Settings for the use of RecMan as a staffing solution.
When using RecMan "fully," we often talk about being able to produce a basis for invoices and/or salaries. Regardless of whether you are engaged in the sale of services, hiring of personnel or professional recruitment, it will be beneficial if you can create a basis for invoices and salaries from the same database as where your customers, contacts, candidates and employees are located.
This article and its references focus on setting up economy settings and data that make it easier for your business to create invoice or payroll bases. If you are going to integrate RecMan with an external payroll system or accounting system, the setup you make is incredibly important.
Economy
Take a look in the economy settings if the basis for invoices is to be created. Whether this is intended as a basis for reporting or whether it should be sent from RecMan to other systems, please be thorough in this review.
For each department, you will be able to set up unique economy settings. This will be everything from what the invoice should contain, what it should look like, what languages it should be in, and what currency, as well as the number series and KID. It is also per department that you can set up links to external accounting systems. If there is an export option that is relevant to you and you want the option to send an invoice as EHF, this is also activated in these settings. VAT rates and reasons for the credit note are also something you can define here.
Number series
Note that the number series for invoices will be "locked" as soon as the first invoice is created. It is important that you set the desired number series from these settings before you start invoicing.
For more information on settings and setup, see Economy.
Products
The first place one should start when it comes to a database for the economy is the list of products. Products are one of the lowest levels of data in RecMan and are essential to get in place if invoices are to be generated.
Products and staffing
In relation to other IT systems on the market, it is somewhat unnatural that what concerns staffing (articles and salaries) has a link to a product. In order to take care of what applies to accounts, and good insight into gross margins, it's necessary to link articles to one or more products. Therefore, remember to create the products before starting with the article list.
For more information on settings and setup, see Products.
Staffing
In cases where you use RecMan as a staffing solution, you must also take a look at the staffing settings before you start. Although there are several settings here that are not related to the economy basis, please review what is relevant.
First and foremost, you must enter articles for salary, absence, supplements and deductions. This is the lowest level of data and the very foundation of RecMan's logging of hours. Here it is important to do things correctly according to their area of use, especially when the basis is to be exported to external systems. As mentioned, all articles will have a link to products "backward" and "forward." They will be used in what we call salary and collective agreements, which in practice, is the logic for logging hours.
Consultation
Although there are several skilled people out there, we recommend that you get a little introduction to this from a consultant at RecMan before you get started.
The next thing to look at is exporting. If you want to export a salary basis to an external salary system or to accountants, you must activate the export option or options that are relevant.
Last but not least, we have something called a cost center. This can be used to add an extra dimension to the economy basis.
For more information on settings and setup, see Staffing.
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