Best Practice: Preliminary Payroll

 

The payroll file that is exported from Personio should contain all of your employees' payroll-relevant data. See the following best practice for the configuration of payroll attributes, sectioned into Personal data, Salary data and Absence periods.

 

Personal Data

Under Employee data, you can add all employee details that you have recorded as attributes under Settings > Employee information. For example, this could include the following attributes:

  • Personnel number
  • Last name
  • First name
  • Street
  • Hausnummer
  • Zip code
  • City
  • Birthday
  • Place of birth
  • Nationalität
  • Marital status
  • Department
  • Position
  • Employment type
  • Hire date
  • Contract end date
  • Employment end date
  • Cost center
  • Weekly hours
  • Steueridentifikationsnummer
  • Sozialversicherungsnummer
  • Tax category
  • Children
  • Religious affiliation
  • Spouse's/Partner's religious affiliation
  • Health Insurance
  • Health insurance type
  • IBAN
  • Bank name
  • Sickness days
  • Vacation days
  • Unpaid vacation days
  • Maternity protection days
  • Parental leave days
  • From continued salary payment days
  • Employment ban days
  • Hourly wages
  • Hours worked
  • Job pause start
  • Job pause end
  • Job pause comment
  • Salary
  • Salary / Premium
  • Salary / Company bonus
  • Salary / Traveling allowance
  • Salary / Employee savings contribution
  • Salary / Child care allowance
  • One-time compensations

Payroll_Personneldata_Settings_en-us.png

In the preview table, the attributes that have been added will then be shown under Personal data as follows:

Payroll_Personneldata_Employee_en-us.png

 

Salary Data

Under Salary data, the following attributes are displayed in the preview table by default. This selection is not configurable.

  • Email
  • Last name
  • First name
  • Salary type
  • Amount
  • Hourly rate
  • Hours worked
  • Currency

Additionally, the attribute that is stored as a "Unique ID" in the settings is displayed.

Payroll_Salarydata_Employee_en-us.png

 

Absence Periods 

You also have the option to include payroll-relevant absence periods in your export. Within the account configuration, you can individually define the absence types that are listed. Any of the types previously created under Settings > Absence are available for selection.

Payroll_Absences_Settings_en-us.png

The preview table under Absence periods displays the following columns by default:

  • Email
  • Last name
  • First name
  • Absence type
  • Start
  • End
  • Absence days

Here, too, the attribute that was defined in the settings as a "Unique ID" will be shown.

Payroll_Absences_Employee_en-us.png

 

 

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