HR and payroll

Everything about your people in BizCortex: personnel records, organisation, onboarding and offboarding, absences, working time, recruiting, performance, expense claims, the employee helpdesk and payroll for Germany and other countries.

In this section · 53 pages

• HR and payroll at a glance

  Which HR tools exist, where you find them and who may use them.

• Employee list

  Find, filter and open the personnel records of your company.

• Create an employee

  Enter a new personnel record step by step with the wizard.

• The employee record and its tabs

  All tabs of a personnel record and what you can do in each of them.

• Personnel documents

  Keep the personnel file, decide what the employee may see and generate letters from templates.

• Salary history

  Record salary changes with an effective date, including future raises.

• Organisation structure and org chart

  Maintain companies, branches, locations, departments, positions, pay grades and skills.

• Onboarding and offboarding checklists

  Make sure no task is forgotten when someone joins or leaves.

• Personnel actions: promotions, transfers, exits and rehires

  Record effective dated changes to a personnel record and keep a clean history.

• Exit interviews

  Record why people leave and learn from it.

• Document templates

  Build contract, letter and reference templates with placeholders.

• Announcements

  Publish news to all employees or to selected groups.

• Employee surveys

  Ask the workforce questions, anonymously if you like, and review the results.

• Change requests from employees

  Review the changes employees request to their own master data.

• HR reports and leave liability

  Headcount, turnover, sickness rate, leave liability and upcoming dates.

• Absence requests

  Record, approve, reject and cancel vacation, sickness and other absences.

• My leave and team requests

  How employees request leave and how managers decide on it in My area.

• Team calendar

  See at a glance who is away and when.

• Absence setup: leave types, policies and entitlements

  Define which absences exist and how many days each employee gets.

• Leave balances and leave encashment

  Check the balance per employee and pay out remaining leave.

• Holidays and the working day calculator

  Public holidays per federal state, company holidays and the working day calculator.

• Clocking in and out (My working time)

  How employees record their working time and breaks.

• Time entries and corrections

  Review all recorded times and approve after the fact changes.

• Roster, shift types and shift swaps

  Plan shifts per employee and day and handle swap requests.

• Daily records and working time account

  Daily evaluation of working time with Working Hours Act checks, and overtime balances.

• Time tracking reports and settings

  Working Hours Act violations, recording gaps, summaries, timesheets and the time tracking settings.

• Requisitions and job openings

  Approve new positions, create job openings and publish them on your careers page.

• Pipeline, applications and interviews

  Move applications through the stages, schedule interviews and collect scorecards.

• Candidates, talent pool and GDPR

  Search all applicants, keep a talent pool and delete applicant data on time.

• Offers and hiring

  Create an offer letter, record the answer and turn the candidate into an employee.

• The public careers page

  How applicants find your published jobs and apply online without an account.

• Recruiting settings and reports

  Retention periods, the default pipeline, GDPR deletion and source reports.

• Goals and OKRs

  Company, department and employee goals with measurable key results.

• Appraisal cycles and 360 degree feedback

  Run review cycles with templates, self reviews, manager reviews, calibration and peer feedback.

• KPIs

  Key figures with targets and achievement over time.

• 1:1 meetings and kudos

  Regular manager conversations and recognition between colleagues.

• Training and certificates

  Courses, sessions, enrollments and certificates with expiry reminders.

• Skills matrix

  Employee skills and gaps against the requirements of their positions.

• Travel and expense claims

  How employees claim expenses and how claims are approved, posted and paid.

• Expense lines: receipts, mileage and meal allowances

  How each kind of expense line is entered and calculated.

• Travel advances

  Request, approve, pay out and settle advances for business trips.

• SEPA payout of reimbursements

  Pay all posted reimbursements in one SEPA transfer file.

• Expense settings and categories

  Accounts, allowance rates, approval threshold, SEPA debtor and expense categories.

• HR helpdesk

  Employees ask HR questions as tickets, HR answers within service level times.

• Helpdesk categories and SLA report

  Define categories with owners, response times and confidentiality, and monitor SLA performance.

• German payroll: overview

  What the German payroll calculates, what it produces and what you still do by hand.

• Payroll settings

  General settings, yearly parameters, health insurers, wage types and account mapping.

• Payroll data per employee and salary structures

  Include employees in payroll, add earnings and deductions and assign salary structures.

• Payroll runs: calculate, approve, post and pay

  The monthly payroll from draft to payment, including correction runs.

• Payslips

  Read a payslip, its calculation trace and the PDF, and how employees get it.

• Payroll reports and statutory filings

  Payroll journal, contribution statements, wage tax return, DEÜV, U1/U2 refunds and the payroll account.

• Gross to net calculator

  Try out a salary without creating an employee.

• International payroll

  Payroll for companies in Austria, Switzerland, Denmark, Spain, France, Norway and Sweden.