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Salary & Payroll

Post all your questions and discussions about Personio Payroll, the Salary Tab as well as the DATEV Integration.

  • 71 Topics
  • 160 Replies
71 Topics
M
Follower
MudderstadtFollower
asked in Salary & Payroll
Payroll without being an Admin

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!

659
M
Follower
I
Getting Started
IngkafGetting Started
asked in Salary & Payroll
Four eye principle - salary approvals

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!

311
H
Communicator
rstambolieva
Explorer
rstambolievaExplorer
asked in Salary & Payroll
Reports of Recurring compensations & Bonuses

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

362
rstambolieva
Explorer
K
Explorer
KaisaExplorer
posted in Salary & Payroll
Salary changes not highlighted on the salary tab of the payroll report- somebody else missing this feature?

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

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K
Explorer
E
Getting Started
EvaEGetting Started
asked in Salary & Payroll
Absence reports to DATEV

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?

312
Mara A
Community Moderator
Community Holiday Elf
Personio Employee
Community Holiday ElfHappy Holidays!
posted in Salary & Payroll
How Do I Set Up a Christmas Bonus in Personio? 🎄🎁

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 me ensure that all our hardworking helpers receive a little something this holiday season! 🎁Best,Your Community Holiday ElfDon’t forget: We’re collecting as many insights as possible! Each comment you share will contribute to the Community's fundraising campaign where we’ll donate £5 per shared comment to the

963
Community Holiday Elf
Personio Employee
D
Getting Started
dilae35Getting Started
asked in Salary & Payroll
Adding book keeper to Personio

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?

131
Silvan
Community Moderator
D
Getting Started
Dirk12345Getting Started
asked in Salary & Payroll
Payroll journal entry on employee level

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

262
H
Communicator
S
swra
asked in Salary & Payroll
Why dosen't the company budget change?

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

171
Weena
Personio Employee
rstambolieva
Explorer
rstambolievaExplorer
asked in Salary & Payroll
Yearly vs Monthly Fixed Salary

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 

261
Weena
Personio Employee
K
Getting Started
Ketch DaveyGetting Started
asked in Salary & Payroll
Currency changes when moving locations in all salary history

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?

191
Weena
Personio Employee
J
Getting Started
johanna.simonGetting Started
asked in Salary & Payroll
Retroactive Salary Corrections / Manual Salary Adjustments

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€ (6667/31 = 215,06 * 10 = 2150,64€), but Personio ha

311
Zulema T
Personio Employee
Willemijn Leijs
Explorer
Willemijn LeijsExplorer
asked in Salary & Payroll
New payroll redesign

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? :)

281
I
Personio Employee
E
Getting Started
ellieGetting Started
asked in Salary & Payroll
"Total" salary cost / cost to company

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.  

271
I
Personio Employee
agathe_martinot
Detective
agathe_martinotDetective
posted in Salary & Payroll
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 

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G
Getting Started
N
Getting Started
Noelianu.ortGetting Started
asked in Salary & Payroll
How to set up Gardening leave/Freistellung in Personio

Hi everyone, I’ve not been able to find any article about this, unfortunately. We need to put several employees on a paid Garden Leave and I was curious about how you are doing it in Personio. I have created a new Absence category “Garden Leave” and I am assigning it to the affected employees. Now I realized in the payroll tab that salary is being deducted for the time while on garden leave. Also, do you know if there is any way to make these employees not visible in the organigram? Thank you for the help!BestNoelia

1283
I
Personio Employee
I
Getting Started
IsabelleGetting Started
posted in Salary & Payroll
New payroll office

We are looking for a new payroll office, because our current office will close.We are looking for a payroll office that works closely with Personio and Datev LODAS in order to make the payroll as fast and efficient as possible.Do you have any recommendations for good payroll offices?Thanks in advance! :)

171
I
Personio Employee
L
Getting Started
lanaRuijgGetting Started
posted in Salary & Payroll
Mileage/ kilometer allowance

We would like to add mileage allowance to our benefits. Ideally, we would like to track this in Personio, but this way is still quite cumbersome. Does anyone have any other tips/experience with this? 

613
I
Personio Employee
S
Explorer
suminairExplorer
asked in Salary & Payroll
Salary increments

Hi all , I am trying to create a report to show the salary increment over a period of time for all employees based on department. Has anyone tried this ? Or have any ideas on how best we can implement this using Reports ? Thanks in advance ! Sumi

311
I
Personio Employee
H
Getting Started
HRbianca
asked in Salary & Payroll
Could not import one-time compensation

Hallo,For some reason I am having difficulties in importing this month’s compensation.Every time I tried to do it, it shows this on the screen :/ Which is weird since we do have this type of compensation saved on our Personio setting (as we do this every month anyway) so I am not sure why it decided not to work this time.Any advice is much appreciated. Thanks!

582
J
Follower
M
Getting Started
matea.crcGetting Started
asked in Salary & Payroll
Displaying different Bonus splits

Hello all,we are currently struggling to display the Bonus Agreements for our employees in Personio.Our bonuses are structured as follows:there are at least two different components with different weights (e.g. 50/50, 20/80, 20/70, etc.) the bonus is paid with the Feb payrollQuestion: Is there an easy way to:display the different splits of the Bonus components in the salary tab the maximum possible payout the actual payoutI am looking forward to any kind of suggestions. 

241
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Personio Employee
N
Getting Started
Nadine_HuGetting Started
asked in Salary & Payroll
salary calculation for employees on hourly wage

Hi everyone,I’m using the integration of DATEV for the first time now with Personio and try to understand how the salary is calculated for employees with hourly wages.There’s an employee who works five days a week. The amount of hours vary from day to day depending on what is needed. The maximum hours they are allowed to work per week is 40.The exact working time is captured in the attendance, the hourly wage is correct. Still the calculation of the salary that is shown in the payroll is not correct, but too low.Can someone explain which data is used to calculate the salary for people with hourly wages? Could the error come from the working schedule that was assigned (it currently is 40hours per week to show the maximum, but it usually is always less than that)?I’d be glad to hear your ideas!

421
I
Personio Employee
L
Getting Started
LHAGetting Started
asked in Salary & Payroll
Pay Data Upload

Hi, I tried to upload a bulk update for our salary information but because there were two stages to our pay award this year (automatic progression on 1st April 2023 then cost of living increase  which wasnt agreed with Union until Dec but to be backdated to 1st April.) Because theres already a record in the system for the 1st April progression uplift the system wont now let me upload the cost of living increase data because it has the same effective date - Help??

553
I
Personio Employee
I
Getting Started
InesSSGetting Started
asked in Salary & Payroll
Two different hourly wages

Hello!  We have some employees who have two different hourly wages depending on the type of work they do. Is it possible to reflect this in same way in personio? Thank you!Ines

191
I
Personio Employee
J
Getting Started
Juliana PiconGetting Started
asked in Salary & Payroll
Salaries information in Salary tab

Hi all, I am new in Personio and I am about to launch the implementation for our employees.I have noticed that Personio shows all future salary information under the salary tab and I was wondering if this is normal of if there is a way it shows just the current month. Any suggestions? Thanks.

441
I
Personio Employee
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