Personal / Accounts

General

The user can use this menu option to query the master data and account balances of the most important time recording accounts for a specific key date. 

In the date field (marked green), the user can enter an alternative date (alternative key date). The date can either be entered directly in the format dd.mm.yyyy (e.g.: 03.04.2023) or selected by clicking on the calendar symbol. By updating (click on the "Refresh" button, marked red) you will get the account values for the selected key date.

Vergrößern

Personal data

In addition to general personal data such as surname and first name, further information is also displayed:

• Employee ID - Personnel number including the fixed prefix (0001 in this case; generally: the first 4 digits of the employee ID)
• Card no - e.g. of ID-card or access-card
• Username - Login name of the employee, whereby the e-mail address can also be used for the login.
• Group- the department to which the employee is assigned.

Account values

The account values provide an overview / summary of the most important time accounts for the key date selected under "Date":

Note: There may be company-specific deviations in the list of account values shown!

• Time balance - the sum of the actual time (actual attendance) reduced by the target time.
• Remaining holidays - the currently available remaining vacation in days
• Unplanned holidays - corresponds to the remaining vacation minus the planned vacation in days.
• Planned holidays - Planned vacation in days
• Consumed holidays - days of holiday already consumed
• Holiday entitlement: days left to book

• Sick days (yearly) - the annual sick days
• Doctor's appointments (hrl.) - the booked doctor's courses in hours
• Passive travel time (mly.)

Important: The displayed values are the values for the selected key date!