This article explains the different tabs available to Consultants when they login to Invoxy, depending on the options selected on their profile by an Administrator.
See more on Adding a Consultant here.
Inviting a Consultant
As an administrator you can invite a Consultant to Invoxy by entering a valid email address and clicking Invite.
For details on how to accept an invite or login see these articles:
The tabs they will see on their login depend on the options ticked on their profile.
If Manage Time is ticked this will allow the consultant to view the Time screen, where they can edit and add time for their contractors. This option can also be switched to View All Resources if the consultant should see (but not add/edit) timesheets for all Resources in your account.
If the Approver box is ticked this will mean they will receive the emailed time approval requests for their contractors. If they also have Manage Time access, they'll also be able to approve requests directly from the Time screen.
If you have a Consultant with Approver & Manage Time access, you may wish to tick Mute Approval Emails if they will be managing approvals within Invoxy and don't wish to receive email notifications for each request.
Once a consultant has logged into their Invoxy account they will have access to see their Active, Finished and Permanent Placements that they are attributed to.
A consultant has the ability to edit their Placements including the rates, Placement dates or adding/removing People from the team. It's important to note that if you're integrated with an ATS (JobAdder or Bullhorn) it's generally best to make changes there rather than directly in Invoxy.
If the Consultant has Manage Time ticked on their profile they're able to see the Time tab where they'll be able to view and manage time for their Resources. The Week Summary shows an overview of each Resource's time and the approval status. Consultants can request approval on behalf of their candidates, and if they have the Approver role checked they can also approve time for their candidates.
Find full details of how the Week Summary screen works here: Week Summary
Consultants with their Manage Time setting set to View All Resources will instead see the timesheets for all Resources in Invoxy, but not have the option to add or edit time. They will be able to request approval for candidates.
With Manage Time access set to Edit Team Resources, the Consultant also has access to the Timesheets tab, where they can bulk enter time. Find more info on Timesheets here: Timesheets
If the Consultant has both Manage Time and Approver access, they will also have access to the Approval Requests area under the Time tab, where they will have the ability to view, approve, resend and remove approval requests for their Resources.
With the Manage Time role a consultant also has the ability to send bulk messages eg. Sending a message to multiple Resources to remind them to enter their time sheets.
If the Consultant is assigned to commission plans the Commission tab will display a history of the commission payments by calendar month and also their performance.
The Payments tab will show commission payments that have been processed and Sent by an administrator.
Figures displayed on the Payments screen include:
Amount - The amount of the payment.
Plan Name - The name of the commission plan assigned to the Consultant - there may be more than one plan per consultant.
Period - The commission plan period the payment relates to.
Current Target - The current achieved commission target level (specified in the Consultant's commission plan), based on the Sales Achieved.
Sales Achieved - The total Sales achieved (revenue or gross margin depending on the commission plan) that is attributed to the Consultant.
Commission paid - The total amount of Payments the Consultant has received for this plan and period already (including this payment).
This screen will display the consultant's individual performance over the last 12 months, based on the commission plan selected in the top right of the screen.
The figures at the top display:
Sales Achieved - The total amount of sales achieved in the commission period. This will be revenue or gross margin, depending on the commission plan.
Current Target - The current achieved commission target level (specified in the Consultant's commission plan) based on the Sales Achieved.
Payments - The total value of Commission Payments that have been processed for the consultant vs the total payment owed for this plan and period to date.
The sawtooth graph displays total revenue generated week by week for the consultant, which resets at the start of each new commission period.
Below the graph is a list of placements that have contributed to the consultant's Sales Achieved, with the following details (all figures are for the current commission period):
Revenue - The total revenue generated by the placement
Labour Cost - The total labour cost of the placement.
On-cost - The total amount of on-cost attributed to the placement. This is the labour cost multiplied by any on-cost rates that have been specified on the Work time is recorded against.
Gross Margin - The gross margin earned on the placement, after costs are removed. Calculated from Revenue - (Labour Cost + On-cost)
Margin % - The Margin % for the placement, calculated from Gross Margin / Revenue