Area : Report

The Reports section allows the center to generate various reports needed for evaluation, review, and printing purposes.

1. New Member Lists

New member lists can be generated either for a specific employee or for all employees. These lists display all new members added during the selected evaluation period.

Listing New member list for employees:

How to Create new member list:

• Click "Create new member list" button

• Select employee and evaluation month

• Click "Submit" to generate PDF

The PDF shows:

• Evaluation period

• Employee info ( What are the info to display )

• List of new members

Example: Mitarbeiter-Neumitgliederliste.pdf

Listing Multi- New member list :

Multi-New Member List

• Click "Create multi-new member list"

• Enter the evaluation month

• Click to generate PDF

The PDF includes:

• Cover sheet Question: contains what kind of content ?

• Page 2: All new members (combined list)

• Following pages: New members grouped by employee

Example file: Multi-Neumitgliederliste.pdf

Need runthrough again for final confirmation

2. Advertising sources

This report evaluates the sources from which new members originate (as entered when creating a new membership).

Listing (Filter: year, month, employee):

• Below the listing, there is an Excel icon to export the data.

• Clicking the icon generates an Excel file with the following columns:

  • Date

  • Employee

  • Member

  • Membership

  • Advertising Source

  • Recommendation From

• Example file: werbequellen.xlsx

3. Settlements

Evaluations for Payroll Accounting

• Two listings are available:

  • Employee Payroll Listing – shows evaluation data per individual employee.

  • Multi-Payroll Listing – compiles payroll evaluations for multiple employees in one report.

Listing (Filter: year, month, employee):

The content of the payroll PDFs varies by employee type (Salaried / temporary employee)

Sample files :

• Salaried Employees → Abrechnung-Mitarbeiter.pdf

• Temporary Help → Abrechnung-Aushilfe.pdf

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

The multi payroll PDF file includes all payroll runs for the selected period, regardless of whether they are for employees or temporary staff.

Sample file multi-billing: Multi-Abrechnung.pdf

4. 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)

To create a time sheet:

• Click the "Create time sheet" button

• Select the employee

• Enter the evaluation month

• Click "Create" to generate the 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?

Need to check on the above.

Employee time sheet example file: Stundennachweis Mitarbeiter.pdf

Listing Multi timesheets (Filter: Month, Year)

To create multi timesheets:

• Click the "Create multi timesheets" button

• Enter the evaluation month

• Click "Create" to generate all time sheets for the period

Sample file Multi time sheet: Multi-Stundennachweis.pdf

Manual times report

The "Manual times" report is created for each employee and shows the manually booked times for the defined time types over the course of the year:

• Sick hours

• Vacation hours

• School hours

• Other hours

Listing (Filter: Employees, Year):

Sample file Manual times report: Bericht-Manuelle-Zeiten.pdf

Annual hours

The Annual Hours report is used by the Center for statistical evaluations. The report shows the working hours by department and employee in the 12 months as columns. Totals are formed under the departments. Also at the end of the file.

Listing (Filter: Year):

The report is generated as an Excel file.
Sample file report annual hours: Bericht-Jahresstunden.xlsx

Working time accounts (AZK)

Working time accounts are managed automatically and are subject to strict legal requirements. A working time account is an instrument of working time flexibilization, in which the actual hours worked by an employee are offset against the contractually owed working time. Overtime (overtime) and undertime (less time worked) can be "saved" or "reduced" in an account. The exact "saving" and "reducing" of a working time account is defined in the appendix (Working time account calculation v3.doc). Clarify with Sepp+Susanne whether this is still correct.

Listing Working time accounts (AZK)

Details page working time account

The detail page of a working time account shows the historical development of the account over the last 11 months. (Why 11?) The following content is displayed in tabular form for each month:

Current warnings are displayed at the bottom of the detail page.

Screenshot AZK:

For months in which changes were made by "adding or deducting" hours, a magnifying glass is visible to show the details. Example: