Configuring the General Preliminary Payroll Settings

 

This article describes how you can configure the basic settings for your payroll preview.

 

General Configurations

First go to Settings > Salary & Payroll > General.

preliminary-payroll-settings_en-us.png

 

Attributes on the Personal Data Tab

Select all the attributes needed for your payroll export here. In these linked articles you can find out more about all of the available Payroll Attributes and proven Best Practices.

 

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, please click here.

 

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 here.

 

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. You can find further information on prorated salary calculation and its effects in this article.

 

Notifications

Specify on which day of the month employees with at least viewing rights for payroll should receive a reminder (Personal settings > Notifications > Review payroll) that the preliminary payroll is ready for review.

 

Accounting groups

Personio allows you to save various Accounting groups that you can use to create separate payroll exports. Accounting groups can be created based on any attributes of the list of options type.

 

Configuring the Payroll Periods

Go to Settings > Salary & Payroll > Payroll periods to define a suitable payroll period for each accounting 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.

For further information on configuring accounting groups and payroll periods, please click here.

 

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