Area : Report

The reports section generates all kinds of reports that the center needs for evaluations and printing.

Neumitgliederlisten

New member lists are generated either for one employee or for all. The new member list shows all new members entered during the evaluation period.

Listing New member list for employees

A button is available for creating a new member list. The admin selects the employee, enters the evaluation month and clicks on „Create new member list“

The generated PDF document contains some basic information (evaluation period, employees) and the list of new members. 

Example file: Mitarbeiter-Neumitgliederliste.pdf

Listing Multi- New member list

A button is available to create a multi-new member list. The admin enters the evaluation month and clicks on „Create multi-newmember list“

The generated PDF document contains a cover sheet and from page 2 the list with the information of all new members. Then the lists according to employees. 

Example file: Multi-Neumitgliederliste.pdf

Advertising sources

The sources from which the new members come (entered when creating a new membership) are evaluated here. 

Listing (Filter: year, month, employee):

Below the listing is an Excel icon to export the list to Excel.

The columns in the Excel table are:

• date

• employee

• member

• membership

• advertisingsource

• recommendation from

Example file: werbequellen.xlsx

Settlements

There are again two listings in the evaluations for payroll accounting. One for the individual employees and one for the multi-settlements.

Listing (Filter: year, month, employee):

The contents of the payroll PDF files vary depending on whether the employee is a salaried or temporary employee.

Employee payroll sample file: Abrechnung-Mitarbeiter.pdf
Sample file payroll temporary help: Abrechnung-Aushilfe.pdf

Listing Multi- Billing (Filter: Month/year):

The PDF file of a multi payroll run contains all payroll runs for the period (regardless of whether employees or temporary staff).

Sample file multi-billing: Multi-Abrechnung.pdf

Time sheets

Timesheets are official documents that every employee must receive for their payroll accounting. The timesheets can also be generated individually for each employee or as multi timesheets.

Listing Employee timesheets (Filter: month, year, employee)

A button is available to create a time sheet. The admin selects the employee, enters the evaluation month and clicks on „Create time sheet“

Why is there a "View" icon in this listing?
Click on "View" to download all timesheets generated to date as PDF and XLS files. Susanne: warum XLS?

Employee time sheet example file: Stundennachweis Mitarbeiter.pdf

Listing Multi timesheets (Filter: Month, Year)

A button is available for creating the multi timesheets. The admin enters the evaluation month and clicks on „Create multi timesheets“

Sample file Multi time sheet: Multi-Stundennachweis.pdf