In this article, you will learn how to submit one-off remuneration to DATEV via DATEV export with LODAS and wages and salaries. 

Setting up the transfer of one-time compensations

Tip:
Bonuses that are paid out to your employees on a one-off basis count towards one-off compensation. These include, for example:
▶︎ Bonuses and premiums: Christmas bonus, holiday bonus or a certain bonus, such as an inflation bonus.
▶︎ Other variable remuneration: Payment 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. Navigate to payroll > Managing > DATEV LODAS/Wage and Salary.
2. Go to the Salary settings section, click on One-time Compensation and tick Active.
3. Then select the existing one-off remuneration that you would like to transfer to DATEV in the drop-down menu.
4. Once you have selected the payments, you can assign them a DATEV Salary Type ID (Lohnartennummer).
5. Click on Save.

Please note:
All one-off fees that are transmitted to DATEV LODAS are processed with the processing key: 2 - Gross salary (amount to wage types), also net salary transmitted. Therefore, no one-off remuneration should be transmitted to DATEV LODAS that does not correspond to a gross remuneration.

Creating a DATEV export of one-off payments 

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

Please note:
One-off remuneration is considered transaction data in DATEV. This means that Personio has to transfer this data with a separate export file. It is important to note that you only transmit this data to your payroll people once a month to avoid double entries.

Example
If a second export is created within a billing month and transmitted to DATEV, DATEV does not update the previous monthly value, but a new, additional entry is created for it.

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 on 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. You can find out what needs to be taken into account in our article Using Payroll Groups With the DATEV Integration. 

Please note:
If an employee changes company in the middle of the calendar month, his or her one-time compensation for this calendar month will not be transmitted to DATEV. This is to prevent the total payment from being incorrectly sent to two different DATEV clients. 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 Transaction data > entry tables > standard
▶︎ DATEV Wage and Salary:under Transaction Data > Stack Entry Month

Note
An existing DATEV template (Transaction Data (Standard)) is used to import one-time remuneration data into wages and salaries. 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.