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Introduction

Introduction

This chapter describes how to deal with changes in the hourly balance.

 

If an individual agreement is made regarding the hourly balance (e.g. leaving in the middle of the month or any other agreement), the hourly balance can be adjusted in the respective month.

 

In both cases, "correction values" are used to adjust the hourly balance.

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Step1

Step 1

Click button "Monthly Evaluation"

01 Schaltfläche Monthly Evaluation EN.JPG

or open menu 

Payroll Accounting  > Monthly Evaluation

30 Menü Monthly Evaluation EN.JPG

The Monthly Evaluation Dialog opens.

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Step 2

Select "Target Hours" Tab

96 EN Zielstunden Edit Balance 01.JPG
Step2

Step 3

Select the appropriate person

97 EN Zielstunden Edit Balance 02.JPG
Step3

Step 4

Select the appropriate month

98 EN Zielstunden Edit Balance 03.JPG
Step4

Step 5

Click Button "Edit".

99 EN Zielstunden Edit Balance 04.JPG
Step5

Step 6

Edit Hourly Balance

by using correction values.

​

By default, the correction values are set to 0,00. These values can be replaced by any other values

(Positive Correction increases the Balance.

Negative Correction decreases the Balance).

​

The Balance is calculated as follows:

​

Balance

=

Carry over prev. Month

+

Correction Value

-

Target Hours per Month

+

Worked Hours

​

​

Replace 0,00 with e.g. 60,00

to increase the Balance and

save your changes by clicking on the "Save" Button.

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100 EN Zielstunden Edit Balance 05.JPG
06 Save.JPG
Step6
Step7

Step 7

Success check:

 

Calculate to see if the Balance in the last column is correct. (e.g. with a pocket calculator).

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Example:

You agreed with a person to put the balance to zero.

​

Carry over prev. Month (0,00)

+

Correction Value (60,00h)

-

Target Hours per Month (120,00)

+

Worked Hours (0,00)

=

Balance (0,00)

​

101 EN Zielstunden Edit Balance 06.JPG
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