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Note that this article is only relevant for you if your company is located in Germany.

Export of recurring compensations with the DATEV integration

This article explains how you can transfer recurring compensations to DATEV LODAS and Lohn und Gehalt via the DATEV export.

Tip:
Recurring compensation includes, for example, all meal/daycare or home office premiums, as well as a 13th month's salary. Salary or, for example, a Christmas bonus. 

Preparing for the export of recurring compensation 

A prerequisite for the transfer of recurring compensations from Personio to DATEV is that your payroll accountant has copied all salary types falling under recurring compensation that you want to transfer in DATEV to a unique DATEV Fixed Salary ID (LODAS) for all employees or Salary/Deduction No. (Lohn & Gehalt) and then provides you with the corresponding values to allocate in Personio.

For further information about harmonizing DATEV Fixed Salary IDs (LODAS) and Salary/Deduction Nos. (Lohn & Gehalt), please contact the DATEV support directly. Introductory information can be found in the DATEV Hilfe-Center or in the information document for LODAS and for Lohn und Gehalt.

Which recurring compensations are supported?

Only those compensations are supported that are already maintained in DATEV or will be maintained in DATEV in the future:

DATEV LODAS: Fixed salary table & table for net salary/net deductions.

Tip:
Compensation is automatically transferred to the relevant LODAS table based on the DATEV wage type number stored in Personio: <9000 Fixed remuneration table = Fixed remuneration table, ≥9000 = Net remuneration/Net deductions.

Fixed payments LODAS.png

Net income _ Net deductions LODAS.png

DATEV Lohn und Gehalt: Remuneration/deductions table
Salary_Deductions_Table LuG.png

Please note:
No data is currently transferred to special input masks in DATEV (e.g., for company pension schemes, company cars, and other items). Therefore, discuss with your payroll accountant which recurring compensation you would like to select in Personio and transfer to the above-mentioned tables in DATEV.

 

Set up recurring compensation

To transfer recurring compensations to DATEV, you first need to enable them in the settings. To do so, perform the following steps:

  1. Navigate to Payroll > Manage > DATEV LODAS/Wages and Salaries.
  2. Go to the Salary settings section, click on Recurring compensations and check the Active box.
  3. From the drop-down menu, select the existing recurring compensations that you want to transfer to DATEV.

  4. After selecting the recurring compensation, you can enter the DATEV fixed payment ID | net payments/deduction ID (LODAS) or the DATEV payment/deduction number ( ). (Wages & Salaries), Enter the DATEV wage type number and the reduction parameter. 

    Please note:
    These values ensure that recurring compensation is correctly assigned in DATEV and is displayed in DATEV LODAS in the fixed remuneration table & table for net compensation/net deductions or in DATEV Wages and Salaries in the remuneration/deductions table. 

  5. Click on Save.

Create a DATEV export of recurring compensations

To create the recurring compensation export, follow these steps:

  1. Go to the Payroll section and select a subcompany (if available).
  2. Click on Generate export and select Personal data, Fixed salaries, Recurring compensations.
  3. Confirm the export by clicking on Generate Export.
  4. By clicking the Documents tab, you can send the created export to DATEV. The export automatically goes to DATEV and the person responsible for payroll receives an automatic email notification, if activated.

Export after the end of the month

You can create the export after the previous month has ended (for example, you can create an export for April even if it is May). This gives customers more flexibility in completing their payroll, especially those whose payroll period corresponds to the calendar month. This function is available for all DATEV exports. 

What do you need to consider during the export?

When exporting recurring compensation, you must note the following: 

  • Recurring compensations are exported from Personio without deductions (not prorated).
  • A correct reduction (prorated calculation) in DATEV is based on:
    • the selected reduction parameter in the DATEV settings in Personio, and
    • the recorded and exported data on the employee's most recent employment period (attributes entry and exit date (current employment period)). 

As a result, certain special cases related to reductions are not supported, for example, when recurring compensations start or end in the middle of a month. In the case of a recurring compensation that starts on January 16, this compensation will not be transmitted to DATEV this month.  

 

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