Billing Option Configuration

In the StaffingGo application, billing options must be set up individually for each client based on their billing scenario, and the configured billing method will be associated with the corresponding contract.

• Follow the below steps to configure the billing option as per the client scenario.

• Navigate to Settings, Staffing masters, under that click on Billing Options
  

• Billing Option configuration for Rate card & Payroll markup billing:

1. Title: Create the name of the billing option with reference to the Client name.

2. Cost Centers: Select the applicable Cost Center(s) for the contract. 

3. Billing Type: In the billing type option, we have a drop-down. 

• Payroll Margin- Choose the payroll margin for the Markup billing.(Employee staffing type has been updated as Payroll margin)

• Time & Material - Choose the Time & Material option for the Rate card billing. .(Employee staffing type has been updated as Rate card billing)

         4.  Timesheet Calendar: As per the client scenario to run the payroll, prepare the calendar under the master and choose the same calendar in the calendar template option. The mentioned calendar applies to Timesheet &  payroll process. [Setting->Staffing Template->calendar]

         5. Time Sheet Input Type : In the Time sheet Input option, we have a drop-down. Choose the option depends on the billing criteria

• Monthly Level Summary: If the timesheet input collects a total number of days present and absent format, Need to choose the Monthly level timesheet input. 
• EX: December- Pay period -25 & LOP-6
• We can update attendance day level with leaves update.
• Day Level With Leaves: If the Time sheet collects in the form of each day's login and logout along with leave and same format needs update updated in application. 
• Ex: Refer the screenshot. 

• Self-Service / Bio-Matrix:  If employee timesheets collecting from the StaffingGO Portal /ESS Portal and Bio-Matrix

7. Week Off Template: Configure the Week off template as per the client in the Master and map the same week off template in the billing option. [Ex: Saturday week off template configure in a week off master configuration and map the same template while billing option configuration. [Setting->Staffing Template->Week Off]. Mapped week Off days are reflecting in employee time sheet as WO.

   
   

8. Week Off is: In the Week Off option, we have a drop-down. Choose the option depends on the billing criteria

• Bill & Pay – Mapped Weeks are considered to pay to employees as well bill to client.

• Bill Only - Mapped Weeks are considered only bill to client and will not pay to employee.

• Pay Only - Mapped Weeks are considered only pay to employee and will not bill to client.

• No Bill & No Pay- Mapped Weeks are not considered bill to client and not pay to employee.

9. Holiday Template: Configure the Holiday template as per the client in the Master and map the same Holiday template in the billing option. [Setting->Staffing Template->Holiday]. Mapped holidays are reflecting in employee time sheet with Holidays(H).

• Bill & Pay – Mapped Holidays are considered to pay to employee as well bill to client.
• Bill Only - Mapped Holidays are considered only bill to client and will not pay to employee.
• Pay Only - Mapped Holidays are considered only pay to employee and will not bill to client.
• No Bill & No Pay- Mapped Holidays are not considered bill to client and not pay to employee.

      11. Optional Holiday is : Any optional Holidays which has been configured in the Holiday template, same can map in the billing option with the applicability of Bill & Pay option which is available in the drop-down.

• Bill & Pay – Bill & Pay to Client & employee.

• Bill Only - Only bill to client.

• Pay Only - Only pay to employee.

• No Bill & No Pay- No bill & pay to client as well to employee.

         12. Billing Calendar: As per the client scenario for the billing and invoicing, choose the applicable calendar cycle in the billing calendar. Billing calendars are configured under the master calendar configuration [Setting->Staffing Template > Calendar].

        13. Leave is: In the Leave option we have drop-down. Choose the option depends on the billing criteria.

                     Bill & Pay - Mapped leaves are considered to pay to employee as well bill to client.

                     Bill Only - Mapped leaves are considered only bill to the client and will not pay to employee.

                     Pay Only - Mapped leaves are considered only pay to employee and will not bill to client.

                     No Bill & No Pay - Mapped leaves are not considered bill to client and not pay to employee.

       14.  Invoice group Template: Select the appropriate Invoice Group Template to apply predefined invoice 

              configurations for the contract.

       15.  Leave Template: Configure the leave template as per the client leave policy in the leave master template and map  the same leave template in the billing option. [ Setting > Staffing Template> Leave]. For every new joiners leaves will auto mapping and leave balance will credit auto based on leave policy.

       16. Is Compensatory Off Applicable: Enable the option if employees are eligible to avail compensatory off for working  on holidays or weekly offs.

    17. Is Compensatory Off Billable: Enable the option if compensatory off days should be considered while generating the client invoice.

     18. Is Probation Process Applicable: Enable the option if the probation process is applicable for employees under the contract.

     19. Is Additional Bill Days Applicable: Enable the option if additional days should be considered while generating the client invoice.

    20.   Is Additional Pay Days Applicable: Enable the option if additional days are applicable to be processed in the employee's salary.

     21. Enable Niche Skill Bill Rate: Enable the option if a separate bill rate should be applied for employees with niche or specialized skills.

    22. Allow Payroll Invoice for Rate Card Employees and Restrict Till Payroll Invoice Credit Note: Enable the option if payroll invoices should be generated for rate card employees and restrict further payroll invoice generation until the corresponding payroll invoice credit note is processed.

     23. Compensatory Off Expiry Days: Enter the number of days within which the earned compensatory off must be utilized;  after the specified period, it will expire automatically.

     24. Default Probation Period Days: Enter the default number of probation days applicable for employees under the contract.

      25. Mandatory PO End Date (Yes/No): Enable the option if the Purchase Order (PO) End Date should be mandatory while creating or updating the contract.

    26. Is Overtime Applicable: Enable the option if employees are eligible for overtime, and the overtime amount should be processed with the employee's salary.

Note: 

1. Configured Billing option needs to map in respective client contract and sync to all employees which is available under the same contract. Refer to the attached screen for the billing option update in the contract & and Sync