• The basics of the flex budget
• Activation of the flex budget
• Managing settings for individual benefits
• Wage data export
  • Automatic dispatch of the payroll data report:
  • Generate wage data export manually:

The basics of the flex budget

The flex budget ensures maximum flexibility and satisfaction for your employees. With this, a total budget is released that employees can use individually for the benefits of their choice. The following benefits can be made available to employees:

• Gift cards/Vouchers
• Fitness
• Lunch vouchers
• Mobility budget
• Internet benefit
• Recreation allowance
• Daycare-subsidy

Within the overall budget, individual statutory or tax-free budget limits are also taken into account and can therefore not be exceeded. The individual conditions and limits can be found in the respective linked benefit handbook.

Activation of the flex budget

The flex budget can be set for individual employees or all employees collectively. To do this, go to “Flex budget” > “Benefit inactive” > tick the desired persons > “Configure now for 2 employees” button.

The configuration already contains all the relevant setting options for individual benefits. These relate to the meal allowance and mobility, see the manuals for these benefits. The total budget is specified for the monthly budget, with €500 representing a technical limit. As with the individual benefits, you can now specify a start date and, optionally, an end date. As soon as the settings meet your requirements, you can now add the configuration by clicking on the “Activate” button.

Managing settings for individual benefits

The settings for the individual benefits under the flex budget are also combined in one place in the menu. All benefits based on the reimbursement principle (meal allowance/mobility/recreation allowance) are combined here. The settings for the vouchers and benefits must be viewed separately. Information on the setting options for the individual benefits can be found in the respective manual.

Wage data export

The payroll data export is also combined in one place in the menu. Under Wage data export, you can generate the export manually for individual benefits and individual periods, as well as set up automatic dispatch for the wage data export.

Automatic dispatch of the payroll data report:

In the Payroll data export tab, you can enter the payroll accounting system used by you or your tax office

Under Automatic dispatch, you can configure the automatic dispatch of the payroll data report and the detailed report for up to three e-mail addresses.

Enter the various wage types here (it is best to ask your tax office about the wage types):

Generate wage data export manually:

Here you can manually generate the export for individual benefits and individual periods.

The wage data export is also combined in one place in the menu. However, individual benefits for individual periods can be selected for export. The wage types (de: Lohnarten) are also queried individually.

Translation Note: This article has been translated using automatic translation software to provide the reader with a basic understanding of the content. Despite reasonable efforts to provide an accurate translation, we cannot guarantee its accuracy.

If there are any questions regarding the accuracy of the information in the translated article, please refer to the German version of the article, which is the official version.