Salary & Payroll
Post all your questions and discussions about Payroll, the Salary Tab as well as the Datev Integration.
- 36 Topics
- 84 Replies
General increase to salaries
Hello!For the first time I am uploading a general increase to salaries. I would like to confirm how to make sure that historical salary data is not disappering when uploading the new salaries. Can you please advise what should be taken into consideration in the import phase. I do not need to issue any letters or documents to employees, just to upload the new salaries. Thank you! BR Titta
Attendance based "bonus" payments (e.g. meal vouchers)
Hi, is there an option how I can set an attendance based extra payment (separate to the main salary)?Let's assume that instead of handing out meal vouchers, every employee is entitled to a payment of 3€ per attendance day. So, if an employee was 5 days on vacations, and had 15 working days, they are entitled to 15x3€ in addition to their main salary.How can I make this work? Thanks!
New contract details for same employee (currency changes)
Hi,We have a situation that we transferred one employee from one office to another. Our offices are in different countries and each of them have different currency settings in Personio.We didn’t changed the hire date since there is no employment break and we want to have the correct work tenure for each employee. This made some problem in the salary tab, i.e. previous currency was MKD and now is EUR, so the system changed the salary to be in EUR since the beginning of employment. This is causing report issues.How can we handle this kind of changes properly. To make transfers of employees between offices and to have clear history and reports?Thank you.Bojana
Salary reminders/Datev intgration
Dear all, wwe have a German site with a DATEV Integration and two non german locations without Datev integration.When it comes to the 10th we are getting reminders to check the salaries and sign them off.For the non German locations in the Salary section I get the “error” message that I need to check my Mandanten and Beraternummer for the DATEV integration.Can this be swirtched off somehow? ThanksMarc
Work schedule info in payroll
Hi there, I need to have Work schedule appearing on my payroll table, but I can't see an option to select this because it isn't an attribute.Is there a way around this, other than creating an attribute and then transferring the info from the Work schedule across into the attribute? I am really reluctant to do this because having duplicate places to populate the same info is too likely to cause errors and inconsistencies. I need to share this info to Finance because part time workers scheduled to not work on a bank holiday have to have additional pay.i.e. a part time worker works Tues- Thurs needs to be paid for St Patrick's day 17th March which falls on a Friday this year, but a part time worker who works Wed- Friday doesn't need any extra pay.ThanksAlice
Our payroll accountant has not booked the DATEV comfort package and therefore cannot provide us with a Daly export.How can we obtain and upload the required data for the Datev integration?"The prerequisite for using the DALY export is that your payroll is already being run with the DATEV integration and that you, or your payroll accountant or your tax consultancy have booked and are using the DATEV comfort package for this purpose."Translated by the moderator, see the original message:Unser Lohnbuchhalter hat nicht das DATEV comfort Paket gebucht und kann uns daher keinen Daly Export zur Verfügung stellen.Wie können wir die benötigten Daten für die Datev Integration beschaffen und Hochladen? “Voraussetzung für die Nutzung des DALY-Exports ist, dass Ihre Abrechnung bereits mit der DATEV-Integration durchgeführt wird und Sie, bzw. Ihr Lohnabrechner oder Ihre Steuerberatung hierfür das DATEV comfort Paket gebucht haben und nutzen.”
Disjoin view of Bonus vs Fixed Salary
I would like to know if there is a best practice for the following: 1) Reports: when we create a report with salary concepts, we cannot disjoin salary vs bonus and 2) Role permissions: separate salary from bonus.What I mean, is that bonus is some kind of information of highest confidenciality level. For instance, the Administration staff can access fixed salary concepts, but not to individual bonus
Customising the Payroll Table? Join our interviews and share your thoughts!
🖐 Hello everyone! I’m Elizabeth, a UX Researcher at Personio, focusing on our Payroll solution. We are starting an exciting project about payroll table customisation, and we would love to get your feedback on our ideas. When? February 6-17th.Time commitment: the interview will take around 50-60 minutes.Language: English. Please use this Calendly Link to schedule the interview if you are interested, we will chat via a Zoom link. If you have any questions, feel free to reply here or contact me via firstname.lastname@example.org! We look forward to chatting with you 😊
Working Student Hours - DATEV and PAYROLL INTEGRATION
Hello Community Team, We have our working students on a different payroll timeline than the other employees (from 14th to 15th of each month) and we would like to integrate the monthly calculation of their hours to the DATEV payroll. Have any of you manage to do that?
Bug, I can`t export an updated payroll excel file of Dec 2022
I want to export an updated excel file of our December Payroll. Unfortunately, it always shows me the previous version I created in December, but doesn`t create a new one with the date of today. @Personio Admin I might need someone from your support to take a look at it. Thank you!
Managing salaries in different offices
Hi there! I’ve run into two issues, mainly problems configuring the salary tab due to different offices we have in different countries. Could it be possible to be able to modify the salary requirements per office? For example, our payroll cut-off date for Portugal is on the 5th, but in Amsterdam, on the 11th of the month, so now there is a lot of manual work when we export the payroll reports. Could there be a change to salary installments per office as well? In our Portugal entity, employees can choose between a 12 and 14 salary installments, while in the Netherlands it’s 12 only. Now this requires manual work whenever the salaries are updated.These come to mind for now, thanks!Elina
How can I efficiently give employees a salary increase?
Tips & tricks are welcome to give a group of employees a salary increase of a certain percentage (%) or amount of money (€€€). They way I do it now is not really efficient:download an overview of employees and their current salaries from Personio. These are fulltime salaries. add a column to calculate their new salary copy all the data into the import template Salary from Personio change all the salaries to the actual salary based on the working hours per week. import the document into Personio manually create a document with the salary increase template for every employee Thanks!
Payroll Information in the employee profile
Hi all, The whole company got a raise this year, woohoo! I am now trying to upload all salaries into the ‘Personal Data - Payroll Information’ section at once. I have imported the salaries through ‘Import - Salary Upload’ but this only adjusts the ‘Salary’-component, not the ‘Personal Data’-component. How can I do this without having to adjust every one of our team members manually? I don’t wanna have any errors, as this is about salary. Thanks! Warm regards, Sara
Add payroll groups by country
Hi personio, we are using different payroll providers per country for one company.. that’s why we would like to group payroll by country.Now we have to download the payroll sheet, delete all employees the specific payroll provider is not responsible for and then send the corrected sheet manually to them..Any solution here?
Calling all HR/Payroll managers 📢
Calling all HR/Payroll managers 📢 I'm Julia, a user experience researcher at Personio. I'm focusing on how we can improve our payroll solution and I'm working closely with our product & design teams to build the best product for you. Are you a HR manager responsible for payroll in your company (e.g. for payroll preparation, approval or communication with payroll provider/tax advisor)? If not, maybe you know someone else in your team who is responsible for payroll? Feel free to pass them along the following information. Here's everything you need to know to get started: When: 21st November - 9th DecemberTopic: your challenges, wishes and needs regarding payrollTime commitment: 45-60 minutesHow: interview via ZoomNext step: it’s easy — use this link to choose the time that works for you Why participate? We know preparing payroll is a big challenge. So we're on a mission to make this process easy and trustworthy. Taking part in our interview means you'll help us find the right soluti
Notifications about problems with payrolls
Hi there, I would like to know is there a way to disable the email notifications saying "Problems with your employees information required for payroll". The same notifications emails are sent weekly and it could be difficult to notice the problems with the spam. Thank you!Regards,Kaki
Do any of you use Silae as a Payroll tool? If so, how do you make it work smoothly with Personio?
Hello Personio community!We use an external accounting firm to manage our payroll and they use Silae on their part (leader payroll tool in France). Currently, they ask us to export data every month from Personio, clean it to keep only the data requiring an update in Silae. Exports are done manually from our part, and updates are done manually in Silae on their part. Source of error, loss of valuable time and in the end not scalable process.Do any of you work with Silae for payroll management? Is there any kind of API or integration allowing for updates moving from Personio to Silae seamlessly without human intervention?Thank you
Companies in Sweden using Personio (and more specifically the Payroll function)?
Hi all! I would love to get in touch with Companies in Sweden who use Personio. We can’t use the Payroll Function in Personio since Payroll systems in Sweden doesn’t support Excel-files that you can get from Personio (only PAXml)...Are there any companies here who use the Payroll Function in Personio In Sweden? And if you can’t use the Payroll function, what do you use Personio for?
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