Mitarbeiter Auswertung

Verwaltung → Auswertung → Mitarbeiter Auswertung

One row per employee, for one month. This screen answers: “How does each person stand this month — target met? Flexitime balance? Account balances? Remaining holiday?”

It is also the place where the month is calculated, closed and exported to DATEV. There is deliberately no employee filter — you always see every person visible to you.

The columns

Column	Meaning
Pers.Nr.	Personnel number.
Name	The employee’s search abbreviation.
Abteilung	Shown as a badge. Without an assignment, a red Nicht Zugeordnet appears.
Zeiten	Ist / Soll (actual / target). Red if the target has not been reached; green if it has been exceeded.
Gleitzeit	The balance for the month. Red if negative.
Normalzeit	Total of the Normalzeit portions.
Fehlzeit	Total of the evaluated absences (Urlaub, Krank …).
Konto 1 to Konto 3	Account balances including the carry-over from the previous month.
Urlaubskonto	Remaining holiday in days — not in hours.

Two different kinds of time

Soll, Ist, Gleitzeit and Fehlzeit are month-based — they start at zero every month.

Konto 1–Konto 3 and Urlaubskonto are cumulative — they carry the balance over from the previous month. An account balance of 12,50 is therefore not a monthly figure but the total balance.

All time values here are given in industrial hours (decimal hours): 1,50 means one and a half hours, not one hour fifty. In the Monatsauswertung, by contrast, the very same Zeiten column is formatted as hh:mm — a known inconsistency that you should watch out for.

By default, the list is grouped by Abteilung.

The month: calculating and closing

Badges in the top right show the state of the selected month:

Badge	Meaning
Korrigierbar (yellow)	The last closed month. Only Nachkorrektur is still possible.
Abgeschlossen (red)	The month is closed. No full editing any more.

Berechnen

The Berechnen button recalculates the monthly result for all employees. It is locked when the month is closed.

Berechnen only works forwards

A month can only be recalculated if it lies strictly after the last Monatsabschluss. It is not only the closed month itself that is locked, but every month before it. Otherwise you get „Der Monat ist bereits abgeschlossen. Das Ergebnis kann nicht neu berechnet werden.”

If a calculation is already running, the system reports „Es wird bereits eine Berechnung im Hintergrund ausgeführt.” — in that case, wait.

Monat abschließen

In the ⋮ Aktionen menu → Monat abschließen.

No gaps, strictly in order

You can close only the month directly following the last closure. No skipping, no gaps. If the entry is greyed out, the selected month is not next in line.

A closure cannot be undone here, but under Stammdaten → Abrechnung → Monatsabschluss via the context-menu entry Aufheben. See Monatsabschluss.

DATEV-Export

In the ⋮ Aktionen menu → DATEV-Export. This opens a dialog with three target formats:

Tile	Meaning
DATEV (LuG)	Lohn und Gehalt (payroll and salary).
DATEV (LODAS)	LODAS.
DATEV-Profile	Export via the configured export profiles.

The monthly result is updated automatically before the export. The result is a file Zeiterfassung_Export_JJJJMM.dat.

Correcting

The context menu of a row depends on whether the month is open.

Month open:

Group	Entry	Purpose
Buchungskonten	Umbuchen	Move time from one account to another, using an Umbuchungsschlüssel (transfer key).
Korrektur	Urlaubskonto	Correct holiday days directly.
Korrektur	Konto 1, Konto 2, Konto 3	Correct the account balance directly.

Month closed and it is the last one: only Nachkorrektur.

Month closed, but not the last one: no context menu.

Corrections to Konto 2 and Konto 3 currently end up on Konto 1

The entries Korrektur → Konto 2 and Korrektur → Konto 3 correctly show „Umbuchung auf K2” or „K3” in the dialog — but the booking is actually written to Konto 1.

Until this is fixed, use Umbuchen with a suitable Umbuchungsschlüssel whenever you need to correct K2 or K3 specifically, and check the account balance in the drilldown after booking.

The units trap

Accounts in hours, holiday in days

In the Umbuchung and Korrektur dialogs:

• Konto 1 / 2 / 3 → you enter hours.
• Urlaubskonto → you enter days.

The same input form, two units. This is the most common source of errors. 8 in the account field is eight hours; 8 in the holiday field is eight holiday days.

The dialog works out Zeitziel = Zeitquelle × Faktor automatically; the target field is not editable. Bemerkung is a mandatory field — no transfer without a reason.

Nachkorrektur

Only on the last closed month. You enter Konto 1, Konto 2, Konto 3 (in hours) and Urlaubskonto (in days) directly.

Note

The Nachkorrektur writes directly into the monthly result and triggers no recalculation. Your values stay exactly as you entered them.

Drilldown: where the numbers come from

The + on a row expands two panels.

Monatsumbuchungen — every booking that has changed the month:

Column	Meaning
Pos.	0 or -1 = automatic booking, ≥ 1 = manual booking.
Quelle / Ziel	From which account to which.
Zeit	For target U in days, otherwise in hours.
Bemerkung	Your reason.

A delete icon appears only for manual bookings (Pos ≥ 1). Automatic bookings are deleted and recreated on every Berechnen — manual bookings survive. That is why you cannot delete automatic bookings at all: they would come back with the next calculation anyway.

When you delete a transfer, the system asks for confirmation („Diese Aktion kann nicht rückgängig gemacht werden.”) and recalculates the month afterwards.

Lohnarten Ergebnis — the breakdown by wage type, with Typ, Summe and Tage.