Preliminary Payroll

• Configure Preliminary Payroll Settings
• The monthly payroll process in Personio
• Approve the preliminary payroll
• Payroll Attributes
• Employee data and highlights in the payroll table
• Best Practice: Preliminary Payroll

DATEV Integration

• Use of accounting groups with DATEV integration
• Use the automatic eAU retrieval via the DATEV Integration
• Export of one-time compensations with DATEV integration
• Set up the automatic eAU retrieval via the DATEV integration
• Electronic Certificate of Incapacity for Work (eAU) via the DATEV Integration: Setting up the "Type of health insurance" attribute
• Setting Up the DATEV Integration for Personio Customers and Payroll Accountants

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Working with a Tax Advisor

• Best practice for tax firms: Set-up and Accounting with the DATEV Integration
• Which Attributes are Needed for Using SBS Lohn?
• What Data Needs to Be Maintained Outside Personio?
• Procedure and Responsibilities for Payroll-Relevant Data Changes (Germany)
• Overview of the Monthly Payroll Process
• How to Create an External Profile for a Tax Advisor in Personio?

General Information about Payroll in Germany

• Social insurance group key
• Social contribution key
• Tax brackets
• Health insurance in general
• Statutory health insurance
• Voluntary statutory health insurance

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