MSP set up
The MSP (Managed Services Provider) organisation is responsible for the oversight of how shifts are filled by suppliers (i.e., staffing agencies) based on the client’s requirements as part of their overall responsibility for the oversight of the client’s contingent labor program. They create order templates to authorize which suppliers will be responsible for proposing workers to fill open shifts.
What is the standard workflow process for filling shifts?
| User | Actions |
|---|---|
Client |
Post shifts they need contingent labor to fill |
MSP |
Reviews the posted shifts and allocates to their supplier chain based on order templates |
Supplier (Agency) |
Reviews the MSP-allocated shifts and responds by proposing workers |
MSP |
Reviews the submitted workers, * if accepted, the worker is sent a notification with details about the open shift * if rejected, the supplier is notified and can propose a different worker |
Worker |
Reviews the shift details * Confirms - to respond that they will work the shift * Declines - to respond that they are not available making this an open shift that the Supplier still needs to fill |
What is the overall process for setting up the MSP?
The setup is completed by a JoinedUp Customer Operation Specialist based on the information provided by the Client/MSP.
The MSP and their associated supplier orgs are all set up as regular agency organisations within JoinedUp. There is no new Org type or User type to distinguish between MSP and supplier (Agency).
Once the setup is complete, the MSP can then create their Order templates that will detail how shifts are allocated to suppliers.
MSP organisations can also include a Supplier Charge rate alongside Client Charge and Worker Pay rates on their Shift templates. Adding the Supplier Charge rate to your MSP Order templates requires a Config Request ticket and JoinedUp platform configuration. Contact your Customer Operations Specialist to learn more.
Impact on other areas of the JoinedUp workflow
Time & Attendance
-
T&A is entered by the worker, supplier, or client, using standard JoinedUp time and attendance options.
-
Attendance – the calendar layout and filters provide at-a-glance insights into a variety of attendance related statuses, with special emphasis on “late starting” and “long running” shifts.
-
Batch edit start/stop times – simplifies the workday by providing the ability to adjust shift “start” and “stop” times in batch mode.
Finance
-
Shifts to be approved – completed shifts (i.e., timesheets), submitted and waiting for the Client to approve for payment.
-
Queried shifts – shifts that have an open “raise a query” issue. Once the query is resolved, the shift needs to be resubmitted before the Client can approve for payment.
-
Approved shifts – shifts approved by the Client and ready for financial report processing. The Statements section includes a download link to export financials.
-
Weekly guarantees – identifies which submitted shifts qualify under this specialized payment category.
-
Unsubmitted shifts – shifts that are complete but have yet to be submitted for Client approval.
-
Statements – create collated timesheet reports with filters by site, shift template, and work week.
-
Timesheets – all timesheets whether they are complete (i.e., ready to be submitted) or incomplete (missing information or have an unresolved query).
-
Adjustments – shifts that had adjustments made to them, includes links to drill-down to view the specific details.
-
Site locks – shifts that have been submitted and approved are locked to block any additional changes so that they can be consolidated into a financials report for extract.
Reporting
-
Reports suite – access to JoinedUp’s suite of standard reports. Includes filters to generate new reports and a download link to export results in .csv format.
-
Custom reports – access to custom reports created for MSP use.
-
Site stats - provides an at-a-glance overview of key Attendance statistics and Finance timesheet statuses. Click any displayed stat number to navigate directly to the associated details screen.