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Overview of the DATEV integration

This article provides an overview of the DATEV integration. This integration allows you to link preliminary payroll in Personio to the payroll programs DATEV LODAS and Lohn und Gehalt to automate the monthly payroll process and make it more efficient.

If you are interested in the DATEV integration, our Growth & Success Team will be happy to provide you with further information and individual consultation.

What are the benefits of a DATEV integration?

  • Seamless integration of your employee data, time off, fixed salaries, hourly salaries and one-time and recurring compensations with DATEV LODAS or Lohn und Gehalt via the Lohnimportdatenservice.
  • Import and assign 29 employer and employee documents such as payslips from DATEV to Personio via the Lohnauswertungsdatenservice.
  • Automation of the eAU process.
  • Confidentiality and data protection thanks to TLS-encrypted data transmission in keeping with current standards (A+ rating).

Functions

The DATEV integration currently includes the following features and functionalities:

Lohnimportdatenservice Personio → DATEV

Lohnauswertungsdatenservice DATEV → Personio

Automatic eAU retrieval Personio ↔ DATEV
  • Time off
  • One-time compensation
  • Fixed salaries
  • Master data
  • hourly wages
  • Recurring compensation
  • Employer documents
  • Employee documents
  • Notifications for updates
  • Electronic certificates of incapacity to work

Read more about the details of the individual data services below. 

Data transfer via the Lohnimportdatenservice

The Lohnimportdatenservice allows you to transfer time off, employee master data, fixed salaries, hourly salaries and one-time and recurring compensations from your Personio account to DATEV at a click of a button so you can use them for your next payroll run. Confidential data is transferred via a secure connection in the DATEV data center. 

Learn more about transferring master data, time off, fixed salaries, hourly wages, one-time and recurring compensations with the Lohnimportdatenservice. This article also provides an overview of the transferred employee master data.

Retrieving documents via the DATEV Lohnauswertungsservice

The Lohnauswertungsdatenservice allows you to access and import up to 29 employer and employee documents that your payroll accountant has released in DATEV. The confidential documents are retrieved from the DATEV data center via a secure interface and displayed in the Personio payroll table. From there, you can assign them to employees or process them further, for example, by storing payslips directly in the individual employees' documents.

Find out more about transferring payroll documents.

Automatic eAU retrieval

The DATEV integration allows you to fully automate the retrieval of electronic certificates of incapacity for work (eAUs). When a time off request is made due to illness, Personio automatically retrieves the employee's eAU from the statutory health insurer via the DATEV integration and stores it in Personio. Notifications are sent whenever the status of the eAU request is updated.

Find out more about the automatic retrieval of eAUs.

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