This article explains which steps you and your accountant need to perform to be able to use the DATEV Lohnimportdatenservice and the DATEV Lohnauswertungsdatenservice. Both interfaces are grouped under DATEV-Datenservices.
Note that for the successful use of the 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 Info-Dok. 1021721.
Authorization for Automatic Transmission in Personio
Please start by verifying that your accountant has activated the Lohnimportdatenservice and Lohnauswertungsdatenservice for you as a customer, and that they have provided you with a DATEV-Autorisierungsmedium with the necessary rights. Without prior activation of these services within DATEV by your accountant, it is not possible to transmit documents directly to the DATEV data center (Lohnimportdatenservice), or receive it from there (Lohnauswertungsdatenservice).
Information on how to proceed in DATEV LODAS can be found here. You can find details on the process with DATEV Lohn und Gehalt here. This article explains how to proceed if you have booked the services yourself (Selbstbucher).
Once the DATEV-Datenservices have been activated for you, you need to authorize Personio to import and export documents on your behalf via the interface. export documents on your behalf via the interface. You can launch this authorization process in Personio for both services at the same time, or individually. To do so, perform the following steps for DATEV LODAS as well as Lohn und Gehalt:
- Click on Settings > Salary & Payroll > DATEV LODAS/ Lohn & Gehalt integration.
- Under Authorization DATEV-Datenservice, click the button Start authorization processfor each subcompany you wish to authorize.
- Select the interfaces you wish to authorize in the next window. Carefully read the information provided, then click on Proceed to complete this step.
- A new tab opens with the DATEV login page where you can complete the authorization. To continue, refer to the next point Authorization in DATEV.
Note that this step and the set-up by your accountant need to be done separately for each subcompany. In general, each subcompany in Personio should correspond to a tenant in DATEV. Entering the same combination of Advisor ID and Tenant ID for several subcompanies is not recommended and should only be considered under exceptional circumstances.
Authorization in DATEV
After starting the authorization process in Personio, the DATEV login page opens in a new tab. To log in, you will need to be able to authenticate yourself with DATEV, such as with a DATEV SmartLogin, SmartCard or mIDentity. Then follow these steps:
- Log in with your access data and two-factor authentication.
- Confirm the authorization to enable Personio to transmit data to and retrieve data from the DATEV data center.
- A confirmation page will be shown once you have approved the required authorization.
Checking the Authorization Status
Once the DATEV user has confirmed the authorization, the status in your Personio account changes to Authorized. Personio is then immediately able to transmit payroll data directly to the DATEV data center in the form of a DATEV export, and to retrieve payslips from DATEV and import them into Personio.
Note that authorization only needs to be provided once for each interface. The link for launching the authorization process is therefore only shown if the authorization has not yet been provided.
You can revoke the link between your Personio account and your accountant's account by clicking on the Revoke authorization button. The link is removed immediately, and data can no longer be automatically transmitted. Note that the revocation automatically affects both DATEV-Datenservices.
If you would like to restart the authorization, you can repeat the above-described process at any time.
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