Office organization with commercial knowledge

In the course, you will learn the communication techniques relevant for a smooth workflow in the office as well as knowledge of (digital) organization and administration. You will also receive a systematic introduction to bookkeeping and accounting processes. You will also be given an introduction to personnel work by learning about the processes involved in determining, searching for and selecting personnel requirements as well as the tasks of personnel assessment, remuneration and personnel controlling. The implementation of the relevant processes using DATEV, taking into account digital processes, is shown as an example.
  • Certificates: Certificate "Office organization"
    "Driving license for digital competence" certificate
    Certificate "Fundamentals of Accounting"
    Certificate "Fundamentals of Human Resources Management"
    DATEV certificate "DATEV user wage and salary"
    DATEV training partner certificate of attendance
  • Examination: Praxisbezogene Projektarbeiten mit Abschlusspräsentationen
    Führerschein für digitale Kompetenz
    DATEV-Anwender Lohn und Gehalt (Eine Anmeldung über das Lernportal „DATEV Students online“ ist für die Zertifizierungsvorbereitung obligatorisch.)
  • Teaching Times: Full-time
    Monday to Friday from 8:30 a.m. to 3:35 p.m. (in weeks with public holidays from 8:30 a.m. to 5:10 p.m.)
  • Language of Instruction: German
  • Duration: 16 Weeks

Office organization

Office working environment (full-time approx. 4 days/part-time approx. 8 days)

Workplace organization

Video conferencing

Preparing presentations

Time and self-management

Setting priorities

Mail processing


Organization of appointments (full-time approx. 3 days/part-time approx. 6 days)

Planning appointments and meetings with MS Outlook

Event planning, business trip planning


Artificial intelligence (AI) in the work process

Presentation of specific AI technologies

and possible applications in the professional environment


Business management basics for office professions (full-time approx. 5 days/part-time approx. 10 days)

Fundamentals of business management, forms of business, objectives, management

Organizational structure in companies/organizational charts

Management styles and techniques

Agendas/protocols

Fundamentals of accounting, offer and order management


Project work (full-time approx. 3 days/part-time approx. 6 days)

To consolidate the content learned

Presentation of the project results


Digital office (full-time approx. 3.5 days/part-time approx. 7 days)

Modern letter style, commercial correspondence, DIN 5008

Preparation of telephone calls

Template design, serial letters

Document management - digital and analog

Data protection, laws

Digitalization/digital transformation and working world 4.0

Phishing emails and spam filters

Email, voice messages, messenger services

Using search engines and applying filters

Online banking, online orders

File sharing - synchronizing, sharing and accessing files

Creating and changing passwords securely (two-factor authentication)


Practical project work and exam: Driving license for digital competence (full-time approx. 1.5 days/part-time approx. 3 days)

Accounting basics

Accounting basics (full-time approx. 2.5 days/part-time approx. 5 days)

Legal basics

Inventory, stocktaking, balance sheet

Document organization

Land register, general ledger, sub-ledgers

Chart of accounts and chart of accounts

Tasks and structure of the chart of accounts


Artificial intelligence (AI) in accounting (full-time approx. 0.5 days/part-time approx. 1 day)

AI as a digital assistant in commercial processes

Possible applications and limits of AI in accounting


Posting to inventory and profit and loss accounts (full-time approx. 5 days/part-time approx. 10 days)

Effects of inventory changes and business transactions on balance sheet items

Breakdown of the balance sheet into balance sheet accounts

Posting business transactions and closing balance sheet accounts

Simple and compound posting record

Opening and closing balance sheet account

Expenses and income

Profit and loss account as closing account of the profit and loss accounts


Introduction to the depreciation of depreciable assets (full-time approx. 0.5 days/part-time approx. 1 day)

Causes, effects, calculation and posting of depreciation

Effects on P&L and annual profit


Value added tax on purchases and sales (full-time approx. 1 day/part-time approx. 2 days)

Nature of sales tax (value added tax)

Value added tax as a transitory item

Accounting for sales tax and input tax


Private withdrawals and deposits (full-time approx. 1 day/part-time approx. 2 days)

Private withdrawals and private deposits at a glance

Postings via the private account

Closing the private account


Procurement and sales bookings (full-time approx. 3 days/part-time approx. 6 days)

Merchandise

Procurement costs, distribution costs

Returns, credit notes

Rebates, discounts and bonuses


Posting of selected business transactions (full-time approx. 2 days/part-time approx. 4 days)

Basics of open item accounting

Postings in the personnel area

Postings in the tangible assets area

Postings in the tax area


Year-end closing (full-time approx. 1.5 days/part-time approx. 3 days)

Preparatory closing entries

Posting inventory differences

Accrual of expenses and income


Project work (full-time approx. 3 days/part-time approx. 6 days)

To consolidate the content learned

Presentation of the project results

Fundamentals of human resources management

Fundamentals of human resources management (approx. 2 days)

Objectives and tasks of operational human resources management

Organization and framework conditions of human resources management

Personnel administration

Personnel information and statistics

Diversity management


Artificial intelligence (AI) in the work process

Presentation of specific AI technologies

and possible applications in the professional environment


Personnel administration (approx. 5 days)

Tasks and process structures

Instruments of personnel administration

Information systems

Fundamentals of labor law

Employment contracts

Data protection


Personnel planning/recruitment (approx. 5 days)

Objectives, importance and tasks of personnel planning

Processes and components of personnel planning

Applicant management and requirement profiles

Evaluation of applicant documents

Special features of SMEs

Job interviews/selection process

Hiring new employees


Personnel development (approx. 3 days)

Basic questions of personnel development

Instruments of promotion

Staff appraisal

Development stages and target measurements

Company training and further training

Differentiation between further training and forms of training


Personnel remuneration (approx. 3 days)

Personnel costs

Basics of cost and activity accounting

Forms of remuneration

Basics of payroll accounting

Gross/net wage calculation

Income tax and social security regulations

Payroll accounting


Project work (approx. 2 days)

To consolidate the content learned

Presentation of the project results

Wages and salaries with DATEV

Legal framework for payroll accounting (full-time approx. 3 days/part-time approx. 6 days)

Fundamentals of labor law with reference to payroll accounting

Social security law: compulsory insurance, contribution groups, levies, reporting, obligation to keep records

Wage tax law: tax deduction features, obligation to call up, payroll account

Wage types and their significance for payroll accounting

Data protection and limits of AI for payroll and personal data


Create and maintain client and employee master data in DATEV (full-time approx. 5 days/part-time approx. 10 days)

Client creation in DATEV

Backing up and importing client data

Recording social security and tax law specifics, other client master data

Creation of different employee types

Employee group (trainees, mini-job, midi-job, managing directors)

Entries and exits

 


Payments and deductions in DATEV (full-time approx. 4 days/part-time approx. 8 days)

Salary and time rate

Supplements and variable remuneration components

One-off payments (e.g. Christmas and vacation bonuses)

Travel allowances

Payment of wages in the event of illness, vacation, public holidays

Garnishment

Benefits in kind and non-cash benefits (e.g. company car, staff discounts)

Company pension scheme

Travel expenses and reimbursement of expenses

Maternity protection pay and maternity benefit


Payroll accounting and monthly closing with DATEV (full-time approx. 3 days/part-time approx. 6 days)

Transaction data entry

AI as an accounting tool for complex payroll transactions

Payroll accounting and monthly closing

Proof of contributions and estimation, certificates

Payroll tax registration

Repeat and recalculations

Transfer of payroll postings to the

Financial accounting, accounting voucher

Year-end closing work


Digital collaboration in DATEV (full-time approx. 2 days/part-time approx. 4 days)

DATEV Unternehmen online and DATEV Arbeitnehmer online at a glance

Preliminary wage recording and digital recording of monthly data

Digitally exchange and manage personnel documents

Digital mapping of attendances and absences

Use evaluations and wage evaluations in the DATEV applications

Insight into digital personnel processes with DATEV Personal


Project work, certification preparation (via the DATEV Students online platform) and certification exam "DATEV User Wages and Salaries" (full-time approx. 3 days/part-time approx. 6 days)



Changes are possible, the course content is updated regularly.

Knowledge of Office applications is a prerequisite.

After the course, you will be familiar with office administration, have sound cross-sector knowledge of the professional workflow of an office and be proficient in modern communication techniques. You will be able to take on administrative and organizational tasks in the secretariat and administration and complete commercial work orders independently. In addition, you will acquire a "digital competence driver's license" as proof of your current knowledge of digital office work.

The course then provides an introduction to bookkeeping. You will master the competent handling of accounting processes. Everything is considered and explained in a practical way and in the context of the overall business operations of a company.

The course then offers a systematic introduction to HR work. You will learn the core areas of human resources management and can apply them in a practice-oriented way.

You will also prepare payroll accounting with DATEV in a professional and practical manner. You will deepen your knowledge of the legal principles, process typical and complex payroll cases confidently in the software and be able to use digital processes efficiently in the collaboration between law firms, clients and employees.

The course is aimed at anyone who would like to acquire or refresh their knowledge of administrative or organizational office processes.

Your additional new skills in the field of office assistance will open up commercial, administrative and organizational activities in secretariats and administrative offices, which are in demand in companies in almost all sectors of the economy.

Employees with a sound basic knowledge of accounting and human resources are indispensable in today's working world and are in demand across all industries at companies of all sizes.

You can also improve your career prospects with your new DATEV knowledge of wages and salaries: more than 9.5 million wage and salary statements are created with DATEV every month (according to the manufacturer).

Your meaningful certificate provides a detailed insight into the qualifications you have acquired and improves your career prospects.

Didactic concept

Your lecturers are highly qualified both professionally and didactically and will teach you from the first to the last day (no self-study system).

You will learn in effective small groups. The courses usually consist of 6 to 25 participants. The general lessons are supplemented by numerous practical exercises in all course modules. The practice phase is an important part of the course, as it is during this time that you process what you have just learned and gain confidence and routine in its application. The final section of the course involves a project, a case study or a final exam.

 

Virtual classroom alfaview®

Lessons take place using modern alfaview® video technology - either from the comfort of your own home or at our premises at Bildungszentrum. The entire course can see each other face-to-face via alfaview®, communicate with each other in lip-sync voice quality and work on joint projects. Of course, you can also see and talk to your connected trainers live at any time and you will be taught by your lecturers in real time for the entire duration of the course. The lessons are not e-learning, but real live face-to-face lessons via video technology.

 

The courses at alfatraining are funded by Agentur für Arbeit and are certified in accordance with the AZAV approval regulation. When submitting a Bildungsgutscheinor Aktivierungs- und Vermittlungsgutschein, the entire course costs are usually covered by your funding body.
Funding is also possible via Europäischen Sozialfonds (ESF), Deutsche Rentenversicherung (DRV) or regional funding programs. As a regular soldier, you have the option of attending further training courses via Berufsförderungsdienst (BFD). Companies can also have their employees qualified via funding from Agentur für Arbeit (Qualifizierungschancengesetz).

We will gladly advise you free of charge.

0800 3456-500 Mon. - Fri. from 8 am to 5 pm
free of charge from all German networks.

Contact

We will gladly advise you free of charge. 0800 3456-500 Mon. - Fri. from 8 am to 5 pm free of charge from all German networks.