Finances

Salary

The salary elements known to be fixed are maintained here with history tracking.

Each salary item is defined by:

• Amount in a certain value
• Payment frequency
• Type of salary
• Reason for change

Only one entry can exist for a type of salary at a time! If, for example, a new entry is created for "Basic salary", any data records that overlap in time are treated as subordinate and automatically delimited.

This means that the new entry will then exist completely as intended, and one or more previous entries may then have a changed "Valid from" and/or "Valid to".

Important: Please observe Time limitation and historization so that you achieve the intended effectiveness and historization!

Details on the individual fields can be found under: Finances Field Index

Tax Benefits

Tax-privileged benefits are entered here. You can find a detailed description under: Recording of disabilities and tax benefits.

The types currently available for selection are (depending on the client):

• Single-earner tax credit
• Single-parent tax credit
• Commuter allowance

Bank Accounts

In this area, the HR admin can maintain the employee's bank accounts on a historical basis if a new data record is created for each change.

Only one account may exist per account type (field name "Account for") for a period! If time overlaps occur during saving, the system automatically selects/adjusts the account according to the priority principle.