Area : Transaction Data
1. New membership
✅ Memberships Sold
The sold memberships are entered here manually (Stage 2 via API). During data entry, relevant information is saved to determine how and whether each individual membership is considered in the salary calculation.
Listing :
|
Date |
Start |
Employee |
First name Surname |
Short |
Varlue |
Target archived |
Action |
|
02.06.2025 |
01.07.2025 |
Max |
Stephan |
FP Gold |
1,0 |
✓ |
{edit} {delete} |
New/edit mask :
|
Field EN |
Field DE |
Format |
Comment |
|
Advertising source |
Werbequelle |
Text |
ex.campaign XY |
|
Recommendation from |
Empfehlung von |
Text |
ex.Eva Muster |
|
First name |
Vorname |
Text |
ex.Max |
|
Surname |
Nachname |
Text |
ex.sample |
|
Street / house no. |
Strasse / Hs.Nr. |
Text |
ex.Musterstrasse 99 |
|
ZIP CODE |
PLZ |
Text |
ex.84028 |
|
town |
Ort |
Text |
ex.Landshut |
|
Private telephone |
Telefon privat |
Text |
ex.0871-888888 |
|
Business phone |
Telefon geschäftlich |
Text |
ex.0871-777777 |
|
Fax |
Telefax |
Text |
ex.0871-666666 |
|
Mobile phone |
Mobil |
Text |
ex.0160-7184400 |
|
e-mail address |
|
Text |
ex.max@gmail.com |
|
Date of birth |
Geburtstag |
Date |
ex.12.10.1966 |
|
Additional information |
Zusätzliche Information |
Longtext |
|
|
Internal note |
Interner Vermerk |
Longtext |
|
|
Occupation |
Beruf |
Text |
|
|
employer |
Arbeitgeber |
Text |
|
|
Membership number |
Mitgliedsnummer |
Zahl? |
|
|
Term of membership |
Laufzeit Mitgliedschaft |
Integer |
ex.14 |
|
AdOns |
AdOns |
Checkboxen |
|
|
Total price |
Gesamtpreis |
Decimal |
ex.1980,50 |
|
Training and support package |
Trainings- Betreuungspaket |
Decimal |
ex.199,00 |
|
Membership type |
Mitgliedschaftsart |
Selection list |
ex.full 24MTE |
|
Active |
Aktiv |
Checkbox |
Yes or no |
|
No individual or group premium |
Keine Einzel- oder Gruppenprämie |
Checkbox |
Yes or no |
|
Cancellation withdrawal |
Kündigungsrücknahme |
Checkbox |
Yes or no |
|
Start of membership |
Start der Mitgliedschaft |
Date |
ex.01.07.2025 |
|
Month of commission |
Monat der Provision |
Selection list |
ex.06/2025 |
|
Payment method |
Zahlungsart |
Selection list |
ex.monthly payer |
|
Bank details???? |
Bankdaten???? |
ex.campaign XY |
Clarify with Susanne what else is needed.
2. Manual times
All times that cannot be recorded on-site are entered manually under Manual Times. These include entries such as sick leave, vocational school attendance, vacation, and similar exceptions.
Listing:
|
Date |
Employee |
Time type |
Value |
Action |
|
02.06.2025 |
Max Muster |
Holiday |
8,0 |
{edit} {delete} |
New/edit mask :
|
Field EN |
Field DE |
Format |
Comment |
|
Date from |
Datum von |
Date |
ex.01.07.2025 |
|
Date until |
Datum bis |
Date |
ex.14.07.2025 |
|
Employee |
Mitarbeiter |
Selection list |
ex.Max Muster |
|
Time type |
Zeitart |
Selection list |
ex.Holiday |
|
Value |
Wert |
Decimal |
ex.80,0 |
|
Value Description |
Beschreibung |
Text |
ex. free text |
Susanne: I have introduced the "Date to" as a new field.
3. Time & Pause Corrections
The Time and Pause Corrections list displays time entries with errors—such as those automatically closed by the system. These entries can be reviewed and manually corrected here. Once marked as "Corrected", they will no longer appear under Time Recording Errors.
Listing :
|
Date |
Employee |
Time type |
Value |
Action |
|
02.06.2025 |
Max Muster |
Urlaub |
8,0 |
{edit} {delete} |
New/edit mask :
|
Field EN |
Field DE |
Format |
Comment |
|
Employees |
Mitarbeiter |
Selection list |
ex.Max Muster |
|
Start time |
Startzeit |
Timestamp |
ex. |
|
End time |
Endzeit |
Timestamp |
z.B. |
|
Correction time |
Korrektur |
Checkbox |
Yes or no |
|
Remark |
Bemerkung |
Text |
ex. enter reason |
4. Time recording error
The Time Recording Errors section displays incorrect or conspicuous time entries. These include the following types of discrepancies:
-
Working hours without a recorded end time
-
Break times without a recorded end time
-
Shifts exceeding 12 hours
-
Breaks longer than 75 minutes
These entries should be reviewed and corrected to ensure accurate time tracking.
4.1. Working hours without a recorded end time
|
Employee |
Day |
Start time |
End time |
Action |
|
Max Muster |
01.07.2025 |
08:14 |
00:00 |
{edit} |
4.2 Break times without a recorded end time
|
Employee |
Day |
Break Start |
Break End |
Action |
|
Max Muster |
01.07.2025 |
13:14 |
00:00 |
{edit} |
4.3 Shifts exceeding 12 hours
|
Employees |
Day |
Start Time |
End Time |
Time (h) |
Quick Edit |
Action |
|
Max Muster |
01.07.2025 |
08:14 |
21.16 |
13,02 |
{edit} |
4.4 Breaks longer than 75 minutes
|
Employee |
Day |
Start Time |
End Time |
Time (h) |
Quick Edit |
Action |
|
Max Muster |
01.07.2025 |
08:14 |
21.16 |
13,02 |
{edit} |
Question: I need further illustration of Time and Pause listing and Time Recording Error listing
If times have been corrected, they no longer appear in the listing. However, there is still a link under each listing to the complete listing of all automatic times and break entries.