Features - Primo Time

Feature highlights

Timesheet Chaser Tool

Primo Time automatically sends out notifications at the end of the week to candidates that are due to send timesheets for the following week. The timesheet chaser tool lets you track the pending timesheets and send reminders. It takes just a few seconds to look-up the missing timesheets and send reminders. Reminders can be sent by SMS and Email by both Consultants and Admin staff. As you send reminders, program keeps track of how many times you already chased! For example, if the consultant has sent reminder already for 2 times, Admin will know that and can make an informed decision on what to do next.

PAYE & Auto Enrolment Embedded

Primo Time embeds the popular Primo Payroll PAYE platform within its interface. Timesheets for PAYE candidates are picked up and PAYE calculations completed automatically. No data export to 3rd party payroll systems. Auto Enrolment tasks get completed in the background. Read more.

Margin Locking

The unique Margin Reconciliation feature makes sure that, the margin reported and finalized for a week remains static for the week, irrespective of what happens in future. If timesheets arrive late for a week and gets processed in, the margin will be accounted in the new week disregarding the actual WE date.

Report Repository

Store hardcopies of reports in the unique report repository for easy retrieval for future reference. When you need a copy of the report for a past period, simply use the filter and search and download it rather than generating the report from scratch.

Document Storage

Attach multiple documents to Candidates, Clients and Placements.

Consultant Portal

An excellent productivity tool for Agency consultants to manage their candidates, clients, track & chase overdue Timesheets. A dashboard to view the margin accrued for the week, month and the year and an action list.

Banking Integration

Tracking receipts from clients, making payments to Umbrella companies, PSCs and PAYE candidates – all happen within the Primo Time interface. Read more.

Candidates

Payment Methods

Umbrella Company Payments
Limited Company (PSC)
Agency PAYE

Holiday Pay

Holidays can be accrued both on Fund and Days basis
Holiday calendar set at company level as well candidate level
Holiday Rate set at company level as well client level
Supports AWR holiday pay rate

Self-Bill Control

Automatic validation for missing self-bill details for the limited company Candidates.

Multiple Pay & Bill Currencies

Dealing with overseas candidates? You can bill your client in one currency and pay the candidate in another currency.

Candidate Portal

Online Timesheet Submission, Tracking Timesheet Approval Status and Profile management. Access to PAYE Payslips or Self-Bills history.

Clients

Multiple Locations & Contacts

Dealing with corporate/public sector clients with multitude of work locations and contacts? Primo Time features unlimited number of locations and contacts for each client. Tag the placements to the relevant work & invoicing location and contact and the program will deal with the rest.

Self-Bill Validations

Avoid credit control issues, by setting up the system to validate the value of the client’s self-bills with that of your invoice. The setting can be tailored for each client giving you the control as well the flexibility.

Purchase Order Control

Setup purchase order value at placement level. Pro-actively deal with the situations when the total cumulative billing value exceeds the PO value.

Multiple Pay & Bill Currencies

Dealing with overseas clients? You can bill your client in one currency and pay the candidate in another currency.

Invoicing Options

Invoicing consolidation and delivery methods can be setup at each client level. Its also possible to setup client specific layouts for the invoices.

Online Timesheet Approval

Setup the timesheet approval method at Client and Placement levels. When a timesheet is setup for online approval by client, as soon as the candidate submits a timesheet, a notification is sent to the client authoriser an email with a link. Client simply clicks the link, view the timesheet and approves or rejects. Invoices generated with the authoriser ID and timestamp. There are no login credentials to remember.

Timesheets & Invoicing

Timesheet Entry Options

Entry by Agency Admin (Single or Batch)
Import from 3rd party Systems
Online submission by Candidates

Timesheet Approval Options

Timesheets can be approved by the client or by agency admin depending on how you set-up the approval method.

Invoice Consolidation Options

One invoice per Timesheet
One invoice per Purchase Order
One invoice per Candidate
One invoice per Period

Invoice Delivery Options

Single invoice per email
Single mail for all invoices
Single mail with single attachment

Factoring Support

If your business relies on Factoring for financing, Primo Time can be configured to email the invoices automatically to the factoring company. You can optionally include special instructions for the factoring company on the invoices.

Reporting & Data Export

Margin Reporting by Consultants, Clients, Branches

Analyse the margin by Consultants, Clients and Branches. If a placement is owned by more than one consultant, Primo Time splits the margin across multiple consultants automatically. Margin can be reported based on the processed week or the actual week end date.

Sales & Purchase Reports

Report Sales & Purchase values by Consultants, Clients and Branches. If a placement is owned by more than one consultant, Primo Time splits the margin across multiple consultants automatically.

Holiday Pay Reports

Holiday Pay summaries can be reported by candidates and clients. History of payments made out can be reported as well.

Data Export to 3rd Party Accounting Software

Though Primo Time comes with powerful built-in financials ledgers, we recognize that Accounting system is often an integral part of an organization’s evolution process and you may want to continue with your existing system for some more time. Hence there are plenty of options available to export the data to popular 3rd party software systems.