In this article, you will receive an overview of the most important features of project b. We describe the basic version as well as additional features. |
Keeping Master and Employee Data Under Control
Managing employee data is a central part of your daily HR administration. With project b., you can view, update, and complete employee data directly in the system — without emails or manual follow-ups
As soon as you make changes, they are automatically synchronized with your Payroll Admin (payroll accountant). You do not need to forward data separately — project b. ensures that payroll always works with the most up-to-date information. |
The project b. interface is optimized for HR Admins using a desktop. Access via mobile phone is not recommended for HR Admins.
All menus at a glance
After your first login as an HR Admin, the “Overview” menu is loaded by default. From here, you can access all other areas of project b.
Overview
The “Overview” menu helps you structure monthly payroll data and send it to your Payroll Specialist.
At the top of the screen, you will see:
The currently relevant calendar month
The corresponding payroll submission deadline
Further down the page, you will find information about:
New contracts
Ending contracts
Reported absences
Other changes within the calendar month
Detailed information can be found in the article Approve Payroll.
Add new employees
In the “New Employees” menu, you can:
Send digital personnel questionnaires covering all payroll-relevant data points to future employees
Complete the personnel questionnaires yourself if you already have all the required information
This menu is also the starting point for submitting Immediate Notifications (Sofortmeldungen), if your company is subject to mandatory immediate reporting. This function is activated by your Payroll Admin.
People
The People provides a complete overview of:
active employments,
upcoming employments, and
archived (ended) employments.
By default, active employments are displayed. The table includes, among other things:
employee number,
first and last name,
basic contract information, and
indicators, for example if it is the employee’s first month of employment.
You can use the tabs to switch between future employees and employees who have already left the company.
Clicking on a row opens the corresponding profile. From there, you can:
view and edit personal details,
review and adjust employment data (contract),
manage payment details (for example, salary), and
view and upload documents.
From this page, you can also manage the employee self-service portal. For more details, see the article Activate employee self-service portal.
Absences
In the Absences menu, you’ll see a calendar overview of all absences by calendar month.
As an HR admin, you can:
create absences (for example, vacation or sick leave) on behalf of employees, and
review and manage reported absences.
Sick leaves for work are particularly important for your payroll admin, as they may affect statutory reports and reimbursements.
As an optional add-on, you can enable absence requests via the employee portal. In this case, employees can submit requests, which you can review and respond to in the Absences menu. |
Files
In the Files menu, you manage all documents in the system. There are two available views:
Employee: shows all documents assigned to individual employees — for example, contracts, certificates, or other records.
Payroll: shows documents assigned to a specific payroll month.
Your payroll specialist assigns all payroll documents to the relevant calendar month. In addition, project b. automatically recognizes documents and assigns them to employees if:
the employee’s tax ID is found on the document, or
the user explicitly links documents to employees.
Both views access the same set of documents but apply different filters.
Administrators
In the Administrators menu, you manage all users with extended permissions:
HR admins
(optional) manager roles, if this add-on is enabled
You can:
invite new HR admins,
assign managers (paid add-on),
resend or withdraw invitations, and
revoke access if someone leaves the company or no longer requires an admin role.
Settings
In the Settings menu, you can:
adjust company-related settings (for example, your company’s master data, payroll options, and, if applicable, absence configuration).
change your personal profile settings, for example:
1. upload an avatar/profile picture2. adjust the language, and
3. configure email notifications.
These settings help you adapt project b. to the needs of your organization.