This article will give you an About the structure and key features of the Payroll section of Personio Payroll.

What are the Personio Payroll features?

The payroll section in Personio offers a central platform for managing your employees' data and payroll. You can access it via the navigation bar on the left under Payroll. Here you can:

Get an About your monthly payroll
Track data changes and tasks
Identify and fix errors in payroll data
Personio Payroll settings manage

Tip:
Do you have any feedback about Personio Payroll? Click on the feedback button in the top right corner and let us know about your experience.

The payroll tabs

The payroll section is divided into the following tabs:

Tab	Functions
Summary	See an overview of the current billing period Prioritize and track tasks Access Personio Payroll Features
People	View HR and payroll information Filter tasks and changes and customize table columns Use views for more consolidated information
Tasks	View blockers, warnings, and deadlines Sort and filter tasks by priority, category, or due date Resolve issues with troubleshooting guides
Compliance	View events and initiate processes Manage social security reports, income tax certificates, contribution statements and other events
Documents	View and download previews and finalized documents Access to gross-to-net reports, SEPA files and payslips
Administration	Validate and review settings Update details for legal entities, permanent establishments, and social security information Optimize payroll processes

Learn more about each tab below.

The Overview tab

What is the tab overview

The Personio Payroll overview is a key takeaways of all the essential information for the current payroll period. It serves as a central hub and provides easy access to payroll features. Here you can:

View a key takeaways: Get a clear About all critical elements in your current payroll period.
Managing tasks: Prioritize and track tasks to maintain compliance and efficiency.
Easy to navigate: Use the overview as an access point to seamlessly access other Personio Payroll features and tools.

The overview is designed to streamline your payroll management and make it easier to stay organized and compliant.

Information in the tab overview

The cards in the tab overview provide you with summarized salary data. The following table shows the information cards available in the overview and their functions:

Cards	Explanation
Status	Check the status of the billing period Monitor and fix blockers See the release date
Calendars	Track upcoming due dates Schedule tasks in advance Tip: Under Manage > General > due date for sharing set a release date. This will adjust the calculated due dates to fit your Calendars.
Last released period	View past sharing tasks Access Documents Directly
Highest gross salary variance	Identify significant salary changes Detect and verify anomalies
Documents	Retrieve Frequently Used Documents Access Documents Quickly
help	Find relevant help articles Open Support Tickets
Coming soon	Learn more about planned features Stay up to date on upcoming changes

The People tab

What is the People tab?

Here you can see a table of all employees included in the payroll month of payroll. Each employee corresponds to a row with salary attributes, tasks and data changes. Here you can:

See details: Click on the detail view of an employee. There you can see the most important HR and payroll information, changes, and payroll previews for the people.
Customize, sort and filter: Click the button with three dots above the table to adjust the table columns. Use the sorting and filtering options on the left above the table to customize it to your liking.
Use predefined views: Use predefined views to focus on different information such as entering, active, and exiting employees or blockers.
Get a quick About it: Below the table, you can see a key takeaways of the billing month with the number of employees, and employees who have at least one change or blocker.

Actions in the People tab

Review changes

The Changes column shows all the changes that occur for an employee during the payroll month (for example, an address update). Click on the number of changes to access the detail view, where you can view recent changes and retroactive changes.

Correct errors

The Tasks column of the payroll table alerts you to any attribute problems for the respective employees. A distinction is made between:

Warnings: The icon consists of the number of warnings that alert you to format errors of attributes. You can still release the payroll run.
Blocker: These indicate missing attributes or format errors based on validation rules. You must correct these errors before you release the payroll run.

Click the corresponding icon to access the task detail view. Here you can see more information and fix the error directly in the employee profile.

Check payslips

Check the preview of employee payslips in the Gross Salary or Info tabs of the detail view.

Tip:
You can also view and download the preview of the payslip in the tab Documents.

The Tasks tab

What is the Tasks tab?

The Tasks tab provides an overview of outstanding tasks in payroll. He highlights problems that are triggered by validations. These include errors in employee data, errors in information about subcompanies or missing information on team calendar. Here you can:

Get a quick About it: The table shows blockers and warnings, as well as deadlines for tasks organized by employee. This allows you to see at a glance which tasks you need to complete before the approving the payroll.
To sort and filter the view: Use the options above the table to sort and filter tasks by priority, category, or due date, for example.
Get instructions on how to solve it: Click on a task to view details, including validation errors and instructions on how to fix them.

Please note:
Currently, you cannot perform the following actions with this feature:

Assign tasks to specific employees
View tasks in Inbox
Manually change the due date of tasks

Edit tasks

Each row in the table corresponds to a pending task requiring action. Tasks are divided into:

Warnings: These point out, for example, minor format errors. You can still release the payroll run.
Blocker: These indicate missing attributes or format errors based on validation rules. You must correct these errors before you release the payroll run.

Click the respective table row to open the detail view and resolve the error. Use the filter options to focus on critical tasks and ensure that all blockers are resolved before billing approval.

The Compliance tab

What is the tab compliance?

In the Compliance tab, you can view all communications that take place on your behalf with the social insurance companies, like a mailbox. You can also view which tasks result from these communications. A distinction is made between:

Events you can view: Such events can be completed without any further input on your part. You can view and print them (example: social security registrations).
Events that require you to be lived: You have to work through such events (example: Eels, contribution estimates).

This includes what is communicated when the payroll is approved and all the other actions that can always be performed by you (for example, the retrieval of eAUs or requests for A1-Bescheinigungen).

To view and manage events in the tab compliance, you can:

Filter and search events: Filter events by payroll period and event category. Find all communication for selected employees in one area.
Use predefined views: With predefined views, you can focus on events that need attention or view all events.
Get active: Click on the button in the top right corner New Eventto start processes (e.g. to apply for an A1 certificate).

overview of the events in the tab compliance

The following table provides a About of the most important events in the tab compliance.

Events available to view

You can view the following events in the Compliance tab, but do not need to do anything yourself:

Category	Explanation
SV contribution statement	Notifications to social insurance. As an employer, you are required to report on your employees to the relevant social insurance providers such as health, pension or accident insurance providers.
Accident Insurance Master Data Query	Once a year (in January), employers must call up the valid hazard tariff headings of the accident insurance.
Accident Insurance Annual Report	Once a year (in January), employers must submit pay slips to their assigned accident insurance.
Wage tax certificate	Once a year, employers must submit the wage tax certificate for their employees subject to social security contributions to the tax office and send employees a printout of the data.
Separate notification 57	The pension insurance provider responsible for an employee can request a separate report from their employer, using notification reason 57, if the employee submitted a pension application based on current employment, or to calculate pension entitlements as part of divorce proceeding.
Parental benefit certificate	rvBEA BEEG allows pension insurance providers to request missing payroll information from employers electronically.
Social Security number request	The insurance number is assigned by the Deutsche Rentenversicherung (DRV). By requesting and granting this certificate, the employee is assigned an account with the statutory pension insurance. It is a lifelong, unique identifier.
Exemption of additional payments	With rvBEA ZUZA, pension insurance institutions can request missing payroll accounting information electronically from employers.
Company Data Changes	At the request of the health insurance company (see Health Insurance Reports), employers provide their current company data and the currently selected U1 contribution rate.
ELStAM registration of new employees	Personio registers new employees on their first day of work and retrieves the individual ELStAM data (electronic income tax deduction characteristics) based on the Tax ID and date of birth.
Contribution statements for pension funds	View proof of contributions for Pension funds to events in the employee lifecycle for completed payroll periods.
Pre-existing conditions enquiries	Show feedback on pre-existing conditions for: EEL 61: Feedback on the pre-illness query

Events where you need to take action

These are the events where you need to take lived:

Category	Description	Action
Accident Insurance Master Data Feedback	Based on the annual master data query, employers receive the valid hazard tariff subheadings back electronically. These are stored in Personio in the corresponding settings for accident insurance.	Manual mapping of employees to risk classification for accident insurance (Gefahrtarifstellen der Unfallversicherung) .
Reimbursement requests	Employers with an average of 30 employees receive reimbursement for the costs of continued payment of remuneration (U1 compensation procedure). The U2 maternity procedure reimburses maternity benefits.	In the event of a discrepancy between the refund claimed and the refund reported.
Social Insurance Contributions Statement	The contribution report is a notification to the relevant health insurer/ collection center about the amount and distribution of transferred social insurance contributions across contribution groups.	If the employer makes the contribution assessments.
Sick certificate	With the electronic certificate of incapacity for work (eAU), employers can call up the current sick leave periods directly from the health insurance company on behalf of their employees.	In case of variance in the reported time off.
Company data changes	Operational data is data on the entire organization as well as on an individual employment company in the case of several employment companies.	Employers must provide this data electronically for the first time or in the event of changes to the company number service of the Federal Employment Agency (BA).
A1 certificate	In the case of employment abroad, the German social security legislation may, under certain circumstances, continue to apply. For EU and EEA member states and Switzerland, this can be evidenced by an A1 certificate, which has to be applied for electronically, in most cases.	Requests that must be made manually. Find out more in our Related article, how you can proceed.
Social insurances audits	With the euBP, employers can provide relevant company data electronically to the pension insurance audit service before a tax audit. The required personnel, payroll and registration data are transmitted to the pension insurance in standardized data sets.	The company audit has to be triggered manually by the employer. Find out more in our Related article, how you can proceed.
Health insurance data record	In the dialog process between health insurance companies and employers, health insurance companies can also request information electronically. Examples of this are electronic membership certificates or requests for missing annual reports.	When deviations return.
Electronic compensation for reduced income (EEL)	About the EEL Reporting Procedure Employers can send notifications of continued payment of remuneration to health insurance companies. These include: EEL 01: sickness benefit EEL 02: Child sickness benefit EEL 03: Maternity benefit EEL 04: Hospitalization EEL 41: Pre-existing condition request; is automatically requested by the system after 43 sick days.	Employers check the pre-filled data, add missing information and send it to the responsible social security institution. Example: Health insurer Feedback is displayed automatically and contains information on how to proceed.

The Documents tab

An introduction to the tab Documents and a list of employer and employee documents can be found in ourcorresponding overview article.

The Manage tab

What is the Manage tab?

The Manage tab is the central point for all Personio Payroll settings. Here you can:

settings manage: Easily update details, for example for subcompanies, permanent establishments, tax and social security information.
Ensure compliance: Validate and check all settings to minimize errors.
Optimize payroll processes: With all settings in one place, you can manage your payroll processes more efficiently and effectively, reducing time and errors.

All available sections can be found in the left column. Note that the settings for accident insurance, subcompanies and permanent establishment still redirect to the general Personio settings.

Manage your settings

Edit sections

To edit sections, follow these steps:

Fill in details: Click Edit in the bottom right corner of each section to unlock the page and fill in the required information.
Set an effective date: Once you're done, set an expiration date and save your entry.
Handling: Errors or missing data are displayed as both inline validations and banners at the top of the section, marking the areas that need attention.

The workflow might vary depending on the section. For example, changes to the accounting report are saved automatically. Relevant Help Center articles are linked from within each section.

Information on setting up health insurance companies

Always make sure that the information entered reflects the current agreements with your health insurance companies. This includes contribution rates and provider details. Incorrect information can cause problems such as:

Rejection of reports by a health insurance company.
Rejection of payment by a health insurance company.

Please note:
Changes in Personio do not change your agreements with health insurance companies. Any changes to the agreements must be handled directly with the health insurance companies.

Find the answers you need

Personio Payroll functions in the area of payroll