DAT-010 · Create team master data record

Travel & housing · master data

Status: Concept – not built yet

Creates the one person record that all travel and housing processes reference. Prevents travel data from being created in parallel in department lists, scheduling notes, and accounting.

Trigger: Vertrag.Status changes in PROD to “signed”; alternatively Besetzung.Status = “approved” with signature still pending and first work day within {{PLANUNGSHORIZONT_TAGE}}.

Rule (automatable) Judgment (human decides)

Decision rules

• R1 IF Vertrag.Status = “signed” OR (Besetzung.Status = “approved” AND first work day − today < {{PLANUNGSHORIZONT_TAGE}}) THEN create person record.
• R2 IF Beschäftigungsart = “self-employed” THEN Abrechnungspfad = “invoice”, deactivate ACC-040 and ACC-050 for this person, and inform PBH.
• R3 IF age on first work day < 18 THEN set flag “underage”, trigger CST-070, make field “Companion” a required field.
• R4 IF Ausgangsort.PLZ is missing THEN status “incomplete”, no travel need can be derived, escalate to GWL after 48 h.
• R5 IF name and date of birth already exist in the project THEN don't create a new entry, but send a merge suggestion to DAT-100.

Common pitfalls

1. Late replacement shortly before the work day starts is only tracked in the trade list and never entered in the system → the person doesn't appear in any staffing plan and has no room or transfer at the work site. 2. Employment type set incorrectly → per diem calculation runs for a self-employed person, correction only happens in ACC-100 with a repayment claim. 3. Registered address recorded instead of actual point of departure → travel needs and mileage are permanently wrong. 4. Duplicate entry due to matching names in the same trade → two rooms and two tickets for one person.

Impact H × Effort S → Do-first · HITL · RACI **R** THK · **A** PL · **C** GWL, PBH · **I** PA, 1RA · Manual effort: Estimate: 6–10 min per person; 20–30 min if trade or role assignment is unclear.

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