This article explains how you can transfer one-time compensations to DATEV via the DATEV export with LODAS and Lohn und Gehalt. 

Setting up the transfer of one-time compensations

Tip
Awards that are paid to your employees on a one-off basis are one-time compensations. These include, for example:
▶︎ Bonuses and additional awards: Christmas bonus, vacation benefit, or a particular payment such as an inflation premium.
▶︎ Other variable remuneration: payouts of accumulated overtime or certain performance bonuses.
In DATEV, one-time compensations are "Bewegungsdaten" (transaction data). Thus, all payments that have been stored in Personio as one-time compensations can be transferred to DATEV.

To successfully import one-time compensations into DATEV via the DATEV Export, you will need to enable this option in the settings:

1. Go to Settings > Payroll > DATEV LODAS/Lohn und Gehalt integration.
2. Go to the Salary settings section, click on One-time Compensation and tick Active.
3. In the drop-down menu, select the existing one-time compensations that you would like to transfer to DATEV.
4. Once you have selected the payments, you can assign them a DATEV Salary Type ID (Lohnartennummer).
5. Click on Save.

Note
All one-time compensations that are sent to DATEV LODAS are transmitted with the processing code (Bearbeitungsschlüssel): 2 - Bruttobezug (Betrag zu Lohnarten), auch Nettolohn (Gross payment (amount for salary types), also net salary). Therefore, no one-time compensations should be sent to DATEV LODAS that do not correspond to a gross payment.

Create DATEV export of one-time compensations 

You can transfer one-time compensations to DATEV in a separate export via preliminary payroll. 

Note
One-time compensations count as Bewegungsdaten (transaction data) in DATEV. This means that Personio has to transfer this data via a separate export file. It is important to note that you only send this data to your payroll manager once a month to avoid double entry.
Example
If a second export is created and sent to DATEV within a billing month, DATEV does not update the previous monthly value, but a new, additional entry is created for this.

To export one-time compensations, follow these steps: 

1. Go to the Payroll section and select a subcompany (if available).
2. Click on Generate export and select One-time compensations.
3. Confirm the export by clicking Generate Export.
4. By clicking the Documents tab, you can send the created export to DATEV. The export automatically goes to DATEV and the person responsible for payroll receives an automatic email notification, if activated. 

If you use accounting groups, export the DATEV exports for each accounting group individually during preliminary payroll and transfer them to DATEV. Find out what to consider in this step in our article Using Accounting Groups With the DATEV Integration. 

Note
If an employee changes the legal entity in the middle of a calendar month, the system doesn't send their one-time compensation for that calendar to DATEV. This prevents sending the total payment to two different DATEV clients by mistake. In this case, contact your payroll manager to decide which client you should manually enter the one-time payment for in DATEV.

Export after the end of the month

You can create the export after the previous month has ended (for example, you can create an export for April even if it is May). This gives customers more flexibility in completing their payroll, especially those whose payroll period corresponds to the calendar month. This function is available for all DATEV exports. 

Administration in DATEV

Once the one-time compensations have been transferred to DATEV from Personio, they can be viewed in DATEV at the following location:

▶︎ DATEV LODAS: under Bewegungsdaten > Erfassungstabellen > Standard
▶︎ DATEV Lohn und Gehalt: under Bewegungsdaten > Stapelerfassung Monat

Note
An existing DATEV template (Bewegungsdaten (Standard)) is used to import one-time compensation data into Lohn und Gehalt. If your payroll manager has adjusted this template, the data import from Personio may have error messages. If this is the case, your payroll manager can download the template again in the sidebar of the article to ensure a successful import.