Create data records for the employees in your company here so that you can manage them within project management. Enter the personal data and bank details for payroll accounting. Record information on working hours and keep track of the employee's vacation times.
Identification
This group contains characteristics for the unique identification and assignment of an employee in the system. It includes key attributes such as personnel number or employee ID.
| Property | Description |
| Salutation | Salutation |
| Code | Unique identifier to identify the employee in the project management system. This personnel number or individual abbreviation is used to assign tasks, resources and budgets and is therefore an essential mandatory field for efficient project management. |
| Employer | Company that hired the employee. |
| Person | Personnel data record of the employee. These entries are taken from the personnel list. |
Employment information
Information on the employment relationship between the company and the employee can be managed in this info area.
| Property | Description |
| Personnel type | Personnel type |
| Date of staff entry | Date of staff entry |
| Exit Date | This date marks the official last working day of an employee in the company. It is crucial for the correct processing of the departure, including the termination of access rights, payroll accounting and the updating of project plans. |
| Group | Indicates the employee's work area or department. This information is important for assigning responsibilities, resource planning and reporting in project management. Correct entry enables efficient organization and control of projects. |
Company-specific data
Data that is relevant for billing is stored here.
| Property | Description |
| Hourly rate | Hourly rate |
| Project manager | Project manager |
| Remaining vacation previous year | Indicates the value of the employee's leave account on 31.12. of the last calendar year. This value is generated automatically. |
| Hours account previous year | Indicates the value of the employee's overtime account on 31.12. of the last calendar year. This value is generated automatically. |
Time
All information on the employee's working hours can be entered in this info area. This also includes overtime and remaining leave that existed before the eTASK.project management FM module was set up.
| Property | Description |
| Timesheets | Timesheets |
| Hours account on installation date | Entry of the employee's overtime at the time when the FM module eTASK.project management was set up. |
| Vacation account on installation date | Entry of the employee's remaining leave at the time when the FM module eTASK.project management was set up. |
| Active hourly account | Indicates whether the employee has an hourly account. The hours in the hourly account are then paid by the company. |
Working days (part-time)
This group includes characteristics for recording the working days of part-time employees. It contains information on agreed working days and their distribution within the working week.
| Property | Description |
| Friday | Determination that Friday is an official working day for the employee. This is taken into account when calculating the vacation entitlement. |
| Wednesday | Determination that Wednesday is an official working day for the employee. This is taken into account when calculating the vacation entitlement. |
| Thursday | Determination that Thursday is an official working day for the employee. This is taken into account when calculating the vacation entitlement. |
| Tuesday | Determination that Tuesday is an official working day for the employee. This is taken into account when calculating the vacation entitlement. |
| Monday | Determination that Monday is an official working day for the employee. This is taken into account when calculating the vacation entitlement. |
Private address
The private address includes all details of the employee's place of residence outside the company. It serves as a contact option for business purposes and for the administration of personal data.
| Property | Description |
| City | Indicates the employee's place of residence. This information is part of the private address data and is used for contact purposes and for the correct calculation of travel costs and expenses as part of project management. |
| Street, Street number | Street, Street number |
| Postal code | Postal code |
Bank account details
The employee's bank details can be stored in this info area. It is also used for billing purposes.
| Property | Description |
| Bank | Here you enter the name of the bank where the employee holds their salary account. This information is required for the correct transfer of salary and other payments to the employee. |
| Account number | Account number |
| Bank code | The bank code uniquely identifies the employee's bank. It is required for the correct allocation of salary payments and other financial transactions as part of project management. Accurate information is important to avoid delays or errors in transfers. |
Vacation list
All vacations recorded for the employee in the system are displayed here.
See also: Vacation list
Hours per week
Here you can create a weekly working time for the employee using the "Add weekly working time" button.
See also: Weekly working hours
Overtime payout
All overtime payments requested by the employee are recorded in this info area.
See also: Paid overtime
Hourly rates in orders
The hourly rates in orders for the employee are recorded in this info area. Further assignments can be made via the "
See also: hourly rates
Proof of performance
Proof of performance
See also: Proof of performance (days)
