Be it in the Payroll Consulting, Payroll Management or Payroll Training areas – I aim to always offer new approaches, implement optimal processes and in doing so, to establish long-term legally compliant, sustainable solutions and improvements in the entire company.
Please find here a selection of former projects, trainings and contributions:
September/October 2023: Inhouse-Online Seminars
5 days introduction/basics of payroll accounting Germany via MS Teams for a newly formed team of 14 employees at a Payroll Outsourcing Partner in Poland that is to support German customers in payroll accounting as a service provider.
Role: Online trainer
August 2023: Inhouse-Online Seminar
1 day Basics of Payroll Austria via MS Teams
Role: Online trainer
July 2023: Inhouse-Online Seminar
1 day Basics of Payroll Austria via MS Teams
Role: Online trainer
March 2023: Inhouse-Online Seminar
1 day Basics of Payroll Austria via MS Teams
Role: Online trainer
Since March 2023 till February 2024: Project Change of Payroll Outsourcing Service Provider
Industry: solar, manufacturing medium-sized company, approx. 300 employees growing, change from Paychex as outsourcing service provider to new payroll service provider ADP, international
Tasks:
– Coordination of the project between client company, various internal and external stakeholders and the old and new service provider.
– Collaboration on an international level with the International Project Manager (ADP) in Madrid, Singapore and India (communication in English)
– Checking data test phase (shadow payroll)
– Control of deadlines, data migration, test phase until go-live in the countries Germany, Poland, Spain as well as Czech Republic.
Role: External payroll project leader
Dezember 2022: Inhouse-Online Seminar
2 days Foundations Payroll Germany, basic seminar in English for an international HR and Accounting team with interface to a German payroll provider via Zoom
Role: Online trainer
December 2022: Inhouse-Online Seminar
1 day Basics of Payroll Austria via MS Teams
Role: Online trainer
November 2022: Inhouse-Online-Seminar
Non-cash remuneration in the area of mobility – correct implementation in payroll accounting
Role: Online trainer
September 2022: Inhouse online seminar DRW, Günzburg
Company car taxation – implement correctly in payroll accounting for a Payroll/HR Team of 6 people
Role: Online trainer
September 2022: open online seminar – 1 day
Non-cash benefits in the area of mobility – implement correctly in payroll accounting!
Role: Online trainer
September 2022: Online Seminar – Haufe Academy, Freiburg, Germany
Delivery of the open 3-day online seminar ‘Basics of Payroll Compact via MS Teams, 24 participants from all over Germany.
Role: Online trainer
August 2022: Inhouse-Online Seminar
1 day Basics of Payroll Austria via MS Teams
Role: Online trainer
July 2022: Inhouse-Online Seminar
1 day Basics of Payroll Austria via MS Teams
Role: Online trainer
May 2022 till September 2022: IT- Company, 680 employees, Hannover
eConsulting project:
Consulting on payroll outsourcing – creation of a basis for decision-making for HR management, clarification of processes,
requirements, expectations for a potential outsourcing
Role: eConsultant
April 2022: Inhouse-Online Seminar
1 day Basics of Payroll Austria via MS Teams
Role: Online trainer
April 2022: Online Seminar – Haufe Academy, Freiburg, Germany
Delivery of the open 3-day online seminar ‘Basics of Payroll Accounting Compact’ with 25 participants from all over Germany via MS Teams.
Role: Online trainer
March 2022 till June 2022: Willis Towers Watson GmbH, consulting firm, Wiesbaden, Germany.
Functional PT project: support for the payroll of company pensioners in the TAS department in SAP HCM.
Role: Interim Payroll Specialist remotely
Since March 2022 and ongoing: Dominikus-Ringeisen-Werk, social institution, church foundation under public law, AVR approx. 5000 employees, Ursberg/Günzburg
eConsulting project:
Improvement processes in payroll, time management and redesign process Introduction of electronic certificate of incapacity to work from 01.01.2023.
Role: eConsultant
December 2021: Inhouse-Online Seminar
1 day Basics of Payroll Austria via ZOOM
Role: eTrainer
July 2021 – November 2021: OLX GmbH- Berlin and Amsterdam
Vacancy bridging
Role: Interim Payroll Manager (100% remote)
June 2021: In-house online seminar
1 day Basics of Payroll Austria via MS Teams
Role: eTrainer
May 2021: Inhouse-Online Seminar
1/2 day Benefits in Kind in German Payroll via Zoom
Role: Online trainer
März 2021: Web-Conference Topic ‘Payroll Outsourcing’
Key Note: ‘Payroll Outsourcing – the better Payroll?
Role: Key-Note-Speaker
November 2020 till June 2021: ARRI – Arnold & Richter Cinetechnik GmbH & co. KG, Munich
Industry: Cine technics, approx. 1200 employees, tariff, P&I Loga /Loga3
Role: Interim-Manager Teamleader Payroll and Consultant
August 2020: Planet Food Print – Vienna/Austria
Industry: Hotel & Restaurants
Role: Online-Trainer
1 day-Inhouse-Webinar/E-training day Foundations of Payroll Accounting Austria
July 2020: D-fine GmbH, Frankfurt/Main
Industry: Consulting
Role: Online-Trainer
1 day-Inhouse-Webinar/E-training day Foundations of Payroll Accounting Austria – inhouse specialized training
April 2020: Avery Dennison GmbH, Munich
Industry: Printing/Labeling
Role: Online-Trainer
1 day-Inhouse-Webinar/E-training day Foundations of Payroll Accounting Austria – inhouse specialized training
http://www.averydennison.com
April 2020: RKW Bayern e.V., Munich
Industry: Training provider
Role: Online-Trainer
March 2020 – April 2020: Genossenschaftsverband Bayern e.V., Munich, Industry: Banking – Auditing, approx. 1000 employees
Role: Interim-Manager
Operative Payroll accounting and introduction short-time-work with P&I Loga (Loga3)
February 2020: Hauck & Aufhäuser Private Bank – Frankfurt/Main
Industry: Banking, international, approx. 500 employees – Locations in Germany, Luxemburg, London, Switzerland
Role: Payroll Consultant
Consulting mandate: Analysis of wage tax processes, as-is and GAP analysis, assessment of risks and instructions for process improvements and savings potential
Evaluation of the wage tax audit reports 2010, 2016 as well as audit requests for the currently pending wage tax audit, evaluation report of the social security audit 2018
August 2019 – January 2020: Lilium GmbH – Wessling near Munich
Branch: Aviation Industry – International Start-Up – sustainable mobility, approx. 400 employees
Role: Payroll Consultant & Trainer
Analysis of the HR/Payroll processes, review of the current system landscape (Personio, Datev Lodas) for future suitability (growth of the company, adaptation to interfaces, legal requirements e.g. time recording)
Training of employees (basics of payroll accounting Germany, new reporting procedure for employees with limited tax liability – application for tax ID,
Training on the Vew digital A1 procedure for postings and business trips via payroll accounting and SV-Net, artists’ social insurance fund)
Checking the quality of the payroll outsourcing partner
Creation of HR/Payroll process manual, checklists for HR/Payroll processing as well as an analysis and overview of interface topics Payroll/HR/Finance (actual status – target status)
Consulting in the area of compensation & benefits (e.g. introduction of a job ticket as benefit) and in the area of social security abroad (international employee assignment)
www.lilium.com
March 2019: Jochen Schweizer mydays Group – Munich
Role: Consultant
HR Process Consulting
http://www.jsmd-group.com
October 2018: RHI Magnesita Oviedo/Spain
Sector: Refractoring, approx. 14.000 employees worldwide, international
Role: Trainer
3 days Training foundations payroll Germany for a shared service team in Spain with an introduction in SAP HCM/German payroll, Training language: German, English, Spanish
www.rhimagnesita.com
September 2018 to January 2019: PUREN PHARMA GmbH & Co. KG, Munich
Company, Medium-sized business
Industry: Pharma, approx.90 employees, international
Role: Interim Payroll Manager (single position)
Bridging vacancies, operative payroll accounting with P & I LOGA, LOGA3
Preparation of monthly payroll accounting including personnel administration (employees and company pensioners, certificates, manual reports via SV-Net), preparation of manual transfer posting list, reporting of data to accounting, clarification of differences
Special topics/annual topics: Calculation of taxation for group accident insurance, creation of an Excel table for budget planning for fiscal year 2019/2020, evaluation from SCOUT, calculation of lump-sum taxation for company events (Christmas party 2018) and lump-sum taxation of Christmas gifts to business partners in accordance with §37b EStG, manual correction of the income tax notification for December 2018 for the payment of lump-sum income tax
Calculation and reporting of contributions for the artists’ social security fund 2018, reporting of severely disabled employees 2018, settlement of a lump sum payment from the support fund to employees, clarification of tax and social security obligations, reporting on paying agent reporting procedures to the responsible health insurance fund, clarification of tax obligations to company pensioner who has transferred her residence to Switzerland, request for confirmation of residence and issuance of an application for limited tax liability
April, July, August 2018: International manufacturer, group, industrial sector: Lubricants, Munich
Role: Consultant
Analysis of payroll processes and creating a back-up concept
March 2018 – May 2018: Bulthaup GmbH & Co. KG, Kitchen manufacturer international, Vilsbiburg Production company, approx. 500 employees, Company collective agreement
Consulting and training mandate
Process consulting in the SAP HCM system (review of processes, distribution of tasks, working methods, workload, more effective use of the accounting system or analysis of faulty functions in the system, interfaces)
in particular:
Advice on list of non-monetary compensation to employees from 2017 – Taxation according to 37b EStG, social security obligation, inflow, conversion to payroll accounting with SAP HCM – Dates with the accounting department regarding delivery of data and documents in the current calendar year
Professional training of employees in the field of payroll accounting (foreign topics, A1 certificate, pensioners, company pensioners)
Familiarization/training new employee without SAP knowledge in payroll accounting with SAP HCM (Training on the Job)
International manufacturer, group, industrial sector: Lubricants, Munich
Role: Trainer
Inhouse-Training – 4 days
Imparting basic German Payroll knowledge using the PAISY accounting system for a former intern who has been offered a job in Payroll Accounting
Manufacturer, Group, automotive supplier, Munich
Company locations in Munich, Duisburg und Remscheid
IG Metall Tariff Bavaria, Indian Owner
Industrial Sector: Manufacturer operating in 3 shifts, automotive supplier
Interim-Management/vacancy bridging
Team Lead (2 employees), payroll accounting in SAP HCM as well as SAP Org-Management, special case assessment (payroll accounting, contract generation collaboration with the Works Council, Employee selection in the payroll area – initial interviews and assessment tests, Requirement creation of new salary types during customizing
Since October 17: Consulting Contract
Preparation and monitoring of the pension insurance audit in January 2018
Tasks:
Data provision by means of evaluations (labor type reporter, query) in SAP HCM for 2013 – 2016
Checking the current accounting period in terms of correct income tax and social security regulations as well as their technical implementation in SAP HCM (in particular improvement grants, benefits in kind, which are paid out by means of Edenred)
Assessment of corporate events, document provision, taxation
Verification as well as derivation of process alterations
Creation of a practical guide, intern assessment, working students
Indian intern, social security and income tax regulation assessment
Supporting the year-end tasks 2017 n terms of accounting (evaluation of annual earning limits), training/Support of new employees in payroll accounting
Project: Interim Payroll Specialist (sole position)
Collective Wage Agreement of the Metal Industry for Bavaria, employees with and without collective agreement/workers council, several business transfers
Tasks:
Contact Person Payroll for employees in Munich and Frankfurt
Interface Payroll to external payroll provider Solvenius (Germany) as well as Deloitte (shadow payroll/expats India) as well as to Deloitte Graz (payroll for Austrian employees, limited tax liability)
Payroll Germany:
Overtime Administration: forwarding overtime applications to the Workers Council, approval check and creation of monthly employee lists for Solvenius
Administration monthly on-call duty for a particular employee group, Creation of a list to be forwarded to Solvenius
Preparation of salary letters for performance assessment according to wage brackets (Collective Wage Agreement of the Metal Industry for Bavaria), initial assessment, re-grouping, re-classification, calculation of percentaged proficiency pay
Creation of different confirmations
Creation of letters regarding the reduction/increase of working time, new salary calculation, adaption as well as calculation of the participation in the business success of the company
Calculation of bonus payments for 2016 for consultants on the basis of reported project hours
Onboarding of a new CEO from India with local contract, clarification of payroll topics (wage tax class, Taxpayer Identification No., double budgeting, social insurance, repayment of pension contributions within 5 years etc.)
Clarification direct insurance topics with different insurance agencies in Germany/Austria (insurance declaration/cancellation, insurance payments upon termination of insurance)
Clarification of different legal matters – payment of remaining vacation days in case of death of an employee, vacation compensation, employees with long-term sickness Taxation of benefits in kind (employee vouchers) according to §37b German Income Tax Act (EStG)
Creation of a check list for monthly salary administration
Check of monthly salary administration/coordination with external payroll service provider incl. approval
Wage Tax Audit 2016 – Deriving Measures:
Taxation of telephone costs for employees working in home office (classification private/business), Clarification handling of retrospective taxation 2016 as well as process changes for 2017 (provision by the employer, unlimited use, exempt from income tax)
Payroll Subsidiary in Poland:
Clarification first case of employees with limited tax liability from Poland, taxation, DBA/economic employer
Data collection: daily schedule, distribution of gross salaries, exchange rates, settlement date, Financial Accounting, calculation non-cash benefits catering expenses Germany/Poland, Certificate of Coverage (A1) preparation, preparation certificate application for employees with limited tax liability, creation of a guideline for the process and handling of limited tax liability in German and Polish accounting
Clarification of legal situation regarding minimum wage in Austria, payment of wage differences for employees from Poland for working days in Austria.
Change of Provider:
Supervising and controlling a payroll provider change from Payroll Austria Deloitte/Graz to Ekspert/Graz
Self-dependent monthly payroll accounting for approx. 400 employees of two legally independent limited liability companies (GmbH) using DATEV LODAS
Monthly calculation of commission payments
Monthly calculation of the non-assessed income tax in remunerations in kind regarding food to be paid to the tax office
Calculation of Christmas bonuses
Marginally and temporary employees, working students, interns (evaluating the obligation to contribute to social insurance, recording of monthly hours performed)
Recording of monthly changes (bonuses, salary increases, address changes, health insurance changes etc.)
Contact person for health insurance companies, tax offices, employment offices
Clarification of open questions relating to pay slips, predominantly in English (90% of staff from different countries, 50 nations)
Onboarding of the new permanent employee since February 2016
Special Topics:
First-time issuing of anniversary coupons/ non-monetary benefits (clarification of fiscal and social security payment possibilities, § 37b EStG (German Income Tax Law), calculation of non-assessed income tax, employer responsible for social security – implementation in DATEV LODAS)
Creation of an application for working on Sundays at the Industry Control Office, manual calculation of overtime/benefits, Evaluation of amounts exempt from social security and income tax
Initial calculation of monetary benefits in case of employee discounts according to § 8 sect. 3 EStG (German Income Tax Law) for both limited liability companies (GmbHs), Taking into account valuation haircuts as well as tax exemption limits, wage type creation for taxation in DATEV LODAS, Clarification information in the payroll account
Employees with limited tax liability (Great Britain):
Clarification of fiscal and social security treatment of international buyers (German employer, residence relocation, limited tax liability, creation of a travel calendar template for income splits, income splits according to the travel calendar, Clarification of social security responsibility), Clarification of using the Basic Pay Tool HMS Customs GB, Estimation UK income tax, UK-social security, deduction, creation of provisions employer amount social security
Management and clarification of the payroll transition process for employees with limited tax liability to PriceWaterhouseCoopers (PwC), Clarification of subsequent tax payments with PwC in the UK, retroactive accounting/corrections of employees 01/2015 – 01/2016, which have been incorrectly fiscally evaluated, overpayments/subsequent payments, forwarding to PwC for payout/holdback
Clarification health insurance registration cancellation/refunds, social insurance contributions employer/employee
Annual financial statement tasks: e.g. reporting to trade organizations, reporting of handicapped employees, Evaluation of average annual salary over/undershooters, etc.
Payroll accounting: Creation of evaluations and account reconciliation with Financial Accounting
Realization of payroll Austria in collaboration with a Vienna tax consultant agency
Supporting the Austrian store managers (retail)
Supporting of HR specialists/HR generalists in terms of health insurance classification, topics concerning industrial law e.g. payment when working on public holidays, parental leave, labor inspectorate topics, vacation, sickness, overtime, benefits
Handling of employee benefits in Austria, GPLA (income tax and social security audits),
Conditions regarding collective agreements, marginal part-timers, company pension schemes (group insurance)
Creation of a process manual for Payroll Austria
Conducting the workshop “Basics Payroll Austria” for HR employees
Clarification and enhancement of processes in the payroll area/support Austria (time sheet registration, vacation expense report)
Clarification of accident insurance topics (AUVA)
Creation of manual monthly booking lists for the Financial Accounting department in Belgium for salary posting (communication in English)
Since February/March 2016: Onboarding of the permanently employed payroll specialist
Annual financial statement tasks 2015/2016:
Accruals for unused vacation, anniversary gratification, severance pay OLD, occupational collective insurance
Monitoring annual collective agreement increases/biennial increment increases– payroll implementation
Restructuring of the internal payroll team, Establishing an internal payroll mail box as well as a style guide for handling the mail box.
Interface for clarification of internal processes with HR and Finance e.g. responsibilities in case of occupational accidents, taxation of company events, travel expenses (additional catering costs), taxation of gifts for customers and employees, taxation of company cars, etc.
Communication with RHI in England regarding the implementation of bonus in payroll accounting
Operative counseling Payroll Austria/Switzerland in cooperation with external payroll accounting services in Austria and Switzerland, as well as clarification of the processes hereto, in particular vacation and sickness notifications
technical support in case of special topics regarding social insurance and payroll tax, e.g. taxation of redemption value of a direct insurance in case of termination by the employee, taxation of company cars if the leasing rate is taken over by the employer, as well as the corresponding handling in the team
Supporting the external payroll team (temporary employment) in LOGA topics/special payroll topics, e.g. A1 certification (employee secondment)
Operative collaboration in the payroll area
Administration of the payroll system for facilities abroad (e .g. in Austria), employee creation, system configuration, e.g. automatic calculation of vacation days
Collaboration with various payroll offices abroad (e. g. in Spain)
Clarification of questions regarding payroll tax and social insurance (ElStaM, payroll, tax liability non-cash benefits, company cars, mini jobs, sliding scale, child sickness – derogation)
individual payroll accounting training payroll for an employee using the LOGA P&I system (payroll and salary accounting basics) as well as the usage of LOGA
Taking over the operative payroll management (entering the data into the system payroll tax registration, contributions to social security, salary transactions) for 3 different, legally independent companies with different focuses on payroll accounting (different collective labor agreements, works council agreements, shift allowances, company cars)
Special topics: subsequent payment resulting from a 10-year Employment Tribunal trial, flat tax calculation of company events, non-cash benefits in kind, death of an employee – clarification payoff, last salary, certificate of inheritance, release of provision etc.)
Contact to the tax authorities, e.g. taxation of interests resulting from the Employee Tribunal trial, clarification of the category of income regarding the payroll handling
Employee and colleague assistance regarding payroll tax and social insurance topics
Team leading
Interface to the accounting department (recognition and release of provisions, accounting lists, clearance of outstanding amounts)
Analysis of the accounting process and suggestions for improvement