Resources are temps, contractors or employees who will be assigned to placements to work for your clients.
New resources can be added directly from the Team tab on a placement, or under Manage > People.
Enter the name and contact details of the candidate. Many fields are self-explanatory, but some important details include:
Display Name – If you're using any other software integrated with Invoxy, the display name will need to be an exact match between systems in order for them to sync correctly.
Email – Notifications and user invites will be sent to this address.
Default Start Time – When recording Hours in Invoxy the Start Time will default based on this setting. Time entries can always be adjusted to amend this.
Hide Time for Clients – If ticked, the Start and End times for any Hours recorded won't be displayed in Approval Requests or Invoice Attachments. This can be useful if you or the Resource record total hours per day (either in the Timesheets or the Work Summary) and leave the time entries as their Default Start Time, regardless of what time the candidate actually started.
Approver – If ticked, the candidate will receive approval requests for other Resources in their Placement Teams. They won't receive their own requests.
Tax Number – The candidate’s registered tax number for PAYE/Withholding Tax.
Withholding Tax – The percentage of Withholding Tax to be deducted from the contractor’s pay, if applicable.
Business – Tick if the candidate is a self-employed contractor.
Business Tax Number – If they are sales tax registered, enter the Business Tax Number, even if it’s the same as the candidate’s own Tax Number. If they’re not sales tax registered, ensure you leave this field blank.
Trading Name – The trading name of the contractor’s registered business, if applicable.
Recipient Created Invoices – Whether the candidate should have recipient created invoices produced for them - learn more here: Recipient Created Tax Invoices.
Companies based in New Zealand* and Australia may also have the Additional Tax Details section available to them on Resources, where appropriate tax info can be completed and will flow through to integrated payroll systems.
New Zealand -
* This only applies to companies who are PayHero Integrated
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