On the 1C: ITS website, a whole section is devoted to personnel accounting - "Personnel and wages". The first in this section is the "Handbook of the personnel officer", it sets out the theoretical part of personnel production, the legislative framework and provisions for maintaining personnel records. It reflects a wide range of typical (and not so) situations at the enterprise, the procedure for actions in different situations are given illustrative examples... Having determined the topic of the question and using the navigation, you can find answers to most of the questions that arise in personnel accounting.
Practical examples on the site are described in the subsection " Personnel accounting and settlements with personnel in the programs "1C". Most of the typical situations in this subsection are considered in the instructions for software products from a theoretical and practical point of view. The instructions provide theoretical information about the selected situation on the "Help" tab, Full description documents used in the instructions and detailed screenshots of the process of introducing documents and the result. The instructions describe the procedure for both accounting and salary programs for government and commercial institutions.
Consider practical examples of searching for instructions for the program "1C: Salary and Human Resource Management 8", ed. 3.1.
Example 1.
How to fix the leftovers of vacations?
If the database contains incorrect data on the employee's vacation balance, you can correct it in the following ways: correcting the data in " Initial staffing"(If any was introduced); entering data into certain registers; by introducing the document “ Entering the remainder of vacations". The first and last methods are described in detail on the ITS website in the section "Personnel and remuneration" - "Personnel accounting and settlements with personnel in the programs" 1C "-" Personnel accounting "-" Personnel movement accounting "-" Vacation accounting "-" Accounting for the right to leave, input and calculation of the remainder of vacations ".
Example 2.
How to keep the staffing table?
Read also The deadline for sending a work book by mail is not established by law, but this must be done immediately
In "1C: Salary and personnel management 8", rev. 3.1, there are three ways of doing staffing table: accounting without maintaining a staffing table, accounting using a staffing table without keeping a history, accounting using a staffing table and maintaining its history.
When using the first option for accounting in the program "1C: Salary and personnel management 8", rev. 3.1 - the staffing table will not be kept. With such a setting, only the job reference remains in the program, it is not possible to indicate from what period the position was introduced.
In the second option, the staffing table is maintained, but without the history of its changes. In this case, on the tab “ Personnel"Subsection" Staffing table", In the position of the staffing table it will be possible to indicate the date of approval, all the necessary changes are made directly to the position itself.
The third option makes it possible to save documents that have changed the positions of the staffing table, changes in the position are made by introducing the document “ Change of staffing table"Or" Staffing approval". Detailed instructions on settings and a complete description of functions can be found in the section " Personnel and wages "- Personnel accounting and settlements with personnel in the programs" 1C "-" Personnel accounting "-" Personnel movement accounting "-" Maintaining the staffing table ".
Personnel information in information base"1C: Accounting 8" are divided by meaning.
To store information of a general nature about an employee, not related to the implementation of specific job duties(passport data, etc.) the reference is intended "Individuals" (menu "Personnel" ›" Individuals "). To store information related to the performance of official duties (organization, department, position, personnel number), the information register is used "Employees of organizations"(menu "Salary" ›" Employees of organizations "). Information about the terms of remuneration is stored in the information register "Planned accruals of employees of the organization"(menu "Salary" ›" Planned payments for employees of organizations "). Such separate storage of information does not create inconvenience to the user, but simplifies his work in a situation where one employee is listed in several organizations of the infobase: general information about such an employee will need to be entered only once to be placed in the directory "Individuals".
To enter information about a new employee into the infobase, the user does not need to go through the above menu commands: they are intended primarily for the subsequent viewing of information.
In "1C: Accounting 8" information about personnel is entered using documents. The initial input of information is carried out by a document "Recruitment"(menu "Personnel" ›" Employment in the organization ").
The above-mentioned registers and reference books are filled in from this document. "Employees of organizations" and "Individuals"(if the employee is entered into the information base for the first time). Employment in the organization is carried out in compliance with the restrictions arising from labor legislation RF: the same individual can be registered as an employee of several organizations, but his main place of work can only be in one of them; in other organizations, the employee must be registered as an external part-time worker. An employee can be hired by the organization for the second time, but already as an internal part-time worker.
In this case, internal part-time work must be previously allowed by the appropriate setting of the organization's accounting policy, available through the menu "Enterprise" ›" Accounting policy "› "Accounting policy (by personnel)".
Comment:
In addition, in the form of an accounting policy for personnel, a sign of simplified accounting of personal income tax (PIT) is indicated. When you check the box "When calculating personal income tax, take the calculated tax into account as withheld" it is assumed that the accrued personal income tax is always equal to the withheld, without strict compliance with the requirements of the law. This approach simplifies reporting in enterprises where wages are paid regularly and without delays..
The term "Electronic work books" is absent in Russian legislation. The words "electronic employment history"Means:
- interaction with employees and submission of a report to them in the form STD-R
- interaction with the Pension Fund of the Russian Federation and reporting in the SZV-TD form to the pension fund
The program "1C: Salary and Human Resource Management 8" supports the interaction of the employer with employees and with the PF RF. To do this, a flag has been added to HR documents (Hiring, HR transfer, Dismissal) Reflect in the work book.
Documents in which the flag is set Reflect in the work book are automatically registered in the table Events and are reflected in the SZV-TD report.
Printed form of the document Application for the provision of information about employment allows you to issue an employee Notice of changes in labor laws together with selection statement forms. The results of the completed applications in the program allow you to automatically generate an event on the choice of the option for obtaining information.
For employees who have declared their choice to receive information about their work activities in accordance with Article 66.1 of the Labor Code of the Russian Federation, information in the STD-R form is automatically generated upon request or upon dismissal of an employee.
Personnel accounting and office work
"1C: Salary and Personnel Management 8" provides the HR department with a wide range of opportunities for maintaining personnel records:
- automatic generation of employee applications and reports on ETC to the Pension Fund of the Russian Federation in the SZV-TD form and for issuance to STD-R employees;
- registration of employees with whom fixed-term and indefinite employment contracts are concluded, including for remote and seasonal work;
- registration of hiring and execution of orders for the hiring of an employee or a list of employees, registration of the transfer of an employee to another place of work, registration of dismissals;
- changing the terms of the contract and issuing orders for the transfer of an employee or a list of employees.
The program is automated HR administration, including filling out unified printed forms: design labor contracts, hiring (forms T-1 and T-1a), personnel transfers of employees (forms T-5 and T-5a), dismissal from the organization (forms T-8 and T-8a), execution of civil contracts: work contracts, contracts repayable rendering services, copyright orders. Layouts of printed forms can be edited, if necessary, to create your own printed documents.
According to the traffic accounting data, it is possible to obtain: actual lists of employees for a specific date with an arbitrary customizable set of details, data on the movement of employees for a selected period, statistical information on the number of employees of various categories, the average and average number of employees. This information allows the head to analyze the personnel dynamics of the company and individual divisions (the number of transfers, layoffs), track changes in the personnel composition, and timely identify problems in personnel management.
"1C: Salary and Human Resource Management 8" stores all the basic information about employees necessary for personnel work, payroll, personal income tax and insurance premiums:
- personal data about the employee (name, date of birth, gender, etc.) and identity card data (passport data);
- TIN and number of the PFR insurance certificate;
- contact information (phone numbers, addresses Email and etc.);
- information on citizenship, insurance and tax status, data on tax deductions;
- information about disability;
- information about education;
- information about previous employment;
- family composition;
- military registration information;
- information about awards, academic degrees and titles.
In the program, you can create additional details and information (for example, height, weight, clothing size, etc.), as well as attach a photo of the employee, scanned copies of any documents, for example, a resume.
The functionality of "1C: Salaries and Personnel Management 8" allows you to meet the requirements Federal law dated July 27, 2006 No. 152-FZ "On personal data", relevant normative documents FSTEC and Roskomnadzor. The program implements the ability to register a number of events, in particular, access and denial of access to personal data, depersonalization of data in the absence of an employee's consent to the processing of his personal data.
Military registration
"1C: Salary and personnel management 8" allows:
- keep records of all categories of employees subject to military registration, staying in reserve, standing on a special military register, booked for the organs state power, local government or organizations for the period of mobilization, martial law or wartime;
- generate reports for military commissariats, notices of employment of citizens subject to military registration, sheets of messages about changes, requests for reservations, registration card of the organization, and so on .;
- indicate information on positions related to flight and lifting personnel and to seafarers when preparing information on the number of employees and reserved citizens.
Staffing table
Maintenance of the staffing table in the program is optional. If the company is small and there is no need to keep a staffing table in the program, then you can keep records of employees, fully describing the place and conditions of their work. If the organization subsequently draws up the staffing table in the program, then it will be generated automatically based on the available information about employees, while some adjustments can be made (for example, indicate vacant positions).
In the program, you can establish control of personnel documents for their compliance with the staffing table or refuse it.
The mode of approval of the staffing table by special documents allows you to store the history of its changes. This makes it possible to get the staffing table for any past date and analyze the unapproved (planned) staffing table.
The staffing table in the program is presented in the form of a list of positions. The name of the position is generated automatically according to the scheme "Position, category (category) / Division", but can be changed or supplemented in any way.
The position of the staffing table is characterized by the working conditions and its payment.
When describing working conditions for a position, you can specify:
- the right to leave arising from work in this position;
- class of working conditions (based on the results of the special assessment);
- arbitrary text description of working conditions;
- the work schedule specific to this position.
From the position card of the staffing table, you can go to the list of employees who occupy it. When starting work, it is easy to fill out the staffing table according to the current arrangement of employees.
Maintaining the staffing table in the "1C: Salary and Personnel Management 8" program allows you to:
- accept and transfer employees, automatically generating a list of charges and their size in accordance with the selected position in the selected division;
- book staffing positions for an employee;
- for informational purposes, store information about the specialties that an employee must possess to fill a particular position;
- when drawing up personnel orders, control their compliance with the staffing table;
- analyze the compliance of the actual staffing with the staffing table;
- in addition to the position, describe the place of work by the category (category) of this position;
- for a unit to determine whether it is formed or disbanded, for a position - it is included in the staffing table or has already been excluded. This allows you to see only the current departments and positions in the corresponding lists;
- generate for printing a unified form T-3, reports "Observance and analysis of the staffing table", "Staffing", "Employment of the staffing table" and other printed forms.
Accounting for labor, working hours and absenteeism
"1C: Salary and Personnel Management 8" provides accounting of the employee's working time. This data is used for registration required documents personnel records and for the subsequent analysis of statistics of time and reasons for the absence of an employee at the workplace, for accruals and payments in accordance with the actual hours worked.
The program provides opportunities for creating and setting up a variety of employee work schedules: five-day, six-day, shift; summarized accounting; incomplete work time other.
Regulated federal or regional production calendars are used to fill in work schedules. You can create standard and individual work schedules for specific employees.
Deviations from the work schedule are registered by documents of absences (vacation; parental leave; incapacity for work; business trip; absenteeism; day off; days of caring for disabled children; absence for other reasons) and overtime (with cumulative time tracking; on weekends and holidays; overtime work). All types of no-show are calculated automatically and taken into account.
When registering overtime work, overtime work and work on weekends and holidays, it is possible to choose a compensation method: day off or increased pay. The leave can be registered by a separate order or added to the vacation. The balances of time off and vacations are taken into account.
On the basis of the schedule and documents on the hours worked in excess of the norm and unworked time, salaries are calculated (accruals that depend on time) and a timesheet is formed according to the unified form T-13
The program allows you to analyze the reasons for the loss of working time, to receive information on the number of employees who were absent for various reasons for a certain period (for example, data on how many employees are on vacation, how many on a business trip, etc.).
The program keeps records of experience: general, for calculating benefits of the FSS, pedagogical, northern, "harmful" and others.
Vacation accounting
"1C: Salary and Human Resource Management 8" supports keeping records of vacation entitlements and calculating the balance of vacations provided to employees in accordance with the legislation of the Russian Federation, collective and labor contracts. The accounting of rights to annual basic (by default - 28 calendar days) and additional holidays has been implemented. For certain categories of employees (persons under the age of 18, employees educational institutions, prosecutors, etc.), the main vacation is extended, and the program allows you to set it to any length. This can be done both for the position of the staffing table and for each employee.
"1C: Salary and Personnel Management 8" maintains records of balances of annual basic and additional vacations... The calculation of the balances of unused vacations is made on the basis of the accrued rights of employees to vacations and used vacations. Calculation results for any employee can be displayed as a certificate for any date. In the program, you can not only form a vacation schedule in the T-7 format, but also draw up actual vacations and their transfers from the "Schedule" document.
"1C: Salary and Personnel Management 8" provides an opportunity to form vacation lists: in the context of divisions and positions; by a group of employees, for example, by management team. Analysis of the execution of the vacation schedule is available.
In "1C: Salary and personnel management 8", together with vacation pay, you can calculate the salary for the days of the month preceding the vacation, as well as financial assistance for the vacation. In the document "Vacation", personal income tax and other permanent deductions set for the employee (for example, professional contributions or alimony) are calculated, by the amount of which the payment will be reduced. The tax register records the dates of payment of vacation pay and transfers of personal income tax. You can pay vacation pay in "1C: Salary and personnel management 8" together with wages, with an advance payment or in the inter-settlement period
Setting up wage systems, calculating and accounting for wages
"1C: Salary and personnel management 8" allows you to automatically calculate wages, personal income tax and insurance premiums in accordance with the law, including organizations with a large number of employees.
In "1C: Salary and Human Resources Management 8" all forms of remuneration are implemented: time-based (using monthly, daily and several hourly tariff rates), piecework or using a bonus system. In accordance with local acts organizations in the program, you can specify various options for bonuses. You can set up any accrual and deduction: a fixed amount or an arbitrary formula. As a result, in information system for each accrual and deduction, all the characteristics necessary for calculating wages, calculating personal income tax and contributions are established. This allows all calculations to be carried out in accordance with the accounting policies of the organization.
The sizes of all tariff rates are set in rubles with the accuracy specified during the initial setup of the program. The sizes of rates can be determined by rate scales in accordance with the categories of employees. Several tariff rates can be applied to one employee at the same time. During the initial setup, you can specify options for the organization's bonus system.
"1C: Salary and Human Resource Management 8" allows you to calculate retentions:
- by appointment - trade union dues, writ of execution, paying agent's remuneration, deductions for unworked vacation days, voluntary contributions to NPFs or to the funded part of the pension, deductions for settlements on other transactions, other deductions in favor of third parties;
- monthly or only when the value of the indicator is entered;
- in other ways - by a fixed amount, up to a specified limit, or by a formula based on a combination of any data available in regulated calculation methods.
In "1C: Salary and personnel management 8", the control of the limitation of collection is implemented in accordance with the requirements of Art. 138 of the Labor Code of the Russian Federation.
Mutual settlements with employees
"1C: Salary and Human Resource Management 8" automates and documents the entire laborious process of paying salaries. Salary can be paid to employees:
- in advance - as a result of preliminary calculation for the first half of the month, in a fixed amount, as a percentage of the tariff;
- in the inter-settlement period - vacation pay, material assistance, travel allowances, payment upon dismissal;
- according to the results of the work for the month.
Payments under GPC contracts can be made in a lump sum or on the basis of acceptance certificates for work stages.
The program allows you to prepare statements for payment or transfer Money and auto-fill:
- employee lists
- amounts payable
- Personal income tax to be transferred.
The program generates the corresponding printable forms or files.
You can pay amounts to an employee by crediting to a card opened as part of a salary project, by transferring to a bank account, through a cashier or distributor (a person authorized to transfer money). For the convenience of preparing statements in the program, you can configure the method, place of issue and authorized person for the entire organization, for a division of the organization or for an employee.
The program forms in print and electronic form documents required for processing payments to employees in different ways. For each method (place) of payment, a corresponding statement is provided.
Bank accounts for employees can be opened centrally - within the framework of the so-called salary project. Moreover, an organization can open several salary projects at the same time. Also, an employee can specify a personal bank account for transferring salaries.
Registers indicating the amounts and applications for opening personal accounts are transferred to the bank, as a rule, in in electronic format... In this case, the file can be sent to the bank via special communication channels, for example, through the "Client-Bank", or transferred on a physical medium (flash card, disk). The format (structure) of the transferred files may differ between banks. 1C, together with Sberbank, developed a standard for electronic information exchange based on XML technology, which was also supported by other banks. Formation of files in the program "1C: Salary and Personnel Management 8" is implemented according to this universal standard, which allows organizing an exchange with banks that support this standard without additional settings.
When money is paid or transferred to the account, the withholding of personal income tax is recorded and a document is generated that confirms the actual date of receipt of income by the employee for reflection in the 6-personal income tax report.
Deductions from payroll, personal income tax and reporting to regulatory authorities
"1C: Salary and Personnel Management 8" provides the calculation of contributions regulated by the legislation from the wage fund and personal income tax:
- personal income tax (personal income tax);
- insurance contributions to the FSS for compulsory social insurance in case of temporary disability and in connection with maternity;
- insurance contributions for compulsory health insurance to the federal MHIF, contributions to the Pension Fund of the Russian Federation for compulsory pension insurance;
- insurance contributions to the FSS for insurance against accidents and occupational diseases.
Personal income tax withholding is calculated automatically for each employee, taking into account information about his tax deductions and tax status:
- resident / non-resident;
- a refugee or who has received temporary asylum on the territory of the Russian Federation;
- highly qualified foreign specialist;
- participant in the compatriot resettlement program;
- a member of the crew of a ship registered in the Russian International Register of Ships;
- a citizen of a country party to the Treaty on the EAEU;
- non-resident employed on the basis of a patent.
Insurance premiums are calculated automatically at various types of rates provided by law, taking into account the insurance status of employees:
- citizens of the Russian Federation;
- foreign citizens temporarily staying in the territory of the Russian Federation without long-term employment contracts;
- foreign citizens recognized as refugees, temporarily staying in the territory of the Russian Federation, without long-term employment contracts;
- equated to the citizens of the Russian Federation (permanent residents, recognized refugees, citizens of the countries participating in the Treaty on the EAEU)
- foreign citizens temporarily staying in the territory of the Russian Federation, not subject to insurance;
- foreign citizens temporarily residing in the territory of the Russian Federation;
- highly qualified foreign specialists and their family members permanently residing in the territory of the Russian Federation;
- highly qualified foreign specialists and their family members temporarily residing in the territory of the Russian Federation.
For positions with early exit retirement, the calculation is carried out at additional rates that may be set in accordance with special assessment working conditions (SOUT), if it was carried out, or according to the previously valid rules.
Based on the results of accounting for employee income, amounts of calculated taxes and contributions, data on payments to funds, regulated reporting is generated (for submission to the Federal Tax Service, FSS and PFR of Russia), statistical and analytical reporting:
- quarterly report 6-NDFL
- certificates of income 2-NDFL for transfer to the IFTS and for issuance to employees;
- information about the impossibility of withholding tax in the form of 2-NDFL;
- calculations of insurance premiums to the Pension Fund of the Russian Federation, MHIF and FSS in the form of KND -1151111;
- report to the FSS NS
- personalized reporting in the SZV-M, SZV-STAZh, ADV forms and other regulated reporting for individuals.
The 1C-Reporting service built into 1C: Salary and Human Resources Management allows literally with one click to generate reports in electronic form, check and send it directly from the program to the regulatory authorities using EDS, track its progress.
ELN and FSS pilot project
A new system of employee benefits payments - directly from the FSS of the Russian Federation - was launched back in 2011. Then the Nizhny Novgorod region and the Karachay-Cherkess Republic joined it. The geography of direct payments is expanding annually.
Funds of the "1C: Salary and Personnel Management 8" program allow you to keep track of accruals and benefits to the participants of the pilot project and to automatically transfer the registers to the FSS.
In the document " Sick leave»Filling is provided additional information to be included in the register for transfer to the FSS in the framework of the pilot project.
From July 1, 2017, medical institutions can issue electronic disability certificates on a par with paper sick leave. The program "1C: Salary and Personnel Management 8" provides interaction with the FSS for the exchange of information in order to form electronic sick leave.
The first thing we see when launching the 1C ZUP 3.1 program is the program interface. Note that the ZUP 3.1 interface can be quite different in different infobases, since it is customizable. For example, in one ZUP 3.1 infobase, the main interface may look like this:
And in another database, it is completely different:
Work with the program 1C 8.3 ZUP is carried out mainly through the section panel: the desired section is selected ( Personnel , Salarya , Payouts , Settings and so on), and then the function from that section:
Note that the composition of functions is also generated automatically based on data from a specific information base 1C ZUP 3.1. For example, in one infobase, the functionality of accounting for business trips can be disabled, and a link for entering a document Business trip will be absent, and in another database - such functionality will be connected in the settings and link Business trips will be present on the function bar.
In addition, the composition of the interface commands depends on the role of the user who works with the infobase. It is clear that for a specialist personnel service and a very different set of functions is required for a payroll accountant.
See also our detailed video on the 1C: ZUP 3.1 interface:
If you are a subscriber of the system "BukhExpert8: Rubricator 1C ZUP", then see all the materials on the ZUP 3.1 interface:
If you are not subscribed yet:
1C.
ZUP 3.1 settings
The program 1C 8.3 ZUP has many settings, which allows you to flexibly configure it for accounting in a specific organization or a group of organizations that have their own corporate features and nuances of personnel accounting and payroll.
Settings are made in the section Customization :
The settings for payroll and personnel accounting are common for all organizations that are accounted for in the infobase. Accounting policy settings for a specific organization are made directly in the reference book The organization .
Let's consider the most basic settings of the 1C ZUP 3.1 program.
Calculation and payment of salaries by divisions or by the organization as a whole
The calculation and payment of wages in the program 1C 8.3 ZUP can be made both for the organization as a whole, and in the context of divisions.
In order to make it possible to calculate wages by divisions, in the payroll settings ( Setup - Payroll) it should be removed checkbox Calculation and payment of salaries is carried out for the organization as a whole :
In this case, the field appears in the accrual documents and payment documents Subdivision, in which you can specify a specific department for which the accrual and / or payment is made. When filling out the document automatically, only employees of this department will be included in it.
Settings for advance payment dates and wages
The planned dates of payment of wages for the first half of the month (traditionally called "advance payment") and wages are set in the program 1C 8.3 ZUP in the reference book The organization (Setup - Enterprise - Organizations) on the tab Accounting policy and other settings link Accounting and salary payments :
These dates are subsequently substituted by the program automatically in accrual documents as planned dates for the payment of income to employees, and for incomes taken into account for the purpose of calculating personal income tax by the date of payment (temporary disability benefits, vacation pay, etc.) are considered the date of actual receipt of income, therefore it is important immediately correctly specify these dates in the directory The organization .
Watch a video tutorial on setting the date for the advance payment and salary:
If you are a subscriber of the system "BukhExpert8: Rubricator 1C ZUP", then see the materials on the topic "Settings ZUP 3.1":
If you are not subscribed yet:
After subscribing, you will have access to all materials on 1C ZUP, recordings of supporting broadcasts and you will be able to ask any questions about 1C.
Basic directories ZUP 3.1
The main directories 1C 8.3 ZUP include the following directories:
- The organization - a list of organizations, which are kept in the information base.
- Subdivisions - a hierarchical list of departments in each organization.
- Positions- linear list of positions.
- Employee work schedules - a list of work schedules that are assigned to employees when they are hired.
- Staffing table - a description of the staff structure of the organization, the staff position is a position in a specific division of the organization for which working conditions are set (wages, annual leaves, etc.)
- Employees- persons with whom the organization has entered into labor or civil contracts.
- Accruals, Retention - directories of charges and deductions.
Watch our video tutorial on ZUP 3.1 reference books:
If you are a subscriber of the system "BukhExpert8: Rubricator 1C ZUP", then see the materials on the topic "References 3.1":
If you are not subscribed yet:
After subscribing, you will have access to all materials on 1C ZUP, recordings of supporting broadcasts and you will be able to ask any questions about 1C.
Memo on monthly work in the ZUP 3.1 program
When working with the 1C ZUP 3.1 program, it is very important to observe the correct sequence of data entry, for example, all absenteeism of employees must be entered and approved strictly BEFORE the payroll calculation for the month is performed, since otherwise the salary will be calculated incorrectly - without taking into account the fact that the employee is a part was absent for a month, i.e. he will be credited with a full salary.
How to remember the monthly sequence of actions in the program - see the answer in the video:
A cheat sheet for monthly work in ZUP 3.1 is available at the link:
Personnel accounting in ZUP 3.1
Consider the monthly "personnel" actions in the program 1C 8.3 ZUP. Note that not in all organizations these actions are carried out by a specialist in the personnel service, so in many organizations, for example, a specialist in the planning and economic department or the department of labor and wages is responsible for entering planned charges, and in small organizations often all personnel records are kept by an accountant. ... Nevertheless, for a more complete understanding of the work of the program, we divided all functions into personnel and calculation in accordance with the standard sets of user rights for ZUP 3.1 and further in the Self-Study Guide on 1C 8.3 ZUP we will consider the work of the "personnel officer" and the "calculator" separately.
Step 1. Accounting for the movement of personnel (receptions, transfers, dismissals)
All personnel changes for employees (appointments, transfers, dismissals) can be entered in the document journal Appointments, transfers, dismissals (Personnel - Appointments, transfers, dismissals) using the following documents:
- hiring - with the help of documents Recruitment /Hiring by list for hiring one / several employees for work;
- transfer to another place of work:
- HR translation or Personnel translation by list - are entered to change personnel data and working conditions of one / several employees, respectively;
- Moving to another unit - to register the mass movement of employees between departments, including isolated ones (allocated to a separate balance sheet).
- dismissal - documents are used Dismissal / Dismissal by list to register the dismissal of one / several employees.
Let's take an example of how to register a personnel transfer of an employee to another place of work in 1C 8.3 ZUP.
On January 10, it is necessary to issue an order stating that the employee of Pionov O.I. from January 16, he is transferred to the position of senior manager of the sales department finished products with payment according to the staffing table.
For these purposes, a document is introduced HR translation , which indicates:
- Document date – 10.01.2019;
- Date of transfer – 16.01.2019.
In the tab The main thing checkbox is checked Transfer to another department or to another position and indicate the new department and position (position of the staffing table) for the employee:
In the tab Salary automatically, based on the data of the staffing table, information about the planned charges is loaded. It remains only to check the box Translation approved :
Checkbox Translation approved is not displayed in the form of a document if only one user is working with the infobase. In this case, it is considered that the document is entered immediately "approved".
From doc HR translation can be printed Transfer order according to unified form No. T-5 :
If you are a subscriber of the "BukhExpert8: Rubricator 1C ZUP" system, then see the materials on the topic "Employee accounting":
If you are not subscribed yet:
After subscribing, you will have access to all materials on 1C ZUP, recordings of supporting broadcasts and you will be able to ask any questions about 1C.
Step 2. Appointment of allowances and surcharges
Before calculating the advance payment / payroll in 1C 8.3 ZUP, it is necessary to register all changes in the composition of planned employee payroll, as well as changes in employee payroll indicators: salary, percentage of allowance, etc.
To change the planned charges, documents from the journal can be used Change in employee pay (Salary - Change in employee pay):
- Change in wages - to change the current planned charges for one employee.
- Change in planned charges - to change one or more planned charges for one or more employees.
- or Termination of planned accrual - to assign / terminate one accrual to one or several employees.
The procedure for changing the size of an employee's salary is described in the article:
Let's look at an example of how you can assign employees a planned accrual of allowances.
From January 1, all employees of the department Studio a surcharge is assigned in the amount of 10,000 rubles. per month.
The settings for the type of surcharge are presented below:
Since the allowance is set for several employees, it is convenient to use the document to assign it as a planned calculation type Purpose of the planned charge .
In it in the field Accrual you should select the type of accrual for the premium, in the field Appointment dates indicate the start of the allowance - 01.01.2019 :
By button Selection the directory will open Employees where you can select the employees of the unit Studio... To do this, press the button List view - By department:
After pressing the button Select employees will appear in the tabular section of the document Purpose of planned charges :
Since the amount of the allowance is the same for all employees, you can set it by clicking the button Fill in indicators :
Watch a video breakdown of the solution for this example:
If you are a subscriber of the system "BukhExpert8: Rubricator 1C ZUP", then see the materials on the topic "Planned charges and payroll":
If you are not subscribed yet:
After subscribing, you will have access to all materials on 1C ZUP, recordings of supporting broadcasts and you will be able to ask any questions about 1C.
Step 3. Orders for bonuses
During the month, the employee may receive various one-time charges. In particular, documents are available to personnel officers Prize and Material aid ... It is worth noting that it is not necessary that the input of these documents should be carried out by the personnel officer, the rights to enter documents are also available to the calculator. In practice, the question of who will enter these documents is decided depending on functional responsibilities specialists of the personnel and settlement service of a particular organization.
Let's consider how an order for a premium is entered into 1C ZUP 3.1.
On January 10, it is necessary to issue an order on the payment in January of a one-time bonus to employees of the department of 5,000 rubles.
In this case, a document is entered Prize... In order for this document to become available in the interface of the 1C 8.3 ZUP program, at least one charge must be created with the following settings:
- in field Purpose of accrual - Bonus ;
- in field Accrual is carried out - as a separate document and below the default is Type of document - Award .
For our example in the document Prize in field date indicated - 01/10/2019, and in the requisite Award type accrual is selected One-time prize :
In the tabular section by the button Selection you can load the employees of the Department "Management" and by the button Fill in indicators indicate for them the amount of the premium of 5,000 rubles:
The incentive can be specified on the tab Additionally :
Then create a printing plate Bonus Order No. T-11a :
Further work with the document is continued by a user with the rights Calculator(cm. ).
Watch a video breakdown of the solution for this example:
If you are a subscriber of the "BukhExpert8: Rubricator 1C ZUP" system, then see the materials on the "Awards" topic:
If you are not subscribed yet:
After subscribing, you will have access to all materials on 1C ZUP, recordings of supporting broadcasts and you will be able to ask any questions about 1C.
Step 4. Accounting for vacations, business trips, sick leave and other absenteeism
Before drawing up a timesheet, all deviations from the employee's work schedule should be entered into the 1C 8.3 ZUP program: no attendance and excess work.
Let us list the document journals in which documents deviating from the work schedule are registered.
- Magazine Frames - All absences staff includes documents:
- Sick leave
- Business trip
- Vacation
- Vacation without saving payment etc.
- Magazine Human Resources - Care Leave and Vacation Returns:
- Holiday to care for the child
- Return from nursing leave
- Excessive work is accounted for in the section Salary - Time Tracking using docs:
- Work overtime
The program 1C 8.3 ZUP provides for a phased work with these documents: first, they are entered and carried out by a personnel officer, and then approved by the calculator. If one user works with the infobase, then the documents are considered immediately approved when they are entered and posted.
Please note that immediately after the documents-deviations are posted by a user with HR rights, the data on deviations are included in the timesheet, but are not yet taken into account when calculating wages, i.e. if you try to calculate the salary, then it will be calculated as if the employee worked the whole month. In order for absenteeism to be taken into account when calculating salaries, they must be approved by the calculator, i.e. in such documents the checkbox must be checked Calculation approved :
Let's look at examples of how in 1C ZUP 3.1 a business trip and vacation are made out at their own expense.
Employee Lileikin L.S. is sent on a business trip to the organization "New Technologies" LLC, which is located in the city of Ryazan, for a period from 14 to 16 January to conclude an agreement on the supply of equipment, the business trip is financed at the expense of our organization.
To record a business trip and issue an order, you must enter a document Business trip where in the tab The main thing specify the employee and the period of the trip, and on the tab Additionally - fill in the details for the printed form of the order:
From doc Business trip can be printed Order for a business trip in the form of number T-9 :
Business trip reflected in the log in bold:
This means that the document has not yet been approved by the calculator, and the payment for the business trip has not yet been calculated. About further work with the document by the user with the rights Calculator- cm. .
Watch a video breakdown of the solution for this example:
Employee Geran'kin G.G. applied to grant him leave at his own expense for family reasons from 14 to 16 January. The head of the organization agreed on the provision of vacation to the employee.
One of the following documents can be used to enter a vacation at your own expense: Vacation, Employee leave, Holidays without pay, Vacation without pay list .
We will use the document Holidays without pay , in which we indicate the employee and the vacation period.
In field Vacation type you must select one of the values:
- - leave provided at the request of the employee, which is agreed with the management of the organization (in Report card denoted by " BEFORE »)
- Vacation without pay acc. with part 2 of article 128 of the Labor Code of the Russian Federation (v Report card denoted by " OZ») - leave that the employer is obliged to the employee in the cases provided for by the Labor Code of the Russian Federation.
In our case, the employee applied for leave at his own expense for family reasons, so in the field Vacation type choose value Vacation without pay acc. with part 1 of article 128 of the Labor Code of the Russian Federation .
You can get a printable from the document Leave order according to the form No. T-6 :
After the document is held by a personnel officer, the document Holidays at own expense reflected in the log in bold as it has not yet been approved by the user with the rights Calculator :
Watch a video breakdown of the solution for this example:
If you are a subscriber of the system "BukhExpert8: Rubricator 1C ZUP", then see the materials on the topic of Accounting for vacations, business trips and other absenteeism:
If you are not subscribed yet:
After subscribing, you will have access to all materials on 1C ZUP, recordings of supporting broadcasts and you will be able to ask any questions about 1C.
Step 5. Drawing up a timesheet
The time worked is taken into account in the 1C ZUP 3.1 program by the deviation method: a work schedule for employees is drawn up in advance (if necessary, a document is entered Individual schedule ), and then all deviations from the schedule are entered using deviation documents ( Sick leave, Business trip, Work on weekends and holidays etc.).
If it is impossible to take into account the hours worked in this way (for example, when an employee's exits to work cannot be planned in advance in the schedule), a document is entered Report card .
Note that in the general case, document input Report card not required, the timesheet is drawn up and printed using the report Report card (Salary - Salary reports - Timesheet (T-13)):
Watch our video tutorial on drawing up a timesheet in the 1C: ZUP 3 program:
If you are a subscriber of the system "BukhExpert8: Rubricator 1C ZUP", then see the materials on the topic "Schedules of work and accounting of working time":
If you are not subscribed yet:
After subscribing, you will have access to all materials on 1C ZUP, recordings of supporting broadcasts and you will be able to ask any questions about 1C.
Payroll in ZUP 3.1
Consider the monthly "settlement" actions in the program 1C 8.3 ZUP 3.1, i.e. actions that are usually performed by a payroll accountant. It should be noted that in a particular organization, an accountant can also perform those actions that we described in this article as "personnel". For example, it is the calculator who can appoint. In the program, entering planned charges is a general function that is available to both the personnel officer and the calculator.
Step 1. Entering planned deductions
Entering planned deductions is a function that in the 1C 8.3 ZUP program is assigned exclusively to the calculator. Documents from the journal are used to enter planned deductions Alimony and other deductions (Salary - Alimony and other deductions):
- Performance list
- Permanent retention in favor of third parties
Some of these documents ( Performance list, Withholding voluntary insurance premiums, Withholding voluntary contributions to NPF, Withholding union dues ) become available if in the settings of the composition of charges and deductions () on the tab Retention check the corresponding boxes:
To make documents visible Permanent retention in favor of third parties persons or Hold on other operations at least one deduction must be created with an assignment Other retention in favor of third parties or Withholding against settlements on other transactions respectively:
Since January 10, the employee Khrizantemov A.A. a planned retention is assigned according to the writ of execution in favor of L.Yu. Khrizantemova. in the amount of 25% of earnings, the transfer of money to the recipient will be made to the recipient's bank account, the bank's commission is withheld from the employee's earnings.
In this case, you must use the document Performance list (Salary - Deductions - Ways of execution) by filling it in like this:
- in field Employee the employee is indicated Khrizantemov A.A .;
- in field Recipient- the recipient of the alimony - Khrizantemova L.Yu. (you first need to create an item in the reference Contractors );
- indicate the start date of retention - 01/10/2019;
- point out Calculation method - percentage and set a value of 25% of earnings;
- since the bank's commission will be deducted from the employee's earnings, then you must check the box Use a paying agent , select the required bank and set the rate for calculating the bank commission.
Watch a video breakdown of the solution for this example:
If you are a subscriber of the system "BukhExpert8: Rubricator 1C ZUP", then see the materials on the topic "Retentions":
If you are not subscribed yet:
After subscribing, you will have access to all materials on 1C ZUP, recordings of supporting broadcasts and you will be able to ask any questions about 1C.
Step 2. Approval of documents before calculating the advance
After the documents of deviations are created and carried out by the personnel officer, the calculator must start working on the same documents. Until the calculator approves these documents, no charges will be made on them, and they will not affect the calculation of the advance or salary in any way. Such documents in journals are seen as posted and in bold:
If only one user works in the 1C 8.3 ZUP program, then when documents are posted, they are immediately considered approved, and are taken into account when calculating wages and advance payments. Checkboxes Calculation approved or Time taken into account in documents in this case are not displayed.
Work with documents user with rights Calculator maybe through a special workplace – Settlements and payments and through magazines with relevant documents.
Workplace Settlements and payments (Salary - Calculations and payments) Is a kind of "payroll management center". In this tool:
- links to quickly enter new documents are located;
- all entered, but not yet calculated documents are shown, as well as accruals already made;
- the need to recalculate salaries is reflected;
- already entered payroll statements are shown and there are commands for creating new payments.
Consider which documents from our end-to-end example we need to approve before calculating the advance payment (salary for the first half of the month).
Need to approve Holidays without pay Geran'kin from 14 to 16 January 2019:
As for the business trip, it is not necessary to approve it before calculating the advance, since the employee worked during this period (although he was on a business trip) and when calculating the advance there is no reason to “deprive” him of his salary. Therefore, you can calculate the advance payment as if the employee worked, and Business trip to approve already before calculating the salary. In this case, the paid amount of the advance will be taken into account in the final payment of the salary for the month.
There is another scheme of work - Business trip approve. In this case, the advance payment for the first half of the month will be calculated taking into account the period of the employee's business trip, i.e. the travel period will be considered "unworked" time. If at the same time in the document Business trip indicate that it must be paid "with an advance payment", then both the amount for the first half of the month and the calculated amount of average earnings will be paid in advance, but for the entire period of the trip.
Watch a video breakdown of the solution for this example:
Step 3. Entering one-time charges, paid before advance or with advance payment
During the month, additional one-time amounts can be calculated and paid to the employee. To enter such charges, you should use the following documents:
- Prize
- One-time charges
- Material aid
- Lump-sum benefit from the Social Insurance Fund
- Income in kind
Note that the docs Prize and Material aid can be entered by a user with the rights of a personnel officer, in this case the calculator can only check and approve these documents. If deductions are provided for material assistance, then for the correct calculation of personal income tax after the document is held by a personnel officer, a user with the rights Calculator it is necessary to select all lines with employees in the document (the combination of "hot keys" Ctrl +A), right-click and select the item Recalculate employee :
We will consider an example where financial assistance is entered immediately by the payroll calculator.
Worker L.S. Landysheva material assistance is charged in the amount of 5,000 rubles, provided social policy organization at marriage. Financial assistance will be paid along with the advance payment.
To enter financial assistance in 1C 8.3 ZUP, you must use the document Material aid ().
In order for this document to become available, it follows in the settings for the composition of charges and deductions ( Settings - Payroll - link Setting up the composition of accruals and deductions) on the tab Material aid check the box Material assistance is paid to employees :
After that, in the directory Accruals several types of settlements will be created related to material assistance and various options for their taxation of personal income tax and contributions. In chapter Salary the document will become available Material aid .
In our case, it is necessary to check that in the reference book Accruals there is material assistance with an income tax code for personal income tax - 2760 and the type of income on insurance premiums - Financial assistance subject to insurance premiums in part :
Financial assistance should be accrued using the document Material aid (Salary - Material assistance), choosing an employee and indicating the amount of material assistance - 5,000 rubles.
Since the payment of this charge is planned in advance, in the field Pay the value should be selected With advance payment... By default, the advance is paid every 20th day of the month. However, January 20, 2019 falls on a day off, so the payment must be made the day before on the next working day, i.e. January 18, 2019 So in the field Payout date we indicate 01/18/2019.
When you enter the amount of material assistance, the due deduction to this income is automatically provided in the amount of 4,000 rubles. and personal income tax is calculated - 130 rubles:
After subscribing, you will have access to all materials on 1C ZUP, recordings of supporting broadcasts and you will be able to ask any questions about 1C.
Step 4. Calculation and payment of an advance
Depending on which method of calculating the advance payment is set for the employee, the advance payment is entered using different documents.
If the advance is paid in a fixed amount or as a percentage of the tariff, then it is entered immediately Statement ... to pay an advance. If the advance is paid according to the calculation for the first half of the month, then the advance calculation is required in advance, which is made by the document ( Salary - Accruals for the first half of the month).
The procedure for calculating and paying an advance is discussed in detail in the article:
Let's consider the payment of an advance on an example.
Advance payments to employees of the organization are paid in different ways: some - in a fixed amount, the main part of employees - according to the calculation for the first half of the month, the payment is made through the cashier. By default, the advance is paid on the 20th of every month. However, January 20, 2019 is a day off, so the advance payment for January must be made the day before, on the next working day. Thus, the advance payment for January 2019 should be paid on 01/18/2019. Along with the advance payment, material assistance is paid, while personal income tax is withheld, which is transferred to the budget also on January 18, 2019 by payment order No. 12.
Since some of the employees have the method for calculating the advance payment set as Calculation for the first half of the month , then first we introduce the document Accrual for the first half of the month :
To pay an advance in our example, a document is created Statement to the cashier (Payments - Sheets to the cashier - Sheets to the cashier). In field Pay off the value is indicated Prepaid expense... After that, the button is pressed. Fill and the document is filled in automatically:
According to the employee L.S. Landysheva, in addition to the calculated amount for the first half of the month, which amounted to 8,823.53 rubles. and personal income tax from it - 1,147 rubles, the amount from the document is loaded Material aid - 5,000 rubles. and personal income tax from it in the amount of 130 rubles.
As a result, for the employee, the amount is obtained To payoff :
- 8,823.53 (calculation for the 1st half) - 1,147 (personal income tax from the amount for the 1st half) + 5,000 (financial assistance) - 130 (personal income tax with financial assistance) = 12,546.53 rubles.
In column Personal income tax to be transferred the tax falls only on material assistance in the amount of 130 rubles. Personal income tax on income for the 1st half of the month reduces the amount payable, but is not yet considered withheld. This is explained by the fact that the advance refers to income in the form of wages, the date of receipt of which is determined as the last day of the month of accrual, respectively, at the time of payment of the advance there is still no fact of receipt of income and grounds for withholding tax. Personal income tax on income for the 1st half of the month will be withheld upon payment of wages for the month (see, for example, Letter of the Ministry of Finance of the Russian Federation of 10.28.2016 N 03-04-06 / 63250, Letter of the Federal Tax Service of the Russian Federation of 15.01.2016 N BS-4- 11/320).
The amount of personal income tax from material assistance paid in advance is transferred by the organization on the day of payment of the advance. Therefore, the link Payment of wages and transfer of personal income tax leave the checkbox cocked Tax is listed with salary and indicate the data of the payment order - No. 12 dated January 18, 2019:
Watch also a video solution for an example of an advance payment:
If you are a subscriber of the system "BukhExpert8: Rubricator 1C ZUP", then see the materials on the topic "Advance":
If you are not subscribed yet:
After subscribing, you will have access to all materials on 1C ZUP, recordings of supporting broadcasts and you will be able to ask any questions about 1C.
Step 5. Approval of documents before payroll calculation
In the end-to-end example we are considering, we have to approve two documents for January - these are Business trip and Prize .
In document Business trip the amount has already been calculated, it remains to check it and approve the document by checking the appropriate box:
Concerning Prizes, then special attention should be paid to accounting for the premium for personal income tax purposes.
According to the current clarifications of the Federal Tax Service and the Ministry of Finance, the date of receipt of income for a one-time bonus related to labor activity employee, should be determined by the date of its payment. To do this, in the 1C ZUP 3.1 program in the bonus settings on the tab Taxes, fees, accounting should be chosen Income code – 2002 and indicated Income category — Other income from employment:
In this case, the document Prize personal income tax will be calculated, which from 5000 rubles. will be:
- 5,000 (premium amount) * 13% = 650 rubles.
The bonus is paid along with the salary for January 2019.The date of salary payment set in the organization's settings is the 5th day of each month in February 2019, falls on a working day, therefore, in the document Prize no need to carry Payment date at an earlier date. It remains only to approve the document:
Watch a video breakdown of the solution for this example:
Step 6. Entering the values of monthly and accumulated indicators
If the organization uses piece-rate wages or accruals, the result of which depends on the performance indicators achieved by the employees, then piece-rate work is necessary and the values of such indicators should be entered through the journal. Payroll data (Salary - Data for calculating salaries).
A set of documents in this journal, as well as appearance of these documents is determined by the ones configured in the infobase Input templates (Setting - Input templates for initial data).
Let's consider entering indicators for calculating wages using an example.
The organization charges an additional payment for employee trips (1,000 rubles for each trip). During the month, employees made the following number of trips:
- Astrov - 6 trips;
- Peonies - 5 trips;
- Rozanov - 10 trips.
The accrual type for calculating the surcharge is configured as follows:
The accrual formula provides for the multiplication of the indicator Number of trips per month on the value of the indicator. Accrual will be performed automatically if an employee is specified Number of trips per month .
Indicator Compensation amount for 1 trip is configured as a metric common to the organization, which is used in all months after the value is entered:
To enter the value of this indicator, a Input data template :
The value of the indicator is entered through the log Payroll data by document entry Compensation amount for one trip :
To account for the number of trips for each employee, an indicator is created Number of trips per month , numeric, individual for the employee, entered at a time by the data entry document for the payroll calculation:
To enter the number of employee trips, a Input data template :
So that you can enter data for several employees at once on the tab Additionally the corresponding checkbox is set:
The number of trips by employees is entered through the journal Payroll data by creating a document Staff travel :
Watch a video breakdown of the solution for this example:
If you are a subscriber of the "BukhExpert8: Rubricator 1C ZUP" system, then see the materials
In this article, we will look at step by step instructions on hiring an employee in 1C Accounting 8.3.
Before moving on not only to the reflection in the 1C: Accounting program of hiring an employee, but also to other main personnel documents, you need to make some settings for the program.
Go to the "Administration" section and select "Accounting Options".
Our team provides services for consulting, setting up and implementing 1C.
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In order for us to use the main personnel documents in 1C, it is enough to include only two add-ons.
The first is located in the "General Settings" section. We will point out that the accounting of wages and salaries, as well as the personnel records we need, should be kept in this program. Below, in the section "Personnel accounting", set moisture on the item "Full". This add-on will give us access to basic HR documents, including hiring employees.
Registration of hiring an employee
Creating a new employee
In the 1C: Accounting program, just like in 1C: ZUP, there are two directories: Employees and Individuals. One person can have as many employees as there are jobs in a given enterprise, for example, a main job, part-time job, a GPC contract.
There must be only one individual. Duplicating entries in this directory is unacceptable, since it is according to the entries in it that employees are charged personal income tax.
Employee hiring
Go to the section "Salary and HR" and select the item "Recruitment". If you do not have this item, then return one step above to the initial setting of the program.
In the header of the new document you created, you need to indicate the department, position and organization where you are hiring an employee. The employee you created earlier is also indicated here.
By default, the date of reception is the current date, but we can edit this parameter. Probation in months can be configured in the corresponding field. Next, you need to indicate the type of employment, which is selected from the drop-down list and is limited to four items.
Now all that remains is to fill in the terms of employment. In the tabular section with accruals, you can specify several types of accruals at once, for example, salary, bonus, etc. In our example, we set the employee only the payment for the AUP salary in the amount of 30,000 rubles.
The procedure for calculating an advance is indicated below: a fixed amount, or a percentage of the tariff. In the field "Conditions of acceptance" you can specify any text.
This document will enter into force after the completion, we will move through the relevant registers of information.
See also the video instructions for registering an employee on the staff:
