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 Setting ?Staffing Master?Billing Option? Create New

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. 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)

3. Calendar Template [Time sheet &Payroll 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]

4. Time Sheet Input : 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

5. PO Applicability: In the PO Applicability option, we have a drop-down. Choosing the option depends on the billing criteria.

• Not Applicable: If the map not applicable, Then the PO update option is not available under the contract level.

• Applicable: If the map applicable, Then PO details update option is available under the contract.

6. 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]

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).

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

• 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. 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 joiner leaves will auto mapping and leave balance will credit auto based on leave policy.

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. Max allowed leaves for bill: Maximum number of leaves which is bill to client details to update.Ex: If employee claim 7 leaves in a month, Out of claim if have limit to claim to client  that leave limit needs to update.

15. Is additional Bill Days Applicable: Enable the option if additional days which will bill to the client.

16. Is additional Pay Days Applicable: Enable the option when additional days are applicable to process in employee’s salary.

17. Is Overtime Applicable:  Enable the option when the employees are applicable OT amount and the same has process with 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