Area : Billing

Payroll accounting is handled in the Payroll Accounting section. The admin can perform payroll manually for individual employees. Alternatively, multi-payroll processing is available for all employees who have the "Multi-payroll accounting" option enabled in their master data.

"Multi-payroll processing" (or multi-payroll accounting) means that payroll can be calculated and processed for multiple employees at the same time, instead of doing it one by one.

1. Listing

There are two types of listings in the payroll section:

1. General Employee Listing
   – This shows all active employees by default.
   – However, the admin can choose to display all employees, including inactive ones if needed.

2. Multi-payroll Listing (or multi-settlement list)
   – This specifically shows employees who have "Multi-payroll accounting" activated in their master data.
   – These are the employees included when the admin runs payroll in bulk.

🔹 Manually Creating a Payroll Run (for One Employee)

1. Find the Employee – Search for the employee using the search bar.

2. Open Payroll Dialog – Click the calendar icon beside the employee’s name.

3. Pick a Month – Choose the payroll month you want to generate.

4. Create Payroll – Click "Create Payroll." The system checks if a payroll already exists.

5. If Payroll Exists – You’ll see a warning message with 3 options:

   • Cancel

   • View the existing payroll

   • Delete it and create a new one

6. Next Step After Viewing – What action comes after displaying the payroll? Is there a confirmation or approval button? (To be clarified)

Listing Employees:

Above still in clarification with Susanne ?

🔹 Creating a Payroll Run for Multiple Employees

Click on "New multi payroll run" to start.

1. Select Payroll Month – Choose the month you want to bill.

2. Choose Staff Type – Pick either Temporary Staff or Employees.

3. Create Payrolls – Click "Create multi payroll" to generate the payrolls.

The system will list the generated payrolls. A PDF is also created containing all payrolls, so the admin can print everything in one go.

Listing Multi-Payroll :

Need to double confirm on the wire-frame

2. Calculations & contents of a statement

When a payroll run is carried out, a number of things are evaluated and calculated in the background. This happens according to a fixed procedure which is different for temporary staff than for salaried employees.

2.1. Procedure and calculations Temporary staff

• Evaluation of new memberships (all)

• Evaluation of new memberships (this employee)

• Calculation of target achievement in %

• Determination of hours worked

• Determination of breaks

• Deduct breaks from working time

• Determination of manual time - vacation

• Determination of manual time - illness

• Determination of manual time - School

• Determination of manual time - Other

• Calculation of total working time (Add manual times)

• Calculation of working time x hourly wage

• AZK review (Possible write-up or write-down in the AZK)

• Calculation of remaining vacation

Questions: temporary staff also receive bonuses?

2.2 Procedure and calculations Employees

• Evaluation of new memberships (all)

• Evaluation of new memberships (this employee)

• Calculation of target achievement in %

• Determination of hours worked

• Determination of breaks

• Deduct breaks from working time

• Determination of manual time - vacation

• Determination of manual time - illness

• Determination of manual time - School

• Determination of manual time - Other

• Calculation of total working time (Add manual times)

• Calculation of remaining vacation

• Calculation of working time factor (FAZ)

• Determination of basic salary (Susanne Clarify rounding errors)

• Calculation of education premium

• Calculation of single bonus

• Calculation of group bonus (Clarify calculation)

• Calculation of PT bonus (Clarify calculation)

• Determination of growth bonus

• Determination of tax allowance

• Determination of group leader bonus

• Calculation of renewal quota premium

• Free text and free amount (1..n)