
  - Worker
  - Invoice #
  - AP Invoice #
  - Earnings E/D
  - Req #
  - Category
  - Operational Unit
  - Department #
  - Line #
  - Timecard Status
  - Rate Application Type
  - Bill Rate
  - Date Worked
  - Days
  - Regular Hours
  - OT Hours
  - DT Hours
  - PTO Hours
  - PTO Billable Hours
  - Multiple Rates
  - Piece Rates
  - Holiday Hours
  - % Allocated
  - Milestone Amount
  - Material Amount
  - Position Amount
  - Expense Amount
  - Adjustment Amount
  - Sales Tax
  - Bill Amount
  - Worker Notes
  - Product/Project (PPSID) Expense Type
  - Project Task Expense Type
  - Billable Expense Type
  - Billing Cost Allocation Fields 1-xx
  - Project Worker Eng #


Filter	Description
Billing Cost Allocation Name	Select Project Code or Project/Product Name from the drop down.
Billing Cost Allocation Value	Depending on your selection in the Billing Cost Allocation Name filter field, select the correct billing allocation value or values to filter by.
Division	Filter the report output by a configured division. This field is set to 'All' by default.
Cost Center	Filter the report output by a configured cost center. This field is set to 'All' by default.
Work Location	Select the location or locations to filter the output by. You can select multiple locations. This field is set to 'All' by default.
Worker	Enter the name of the worker(s) whose data is included in the report. This field is set to 'All' by default.
Manager	Select the client manager name associated with the engagement. This field is set to 'All' by default.
Supplier	Select the supplier/vendor of the project workers. You can select multiple entities. This field is set to 'All' by default.
Invoice	Select the invoice to filter by. This field is set to 'All' by default.
Status	Select the status for the project to filter the output by. You can select multiple statuses. This field is set to 'All' by default
Status Reason	Select the value set in the Reason field on the engagement.
Date Type	From the drop down, select the date type. You can select from the following: None - Do not filter by a date Earnings E/D - Filter by earnings end date Invoice E/D - Filter by invoice end date This setting is used in conjunction with From date and To date fields. You specify a date range based on the end date type.
From date	Enter the beginning date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
To date	Enter the end date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Summarize by	From the drop down, select how to summarize the output columns in the report.

Rejected Billing Report

This report produces information regarding all time adjustments, project items, and expense entries that are rejected by a client manager.

This report produces the following output columns:

Worker
Requisition #
Requisition Type
Manager
Location
Client
Line #
Day
Start
End
Hours
Lunch
Currency
Expenses
Worker Notes
Rejected Notes
Rejected By
Rejected Date/Time
Resolved
MSP


Filter	Description
Client	From the drop down, select the client organization to filter results by.
Worker	Enter the name of the worker(s) whose data is included in the report. This field is set to 'All' by default.
Group By	Select how to group the report output, by worker, by requisition, or no grouping (None). The default setting for this field is None.

Request Data Export

This report produces information in regards to requests created for a client organization.

If the client organization has a parent/child business organization configured, users can report across all of the organizations they are associated with.

The report produces the following columns:

General Info section
- Request # - Mandatory output
- Requisition Type
- Operational Unit
- Manager - Only displays if client organization is configure to display this data.
- Date Pending
- Start Date
- Est. End Date
- Job Title
- Job Code
- Glider Test Name
- Number of Positions
- Positions Remaining
- Positions Filled
- Project Name
- Bill Rate
- Pay Rate
- Cost Estimation (Initial Budget Amount)
- State/Province
- City
- Keywords
- Glider Test Name
Request Description section
- Days Pending
- Reason
- Reason Detail - Only displays if client organization is configure to display this data.
- Requisition Status Reason (detailed)
- Number of Suppliers
- Number of Resumes
- Number of Interviews
- Number of TN Candidates
- Number of TN Interviews
- Number of TN Invitations
- Department Parent
- Duties
- Description
- Skills
- Experience
- Education
Position Location section
- Address
- Client Building Code
- Country
- Offsite City/Town
- Offsite Country
- Offsite State
- Onsite
Position Schedule section
- Days to Start
- Duration in weeks
- Duration in workdays
- Hours Per Day
- Hours Per Week
- Schedule Notes
Position Financials section
- Currency
- Estimated Cost
- Max Rate
- Min Rate
- Negotiated Bill Rate
- Submitted Bill Rate
Project Quote section
- Deliverables/Milestone Name
- Due Date
- Material Amount
- Material Balance Amount
- Material Name
- Material Price
- Material Quantity
- Milestone Amount
- Milestone Balance Amount
- Milestone Description
- Position Amount
- Position Balance (Units)
- Position Balance Amount
- Position Bill Rate
- Position Billable
- Position Description
- Position Estimated Units
- Position Expense Balance Amount
- Position Expense Description
- Position Rate Application Type
- Position Title
- Position Worker Name
- Project Deliverables
- Proposed Scope of Work
- Quote Count
- Quote Status
- Supplier
Project Worker section
- Relationship with Supplier
- Time Entry Interface
- Time Source
- Work Period
- Worker End Date
- Worker Phone
- Worker Start Date
- Worker e-mail
Timeline Info section
- Date Created
- Date Approved
- Date Assigned
- Date Closed
- Date Cancelled
- Date MSP Passed
- Date Reopened
- Date Request On Hold
- Date Request Off Hold
- Date of First Resume MSP Passed
- Total Number of Resumes Passed
Resume and Interview section
- Candidate City
- Candidate Country
- Candidate Email
- Candidate Star Rating
- Candidate State
- Candidate Name
- Candidate/Resume Status
- Client Supervisor
- Comment for Supplier
- Confirmed Interview Date/Time
- Date Available
- Dates of most recent contract: From
- Dates of most recent contract: To
- Duration
- Family Member Works for Client
- Feedback By
- Feedback Date
- First Notice Date
- Glider Test Score
- Interview Comments (Mgr)
- Interview Location
- Interview Outcome
- Interview Status
- Interview Type
- Interviewers
- Interviews Cancelled
- Interviews Completed
- Interviews Confirmed
- Interviews Pending
- Last Notice Date
- Method
- Primary Number
- Rejection By Name
- Rejection Date
- Rejection Reason
- Resume Feedback
- Resume Name
- Resume Status Reason
- Resume Submit Date
- Resume Withdrawn Reason
- Sub-Contracted Worker
- Supplier Comments
- Withdrawn By User Type
- Withdrawn Date
DirectSouorcing/TN
- MDS Match
- TN Desired Rate
- TN Invitation Status
- TN Match & Category
- TN/MDS Candidate Email
- TN/MDS Candidate Name
DSPRO Ideal Experience
- Degrees
- Job Titles
- Seniority Level
- Skills
- Years of Experience


Filter	Description
Operational Unit	Filter the report output for billing items submitted for a specific operational unit (OpUnit). This field is set to 'All' by default.
Client	From the drop down, select the client organization to filter results by.
Worker	Enter the name of the worker(s) whose data is included in the report. This field is set to 'All' by default.
Manager	Select the client manager name associated with the engagement. This field is set to 'All' by default. Only displays if the client organization is configured to display this data.
Country	Filter the report output by a configured country. This field is set to 'All' by default.
State/Province	Filter the report output by a configured state/province. This field is set to 'All' by default.
City	Filter the report output by a configured city. This field is set to 'All' by default.
Requisition Type	Select the engagement type. This field is set to 'All' by default.
Requisition Status	Select the status of the engagement to report on.
Date Created	From the drop down, select the date that the request was created. You can configure a date range. Select Date Range From-To, and then use the From and To fields to configure dates. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Date Closed	From the drop down, select the date that the request was closed. You can configure a date range. Select Date Range From-To, and then use the From and To fields to configure dates. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Summarize by	From the drop down, select how to summarize the output columns in the report.

Requisition Activity Overview Report

This report (Reports > Requisition > Requisition Activity > Requisition Activity Overview) produces data regarding request/engagement activity by supplier, location, and category.

Note:

The Requisition Activity Overview report and Requisition Activity by Week report output is based on similar information, however, the output is different. See below.

This report produces the following output columns:

<variable> (for Overview reports) - One row is output for each unique combination of variable (overview or weekly) and output.
- Supplier
- Location
- Category 1-xx - Client organization job categories. One unique column per unique combination of job category and operational unit (if configured).
- Totals
Existing Orders - Weekly reports only.
New Requisitions - Weekly reports only.
Cancelled Requisitions - Weekly reports only.
Filled Requisitions - Weekly reports only.


Field	Description
Client	From the drop down, select the client organization to filter results by.
Date Type	From the drop down, select the date type. You can select from the following: Date Created Date Pending Date Filled Date Closed Date Cancelled This setting is used in conjunction with From date and To date fields. You specify a date range based on the end date type.
From date	Enter the beginning date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
To date	Enter the end date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Requisition Type	Select the engagement type. This field is set to 'All' by default.
Requisition Status	Select the status of the engagement to report on.
Status Reason	Select the value set in the Reason field on the engagement.
Location	Select the configured client organization location (Overview report only).
Summarize by	From the drop down, select how to summarize the output columns in the report.

Requisition Project Report

This report produces information regarding project requisitions that have candidates assigned.

Note:

In order to view sourcing information, use the Requisition Sourcing Project Report.

This report produces the following output columns:

Req #
Start Date
Type
Approver Status
Status Reason
Headcount Approved Date
Financial Approved Date
Extension Approved Date
Supplier
Project Name
City
State/Province
Country
Operational Unit
Department
Department Number
Job Category
Quote - Quote detail per project quote
- Milestone Name
- Milestone Description
- Milestone Due Date
- Milestone Amount
- Milestone Balance Amount
- Material Name
- Material Quantity
- Material Price
- Material Amount
- Material Balance Amount
- Position Name
- Position Worker Name
- Position Bill Rate
- Postilion Estimated Hour
- Position Amount
- Position Rate Application Type
- Position Balance
- Quote Status
- Pricing Accepted
Start Date
Estimated End Date
Manager Name
Currency


Filter	Description
Client	From the drop down, select the client organization to filter results by.
Date Type	From the drop down, select the date type. You can select from the following: None Filled Date Start Date End Date Cancelled Date As of Date This setting is used in conjunction with From date and To date fields. You specify a date range based on the end date type.
From date	Enter the beginning date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
To date	Enter the end date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Requisition Status	Select the status of the engagement to report on.
Status Reason	Select the value set in the Reason field on the engagement.
Cities	Filter by cities where the project is located. Note: Supplier users can only search through all cities.
States	Filter by states where the project is located. Note: Supplier users can only search through all states.
Countries	Filter by countries where the project is located. Note: Supplier users can only search through all countries.
Summarize by	From the drop down, select how to summarize the output columns in the report.
Show only Assignments over One Year in Duration	Select the check box to exclude projects under one year in duration.
Show Requisition Custom Fields	Select the check box to display requisition custom fields in the report output.
Select Columns	Select the columns to include in the report.

Requisition Sourcing Report

This report produces information regarding requisitions through the sourcing LifeCycle prior to a candidate/quote being accepted. It can be helpful in reviewing resumes, interviews, and sourcing activity that occurs for a requisition. This documentation include descriptions of the following reports:

Requisition Sourcing Project Report
Requisition Sourcing Staffing Report

This report produces the following output columns:

Note:

Some output columns appear depending on the type of Requisition Sourcing Report run.

Staffing Report Output

<variable> - Name or label.
- Country
- State/Province
- City
Requisition #
- Request Type
- MSP Contact
- Resume Name
- Resume Status
- Resume Status Reason or Resume Reject Reason or Resume Reject Feedback or Resume Withdraw Reason. Value appears depending on the value that appears on the candidate resume.
- Resume Submit Date
- Supplier Name
- First Notice Date
- Last Notice Date
- Interview Style
- Interview Date / Time
- Interview Status
- Duration
- Method
- Interview Comments
- Visible to Manager
- Date Assigned
Requisition Status
Status Reason
Reason
Date Approved
Job Category
Job Code
Job Title
Keywords
Duties
Skills
Education
Number of Positions
Positions Remaining
Rate Application
Max Bill Rate
Start Date
Estimated End Date
Resume Content
Interview Count
Days Pending
Days Pending (M-F)
Date Created
Date Pending
Date Cancelled
MSP Contact
MSP Phone
Custom Fields
Manager Custom Fields

Project Report Output

<variable> - Name or label.
Requisition #
Start Date
Status
Status Reason
Date Approved
Project Name
Country
State/Province
City
On-Site
Job Category
Keywords
- Description
- Experience
- Project Deliverables
- Quote Count
- Supplier
- First Notice Date
- Status
- Proposed Scope of Work
- Price Estimate
- Milestone Name
- Milestone Description
- Milestone Due Date
- Milestone Amount
- Material Name
- Material Quantity
- Material Price
- Material Amount
- Position Name
- Position Worker Name
  - Project Worker Eng #
- Position Bill Rate
- Position Estimated Hour
- Position Amount
- Position Rate Application Type
- Quote Status
- Date Assigned
- Start Date
- Estimated End Date
- Date Created
- Date Pending
- Date Cancelled
- MSP Contact
- MSP Phone
- Custom Fields 1-xx
- Manager Custom Fields 1-xx
Description
Experience
Project Deliverables
Quote Count
Supplier
First Notice Date
Duties
Skills
Education
Number of Positions
Positions Remaining
Rate Application
Max Bill Rate
Start Date
Estimated End Date
Resume Content
Interview Count
Days Pending
Days Pending (M-F)
Date Created
Date Pending
Date Cancelled
MSP Contact
MSP Phone
Custom Fields
Manager Custom Fields

Managed Services Report Output

<variable> - Name or label.
Country
State/Province
City
Requisition #
Requisition Status
Status Reason
Reason
Date Approved
Operational Unit
Dept Lvl 1
Dept Lvl 2
Dept Lvl 3
Dept #
Job Category
Job Code
Job Title
Keywords
Duties
Skills
Education
Number of Positions
Positions Remaining
Rate Application
Max Bill Rate
Start Date
Estimated End Date
Resume Content
Interview Count
Days Pending
Days Pending (M-F)
Date Created
Date Pending
Date Cancelled
MSP Contact
MSP Phone
Custom Fields
Manager Custom Fields


Filter	Description
Client	From the drop down, select the client organization to filter results by.
Date Type	From the drop down, select the date type. You can select from the following: None Date Created Date Pending Start Date Date Cancelled This setting is used in conjunction with From date and To date fields. You specify a date range based on the end date type.
From date	Enter the beginning date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
To date	Enter the end date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Requisition Status	Select the status of the engagement to report on.
Status Reason	Select the value set in the Reason field on the engagement.
Country	Filter by countries assigned to the requisition.
State/Province	Filter by states or provinces assigned to the requisition.
City	Filter by cities assigned to the requisition.
Summarize by	From the drop down, select how to summarize the output columns in the report.
Show Requisition Custom Fields 1-xx	Only applicable to the Managed Services report.
Show Manager Custom Fields 1-xx	Defaults to deselected (fields not included).

Resume Overview Report

This report (Reports > Requisition > Resume Overview > Resume Overview Report) provides data regarding resume information for filled or closed engagements. The resume status drives the report output.

'Pending' Status Output

Worker
Client
Requisition #
Job Title
Start Date
Estimated End Date
Supplier
Resume Title
Bill Rate
Resume Status
Date Submitted
Interview Name
Interview Style
Interview Date / Time
Interview Status
Duration
Method
Manager

'Filled / Closed' Status Output

Requisition #
Date Submitted
Worker
Supplier
Made Visible
Interviews
Job Title
Start Date
Estimated End Date
End Date
Hired Supplier
Hired Worker
First Interview Date


Field	Description
Client	From the drop down, select the client organization to filter results by.
Requisition Status	Select the status of the engagement to report on.
Requisition Type	Select the engagement type. This field is set to 'All' by default.
Resume Status	Filter the report output by the status of the resume. This field controls the filter options that appear for the report.
Location	Filter by the location of the job where the candidate was submitted.
Worker	Enter the name of the worker(s) whose data is included in the report. This field is set to 'All' by default.
Date Type	The only option for this field is 'Date Resume Submitted'. This setting is used in conjunction with From date and To date fields. You specify a date range based on the end date type.
From date	Enter the beginning date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
To date	Enter the end date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Select Columns	Select the columns to include in the report.

Supplier Billing Export

This report (Reports > Export > Supplier Billing Export) displays data for billing items submitted over a specific time period. Data is only available if it has been exported previously using the Export Billing function in the Supplier view. For more information about this task, see Export Billing.

This report produces the following columns:

Client Name
Supplier Name
Line #
Worker
Date Worked
Start Time
End Time
Lunch
Day
Hours
Manager
Worker
Worker #
Pay Group
Job Number
Requisition #
Earnings End Date
Export Date
Rate Application
Currency
Bill Rate
Pay Rate
Regular Hours
OT Hours
OT Rate
DT Hours
DT Rate
Holiday Hours
Holiday Rule
Day
Position
Milestones
Materials
Expense
Adjustment
Tax Type
Tax Amount
Vol Disc %
Vol Disc Amount
Prompt Pay
Prompt Pay Amount
MSP Fee %
MSP Fee Amt
Amt Pay Supplier
Status
Status Reason
Grand Total


Field	Description
Client	From the drop down, select the client organization to filter results by.
Billing Item Status	Click a status value to filter results by. You can select multiple statuses, or select 'None' to display all export data.
Export by Date	Click an export date to filter by. You can select multiple dates, or select 'None' to display all export data.
Invoice	Click an invoice number to filter by. Billing items can be associated with an invoice (number) once the item is processed (taxes calculated and record, and so on).
Date Type	From the drop down, select the ending date type. You can select the following: Earnings E/D - Select to filter data by earnings end date (range) Invoice E/D - Select to filter data by end date stated on the invoice. This setting is used in conjunction with From date and To date fields. You specify a date range based on the end date type.
From date	Enter the beginning date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
To date	Enter the end date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Select Columns	Select the columns to include in the report.

Suppler Payment History Report

This report (Reports > Billing > Supplier Payment History Report) produces data regarding historical payment information to vendors/suppliers.

This report produces the following output columns:

Client
Supplier
Invoice #
Supplier Invoice #
AP Invoice
Invoice Date
Date Client Payment Received
Payment Status
Total Amount Due
Invoice Amount Paid
Total Payment
Payment Type
Check #
Date Paid
Currency
Supplier Invoice Custom Fields 1-xx - Supplier Invoice Payment type custom fields.


Field	Description
Client	From the drop down, select the client organization to filter results by.
Invoice	Select the invoice to filter by. This field is set to 'All' by default.
Supplier Invoice	Select the supplier invoice to filter by. This field is set to 'All' by default.
Division	Filter the report output by a configured division. This field is set to 'All' by default.
Cost Center	Filter the report output by a configured cost center. This field is set to 'All' by default.
<job_title>	From the selection field, select the configured job title to filter by.
Date Type	The only option for this field is 'Invoice E/D'. This setting is used in conjunction with From date and To date fields. You specify a date range based on the end date type.
From date	Enter the beginning date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
To date	Enter the end date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Payment Status	From the selection field, select the payment status to filter by. This field is set to 'All' by default.
Summarize by	From the drop down, select how to summarize the output columns in the report.
Include Invoice Custom Fields	Select the check box to include configured invoice custom fields in the report output.

Supplier Payment Invoice Report

This report (Reports > Invoicing > Supplier Payment Invoice Report) provides data to assist in payment through the application.

This report produces the following output columns:

Note:

The report header includes both the client organization and supplier organization's information. The report header is repeated per unique supplier invoice number.

Line # - Billing item identifier
Supplier
Manager
Worker
Worker #
Requisition #
Department Name
Department #
Location
Earnings E/D
Currency
Milestones
Materials
Position
Rate Application Type
Bill Rate
Days
Regular Hrs
OT Rate
OT Hrs
DT Rate
DT Hrs
Holiday Rate
Holiday Hrs
Expenses
VAT
Sales Tax
Service Tax
GST Amount
CGST Amount
SGST Amount
IGST Amount
MSP CGST Amount
MSP SGST Amount
MSP IGST Amount
HST Amount
QST Amount
RST Amount
PST Amount
MSP GST Amount
MSP HST Amount
MSP QST Amount
MSP RST Amount
MSP PST Amount
Adjustment
VDisc $
PPay $
PrO Sup %
PrO Sup $
AP Inv#
Inv Date
WAND Inv#
Sup Inv #
Check #
Release Date
Total Pay
Worker Custom Fields 1-xx
Supplier Invoice Custom Fields 1-xx
Sub-Total


Field	Description
Client	From the drop down, select the client organization to filter results by.
Invoice	Select the invoice/s to filter the report by.
Supplier Invoice	Select the supplier invoice/s to filter the report by.
Include Worker Custom Fields	Select the check box to include worker custom fields.
Include Invoice Custom Fields	Select the check box to include invoice custom fields.
Optional Columns	Select the optional columns to include in the report.

Supplier Sales Tax Upload Worksheet

This report (Reports > Billing > Supplier Sales Tax Upload Report) produces data to assist supplier/vendors in applying payment in the application.

This report produces the following output columns:

Client Name
Supplier
Invoice #
Invoice Status
Line #
Requisition #
Worker #
Worker
Location
Offsite Location
Earnings E/D
Currency
Milestones
Materials
Position
Rate Type Application
Bill Rate
Days
Reg Hrs - null if rate application is 'Per Day'
OT Hrs - null if rate application is 'Per Day'
DT Hrs - null if rate application is 'Per Day'
Hdy Hrs - null if rate application is 'Per Day'
Exp
Total Worker Cost
Total GP
Sales Tax
Requisition Custom Fields 1-xx


Field	Description
Client	From the drop down, select the client organization to filter results by.
Invoice	Select the invoice that contains the rebilling items for the report.
Include Requisition Custom Fields	Select the check box to include custom fields from the engagement. Note: Custom fields can contain additional allocation information, for example.

Survey Listing Detail Report

This report provides an overview of survey listings submitted by client managers, workers, and suppliers for MSPs and engagements.

This report produces the following columns:

Average section
- Supplier
- Question 1 - x - The output includes one column for each configured question.
- Average Score
Details section
- Supplier
- Worker
- Requisition
- Manager Name
- Job Category
- Job Title
- Survey Type
- Survey Submitted Date
- Survey Sent Date
- Question 1 - x
- Rating 1 - x
- Response 1 - x
- Average Rating


Field	Description
<survey_data_setting>	Filter the report output by the type of survey completed. Use the radio buttons to select on of the following: Supplier - Surveys completed by suppliers/vendors Worker - Surveys completed by workers
Year	Filter by the year that the survey was completed.
Quarter	Filter by the year that the survey was completed.
Worker	Enter the name of the worker(s) whose data is included in the report. This field is set to 'All' by default.

Timecard Billing Detail Report

This report produces information regarding the Billing Detail Report.

This report produces the following output columns:

Variable - Section displayed for each unique billing item identifier in the report.
- Billing Item ID
- Day
- Hours Worked
- Lunch
- Worker Notes
- Rejected Notes
- Status
- Project Tracking
- Date & Time Approved
- Approved By
- Supplier
- Manager
- Worker
- Job Title
- Requisition
- Requisition Type
- Department
- Location
- Currency
- Bill Rate
- Period End Date
- Regular Hours
- OT Hours
- DT Hours
- Holiday Hours
- Milestones
- Materials
- Position
- Expenses
- Sales Tax
- Adjustment
- Total Bill
- Summary Total
- Grand Total


Filter	Description
Worker	Enter the name of the worker(s) whose data is included in the report. This field is set to 'All' by default.
Client	From the drop down, select the client organization to filter results by.
Summarize by	From the drop down, select how to summarize the output columns in the report.
Show Totals	Select the check box to display summarized and non-summarized totals.

Time to Fill Report

This report produces data regarding important milestones in the recruitment and hiring process for a specific job, job category, department, and so on.

The report outputs the following columns:

General Info section
- Request #
- Engagement #
- Type
- Status
- Client
- OpUnit
- Manager
- Manager Email
- Manager GUID
- Manager External ID
- Department
- Department Number
- Supplier
- Start Date
- Est. End Date
- Actual End Date
- Job Category
- Job Hierarchy
- Job Title
- Job Code
- Project Name
- Bill Rate
- OT Bill Rate
- DT Bill Rate
- Pay Rate
- Piece Bill Rate
- Piece Pay Rate
- Negotiated Bill Rate
- State/Province
- City
- Total Number of Positions
- Number of Open Positions
- Number of Remaining Positions
- Number of Suppliers
- Total Number of Resumes
- Number of Resumes MSP Pass Resumes
- Number of Interviews
- Number of Interviews (1st Round)
- Number of Interviews (2nd Round)
- Time to Fill
- Days to Fill
- Date Req Created
- Date Sent to Sourcing
- Date on Hold
- Date Off Hold
- Date 1st Resume Submitted
- Date 1st MSP Pass
- Date 1st Interview Requested
- Date 1st Interview Completed
- Date 1st Engagement Created
- Date 1st Engagement Approval Start
- Date 1st Engagement Approval Completed
- Date 1st Eng Completed Hiring/Onboarding Paperwork Received
- Date 1st Engagement Vendor Extends Offer to Candidate
- Date 1st Engagement Candidate Replies to Offer
- Date Last Resume submitted
- Date Last MSP Pass
- Date Last Interview Requested
- Date Last Interview Completed
- Date Last Engagement Created
- Date Last Engagement Approval Start
- Date Last Engagement Approval Complete
- Date Last Eng Hiring / Onboarding Paperwork Received
- Date Last Engagement Vendor Extends Offer to Candidate
- Date Last Engagement Candidate Replies to Offer
- Req Fill Date
Multiple Rates section
- Rate are configured at the client organization level.
- Only active rates that appear in the engagement financials are included the report output.
- Rates appear as <multiple_rate_name> - <opunit_name>


Filter	Description
Operational Unit	Filter the report output for billing items submitted for a specific operational unit (OpUnit). This field is set to 'All' by default.
Manager	Select the client manager name associated with the engagement. This field is set to 'All' by default.
Department	Filter by the department the engagement was assigned to. This field is set to 'All' by default.
Client Country	Filter the report output by the configured client country (work site) for the engagement. This field is set to 'All' by default.
State/Province	Filter the report output by the configured client state or province (work site) for the engagement. This field is set to 'All' by default.
City	Filter the report output by the configured client city (work site) for the engagement. This field is set to 'All' by default.
Requisition Type	Select the engagement type. This field is set to 'All' by default.
Requisition Status	Select the status of the engagement to report on.
Requisition Status Reason	Select the status reason of the engagement to report on.
Req Date Created	From the drop down, select the date that the request/engagement was created. You can configure a date range. Select Date Range From-To, and then use the From and To fields to configure dates. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Start Date	From the drop down, select the date that the engagement started. You can configure a date range. Select Date Range From-To, and then use the From and To fields to configure dates. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Filled Date	From the drop down, select the date that the engagement was filled. You can configure a date range. Select Date Range From-To, and then use the From and To fields to configure dates. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Closed Date	From the drop down, select the date that the engagement was closed. You can configure a date range. Select Date Range From-To, and then use the From and To fields to configure dates. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Est. End Date	From the drop down, select the estimated end date for the engagement. You can configure a date range. Select Date Range From-To, and then use the From and To fields to configure dates. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Actual End Date	From the drop down, select the actual date that the engagement was closed. You can configure a date range. Select Date Range From-To, and then use the From and To fields to configure dates. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Direct Sourcing / Talent Network Fill	Filter the report output by fill source. You can select from the following: All Direct Sourcing - Only candidates from the DSPRO application. Talent Network - Only candidates from the Talent Network. Direct Sourcing and Talent Network
1st Resume Submitted Date	From the drop down, select the date that the resume was submitted. You can configure a date range. Select Date Range From-To, and then use the From and To fields to configure dates. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
1st Engagement Creation Date	From the drop down, select the date that the engagement was created. You can configure a date range. Select Date Range From-To, and then use the From and To fields to configure dates. You can also click the calendar icon to open a calendar pop up that allows you to select the date.

Unvoiced Line Items Report

This report produces information regarding billing line items that are not invoiced.

This report produces the following output columns:

Worker
Job Title
Supplier
Manager
Manager Email
Requisition #
Req Type
Location
Line #
Bill Rate
Invoice Option
Rate Application Type
Earnings E/D
Milestones
Materials
Position
Days
Regular Hours
OT Hours
DT Hours
Holiday Hours
Expenses
Sales Tax
Adjustment
Status
Status Reason
Processed By
GST Amount
CGST Amount
SGST Amount
IGST Amount
MSP GST Amount
MSP CGST Amount
MSP SGST Amount
MSP IGST Amount
Raw Bill
Total Bill Amount


Filter	Description
Worker	Enter the name of the worker(s) whose data is included in the report. This field is set to 'All' by default.
Manager	Select the client manager name associated with the engagement. This field is set to 'All' by default.
Operational Unit	Filter the report output for billing items submitted for a specific operational unit (OpUnit). This field is set to 'All' by default.
Cost Center	Filter the report output by a configured cost center. This field is set to 'All' by default.
Division	Filter the report output by a configured division. This field is set to 'All' by default.
Supplier	Filter the report output by supplier associated with the engagement. This field is set to 'All' by default.
Requisition Type	Select the engagement type. This field is set to 'All' by default.
Location	Filter the report output by the client location for the engagement. This field is set to 'All' by default.
Billing Item Status	Filter the report output by the billing status of the billing. This field is set to 'All' by default.
Billing Item Status Reason	Filter the report output by the status reason assigned to the billing. This field is set to 'All' by default.
Invoice Option	Select the invoice option for the engagement. This field is set to 'All' by default. See c_invoicing.html.
Summarize by	From the drop down, select how to summarize the output columns in the report.
Date Type	You can only set this date range filter field to Earnings E/D or None. This setting is used in conjunction with From date and To date fields. You specify a date range based on the end date type.
From date	Enter the beginning date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
To date	Enter the end date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Summarize by	From the drop down, select how to summarize the output columns in the report.

Weekly Activity Report

This report produces a weekly overview regarding details requisition activity by client location.

This report produces the following output columns:

OpUnit
Site
Ref Wkr Begin Active
Ref Wkr Start
Ref Wkr End
Ref Wkr End Active
Rec Wkr Begin Active
Rec Wkr Start
Rec Wkr End
Rec Wkr End Active
Rec Wkr Begin Pending
Rec Req New
Rec Req Filled
Rec Req Cancelled
Rec Req End Pending
GE Compliance Begin Pending
GE Compliance New
GE Compliance Complete
GE Compliance Cancelled
GE Compliance End Pending
DE Compliance Begin Pending
DE Compliance New
De Compliance Complete
DE Compliance Cancelled
DE Compliance End Pending
CCS Req Being Pending
CCS Req New
CCS Req Complete
CCS Req Cancelled
CCS Req End Pending
STOR Req Begin Pending
STOR Req New
STOR Req Filled
STOR Req Cancelled
STOR Req End Pending
BizDev Total # Meetings
BizDev Total # New Mgrs
BizDev $ Result
Total


Filter	Description
Operational Unit	Filter the output by operational unit. This field is set to 'All' by default.
Supplier Name	Filter the report output by the supplier/vendor assigned to the engagement. This field is set to 'All' by default.
Manager	Select the client manager name associated with the engagement. This field is set to 'All' by default.
Location	Filter by the client location for the engagement. This field is set to 'All' by default.
Week E/D	This field defaults to 'Week E/D' and cannot be changed. This setting is used in conjunction with From dateand To date fields. You specify a date range based on the end date type.
From date	Enter the beginning date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
To date	Enter the end date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.

Worker Data Export

This report (Reports > Invoicing > Worker Data Report) produces data in regards to workers in the application.

This report produces the following output columns:

Contractor GenInfo section
- Worker # (row)
- Worker # (detail)
- Document <number> - number of the document as it appears in order for the worker, for example Document 1, Document 4, and so on.
- <document_name>
- Received
- Date Issued
- Date Received
- Date Expired
- Note
- WORKER#
- Req Number - link
- Req Number - number for detail
- Type
- Status
- Operational Unit
- Manager
- Job Title
- Location
- Prefix
- First Name
- Middle Name
- Suffix
- Legal First Name
- Legal Last Name
- Nickname
Contact section
- Email
- Work Phone
- Home Phone
- Mobile Phone
- Fax
Location section
- Address1
- Address2
- City / Town
- State / Province
- Postal Code
- Country
Additional Information section
- Birth Month
- Birth Day
Emergency Contact Information section
- Name
- Address1
- Address2
- City/Town
- State/Province
- Postal Code
- Country
- Email
- Phone
- Relationship
Pre-WAND Work History section
- Original Start Date
- Hours Worked
- Hours Worked as of
- Days Worked
- Days Worked as of
Employment History section
- Holiday Category
- YourSource
- OT Rule
- Work Schedule
Visa/Alien Information section
- Citizenship
- Visa Type
- Work Auth Expiration Date
- Work Authorization Number
- Work Visa Doc Name
- Other Citizenship
- Other Work Visa Doc Name
- Visa Appr for Tax Exempt - If tax exempt, then 'Y', or if non-exempt, then 'N'.
- Exempt Expr Date
- Exempt Notes
Worker Custom Fields section
- <custom_field_name> - One row per configured custom field. If fields are encrypted, then value appears as ****. If MSP or client manager running the report has the 'View Sensitive Data' on their user account, then the report outputs decrypted data.


Field	Description
Division	Filter the report output by a configured division. This field is set to 'All' by default.
Cost Center	Filter the report output by a configured cost center. This field is set to 'All' by default.
Client	From the drop down, select the client organization to filter results by.
Undo Withdraw	Filter by workers that have had the 'Undo Withdraw' action applied.
<job_category>	Select the job categories from job category field to filter the report by.
Manager	Select the client managers to filter the report by.
Work Location	Select the work locations to filter the report by.
Requisition Type	Select the engagement type. This field is set to 'All' by default.
Requisition Status	Select the status of the engagement to report on.
Include Employee Documents	Select the check box to include employee documents in the report.
Include Emergency Contact Information	Select the check box to include the worker's emergency contact information.
Include Pre-Wand Work History	Select the check box to include any configured pre-Wand work history. This information can be input by the MSP or by the supplier.
Include Employment Information	Select the check box to include any configured pre-Wand work history. This information can be input by the MSP or by the supplier.
Include Requisition Information	Select the check box to include a worker's engagement information in the report.
Include Visa/Alien Information	Select the check box to include a worker's visa information in the report.
Include Worker Custom Fields	Select the check box to include any configured worker custom fields.
Select Columns	Select the columns to include in the report.

Worker Project Report

This report (Reports > Worker > Worker Project Report) displays data for workers that are assigned, or have been assigned, to project engagements.

Note:

A red asterisk (*) indicates a required field.

Report output type is determined by the button clicked after you configure your report parameters. For more information about report output, see Report Output Types.


Field	Description
Client	From the drop down, select the client organization to filter results by.
Undo Withdraw	Filter by workers that have had the 'Undo Withdraw' action applied.
<job_title>	Select the job title to report on, or select 'All'.
Worker	Enter the name of the worker(s) whose data is included in the report. This field is set to 'All' by default.
Manager	Select the client manager name associated with the engagement. This field is set to 'All' by default.
Requisition Type	Select the engagement type. This field is set to 'All' by default.
Requisition Status	Select the status of the engagement to report on.
Invoice Option	Select the invoice option for the engagement. This field is set to 'All' by default. See c_invoicing.html.
Date Type	From the drop down, select the range definition. You can select from the following: Date Created Date Filled Start Date As of Date Birth Date Worker Date This setting is used in conjunction with From date and To date fields.
From date	Enter the beginning date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
To date	Enter the end date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Show Requisition Details	Select the check box to include the engagement details in the report output.
Show Only DNU / DNR	Select the check box to only include workers that are marked 'Do Not Use' or 'Do Not Return'.
Select Columns	Select the columns to include in the report.
Summarize by	From the drop down, select how to summarize the output columns in the report.

Worker Staffing/Direct Hire Report

This report (Reports > Worker > Worker Staffing/Direct Hire Report) displays data in regard to current or previous staffing or direct hire workers for a client organization.

Note:

A red asterisk (*) indicates a required field.

Report output type is determined by the button clicked after you configure your report parameters. For more information about report output, see Report Output Types.


Field	Description
Client	From the drop down, select the client organization to filter results by.
Undo Withdraw	Filter by workers that have had the 'Undo Withdraw' action applied.
Worker	Enter the name of the worker(s) whose data is included in the report. This field is set to 'All' by default.
Manager	Select the client manager name associated with the engagement. This field is set to 'All' by default.
Requisition Type	Select the engagement type. This field is set to 'All' by default.
Date Type	From the drop down, select the range definition. You can select from the following: Date Created Date Filled Start Date As of Date Birth Date Worker Date This setting is used in conjunction with From date and To date fields.
To date	Enter the end date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
From date	Enter the beginning date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Show Requisition Details	Select the check box to include the engagement details in the report output.
Show Only DNU / DNR	Select the check box to only include workers that are marked 'Do Not Use' or 'Do Not Return'.
Select Columns	Select the columns to include in the report.
Summarize by	From the drop down, select how to summarize the output columns in the report.

Worker Documents Report

This report produces information regarding associated worker's documents and the document status.

The report outputs the following columns:

Worker Name
Worker ID
Home Phone
Work Phone
Worker Email
Supplier
Country
Citizenship
Visa Type
Work Authorization Expiration Date
Alien Authorization Document
Visa Appr for Tax Exempt
Exempt Expr Date
Exempt Notes
<document_title> - All document titles that appear in the client organization's Document List.


Filter	Description
Cost Center	Filter by the cost center or department assigned at the engagement level.
Worker	Enter the name of the worker(s) whose data is included in the report. This field is set to 'All' by default.
Manager	Select the client manager name associated with the engagement. This field is set to 'All' by default.
Supplier	Use the drop down to select the supplier of the worker. This field defaults to 'All'.
Work Location	Select the location where the job was performed. This field is set to 'All' by default.
Requisition Type	Select the engagement type. This field is set to 'All' by default.
Requisition Status	Select the status of the engagement to report on.
Date Type	From the drop down, select the date type. You can select from the following: None - Do not filter by a date. Work Authorization Expiration Date This setting is used in conjunction with From date and To date fields. You specify a date range based on the end date type.
From date	Enter the beginning date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
To date	Enter the end date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Select Columns	Select the columns to include in the report.

Supplier Profile

The Supplier Profile page displays all relevant profile information for your supplier/vendor organization, including company graphics (icon), your company tag line, and links or files to your company's portfolio. Your profile information is available for viewing by the MSP. This information can help a service provider determine if your organization is suitable based on your information and portfolio.

Note:

You need permission on your user account to modify this page.

The page features inputs that allow you to define a supplier/vendor in the system.

Table 1. Company Profile Definitions
Tab	Field	Definition
Profile	Company Name	The supplier/vendor organization's name in the system.
	Company Logo	The organization's logo.
	Tax Registration Type	The organization's tax identifier type (usually tied to domesticity). You can only have one type defined per organization account.
	Tax Registration Number	The organization's tax identification number.
	Business Structure	The organization's business structure.
	Number of Employees	The number of employees in the organization.
	Year Established	The number of years that the organization has been doing business.
	Publicly Traded	The organization's public ally traded status.
	Annual Revenue	The organization's annual revenue (USD).
	Dun & Bradstreet Number	The organization's D&B number.
	Dun & Bradstreet Rating	The organization's D&B rating..
	About Your Company	Free text describing the organization.
	Website	The URL to the organization's website.
		Select the social media site, and enter the site's URL.
		The URL to an organizational portfolio. Click the add link button to add another portfolio link.
	Attachments	Any additional or supporting information about the organization.
Specialties	Sector/Industry	Types of sectors and industries that the organization serves in business.
Specialties	Service Types	The types of services that the organization provides.
Company Contacts	Organizational users.
Locations	The locations that the organization serves.

Direct Deposit

You can add direct deposit information to your supplier/vendor account to receive payment transfers from a client organization. Permission is required in order to view and modify this page.

To add direct deposit information, navigate to Home > Direct Deposit, and click . Enter the relevant information on the page and click .

Financial Information Page

The Financial Information page displays organizational payment (bank) information. The 'Bank Admin' permission is required view and edit this page.

This page displays the following settings:

Remittance email - Used for contact information.
Third Party Provider / Factoring Company
Bank Account Information

You can access your organization's information and edit as necessary. See Supplier Bank Account.

Supplier Bank Account

The following table contains information regarding the type of financial information required for organizations, by country/region. This information is used to make payments.

Input fields depend on the selection made in the Bank Country drop down. You must also enter the following:

Bank Name
Account / Beneficiary Name - This value is the supplier organization's legal name.
Type of Account - Checking or Savings.
Note:
If you select 'Sweden' from the Bank Country drop down, you can select Giro, PlusGiro, or OCR as well. See the below table for input details.
Note:
If you select 'Netherlands' from the Bank Country drop down, 2 sections appear: G Account and C Account (optional). See the below table for input details.
Authorization - Selecting the checkbox authorizes Magnit Global to make direct deposits to the configured bank account.

Table 2. Financial Data Fields
Region	Field	Format
SEPA	SWIFT/BIC	Required. Format is: Alphanumeric only 8 or 11 characters 4 characters - bank code (A-Z) 2 characters - country code (A-Z) 2 characters - location code (A-Z, 0-9) 3 characters - branch code, optional (A-Z, 0-9) Example: RAIFCH22XXX (Switzerland).
SEPA	IBAN	Required. Format is: Alphanumeric only 15 to 34 characters 2 characters - country code (A-Z) 2 characters - check digits (0-9) Bank code, length depends on country (A-Z, 0-9) Branch Code, length depending on country, optional. Account number, length depends on country. Example: AD1200012030200359100100 (Andorra)
MENA	SWIFT/BIC	Required. Format is: Alphanumeric only 8 or 11 characters 4 characters - bank code (A-Z) 2 characters - country code (A-Z) 2 characters - location code (A-Z, 0-9) 3 characters - branch code, optional (A-Z, 0-9) Example: EBILAEADXXX (Emirates).
	IBAN	Required. Format is: Alphanumeric only 15 to 34 characters 2 characters - country code (A-Z) 2 characters - check digits (0-9) Bank code, length depends on country (A-Z, 0-9) Branch Code, length depending on country, optional. Account number, length depends on country. Example: KW81CBKU0000000000001234560101 (Kuwait)
	Account Number	Required. Numeric values only, 7 to 12 digits.
Sub-Saharan Africa	SWIFT/BIC	Required. Format is: Alphanumeric only 8 or 11 characters 4 characters - bank code (A-Z) 2 characters - country code (A-Z) 2 characters - location code (A-Z, 0-9) 3 characters - branch code, optional (A-Z, 0-9) Example: SBZAZAJJXXX (Eswatini).
Sub-Saharan Africa	Account Number	Required. Numeric values only, 7 to 12 digits.
Countries without IBAN	SWIFT/BIC	Required. Format is: Alphanumeric only 8 or 11 characters 4 characters - bank code (A-Z) 2 characters - country code (A-Z) 2 characters - location code (A-Z, 0-9) 3 characters - branch code, optional (A-Z, 0-9) Example: AXISINBB (India).
Countries without IBAN	Account Number	Required. Numeric values only, 8 to 24 digits.
United States	Account Number	Required. Numeric values only, maximum 17 digits.
United States	ABA/Routing Number	Required. Numeric values only, 9 digits only.
Sweden	SWIFT Code	Required. Format is: Alphanumeric only 8 or 11 characters 4 characters - bank code (A-Z) 2 character country code: SE 2 characters - location code (A-Z, 0-9) 3 characters - branch code, optional (A-Z, 0-9) Example: SWEDSESSXXX (Sweden).
	IBAN	Required. Format is: Alphanumeric only 24 characters 2 character country code: SE 22 characters - check digits (0-9) Example: 0000012345678910 (Sweden)
	Enter Bankgiro	Available if Type of Account is 'Sweden'. Required. Format is: Numbers only 7 or 8 digits only No leading zeros Example: 1234567
	Enter Plusgiro	Available if Type of Account is 'Sweden'. Required. Format is: Numbers only Minimum 2 digits, maximum 8 digits No leading zeros Example: 45678
	Enter OCR	Available if Type of Account is 'Sweden'. Required. Format is: Numbers only Minimum 3 digits, maximum 25 digits No leading zeros Example: 45678
Netherlands	SWIFT Code	Required. Format is: Alphanumeric only 8 or 11 characters 4 characters - bank code (A-Z) 2 character country code: NL 2 characters - location code (A-Z, 0-9) 3 characters - branch code, optional (A-Z, 0-9) Example: ABNANL2AXXX (Netherlands).
Netherlands	IBAN	Required. Format is: Alphanumeric only 18 characters 2 character country code: NL 2 digit check number (0-9) 4 character bank code (A-Z) 10 digit account number (0-9) Example: NL89BANK0123456789 (Netherlands)
Canada	SWIFT/BIC	Required. Format is: Alphanumeric only 8 or 11 characters 4 characters - bank code (A-Z) 2 character country code: CA 2 characters - location code (A-Z, 0-9) 3 characters - branch code, optional (A-Z, 0-9) Example: ROYCCAT2XXX (Canada).
	Account Number	Required. Numeric values only, 7 digits only.
	Bank Code	Required. Numeric values only, 3 digits only.
	Branch Code	Required. Numeric values only, 5 digits only.
United Kingdom	SWIFT/BIC	Required. Format is: Alphanumeric only 8 or 11 characters 4 characters - bank code (A-Z) 2 character - country code (A-z) 2 characters - location code (A-Z, 0-9) 3 characters - branch code, optional (A-Z, 0-9) Example: ABBYGB2L (UK).
	IBAN	Required. Format is: Alphanumeric only 18 characters 2 character country code 2 digit check number (0-9) Bank code (A-Z, 0-9), length varies by country Branch code, varies by country (if applicable) Account number (0-9), length varies by country Example: GB15HBUK40127612345678 (UK)
	Account Number	Required. Numeric values only, 8 digits only.
	Sort Code	Required. Numeric values only, 6 digits only.
Denmark	SWIFT/BIC	Required. Format is: Alphanumeric only 8 or 11 characters 4 characters - bank code (A-Z) 2 character - country code (A-z) 2 characters - location code (A-Z, 0-9) 3 characters - branch code, optional (A-Z, 0-9) Example: SXPYDKKKXXX (Denmark)
	IBAN	Required. Format is: Alphanumeric only Up to 34 characters 2 character country code 2 digit check number (0-9) Bank code, varies by country Branch code, varies by country (if applicable) Account number varies by country Example: DK5000400440116243 (Denmark)
	Account Number	Required. Numeric values only, 10 digits only.
	Bank/Branch Routing/Sort Code	Required. Numeric values only, 4 digits only.
Norway	SWIFT/BIC	Required. Format is: Alphanumeric only 8 or 11 characters 4 characters - bank code (A-Z) 2 character - country code (A-z) 2 characters - location code (A-Z, 0-9) 3 characters - branch code, optional (A-Z, 0-9) Example: DNBANOKK (Norway)
	IBAN	Required. Format is: Alphanumeric only Up to 34 characters 2 character country code 2 digit check number (0-9) Bank code, varies by country Branch code, varies by country (if applicable) Account number varies by country Example: NO9386011117947 (Norway)
	Account Number	Required. Numeric values only, 6 digits only.
	Bank/Branch Routing/Sort Code	Required. Numeric values only, 4 digits only.
Finland	SWIFT/BIC	Required. Format is: Alphanumeric only 8 or 11 characters 4 characters - bank code (A-Z) 2 character - country code (A-z) 2 characters - location code (A-Z, 0-9) 3 characters - branch code, optional (A-Z, 0-9) Example: DABAFIHH (Finland)
	IBAN	Required. Format is: Alphanumeric only Up to 34 characters 2 character country code 2 digit check number (0-9) Bank code, varies by country Branch code, varies by country (if applicable) Account number, varies by country Example: FI2112345600000785 (Finland)
	Account Number	Required. Numeric values only, 7 to 12 digits.
	Memo/Reference	Required. Numeric values only, 4 to 20 digits.
Poland	SWIFT/BIC	Required. Format is: Alphanumeric only 8 or 11 characters 4 characters - bank code (A-Z) 2 character - country code (A-z) 2 characters - location code (A-Z, 0-9) 3 characters - branch code, optional (A-Z, 0-9) Example: BREXPLPW (Poland)
	IBAN	Required. Format is: Alphanumeric only Up to 34 characters 2 character country code 2 digit check number (0-9) Bank code, varies by country Branch code, varies by country (if applicable) Account number varies by country Example: PL61109010140000071219812874 (Poland)
	Bank Sort Code	Required. Numeric values only, 8 digits only.
	Account Number	Required. Numeric values only, 16 digits only.
Americas	SWIFT/BIC	Required. Format is: Alphanumeric only 8 or 11 characters 4 characters - bank code (A-Z) 2 character - country code (A-z) 2 characters - location code (A-Z, 0-9) 3 characters - branch code, optional (A-Z, 0-9) Example: BCINPAPA (Panama)
Americas	Account Number	Required. Numeric values only, 7 to 12 digits.
European Union	SWIFT/BIC	Required. Format is: Alphanumeric only 8 or 11 characters 4 characters - bank code (A-Z) 2 character - country code (A-z) 2 characters - location code (A-Z, 0-9) 3 characters - branch code, optional (A-Z, 0-9) Example: AIBKIE2D (Ireland)
	IBAN	Required. Format is: Alphanumeric only Up to 34 characters 2 character country code 2 digit check number (0-9) Bank code, varies by country (A-Z, 0-9) Branch code, varies by country (if applicable) Account number varies by country Example: RO49AAAA1B31007593840000 (Romania)
	Account Number	Required. Numeric values only, 12 to 30 digits.
Mexico	SWIFT/BIC	Required. Format is: Alphanumeric only 8 or 11 characters 4 characters - bank code (A-Z) 2 character - country code (A-z) 2 characters - location code (A-Z, 0-9) 3 characters - branch code, optional (A-Z, 0-9) Example: BIMEMXMM (Mexico)
Mexico	Clabe	Required. Format is: Alphanumeric only 18 digits 3 digit bank code (0-9) 3 digit branch code (0-9) 11 digit account number 1 digit check number Example: 012345678901234567 (Mexico)
Costa Rica	SWIFT/BIC	Required. Format is: Alphanumeric only 8 or 11 characters 4 characters - bank code (A-Z) 2 character - country code (A-z) 2 characters - location code (A-Z, 0-9) 3 characters - branch code, optional (A-Z, 0-9) Example: BXBACRSJ (Costa Rica)
	IBAN	Required. Format is: Alphanumeric only Up to 34 characters 2 character country code 2 digit check number (0-9) Bank code, varies by country Account number varies by country (if applicable) Example: CR05015202001026284066 (Costa Rica)
	Beneficiary Tax ID Number	Required. Numeric values only, 9 to 12 digits.
	Bank Routing Code	Required. Numeric values only, 9 digits only.
APAC with IBAN	SWIFT/BIC	Required. Format is: Alphanumeric only 8 or 11 characters 4 characters - bank code (A-Z) 2 character - country code (A-z) 2 characters - location code (A-Z, 0-9) 3 characters - branch code, optional (A-Z, 0-9)
	IBAN	Required. Format is: Alphanumeric only Up to 34 characters 2 character country code 2 digit check number (0-9) Bank code, varies by country Account number varies by country (if applicable)
	Account Number	Required. Numeric values only, 7 to 12 digits.
APAC	SWIFT/BIC	Required. Format is: Alphanumeric only 8 or 11 characters 4 characters - bank code (A-Z) 2 character - country code (A-z) 2 characters - location code (A-Z, 0-9) 3 characters - branch code, optional (A-Z, 0-9) Example: DBSSSGSG (Singapore)
APAC	Account Number	Required. Numeric values only, 7 to 12 digits.

Documents Page

The Documents page displays your supplier/vendor organization's documents in regard to client organizations that you are providing services for.

This page (and tab) are only accessible to users with document management permissions. If you do not have permission, this page and the navigation are hidden.

The page displays all documents. You can filter the view using the following methods:

Status pills - Click each pill under the Documents header to filter the view by document status. The default view is 'All'.
Client drop down - Filter the view by client organization.

You can access the document details by clicking the link for the document. The document details page displays all relevant details about the document.

Clicking the History link opens a popup where you can view the history of changes on the document. You can also add comments to the document using the Comments feature. Comments are added to the document only. To add comments, click Comments, or click the Comments tab on the popup. After adding text to the comments field, click . The comment is sent to the MSP contact that is managing the document workflow for the MSP Organization.

You can access the document file by clicking the blue name link in the View Completed Document section.

Document Status Filters

The following table describes the status filters you can apply on the Documents tab.

Note:

The table filter can apply to many document statuses.


Status	Description
	Displays all documents.
	Displays documents that have a set expiration date prior to the current date, and currently expired documents. You can filter the view in this table by setting a date range. Clicking the Expiring Documents link in the Action Items table on the Home page opens this sub tab. If a document is expiring (or has expired), you can upload a new version of the document by opening the document details, scrolling to the Document Management section, and clicking . The system retains the document version history on the document details page.
	Displays documents with the following statuses: Completed Submitted - pending validation by the MSP organization Validated Acknowledged
	Displays documents that are pending action
	Displays documents that have been rejected.

Supplier Onboarding

Your supplier organization can complete the onboarding process with the MSP organization using the Magnit VMS Onboarding module. The module allows you to interact with assigned documents that are required before you can begin submitting candidates or proposals for a client organization.

The Onboarding module walks you through all of the documents that the MSP organization and client organization require. When you log into your account (new or existing organizations), if you have documents pending, the onboarding pages prompt you to complete actions. If you have numerous client organizations that you are onboarding for, you select the client to access those documents. If you have accessed the VMS prior to the onboarding process, you can use settings on the onboarding pages to skip to your account, complete the onboarding documents at a later time, and continue reviewing requests for your existing accounts. If you are a new supplier in the VMS, you must complete onboarding before you are granted access.

For more information about the workflow, see Onboarding Workflow.

You are presented with two types of documents, required and optional. Required documents can be documents that are requested by the client organization (RFI content, proof of insurance, certifications, and so on). These documents are uploaded directly to the web application, and are visible to the MSP organization. Some required documents must be downloaded, filled out, and uploaded. Other required documentation is downloaded, and you must acknowledge that you received it. Optional documents are made available for you to download from the onboarding module document summary page.

There are two document permissions that are assigned to a user in your supplier organization. The 'Document Signatory' permission is added to a user account so that user can electronically sign documents using an integration with DocuSign®. Users are notified via email that their signature is required. The 'Document Management' permission is added to a user account to grant access to the document summary page, allowing them to download/upload, and acknowledge receipt of documents. The 'Document Signatory' permission also grants a user access to the view and associated actions in the Onboarding module.

Once the onboarding is complete for a client organization, you can click , and access your application Home page.

Onboarding Workflow

The Onboarding module is a document management tool that the MSP organization uses to help your supplier organization submit and track documents that are required to participate in a contingent workforce program. Using the module workflow reduces the time that it takes to submit and validate documents, and reduces the risk of submitting incorrect documents/versions of documents using methods outside of the VMS.

Documents that flow through the summary view are set up by the MSP organization, and can be specific to client and country. Documents that are to be submitted for a program (required and optional) appear in the workflow screens.

General Onboarding Workflow

Onboarding begins when the MSP organization triggers the module functionality for your supplier organization. After setting up your user account information and password, you log into the application. A welcome page displays, informing you that onboarding has begun, and that you need to review and/or take action on documents.

Click . The document summary page opens.

All documents that are marked 'Download' or 'Acknowledge' appear in this view. The status of each document also appears with a timestamp. If no action has been taken, no timestamp appears. Action buttons also appear for each document where action is required. If a document needs information added and remitted to the MSP/client, both the download and upload actions appear. If a document needs to be remitted, only the upload action appears. Documents that need to be reviewed have a download or acknowledge action.

Note that the 'Validated' status indicates that no further action is required for a document, however, this status can change due to the client or MSP organization revoking a document. This happens, for example, when a certification expires. In this case, you are required to upload a new/updated version of the document.

When all required actions are complete, the MSP organization validates submitted documentation and activates your supplier organization, and sets up your service lines. If your organization is onboarded for another client or country, the onboarding workflow is triggered again by the MSP organization.

Instructional Video Series

The following video series provides an overview of functionality in the VMS. Please contact the Magnit Training Team for more information about training materials.