You can now charge split margin fee to both the contractor and to the customer.
To do this, please head to Financial Accounting - Customer and search or create the customer record.
Once in the customer record, please head to margin settings on the left hand side of the screen. Once in these settings, please select the role you would like to amend.
You will now see a toggle named 'Charge margin to customer'. If this is toggled off, then the default will be to charge the margin to the contractor.
If you toggle this on, you will now see an additional toggle referred to as 'Split Margin'.
If you toggle this on, it will allow you to charge a margin fee to both the contractor AND to the customer. Once toggled on, an additional margin structure will appear below the first margin structure to allow you to vary your margin charge based on whether it is to the customer, or to the contractor. The current fee setup has not changed so you can continue to charge flat fees, staggered fees, and/or percentages.
The top margin structure is applicable to the customer and the bottom structure is applicable to the contractor.
We have also given the provision to override a margin charge on the contractors record for both their margin charge and the customers.
Please head to the workers people hub record - employment - payroll settings and select 'Custom Margin'. Once you have ticked this, you will have the option to override the people and customer margin if it differs from the standard customer setup.
At this moment in time, if you choose a split margin override, you would be unable to use the 'Margin free weeks' option as this is not compatible with the split margin override on peoplehub.