This article describes how you can configure the basic settings for your payroll preview.
First go to Settings > Payroll > Salary & Payroll > General.
Attributes on the Personal Data Tab
Listing Salary Data Separately
You have the option of having personal data and salary data output to two separate worksheets for easier reading. To find out which data will be displayed on the Salary data worksheet, read our article Best Practice: Preliminary Payroll.
Absence Types on the Absence Periods Tab
Select all of the absence types you require. These will be shown in a separate Absence periods worksheet. You can find further information on attendance and absence periods in the preliminary payroll in our article Best Practice: Preliminary Payroll.
Prorate Salary Calculation
Additionally, you can define whether any prorated salary calculation should be based on a 30-day month or on all the days of the month. Find further information on prorated salary calculation and its effects in our article Prorate Salary Calculation.
Specify on which day of the month employees with at least viewing rights for payroll should receive a task in the Tasks widget on their Dashboard and in the Inbox informing that the preliminary payroll is ready for review.
Personio allows you to save various Payroll groups that you can use to create separate payroll exports. Payroll groups can be created based on any attributes of the type List of options.
Configure Payroll Periods
Go to Settings > Payroll > Salary & Payroll > Payroll periods to define a suitable payroll period for each payroll group. In this way, you can define the time period over which the hours worked and absence days are added up if these have been included as export attributes.