How I work

for consulting assignments, project management, online training and payroll in-house training!

January 2024 to March 2024: Consulting, training and payroll coaching

• Advising the customer on managing the new service provider
• Regular coordination meetings with the new service provider after cut-off
• Advice on year-end topics and outstanding issues with the old service provider (e.g. severely disabled persons’ levy, correction of energy price flat rate, letter M)
• Training employees in HR and accounting in the basics of payroll accounting
• On-the-job learning for the new HR specialist with interface to the new service provider
  
  Role: eConsultant, online trainer, eLearning coach

March 2023 to February 2024:
Project change of payroll outsourcing service provider
Industry: Solar, medium-sized manufacturing company, approx. 300 employees growing, change from Paychex as outsourcing service provider to the new payroll service provider ADP, international
Task:
– Coordination of the project between the client company, various internal and external stakeholders and the old and new service provider
– Cooperation at 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 Germany, Poland, Spain and Czech Republic.
– Support of the HR team in the input/control/collaboration of the new payroll service provider ADP with service team in the Czech Republic

Role: external project management

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: In-house online seminar
1 day Basics of payroll accounting Austria via MS Teams
Role: Online trainer

July 2023: In-house online seminar
1 day Basics of payroll accounting Austria via MS Teams
Role: Online trainer

March 2023: In-house online seminar
1 day Basics of payroll accounting Austria via MS Teams
Role: Online trainer

December 2022: In-house online seminar
2 days Foundations Payroll Germany, basic seminar in English for an international HR and accounting team with interface to the German payroll provider via Zoom
Role: Online trainer

December 2022: In-house online seminar
1 day Basics of payroll accounting Austria via MS Teams
Role: Online trainer

October 2022: In-house online seminar
Gifts, vouchers & co. – correct implementation in payroll accounting!
Role: Online trainer

October 2022: In-house online seminar
Bahncard 25/50/100 – correct implementation in payroll accounting!
Role: Online trainer

October 2022: In-house online seminar Haufe Lexware GmbH & Co. KG, Freiburg
1 day Artists’ social security fund – correct implementation in financial accounting, 15 participants from financial accounting, MS Teams
Role: Online trainer

September 2022: In-house online seminar DRW, Günzburg
Company car taxation – correct implementation in payroll accounting!
Role: Online trainer

September 2022: open online seminar – 1 day
Benefits in kind in the area of mobility – correct implementation in payroll accounting!
Role: Online trainer

September 2022: Online seminar – Haufe Akademie, Freiburg
Conduct  an open 3-day online seminar ‘Basics of payroll accounting compact via MS Teams, 24 participants from all over Germany
Role: Online trainer

August 2022: In-house online seminar
1 day Basics of payroll accounting Austria via MS Teams
Role: Online trainer

August 2022: In-house online seminar
1 day Basics of payroll accounting Austria via MS Teams
Role: Online trainer

July 2022: In-house online seminar
1 day Basics of payroll accounting Austria via MS Teams
Role: Online trainer

May 2022 – August 2022: eBeratungsprojekt, IT company, 680 employees, Hannover
Consulting on the topic of payroll outsourcing – creation of a basis for decision-making for HR management, clarification of processes,
requirements, expectations of potential outsourcing
Role: @Consultant (remote)

April 2022: In-house online seminar
1 day Basics of payroll accounting Austria via MS Teams
Role: Online trainer

April 2022: Online seminar – Haufe Akademie, Freiburg
Conduct  an open 3-day online seminar ‘Basics of payroll accounting compact via MS Teams, 25 participants from all over Germany
Role: Online trainer

March 2022 till June 2022: Willis Towers Watson GmbH, Beratungsunternehmen, Wiesbaden
Operative PT-Project: Support with payroll accounting for company pensioners in the TAS department in SAP HCM
Role: Interim-Payroll-Specialist remote

March 2022 until June 2022: Dominikus-Ringeisen-Werk, social institution, church foundation under public law, AVR (Tariff) approx. 5000 employees, Ursberg
@Consulting Project:
Improvement of processes in payroll accounting, time management and redesign of process regarding the introduction of electronic sickleave certificate (eAU) from 01.01.2023
Role: eConsultant

December 2021: In-house online seminar
1 day Basics of payroll accounting Austria via MS Teams
Role: Online trainer

July 2021 – November 2021: OLX GmbH- Berlin and Amsterdam
Vacancy bridging, training of new employees

• Management of the preparation of the monthly German payroll, data collection, forwarding and control of payroll data in cooperation with the payroll outsourcing service provider ADP
• Accompanying the current payroll tax audit, supplying data, final meeting, summarizing ‘lessons learned’ from errors that have arisen in the payroll tax audit
• Cooperation with the Global Shares Team in South Africa regarding taxation of employee shares (RSU) and the Global Mobility Team in Amsterdam regarding data delivery of benefits for expats that have to be taxed
• Setting up new processes through the new organization of Global Payroll Management in cooperation with the Global Payroll Manager in Amsterdam and the HR OPS team in Berlin

Role: Interim Payroll Manager (100% remote)

July 2021 – November 2021: OLX GmbH- Berlin and Amsterdam
Vacancy bridging, training of new employees

• Management of the preparation of the monthly German payroll, data collection, forwarding and control of payroll data in cooperation with the payroll outsourcing service provider ADP
• Accompanying the current payroll tax audit, supplying data, final meeting, summarizing ‘lessons learned’ from errors that have arisen in the payroll tax audit
• Cooperation with the Global Shares Team in South Africa regarding taxation of employee shares (RSU) and the Global Mobility Team in Amsterdam regarding data delivery of benefits for expats that have to be taxed
• Setting up new processes through the new organization of Global Payroll Management in cooperation with the Global Payroll Manager in Amsterdam and the HR OPS team in Berlin

Role: Interim Payroll Manager (100% remote)

Juni 2021: In-house online seminar
1 day Basics of payroll accounting Austria via MS Teams
Role: Online trainer

May 2021: In-house online seminar
1/2 day remuneration in kind in German payroll accounting via Zoom
Role: eTrainer

March 2021: Web conference on the topic of ‘Payroll Outsourcing’
Key note on the topic: ‘Payroll Outsourcing – the way to better payroll accounting?
Role: Key note speaker

März 2021: In-house online seminar
1 day Basics of payroll accounting Austria via MS Teams
Role: Online trainer

November 2020 to April 2021: ARRI – Arnold & Richter Cinetechnik GmbH – Munich, medium-sized company, approx. 1200 employees, subject to collective agreements
Interim team leader payroll with P&I Loga, management of the payroll team of 4 people and project management

• Setting up the ‘quarantine’ and ‘childcare during the pandemic’ process in payroll accounting
• Checking quarantine cases for the possibility of compensation under the Infection Protection Act
• Advice on ‘Home office and effects of working abroad in payroll accounting’
  Project management change of payroll service provider as part of a transfer of operations of a subsidiary, data delivery, company pension scheme, transfer of electronic files
• Special topics abroad: new payroll service provider in Denmark, setting up processes, implementation
• Change of time recording system, data delivery and control
• Compliance: introduction of a monthly payroll control process

Role: Interim manager & consultant

October 2020: Online-Seminar – Correct Taxation of Gifts, Vouchers & Co. – Lump Sum Income Tax according to §37b EStG and Technical Implementation with P&I Loga – open online seminar
Role: Online Trainer

October 2020: In-house online seminar
1 day Basics of payroll accounting Austria via MS Teams
Role: Online trainer

October 2020: In-house training – online seminar
1 day Basics of payroll accounting Austria
Role: Online-Trainer

August – December 2020: Stadtwerke Offenbach, municipality – Offenbach
Payroll consulting – Evaluation of cost analysis HR/Payroll, comparison of costs with external providers (comparison to hosting and BPO), assessment of benchmark, analysis of existing payroll processes, system landscape and working methods
Role: eConsultant (remote)

July 2020: In-house online seminar
1 day Basics of payroll accounting Austria via MS Teams
Role: Online trainer

April 2020: In-house online seminar
1 day Basics of payroll accounting Austria via MS Teams
Role: Online trainer

March to April 2020: operational interim management
Operational payroll accounting with Loga3, sickness cover, introduction and accounting of short-time work in Loga3
Role: Interim Manager Payroll

March/April 2020: Webinar: Short-time work –
new regulations and implementation in payroll accounting in cooperation with RKW Bayern e.V. – various dates
Role: Online-Trainer

February 2020: Hauck & Aufhäuser Privatbank – Frankfurt am Main, banking sector – locations in London, Luxembourg, Switzerland, Munich, Frankfurt am Main approx. 500 employees
Role: Consultant

Analysis of payroll tax processes, documentation of the current status and GAP analysis, assessment of risks and instructions for process improvements and savings potential, evaluation of the 2010 and 2016 payroll tax audit reports and audit requests for the current upcoming payroll tax audit, evaluation of the 2018 social security audit report

August 2019 – January 2020: Lilium GmbH – Munich, aircraft industry, fast-growing international start-up
Role: Consultant & Trainer

• Consulting assignment: Analysis of HR/payroll processes, review of the current system landscape (Personio, Datev Lodas) for future fit (growth of the company, adaptation to interfaces, legal
• requirements e.g. working time recording)
  Training of employees (basics of payroll accounting in Germany, new reporting procedure for employees with limited tax liability – application for tax ID, training on the new digital A1 procedure for postings and business trips via payroll accounting and SV-Net, artists’ social security fund)
• Checking the quality of the payroll outsourcing partner
• Creation of an 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) and in the area of social insurance abroad (international employee deployment)

March 2019: Jochen Schweizer mydays Group – Munich
Role: Consultant
Process consulting HR
http://www.jsmd-group.com

Januar 2019: In-house online seminar
1 day Basics of payroll accounting Austria via MS Teams
Role: Online trainer

December 2018: ComvaHRo GmbH, Grasbrunn near Munich
Industry: IT services & consulting
3-day in-house seminar: Foundations of payroll accounting Germany

October 2018: RKW Bayern e.V. – Nuremberg
3-day open seminar – Basics of payroll accounting

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)
vacancy bridging , 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:

• Simplification or creation of evaluations from SAP for accounting (e.g. values for estimation procedure SI – creation of documentation for the creation of evaluations from SAP
• Creation of a SV-Net account for the Payroll team to create manual statements/notifications to the health insurance companies, since electronic remuneration and expense reimbursement transfer from SAP was not working at the time
• Analysis of the distribution of tasks in the team, preparation of an overview and proposal for restructuring and redistribution
• Creation of a monthly accounting plan (new structure, communication with accounting department)
• Advice on the introduction of a shopping card (Givve) as well as implementation in payroll accounting (compliance with the monthly non-monetary remuneration exemption limit, wage type attachment, remuneration statement regulation), inflow, check for collision with other non-monetary remuneration, evaluation)
• Advice on the implementation of the calculation of non-monetary remuneration value for lunch/cafeteria together with Dallmayr in the cash register system from 11/2017 and manual calculation for the year 2017 (requirement from wage tax audit 2016)

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)

February 2018: Klüber Lubrication München SE & Co. KG, Munich
In-house training – 4 training days
Basics of Payroll Germany and practical training on the Paisy payroll system for a trainee who have been taken on in payroll accounting

August 2017 – March 2018:
Branch: Automotive supplier industry Munich
Locations in Munich, Duisburg and Remscheid
IG Metall tariff Bavaria, Indian owner
Industry: Production company with 3-shift operation
Interim management: vacancy bridging
Team management (2 employees) as well as payroll accounting in SAP HCM and SAP Org Management, assessment of special cases (personnel processing, cooperation with the works council, selection of new employees in the payroll area – conducting initial interviews and checking specialist knowledge

From October 17: Consulting assignment
Preparation and support for the pension insurance audit in January 2018
Provision of data for the audit using evaluations in SAP HCM (query/wage type reporter) for the years 2013 – 2016

Review of current payroll accounting with regard to correct payroll tax and social security law and technical implementation in SAP HCM (in particular improvement bonuses, benefits in kind paid via Edenred)
Assessment of company events, documents, taxation
Review and derivation of process changes
Supporting the 2017 year-end work in payroll accounting, training new employee in the area of payroll accounting
From February 18: Follow-up work on the pension insurance contribution notice:
Clarification of entitlement to subsequent claim for contributions from the funds, arranging for transfers to the funds, reversals of subsequent claims for contributions, clarification of subsequent claims for professional association contributions
Retroactive corrections (2013 – 2016) of contribution group keys, registrations and deregistrations as well as annual reports via SV-Net
Clarification with health insurance funds Checking sick pay subsidies for SI obligation §23c SGB IV, initiating suspension of the enforcement of additional contribution claims from certain health insurance funds due to non-executed checks or feedback
Preparation of total for provisions, clarification of payments and provisions with accounting department

Interim Payroll Specialist, Bavarian metalworking collective agreement, employees with and without collective agreement/works council, several transfers of undertakings
Locations: Munich, Frankfurt, Nuremberg, Graz, Warsaw

Tasks:
Payroll contact person for employees in Munich and Frankfurt
Payroll interface to the external payroll provider Solvenius (Germany) and Deloitte (shadow payroll/expats India) as well as to Deloitte Graz (payroll for Austrian employees, limited tax liability)

Payroll Germany:
Administration of overtime: forwarding of overtime requests to BR, checking of approval and preparation of the monthly overtime list for Solvenius
Administration of monthly on-call duty for a special group of employees, preparation of list for forwarding to Solvenius
Preparation of income letters for collective performance appraisal (Bavarian metal collective agreement), initial appraisal, regrouping, reclassification, calculation of percentage performance bonus
Preparation of various confirmations
Preparation of letters for reduction or increase in working hours, calculation of new salary, adjustment and calculation of participation in business success (BaG)
Annual bonus calculation 2016 for consultant employees based on reported project hours
Onboarding of a new managing director from India with a local contract, clarification of payroll issues (income tax class, tax identification number, dual household management, social security, repayment of pension insurance contributions within 5 years, etc.)
Clarification of direct insurance issues with various insurance companies DE/AT (deregistration/registration, payment of insurance at the end of the insurance)
Clarification of various legal issues – payment of remaining vacation in the event of the death of an employee, vacation compensation for employees on long-term sick leave Taxation of non-cash benefits (employee voucher) in accordance with §37b EStG
Creation of control list for monthly payroll accounting
Control of monthly payroll/coordination with external payroll service provider and approval

Derivation of measures from 2016 wage tax audit: taxation of telephone costs for employees in home office (distinction between private/business), clarification of handling of retroactive taxation in 2016 and process change for 2017 (provision by employer, unlimited use, wage tax exemption)

Payroll branch in Poland: clarification of first-time process for employees with limited tax liability in Poland, taxation, data collection: daily calendar, breakdown of gross salaries, exchange rate, payroll date, FIBU posting, calculation of non-cash benefit per diems Germany/Poland, preparation of A1 certificate, preparation of application for certificate for employees with limited tax liability, preparation of a manual for the process and handling of limited tax liability in German and Polish payroll accounting
Clarification of legal situation minimum wage Austria, payment of differential wage for Polish employees for working days in Austria

Provider change:
Support and management of the external provider change Payroll Austria Deloitte/Graz to Ekspert/Graz

Mai 2016: IT2-Solutions (now: Zalaris Deutschland)  Leipzig
Branch: Payroll Outsourcing, Payroll Service-Provider
Training Basics Payroll Austria
1 training day in Leipzig
http://www.zalaris.de

Function: Interim-Sole Payroll Specialist for Payroll Austria

Implementation of payroll for Austria in cooperation with a Viennese tax office

Support for Austrian store managers (retail) Advising HR Specialists/HR Generalists on classification issues in the collective agreement for retail, employment law issues e.g. payment for public holiday work, parental leave, labor inspectorate issues, vacation, illness, overtime, bonuses

Treatment of staff discounts in Austria à clarification of new regulation from 2016

GLPA (LSt/SV audit),

Collective employment law conditions, marginal employees, company pension scheme (company collective insurance)

Creation of a process manual for Payroll Austria

Implementation of a workshop ‘Basics Payroll Austria’ for HR employees

Clarification and improvement of processes in the area of Payroll/Support Austria (timesheet recording, vacation calculation)

Creation of manual monthly posting lists (Excel) for financial accounting in Belgium for payroll posting (communication in English)

Year-end closing work 2015/2016

Vacation, anniversary provisions, provision for old severance pay, provision for company collective insurance

Supervision of the annual collective agreement increases – implementation in payroll

Payroll Manager in sole function
Responsible for the monthly payroll accounting for approx. 400 employees of two legally independent GmbHs via Datev LODAS

• Monthly calculation of commission payments
• Monthly calculation of flat-rate wage tax for meal provision for payment to the tax office
• Part-time and short-term employees, working students, interns (assessment of SI obligation, entry of hours worked per month)
• Entry of monthly changes (bonuses, salary increases, address changes, health insurance changes, etc.)
• First-time payment of anniversary payments as benefits in kind (clarification of tax and social security payment options, § 37b EStG, calculation of flat-rate wage tax, payment of social security by the employer – implementation in LODAS)
• Manual calculation of overtime/surcharges for Sunday work, assessment of social security and income tax exemption
• Contact person for health insurance companies, tax offices, employment office
• Clarification of open questions regarding payroll accounting, mainly in English (employees from 50 nations)
• Induction of the new permanent employee

Employees with limited tax liability (Great Britain):

• Clarification of the tax and social security treatment of international purchasers (German AV, relocation of residence, limited tax liability, preparation of a template for a travel calendar for the distribution of wages, distribution of wages according to travel calendar, clarification of social security responsibility
• application for a wage tax certificate for employees with limited tax liability at the permanent establishment taxoffice Management and clarification of the payroll transfer process for employees with limited tax liability to Price Waterhouse Coopers (PwC), clarification of tax arrears payment with PwC in the UK

Year-end closing work:

• Notification to employers’ liability insurance associations, notification of severely disabled persons
• Assessment of annual pay over/underruns
• Calculation of the non-cash benefit for staff discounts, consideration of the tax-free amount, differences Settlement via LODAS
• Preparation of evaluations and reconciliation of accounts with FIBU

Vacancy Bridging:  Team leader for the internal payroll team of 3 employees – P & I Loga

Restructuring of the internal payroll team, process clarification

Introduction of an internal payroll mailbox and guidelines for processing in the mailbox

Clarification of internal processes with HR and Finance as an interface, e.g. responsibilities for occupational accidents, taxation of company events, travel expenses (VMA), taxation of customer and employee gifts §37b EStG, company car taxation

Communication with Finance in England regarding the implementation of bonuses in payroll accounting

Operational support for Payroll Austria/Switzerland in cooperation with the external payroll offices in Austria and Switzerland, as well as clarification of the processes for this, in particular vacation/sickness reporting

Technical support with special issues relating to social security/wage tax law, e.g. taxation of the surrender value of direct insurance in the event of termination by the employee, taxation of company cars when the leasing rate is paid by the employee

Role: Interim-Teamleader Payroll

Consulting in the area of Payroll LOGA P & I

Administration of the system for the foreign locations (e.g. Austria), creation of employees, creation of system settings, e.g. automatic vacation calculation

Cooperation with various foreign payroll offices (e.g. Spain)

Clarification of wage tax and social security law issues (ElStaM, wage tax liability for non-cash benefits, company cars, mini-job, flexitime zone, child sick leave)

Individual payroll training for an employee on the LOGA P&I system with regard to payroll topics (basics of payroll accounting) and LOGA application

Role: Consultant

Interim management payroll, LOGA P & I in a team with a colleague, bridging a vacancy

Taking over the operative payroll (entering data into the system for income tax registration, social security contributions, salary transfer) for 3 different legally independent companies with different payroll focuses (different collective agreements, company agreements, shift allowances, company cars)

Special topics: Back payment of wages from a 10-year labor court case, flat-rate taxation of company events, non-cash benefits, death of an employee – clarification of payment of last salary, certificate of inheritance, reversal of provisions, etc.)

Contact with the tax office, e.g. taxation of interest from labor court proceedings, clarification of the type of taxable income with regard to handling in payroll accounting

Advising employees and colleagues on wage tax and social security law issues

Interface with accounting (creation and reversal of provisions, posting lists, clarification of outstanding amounts)

Analysis of the payroll process with suggestions for improvement

Role: Interim-Payroll Specialist