Frequently Asked Questions about the DATEV Integration

 

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

The following article answers frequently asked questions about the DATEV integration.For general information about using the export, please refer to the article on Preliminary payroll in Personio using the DATEV Export.

Is the interface compatible with all DATEV payroll applications?

The interface between Personio and DATEV is compatible with the payroll programs DATEV LODAS and DATEV Lohn & Gehalt. Note that for optimum DATEV integration with Lohn und Gehalt a minimum of version 11.65 of Lohn und Gehalt is required. For more information on the available program versions, see the article Aktuelle Version von Lohn und Gehalt compact / classic / comfort (Current version of Lohn und Gehalt compact / classic / comfort) in the DATEV Hilfe-Center.

Is data encrypted for the transfer between Personio and DATEV?

Both DATEV and Personio see data security as a top priority. Data is TLS-encrypted according to current standards (A+ rating) for transmission, and both providers conduct regular technical tests of their interface.

Does the activation of DATEV payroll programs in Personio replace the regular export of preliminary payroll in .xls format?

Even if you activate the DATEV export, you can still download your preliminary payroll in .xls format as before. As the DATEV export does not comprise the full scope of information in preliminary payroll, it does not supersede the Excel export altogether. 

Which data is transmitted to DATEV via the integration?

The integration comprises the direct transfer of exported personnel master data from Personio to the DATEV data center as well as the transmission of documents from DATEV to Personio. If you use the DATEV LODAS integration, the transfer of fixed salaries is available in addition to the personnel master data. Personio is continuously expanding this range of functions to include other payroll-related components such as salaries and additional reports and employee documents from DATEV. Go to the Find Answers section in Personio via Help > Support and Updates > Find Answers and contact our Growth Team for further information.

How can attributes be excluded from the DATEV export?

To exclude attributes from the DATEV export, go to Settings > Payroll > Salary & Payroll > DATEV LODAS/Lohn & Gehalt integration > General settings. Deactivate the attributes you would like to exclude from the export and click on Submit. If you decide later that you would like to include the attributes again, this setting can be changed at any time.

Note: For attributes excluded from the DATEV export, no validation rules are applied to the attribute values. Any errors will then not be flagged in the payroll table or employee profile.

Can attributes excluded from the DATEV export be deleted from Personio?

Attributes linked to the DATEV export cannot be deleted from the system. If you wish to hide them from employees, go to Settings > People > Employee information to move the respective attribute(s) to the DATEV LODAS or DATEV Lohn & Gehalt section and then remove all viewing rights for the section in Settings > People > Employee roles.

An attribute available for DATEV export is not contained in the exported file. What could be the reasons for this?

Please review the following options:
  • Has the attribute been excluded in Settings > Payroll > Salary & Payroll > DATEV LODAS/Lohn & Gehalt integration > General settings? Only attributes activated in this section are included in the export.
  • Is the attribute listed under Settings > Payroll > Salary & Payroll > DATEV LODAS/ Lohn & Gehalt integration > General settings?If the attribute is to be included in the DATEV integration, it has to be selected to be transferred. 
  • Are values maintained in Personio for the attribute? "Blank" values are not included in exports.
  • Are the values stored for the attribute formatted correctly? For a list of required formats please refer to the article on Validations of Attribute Values for the Data Transfer with DATEV.
If none of these reasons apply, go to the Find Answers section in Personio via Help > Support and Updates > Find Answers and contact our Support Team.

I have maintained values in the DATEV payroll program, but have not yet transferred them to Personio. Does the DATEV export overwrite the information in DATEV with the empty values from Personio?

No. If an attribute in Personio is blank, the existing values in DATEV will not be overwritten. Note that already a single space is considered a value and would overwrite the value in DATEV. Therefore, if there is an attribute that you don't maintain for any employee, we recommend to exclude it from the export, under Settings > Payroll > Salary & Payroll > DATEV LODAS/Lohn & Gehalt integration > General settings

How can employee documents from a DATEV payroll program, e. g. A1-Bescheinigungen or tax certificates, be uploaded to Personio?

Use the Lohnauswertungsdatenservice to save documents from a DATEV payroll program in Personio and make them available to employees.

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