Salary & Payroll

Hello Personio Support,We have a question regarding the monthly payroll notification, specifically the message “Review payroll information for [month/year]”. Is it possible to customize or adapt this notification, for example by adding an additional note? More specifically:Can the content of this notification be customized? Is it possible to add or maintain a recurring note or checklist linked to this payroll reminder?Thank you for letting us know what is possible, or whether there are alternative options within Personio to achieve this.Kind regards,

Question Regarding Employee Salary Calculation for FebruaryDear Personio Community,I hope you are doing well.I have a question regarding one of our employees’ salaries. The employee started working at our company on February 1st (the contract begins on February 1st, and salary payment starts on February 2nd). This means the employee worked the full month of February.However, the salary displayed in the system shows only €3,600 instead of the agreed €4,000.Could you please explain why this discrepancy has occurred?Thank you very much for your support. 

Dear Voyager Community,we would like to know, if there’s a way to delete existing bonus entries in the salary tab with an import file. So far we tried to import it with “0” as value or an empty field, but no luck. Personio just added a Bonus of “0” and won’t accept the import with the empty field.Did anyone find a way to mass-delete bonus entries?Thank you so much and have a lovely rest of the week :) 

Hallo!Wir verwenden für die Lohnverrechnung BMD. Wir möchten die Gehaltszettel exportieren in Form von PDFs pro Mitarbeitenden und dann automatisch jedem Mitarbeitenden zuordnen lassen.Wer von Euch verwendet auch BMD und hat hier eine Schnittstelle eingerichtet? Mich würde ein Austausch interessieren, wie ihr die automatische Zuordnung umgesetzt habt. Habt ihr mit einer API-Lösung gearbeitet?Vielen Dank!Liebe GrüßeKatharina

Hi there. How do you deal with Personio if you have two pay cycles - weekly and monthly. We’ve been told that currently weekly payroll is not available and if you want to have different cycles you need to create another entity which we do not want. Based on that we can’t use Payroll module at all at moment. Any suggestions? Thanks :) 

Hello everyone, I recently found the Personio Payroll Basics learning materials on Personio, but all the videos seem to be in German. I was wondering if anyone knows whether there are English versions available or any alternative resources to learn the basics of Payroll in Personio? Any guidance or suggestions would be really appreciated! Thanks in advance,Ayman

 The salary tab doesn't provide any good overview when it comes to their base/100% salaries and their actual/prorated/or so-called fixed salaries. Staff with editing rights, can still slightly more via the ‘manage’ button (showing base/100% and effective separarate), but that is alsnot not there for other roles that should not have this editing permission. The same goes for countries that work with annual salaries, where the monthly salaries are not shown below.  What is our best option here? Is there a way to customize these fields or record this elsewhere? Thanks for sharing your thoughts!          

 Hi everyone,We are currently preparing for the upcoming EU Pay Transparency Directive and would like to hear how other companies are approaching this in Personio. How are you structuring and handling pay transparency in the system? Which data points / reports from Personio do you find most useful to support compliance (e.g. job categories, compensation elements, gender-related reporting)? For those of you operating as global companies with multiple legal entities – some within the EU and some outside – how are you dealing with these differences in practice? Any insights, best practices, or lessons learned would be highly appreciated!Thanks in advance 🙏Kirsten Sohnesen, FabricAir

Hi everybody, I have a question regarding the Compliance section in the Personio Payroll. I noticed that we don’t receive any notification when a request of an A1 application gets approved or rejected. Do you know if it is possible to set it up somehow and get notified about the outcome? Thank you in advance!

Hi All, For months now I have been using the Import section to import a Recurring Compensation (French Lunch Vouchers) and as the amount changes every month I use to import this every month with the Valid from and until dates. Now I can see that the recurring compensation doesn't allow me to put in a Valid Until date. As seen in the picture below, there is no field for Valid Until and also I cannot edit the From-Until section on the bottom. When I go to add the amount for June, it adds the amount from May and June as it does not have a field for me to end the May compensation. Does anyone know how to fix this? Thank you 

Dear Community and Personio,We’re using Personio for the payroll since summer last year. The finance team which is not part of the People & Culture team runs the payroll in-house. We now added additional apps like Performance and Development and Surveys and start using those in December.The Finance Team who does the payroll in-house MUST not have access right to those new apps (performance & surveys) but is not able to run the payroll without admin rights. Did any of you found a way to setup the employee role “payroll” in a way to allow them to run all steps in the payroll process? If now - dear Personio product and dev team, please prioritize this topic. Especially, development talks are something personal and trust is needed to share honest feedback. It’s essential to limit the number of people who have access to their thoughts!Thanks you all!

We want to make sure any changes to salary and one-time compensations are entered correctly, and so would like to create a way for the changes to go through some kind of approval workflow before it’s fully updated in an employee profile. How it would work is that one person enters the new salary or the one-time compensation and another would double check it and approve. The closest I’ve come to this is making a new attribute in the employee profile that would go through a ‘propose’ cycle first, but this seems rather tedious. Is there any way for this to work within the Salary section?Thanks for any suggestions!

Dear Community, I am not sure whether this question has already been adressed but I am looking to create a report of Recurring compensations and bonuses. We use this tab to track our yearly goal bonuses - for all employees. However, we have over 10 countries, and all of them have different currencies accordingly.I am wondering if it is possible to get a report/an overview of all goal bonuses per person.  Thanks for your support! Happy to hear back. BestRali

Hi, Have you noticed that salary changes are no longer highlighted on the salary tab of the payroll report? The highlight is visible if you download the excel report, but not on the salary tab on the platform. According to Personio this is a feature change. Is somebody else missing this feature? Hoping that if enough users want it back it could be reinstated.BR,Kaisa

When submitting payroll from Personio to DATEV for a given month, the process occurs mid-month to ensure employees are paid at the end of the month. However, absences are also transmitted to DATEV mid-month, which means absences for the second half of the month are not included in the report and are therefore missing.For example, when November payroll is submitted on November 15th, only absences up to that date are sent. Absences from November 15th to November 30th will not show up in the December payroll submission.Does anyone have a solution to this issue? Is there a way to separate the master data, salary data, and absence reports when sending information to DATEV?

Hi Community,As the year comes to an end, my to-do list keeps growing! We've only started using Personio this year and are now facing a little challenge. Last year, we gave our hardworking helpers at the North Pole a Christmas gift to show appreciation for their amazing work. This year, we've decided to go a step further and pay a one-time Christmas bonus.There are several reasons why we’ve opted for a bonus - I think this Personio HR Lexicon article explains it perfectly! ✨ Now, my question: How do I set up a one-time Christmas bonus of e.g. 1000€ in Personio? What options do I have?I’d love to hear as many insights as possible! I hope the Community's collective wisdom can help

Hi, we recently integrated Personio and our bookkeeper would like to manage the payroll on Personio. How do I add her as a user and how can she complete the payments of the salaries?

Hi All, I would like to create a payroll journal entry on a monthly basis on an employee level instead of combining all employees alltogether. How can I create an export in Excel of the monthly employee journal entry from Personio that enables me to post the journal entry on an employee level? (including employee ID's) Kind regards,Dirk

Why dosent the company budget change when we put new salaries in worksheet ?    

Dear Community, in our case we have a lot of countries, i.e. a lot of HR BPs - and everyone is entering the information diferently. Unfortunately some have entered the salary on a monthly basis, and some on a yearly basis.Is it possible to have the option to display them both? And if not, is it already put as a suggestion for improvement? I would be happy to do so, if that’s not the case. I think it will be quite beneficial (regaridng the reports at least and a clear overview).Happy to hear back! Thanks & BestRali 

When I move an employee a location, UK to UAE as an example it updates all their previous salary as AED rather than being GBP then AED. Please can you advise and fix?

Hi there,I have three questions about salaries corrections/adjustments:We are in Germany and have the DATEV<>Personio integration. One of our employees has negotiated a retroactive salary increase starting from May. We agreed to pay him the differences of each month with this month’s payroll. I have edited his base salary since May in his profile, but how can I make the differences for each month to appear in the export for this month’s payroll? And if this is not possible, how can I make manual corrections? Another situation we have is an employee going on an unpaid leave. As far as I understand, the unpaid leave category in “Abscences” does not have any effect on the salaries. So how can I decrease the salary for this employee during this unpaid leave? Lastly, we have an employee who started working on 22nd of July. His base salary is 6667€ and he worked for 10 days in that month. Therefore, his gross salary should be 2150,65€ (6

I just saw the new redesign of the payroll section, however I cannot view any of my other entities. I can now only see our headquarters and cannot find the button to change to the other entities and approve those payrolls anymore. Does someone know where the button went? :)

Hi -  has anyone figured out a way to set up an attribute for the total salary cost of an employee ( i.e. cost including employer contributions) ?  Maybe a workaround/hack by manually entering the employer tax percentage somewhere?  Our Controlling Department wants to have an integration as knowing the total salary costs is integral to the financial planning of the company --  having the gross salary costs only is not helpful as it’s NOT the full picture.  

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