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Salary & Payroll

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

  • 74 Topics
  • 163 Replies
74 Topics
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??

613
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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

211
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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.

461
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Personio Employee
L
Follower
Lena MaliesFollower
asked in Salary & Payroll
Define a period for salary periods

Hi, I would like to enter two different salaries based on an employment contract for marginal employment and a hour-based payment (from 01.04.2022-31.01.2023) and an employment contract with starting date 01.02.2023 with a fixed salary. How is this possible in the salary section in Personio?

263
I
Personio Employee
S
Busy Bee
SkekuBusy Bee
asked in Salary & Payroll
Fixed Salary Upload

Hello,Is there a way to import fixed salaries for a particular month without it affecting the following months? For example, if I earn $100 every month but in Feb 2023, my salary was $150 (only for Feb), do I need to go back and adjust it manually for March 2023 so its back to $100 monthly? Thanks

593
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Personio Employee
J
Follower
Jutta I.Follower
asked in Salary & Payroll
Gehaltsbestandteile Freiwilliges ökologisches/soziales Jahr

Hallo Alle,wie erfasst ihr die Gehaltsbestandteile beim FSJ/FÖJ (Sachbezüge für Taschengeld, Verpflegungspauschale, Unterkunft), sodass diese mit DATEV kompatibel sind. Wir haben noch keine Schnittstelle zu DATEV, das soll sich aber demnächst ändern.Viele GrüßeJuttaThis post has been translated by the moderator.Hello all,How do you record the salary components for the FSJ/FÖJ (benefits in kind for pocket money, meals allowance, accommodation) so that they are compatible with DATEV? We do not yet have an interface to DATEV, but this is due to change soon.Best regardsJutta

211
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Personio Employee
J
Follower
Jutta I.Follower
asked in Salary & Payroll
Gehaltsbestandteile Freiwilliges soziales Jahr / Freiwilliges ökologisches Jahr

Wie erfasst ihr die Gehaltsbestandteile eines Mitarbeiters, der ein FÖJ oder FSJ macht?> Taschengeld> Abgeltung Unterkunft> Abgeltung VerpflegungVielen Dank für eure Unterstützung im Voraus! This post has been translated by the moderator.How do you record the salary components of an employee doing an FÖJ or FSJ?> Pocket money> Accommodation allowance> Payment for mealsMany thanks for your support in advance!

415
J
Follower
J
Getting Started
johanna.simonGetting Started
asked in Salary & Payroll
DATEV LODAS Integration, unable to edit attributes

Hi there!I have been having this issue with not being able to edit the attribute “Consider in german payroll”, on a new employee’s profile. I have tried multiple times to edit the new value to “yes”, I got always the response that the attribute has been successfully updated, however, when I check the payroll page the employee’s profile is still being flagged as missing essential information.  What could be the issue? I have a recruiter profile, could this be the problem? Can payroll attributes only be edited by Admins and Account Owners? It is strange because I am able to choose and submit the new value, if it was a problem of my role I suppose I would not be able to do that? Please help! Thanks in advance.

221
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Personio Employee
A
Getting Started
Angel LiGetting Started
asked in Salary & Payroll
Why salary data doesn't show up?

When tried to upload the salary data for employees who inactivated already, it just couldn’t show up the figures

221
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Personio Employee
N
Explorer
naima_alcantaraExplorer
asked in Salary & Payroll
DATEV LODAS

Hi,  Is it possible to export DATEV LODAS more than one time?We exported DATEV LODAS and DATEV informed us that there was an error with one of our employees data, we modified the data but now we cannot export DATEV LODAS. How it would be the process to export it? Best regards,Naima Alcántara

604
N
Explorer
G
Getting Started
GiulioGetting Started
posted in Salary & Payroll
Sales Compensation Plan - Best practices

Hello everyone, This is my first post, so I hope to it in the correct section 😅I propose this topic because I think that salary is a difficult and important topic for Company and Employees and is important to be updated regarding the best practices. How is the remuneration plan composed for the Sales TL who has to organise and support the team, but also generate his own sales? We currently use 3 factors: - Fixed salary;- Variable : The idea is that the variable compensates for the reduced time you can spend on sales yourself.Commissions: based on sales; Do you have others way to define the compensation for this kind of Role? Do you any suggestions or tips?

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Personio Employee
S
Follower
Sharon Marshak
posted in Salary & Payroll
Calculating overtime percentages

After registering overtime under the “attendance” tab (with no monthly cliff), we are trying to find a way to add the percentages as well (125%, 150%, 200%) too calculate the correct compensation. Is there another way rather than manually checking when the overtime hours were done? 

482
S
Follower
L
Getting Started
LeandroAlfaDocsGetting Started
asked in Salary & Payroll
Two Subcomanies: Datev used only for one

Hallo Personio Users! I run two subcompanies on Personio, but only one has DATEV.Every month, on time, I get an email asking me to fix "payroll settings for datev integration" for the company that does not have datev. I need to make sure that this email doesn't come again.It seems I cannot unsubscribe from the email, which bores both me and the boss (as contract owner).Does anyone have same situation?Thanks   

221
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Personio Employee
P
Getting Started
PaulaMGetting Started
posted in Salary & Payroll
Datev Integration- Importing Datev Data

Hey everyone, just like in the video tutorial to this topic, we uploaded the DALYS exports into the documents of an account. Theoretically now, we would have to wait for professional help from the Personio team to adjust the data, but we don't really know how to ask for this support.Can anyone help us please? Thank you!

391
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Personio Employee
Y
Getting Started
YardénaGetting Started
asked in Salary & Payroll
Integration SD Worx Payroll

Is there a possibility to create an API with Payroll from SD?  

1963
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Personio Employee
A
Follower
Agne IgnotieneFollower
asked in Salary & Payroll
Changing payroll cycle days

Hi, does any one has experience with changing payroll cycle days once several payroll cycles are approved and closed. How changing the payroll cycle days will affect existing data? Any experience or advise would be appreciated. 

2822
ConorCunningham
Personio Employee
J
Getting Started
Jane LeliveldGetting Started
asked in Salary & Payroll
Upload Expenses

Anyone know how I can upload an expenses template into Personio for our staff to add their expenses each month?   

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ConorCunningham
Personio Employee
F
Communicator
ffxbauer
asked in Salary & Payroll
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! 

1149
Andrea
Former Personio Employee
T
Getting Started
TittaGetting Started
asked in Salary & Payroll
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

841
Annlisa
Community Moderator
Bojana
Communicator
BojanaCommunicator
asked in Salary & Payroll
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

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Andrea
Former Personio Employee
B
Detective
bruchmDetective
asked in Salary & Payroll
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

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Detective
A
Busy Bee
AliceMBusy Bee
asked in Salary & Payroll
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

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Busy Bee
B
Detective
bruchmDetective
asked in Salary & Payroll
DATEV Upload

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.” 

971
LisaK
Personio Employee
C
Getting Started
camilasarmanhoGetting Started
asked in Salary & Payroll
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? 

1042
Andrea
Former Personio Employee
K
Getting Started
KasiaT.Getting Started
asked in Salary & Payroll
Can't add all absences to the Payroll Tabs

Dear Community,  For the Payroll report, I would need to include all the absences. Unfortunately, I can’t select them from the list, as many of them are missing.@Personio Admin, could you please take a look at it? Thank you!  Kasia

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Andrea
Former Personio Employee
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