This course provides you with up-to-date knowledge of income tax and social security law and equips you to handle payroll processing in a legally compliant and practical manner. You’ll also gain practical knowledge of key HR functions—from personnel administration to determining staffing needs, recruitment, selection, and termination, all the way to compensation and employee development. The course also covers the fundamentals of tax and social security law, as well as payroll processing using DATEV.
In this course, you’ll gain hands-on experience working with DATEV eG’s on-premise software; to deepen your understanding, selected content from the DATEV Students online learning platform will also be incorporated.
-
Certificates: Certificate "Personnel and payroll accountant"
-
Additional Certificates: Certificate in “Income Tax and Social Security Law”
Certificate "Fundamentals of Human Resources Management"
DATEV certificate "DATEV user wage and salary" -
Examination: Praxisbezogene Projektarbeiten/Fallstudie
DATEV-Anwender Lohn und Gehalt (Eine Anmeldung über das Lernportal „DATEV Students online“ ist für die Zertifizierungsvorbereitung obligatorisch.) -
Teaching Times: Full-timeMonday 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: 10 Weeks
Income tax and social security law
Social Security Law and Payroll Calculation Principles (Full-time: approx. 2 days / Part-time: approx. 4 days)
Social Security Coverage and Exemptions
Types of Insurance and Contribution Structure
Current Calculation Parameters: Contribution Assessment Ceilings and Contribution Rates
Accrual and Due Date Principles
Digital Reporting and Retrieval System (Full-time: approx. 0.5 days / Part-time: approx. 1 day)
DEÜV Reports and Contribution Statements
ELStAM in Practice: Registration, Retrieval, Changes, and Errors
Overview of eAU, EEL, and BEA Procedures
Verification Paths, Deadlines, and Common Processing Errors
Basics of Payroll Tax Law (Full-time: approx. 1 day / Part-time: approx. 2 days)
Basics of Payroll Tax Withholding
Income Tax Brackets, Exemptions, Factor Method
Church Tax and Solidarity Surcharge
Components of Pay and Non-Cash Benefits (Full-time: approx. 3 days / Part-time: approx. 6 days)
Elements of Payroll Processing
Recurring compensation
One-time payments and other compensation
Tax-Exempt SFN Allowances
Non-cash benefits and benefits in kind (company car, commuter pass, meal allowances, gift certificates)
Salary Deferrals (bAv, Benefits)
Deductions and Offsets (wage garnishment, VWL, advances, and retroactive adjustments)
Regulations for Certain Groups of People (Full-time: approx. 1 day / Part-time: approx. 2 days)
Mini-job/Midi-job
Transitional workers
Interns/Working Students/Apprentices
Short-term employment
Multiple employment and selected special cases
Travel Expense Policy (Full-time: approx. 1 day / Part-time: approx. 2 days)
Primary Place of Work and Travel for Work
Additional meal expenses, travel expenses, lodging expenses
Meal Provision and Deduction Rules
Domestic and International Scenarios
Current flat rates and typical practical cases
AI in HR and Payroll (Full-time: approx. 0.5 days / Part-time: approx. 1 day)
Automation of Routine Tasks Using AI Tools
Ethical and legal aspects of AI use, as well as employee data protection
Project Work (Full-time: approx. 1 day / Part-time: approx. 2 days)
To reinforce what has been learned
Presentation of project results
Fundamentals of human resources management
Fundamentals of Human Resources Management and Digitalization (approx. 3 days)
Roles, Objectives, and Importance of Human Resources Management in a Company
Structure and Organization of Human Resources
Human Resources Information and Statistics
Diversity Management in the HR Context
Digitalization and AI in Human Resources
Human Resources Management (approx. 5 days)
Tasks and Process Structures
Human Resources Management Tools
Digital and AI-powered HR information systems (e.g., chatbots or self-service portals)
Data Protection in Human Resources
Fundamentals of Labor Law (Types of Contracts, Rights and Obligations of Employers and Employees, Protected Rights)
Workforce Planning/Recruitment (approx. 4 days)
Objectives, Tasks, and Tools of Workforce Planning
Human Resources Management in Small and Medium-Sized Enterprises
Determining Staffing Needs and Staff Deployment
Candidate Management, Job Profiles, and Evaluation of Application Materials
Online Recruiting and the Candidate Journey
Job Interviews/Selection Processes
Hiring New Employees
Human Resources Development (approx. 2 days)
Significance and Objectives of Human Resources Development
Integrating Employee Development into Corporate Goals and HR Strategy
Performance Appraisals as the Basis for Employee Development Measures
Development Tools
Overview of digital learning offerings and AI-powered professional development tools
Employee Compensation (approx. 3 days)
Personnel Costs as a Key Performance Indicator in the Company
Overview of Forms of Compensation
Basics of Social Security and Payroll Tax
Gross-to-Net Logic, Non-Cash Compensation
Structure and Components of a Payroll Statement
Current Overview of Pay Transparency
Project work (approx. 3 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)
Creating Clients in DATEV
Backing up and restoring client data
Recording social security and tax-related specifics, as well as other client master data
Creating various employee types
Employee groups (trainees, mini-jobs, midi-jobs, managing directors)
Hires and Terminations
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.
After completing the course, you will have a solid and practical understanding of current income tax and social security laws. You will understand how modern human resources management works—from personnel administration and labor law to workforce planning and recruiting, all the way to employee development and compensation. In addition, you’ll be familiar with the basic processes of payroll accounting and payroll processing, as well as with the DATEV software.
The course is aimed at all persons who wish to acquire or refresh their knowledge of human resources management in order to subsequently work in the field as a user or administrator.
Employees with a sound basic knowledge of human resources are indispensable in today's working world and are in demand in companies of all sizes across all industries.
With your newly acquired knowledge and skills in the area of payroll accounting, you will also improve your career opportunities. According to the manufacturer, more than 9.5 million payrolls are created with DATEV every month.
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).