Process index · third axis
Employee process
↗ Process on www.teamspace.de/prozesse/Start here · process guide
The employee process in teamspace
Steer capacity, skills and motivation – not through software, but in layers: from goal and core question through measurable metrics to modelling in the tool. With maturity levels, a stocktake and the recommended path through teamspace.
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Key figures & metrics
Key figures for the employee process
The most important people metrics along the three dimensions capacity, skills and productivity – what they say and whether and how teamspace delivers them.
The key steps
The recommended path through the process – step by step.
- 1
Master data & skills
Manage employees
The employee list, the detail manager and all its tabs — master data, activities, the Employees tab, the user account and user groups. How to maintain who is recorded as an employee in teamspace.
- 2
Working hours & availability
Maintain contract data & working hours
The contract data dialog in detail — weekly working hours, working days, leave entitlement, public holiday calendar, schedulable allocation, half working days, the three time-tracking modes and the overtime rules.
- 3
Deployment & staffing
Assign people – who does what?
Assign staff and groups via project roles, distribute time budgets and keep an overview with deployment planning, utilisation and dynamic resource planning (DRP).
- 4
Capture & approve
Check in and check out
Record attendance time with a click: start work, take a break, end the working day – in the browser, on mobile or at a terminal.
- 5
Analyse utilisation
Employee reports
Working time analysis, Working days and Capacity analysis as well as Employee data, Employee analysis, Commissions and Leave – working time, utilisation and the contribution of employees.
- 6
Pay & development
Preparatory Payroll & DATEV
Which data teamspace prepares for payroll — basic salary, overtime, commissions, expenses and meal allowances — and how it reaches your tax advisor via Excel or DATEV.
All articles for this process (32)
Understand
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Personnel & HR – Introduction
What the HR module in teamspace does, where everything sits, and how personnel data connects with time tracking, capacity planning and controlling.
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Time tracking – introduction
What time tracking in teamspace does, how attendance time and project time work together and what you need it for.
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HR concepts: personnel file & time slices
The three data layers per person, the employee detail manager, the timeline logic and how teamspace secures sensitive HR data through protection classes.
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Preparatory Payroll & DATEV
Which data teamspace prepares for payroll — basic salary, overtime, commissions, expenses and meal allowances — and how it reaches your tax advisor via Excel or DATEV.
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Recruiting & onboarding
How teamspace supports recruitment and the onboarding of new employees — applicant boards per position, applicant folders, preconfigured ticket channels and onboarding projects with wikis.
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Understanding and editing attendance times
How teamspace forms attendance blocks, what categories and working-time models mean and how to correct times after the fact.
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Overtime and supplements
How the working-time account builds up overtime, how supplements for night, Sunday and public holiday work arise and how overtime is reduced.
How-tos
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Employee reports
Working time analysis, Working days and Capacity analysis as well as Employee data, Employee analysis, Commissions and Leave – working time, utilisation and the contribution of employees.
Modules: HR-Software, Zeiterfassung
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Adjust contract data & salary
Carry out a contract change cleanly and traceably — a new time slice via the plus, retroactive recalculation, converting the leave entitlement correctly, adjusting the salary and recording the whole thing as a document.
Modules: HR-Software
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Maintain contract data & working hours
The contract data dialog in detail — weekly working hours, working days, leave entitlement, public holiday calendar, schedulable allocation, half working days, the three time-tracking modes and the overtime rules.
Modules: HR-Software, Zeiterfassung
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Employee payroll & payouts
Review, release and bundle open payouts to an employee — expenses, meal allowances, overtime, commissions — into an employee payroll. Plus export to payroll accounting.
Modules: HR-Software, Rechnungssoftware
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Manage employees
The employee list, the detail manager and all its tabs — master data, activities, the Employees tab, the user account and user groups. How to maintain who is recorded as an employee in teamspace.
Modules: HR-Software
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Manage sickness reports
Record sickness reports digitally — report yourself sick, report colleagues sick, attach sick notes, set categories and protection, and control who is allowed to see a sickness report.
Modules: HR-Software, Zeiterfassung
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Meal allowances
Meal allowances as a separate cost element — create templates with the correct country rates, check and approve submitted allowances, and understand meal deductions (B/L/D).
Modules: HR-Software, Rechnungssoftware
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Org chart & departments
Map your company structure as departments and sub-organisations, inherit data from the parent organisation and assign employees to a department on a time-dependent basis.
Modules: HR-Software, CRM
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Overtime account: adjust & pay out
How the overtime account fills automatically, how you adjust it manually (starting value, change, transfer), how employees reduce overtime, and how an overtime payout is requested and checked.
Modules: HR-Software, Zeiterfassung
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Hourly rates, salaries & remuneration
Maintain the internal hourly rate, the basic salary and salary components such as Christmas or holiday bonuses — plus understand the full-time salary, unlock remuneration fields and view salary data in the list.
Modules: HR-Software
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Request & approve leave
How employees request leave from time tracking, how approvers decide, how deputy rules take effect and how everyone checks their own leave balance.
Modules: HR-Software, Zeiterfassung
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Skills & staff development
Maintain an employee's profile — skills rated on a 0–9 scale, skill search, education and work experience, plus documenting appraisal meetings and training.
Modules: HR-Software
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Assign people – who does what?
Assign staff and groups via project roles, distribute time budgets and keep an overview with deployment planning, utilisation and dynamic resource planning (DRP).
Modules: Projektmanagement
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Check in and check out
Record attendance time with a click: start work, take a break, end the working day – in the browser, on mobile or at a terminal.
Modules: Zeiterfassung
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Install teamspace as an app (PWA)
Install teamspace as a Progressive Web App on PC, tablet and smartphone – for quick clocking and mobile time booking.
Modules: Zeiterfassung
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Record leave and sickness
Request and approve leave, enter sick notes and understand how teamspace automatically returns leave days in the event of sickness.
Modules: Zeiterfassung, HR-Software
Set up & manage
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Set up group-specific permissions
Grant person-related rights: authorised operation, affected group and exceptions – per user group or centrally in the Group rights tab. Including staff changes and quick filters.
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Set up cost rates, commissions & ad-hoc reports
The three adjustments outside the Controlling module: the internal cost rate in the HR portal, commission rates per category and automatic ad-hoc dispatch.
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HR Permissions & Data Protection
Secure sensitive HR data — make fields visible, assign protection classes, set group and line-manager rights for leave and sickness, and configure deputy rules with rights inheritance.
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Set up leave
Activate leave types and special leave, set the expiry of the previous year's leave, create and assign public holiday calendars, enable half leave days and define who is allowed to approve leave.
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Configure time tracking
Set up time tracking: attendance/absence categories, break rules, categories and areas, mandatory descriptions and editing deadlines.
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Set up a time terminal
Set up a tablet, an all-in-one PC or a smart TV as a clocking terminal – with an access authorisation, the terminal web app and kiosk mode.