Additions and supplements
Basic principle
- Additions: Project-related. Recorded directly on a report for a project (manually) or added automatically based on rules.
- Variable additions: Personal or contractual. Apply independently of any project. Examples: vehicle lump sum, monthly allowances, daily allowance from a certain daily working time onwards.
When do I use what?
- Additions: When the item is tied to a project or a report and should appear there only.
- Variable additions: When the item is tied to the person or the contract and applies independently of any project.
To manage or configure additions, choose the matching category in the quick access: "Additions" or "Variable additions".
Quick access, selecting Additions or Variable additions
Default additions and companies
Both categories (Additions and Variable additions) have two tabs that work the same way:
- Additions / Variable additions: the entries that are active in a company. For companies with a single company, this tab is sufficient.
- Default additions: central catalogue for companies with several companies. Define once and transfer to individual or all companies as needed.
An entry under "Default additions" is initially only a catalogue entry. It only takes effect once it exists in the target company under the "Additions" or "Variable additions" tab, either entered there directly or copied from the default additions.
Transfer a default addition
Default additions can be transferred to other companies. The procedure is identical for Additions and Variable additions.
- Open "Default additions" in the branch office settings.
- Choose "Transfer to all" or "Copy individually".
- In the pop-up, select the transfer target (target company) and confirm.
Default addition, transfer
As soon as a default addition has been transferred or an entry has been recorded directly in the respective tab, it is available for selection during recording.