Program 1s zoom version 8.2. Creation of a new infobase

HR is a must for any company. Every year it is more and more regulated by law, so the possibility of automating it is important for many companies, especially those with a large staff.

• Company management:
  • reduce execution time personnel work
  • receive accurate information in a timely manner
  • to analyze information about the personnel composition, the use of working time and the wage fund for making managerial decisions.
• HR department:
  • maintain personnel records in accordance with legal requirements
  • take into account the movement of personnel (recruitment, transfer, dismissal of employees)
  • keep records of personal data of employees
  • analyze the personnel composition in all sections necessary for effective management (average number of employees, staff turnover rate, personnel statistics)
  • carry out military registration
  • carry out personalized accounting for authorities pension fund RF
  • generate declarations of compliance of working conditions with state standards based on the results of a special assessment
  • keep records of entitlements to annual paid holidays
  • keep track of working hours
  • manage staffing
• Settlement department:
  • in strict accordance with the law, automatic calculation of wages, payment for absenteeism and other accruals
  • carry out the calculation of insurance premiums, personalized accounting for the PFR and submit regulated reporting to the PFR and the FSS
  • calculate personal income tax and generate income information 2-personal income tax for submission to the Federal Tax Service and for issuance to employees
  • set up arbitrary accruals and deductions
  • receive regulated and analytical reports, including the distribution of costs.
• Accounting:
  • synchronize data with the program "1C: Accounting 8" edition 3.0.
• Employee:
  • receive a pay slip by email.

• Doing staffing optional in the program. If the enterprise is small and there is no need to keep a staffing table in the program, then you can keep records without a staffing table. In this case, when hiring and transferring employees, it will be necessary to fully describe the place and conditions of their work. If subsequently the organization decides to draw up a staffing table in the program, then it will be generated automatically based on the available information about employees. The only thing that may be required is to make some adjustments to it (for example, to indicate vacant positions).
• Control of personnel documents for their compliance with the staffing table you can install or disable it.
• Mode approval of the staffing table by special documents allows you to store the history of changes in the staffing table, which makes it possible to obtain the staffing table for any past date. In addition, you can analyze unapproved (planned) staffing.

Accounting for the movement of personnel

• registration of employees with whom labor contracts are concluded, and execution of fixed-term and open-ended labor contracts, including remote work, in standard form
• registration of employment and execution of orders for hiring an employee or a list of employees (forms No. T-1 or No. T-1a)
• registration of the transfer of an employee to another place of work, a change in the type of employment (internal and external part-time jobs and the main place of work); changing the terms of the contract and issuing orders for the transfer of an employee or a list of employees (forms No. T-5 or No. T-5a)
• registration of dismissals of employees (forms No. T-8 or No. T-8a)
• execution of civil law contracts: work contracts for the performance of work, contracts for the provision of services for a fee, author's orders.

Traffic records provide the following information:

• up-to-date lists of employees for a specific date with an arbitrary custom set of details;
• data on the movement of employees for the selected period;
• statistical information on the number of employees various categories(number of employees at the main place, internal and / or external part-time jobs);
• middle and average headcount workers.

This information allows the manager to analyze the personnel dynamics of the company and individual divisions (the number of relocations, layoffs), track changes in the personnel structure, and timely identify problems in personnel management.

"1C: Salary and personnel 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.);
• identity card data (passport data);
• PFR insurance certificate number;
• Contact Information(telephones, addresses Email and etc.);
• information about citizenship, insurance and tax status;
• data on tax deductions;
• disability information;
• information about education;
• information about the previous labor activity;
• family composition;
• intelligence military registration;
• information about awards, academic degrees and titles.

In addition to those provided in the program, the user can create additional details and information (for example, height, weight, clothing size, etc.), as well as attach a photo of an employee, scanned copies of any documents, such as a resume.

The functionality of "1C: Salaries and personnel management 8" allows you to meet the requirements of the Federal Law of July 27, 2006 No. 152-FZ "On Personal Data". To do this, registration of database access events for selected data areas (PD processing, personal data, addresses and telephone numbers, disability, income data, property data) has been implemented.

Time tracking

"1C: Payroll and personnel management 8" provides accounting of the employee's working time. This data can be used:

• to prepare the necessary documents personnel records;
• for the subsequent analysis of time statistics and the reasons for the absence of an employee at the workplace;
• for accruals and payments in accordance with the actual hours worked.

Timesheets. "1C: Payroll and personnel management 8" provides accounting for the working time of employees both according to standard schemes (five days) and specific ones, for example, "a day in three". Typical options for filling out work schedules can be used to create an automatic schedule. It is possible to create individual work schedules for specific employees.

Production calendars. To fill in work schedules, a regulated federal or regional production calendar is used. You can create multiple factory calendars. They may be needed if the organization's branches are located in regions where their own holidays.

Thus, the company can easily keep track of working time in accordance with all work options that exist in the enterprise (in shifts, taking into account weekends and holidays, part-time work, rotating schedules, etc.).

Classifier of types of working hours. In "1C: Salary and personnel management 8" there is a classifier of types of working hours (attendance, shift, holiday, etc.), which the company can expand and supplement at its own discretion. Wage depends on the type of working time. During the working day, an employee can be busy at work for various types of time.

Types of no-shows. Based on typical types of absenteeism, the personnel department can register the absence of an employee for various reasons and automatically generate Required documents personnel records.

Types of processing. Information about work outside the established work schedule is collected from the following documents:

• about processing with the summarized accounting of time;
• orders for work on weekends and holidays;
• registration overtime.

When registering overtime, processing and work on weekends and holidays, you can choose the method of compensation: time off or increased pay. A day off can be registered by a separate order or attached to a vacation. Remaining days off and vacations are taken into account.

Time sheet. Based on the results of the accumulated data in "1C: Salary and personnel management 8", you can generate a "Time sheet" (unified form T-13).

Analytical reports. The program allows you to analyze the reasons for the loss of working time, obtain 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 are on a business trip, etc.).

Accounting for vacation entitlements. In "1C: Salary and personnel management 8" accounting of the rights to annual basic and additional holidays is implemented. These include holidays granted to employees both in accordance with the law and under the terms of employment contracts.

Accounting for balances. If the enterprise is not new, then at the beginning of work with the program, it is necessary to fill in information about the balance of holidays (previously used holidays). This can be done even if some time has passed since the start of using the program and the infobase already contains information about current holidays. Moreover, data on vacations used can be entered in the context of working years.

"1C: Payroll and personnel management 8" supports keeping records of balances of annual basic and additional holidays, the right to which is registered in the program. Calculation of balances unused vacations is made on the basis of the considered rights of employees to annual leave and used holidays. The results of the calculation for any employee can be displayed in the form of a certificate for any date. You can generate such a certificate, for example, from the document "Vacation".

Vacation planning. "1C: Salary and personnel management 8" allows not only to create a vacation schedule in the T-7 format, but also to draw up actual vacations and transfers of vacations from the "Schedule" document. "1C: Payroll and HR Management 8" provides the ability to generate vacation lists: in the context of departments and positions; by a group of employees, for example, by management. An analysis of the execution of the vacation schedule is available.

Vacation pay calculation. In the “Vacation” document “1C: Salaries and Personnel Management 8”, along with vacation pay, you can also accrue wages for the days of the month preceding the vacation, as well as financial assistance for the vacation.

In the “Vacation” document, personal income tax and other permanent deductions established by 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 transfer of personal income tax.

Vacation pay. You can pay vacation pay in "1C: Salary and personnel management 8" together with salary, in advance or in the inter-settlement period. In the inter-settlement period, payment can be made directly from the "Vacation" document.

"1C: Payroll and personnel management 8" allows you to:

• keep records of all categories of employees:
  • subject to military registration
  • in stock
  • standing on a special military record, booked for bodies state power, local government or organizations for the period of mobilization, martial law or war time
• generate reports for military commissariats, notices of employment of citizens subject to military registration, sheets of messages about changes, applications for booking, an organization registration card, etc.
• indicate information on positions related to the flight crew and seafarers when preparing information on the number of employed and booked citizens.

Payroll and reporting

The program automates:

• payroll preparation
• setting up various motivation schemes
• accounting for balances of the main (extended main) vacation and additional vacations
• staffing planning and approval
• analysis of the reasons for overspending/savings payroll
• calculation of personal income tax and insurance premiums, generation and sending of reports to regulatory authorities
• reflection of accrued wages, personal income tax and insurance premiums in the costs of the enterprise, synchronization with the program "1C: Accounting 8"
• management of settlements with personnel, including salary projects, transfers to the account, payments through the cash desk and through the distributor, deposit
• accounting of personnel and analysis of personnel composition
• personnel office work
• accounting of working time and analysis of the effectiveness of its use.

• time-based (using monthly, daily and several hourly rates)
• piecework

• salary payment
• payroll (by the hour)
• pay by the hour
• piecework earnings.

In accordance with local acts organizations in the program, you can specify the following bonus options:

• one-time bonus in amount or percentage
• monthly premium amount
• • current month
  • last month
• quarterly premium as a percentage or amount - can be paid:
  • when calculating a month in which a percentage or amount is entered
  • in the inter-settlement period when the document “Awards” is registered
  • in the same preset months. The amount of the premium is set in personnel documents
• bonus per year
• bonus for the year as a percentage - by default it is calculated from earnings for the year, but in the card annual bonus you can specify the period for which the employee's earnings are used in the calculation.

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 you to conduct all calculations in accordance with the accounting policy of the organization.

In "1C: Salary and personnel management 8" all forms of remuneration are implemented:

• time-based (using monthly, daily and several hourly tariff rates);
• piecework;
• using the reward system.

These forms of remuneration correspond to the following time-based and piecework accruals:

• salary payment;
• salary payment (by the hour);
• hourly rate;
• piecework earnings.

The sizes of all tariff rates are set in rubles with the accuracy specified during the initial setup of the program.

Bets can be determined tariff scales according to the grades of employees. In this case, the grids can be described in the staffing table, and in the program their change can be reflected in special documents for indexing earnings.

For one employee, several tariff rates can be applied simultaneously.

A cumulative rate may be applied to set up accruals. By default, when recalculating an employee, the rate of his “basic” (time-based) accrual, for example, daily salary, is used as the employee’s tariff rate. The total tariff rate takes into account not only the salary of the employee, but also any other accruals, such as a percentage or the amount of an allowance.

During the initial setup, you can specify the options for the bonus system adopted in the organization:

• one-time bonus in amount or percentage;
• monthly premium amount;
• monthly bonus as a percentage of the employee's earnings:
  • current month;
  • last month;
• Quarterly premium as a percentage or amount can be paid:
  • when calculating the month in which the percentage or amount is entered;
  • in the inter-settlement period when the document "Awards" is registered;
  • in the same preset months. The amount of the bonus is set in personnel documents;
• premium per year in amount;
• bonus for the year as a percentage - by default it is calculated from earnings for the year, but in the annual bonus card you can specify the period for which the employee's earnings are used in the calculation.

Each accrual in the information system is described by a number of properties:

• Purpose of accrual
• The frequency of the calculation
• Method of calculating the result, which can be selected from the options
• The degree of dependence of this accrual on other accruals
• The order of reflection in the accounting of working time
• The ratio of accrual to social benefits or holidays, to the calculation of average earnings
• Accrual classification for personal income tax calculation
• Accrual classification for calculated insurance premiums
• The method of reflecting the accrual in accounting
• List of displacing accruals (for example, an employee cannot be sick and work at the same time).

"1C: Payroll and personnel management 8" allows you to calculate deductions:

• By appointment
• Monthly or only when a measure value is entered
• The following ways to calculate the result:
  • fixed amount;
  • a formula based on a combination of any data available in the regulated calculation methods, as well as on the basis of the values ​​of own calculation indicators using various formulas, including the mathematical functions max and min.

As a result, in the information system for each accrual and deduction, all the characteristics necessary for its use in calculating wages, calculating personal income tax and contributions are recorded and stored. This allows you to conduct all calculations in accordance with the accounting policy of the organization.

"1C: Payroll and HR 8" gives the accountant a flexible tool for calculating payroll in accordance with the accounting policy of the company and the specifics of its work.

Payroll. "1C: Payroll and personnel management 8" allows you to fully automate the process of payroll. Formulas for the calculation are entered into the system only once. To perform each subsequent calculation, the user needs to monitor personnel information, time tracking on a monthly basis and indicate only the most general parameters: the month of payroll, organization, etc. All other actions - filling out the tabular part of the document and the actual calculation - the system will automatically perform.

Calculation of deductions. The system automatically calculates all deductions: income tax individuals, the amount of loans that have come due, alimony, etc.

The calculated retentions will be reflected in the corresponding tabs of the tabular section of the document.

Calculation of contributions. Simultaneously with the calculation of accruals and deductions, a separate tab displays the calculation of insurance premiums to off-budget funds.

Manual adjustment of calculations. If necessary, the calculations can be adjusted manually. The corrected results will be used in further calculations.

Possibility of recalculations. "1C: Payroll and personnel management 8" allows you to automatically recalculate in situations where primary information adjusted for calculations. For example, if an employee fails to appear for an unexplained reason, the salary for the period of absence will not be accrued. If later he brings a sick leave relating to this period, then at the next payroll, he will be credited with sick leave for the days of illness. The system also allows you to enter accruals related to previous months for recalculation.

"1C: Salary and personnel management 8" allows you to prepare data for reflecting wages, taxes and contributions in accounting and tax accounting.

The data synchronization mechanism combines the data of the 1C: Payroll and HR 8 and 1C: Accounting 8 edition 3.0 programs into a single information space.

Chief Accountant works in "1C: Accounting 8", while the payer maintains personnel records and payroll in the program "1C: Payroll and personnel management 8".

Synchronizing the data of these two programs allows you to minimize the need for double entry of information, reduce the time spent on entering postings based on the results of the calculation, and also avoid typos when manually transferring the results of the calculation.

Synchronization can be performed automatically according to a schedule. But regardless of the schedule, you can synchronize at any time by pressing the button of the same name. The entire exchange process is recorded in the Data Send Event Log. It is important that during synchronization, only actual information. When synchronizing "1C: Payroll and HR 8" and "1C: Accounting 8", the data of directories and documents are synchronized. Not all elements of directories are synchronized, but only those that are used in synchronized documents. List of synchronized elements:

• Regulated reporting.
• The documents:
  • reflection of salary in accounting;
  • documents on the payment and transfer of salaries.
• Elements of directories involved in the transferred documents.

The program warns about unscheduled uploaded documents, incomplete details, data conflicts and unaccepted data by the date of the download prohibition.

The data loading prohibition date can be set as a single date for all infobases, or for each infobase individually.

"1C: Payroll and personnel management 8" automates and documents the entire labor-intensive process of paying salaries.

Salary can be paid:

• Advance:
• In the inter-calculation period:
• According to the results of work for the month.

The program allows you to prepare payrolls - automatically fill in the lists of employees and generate the appropriate printed forms or files.

Payments can be made in the following ways:

• through the cash desk (there may be several cash desks);
• through a 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;
• for an employee.

The program generates in printed and electronic form the documents necessary for processing payments to employees in various ways. For each method (place) of payment, a corresponding statement is provided:

• statement to the bank (transfer to cards as part of the salary project);
• statement of transfers to accounts (transfer to arbitrary accounts specified by employees);
• statement to the cashier;
• statement of payment through the distributor.

If an employee has a debt to the organization (for example, a large amount was accrued by mistake) and the employee returned it on his own, this can be reflected in the document “Return of the debt by the employee”. The amount owed in this document is filled in automatically.

The program has the ability to:

• salary deposits;
• deposited wages,
• write-off of the deposited salary.

For each of these cases, a corresponding document is provided. You can create a ledger, a list of depositors and an analytical report on the deposited amounts.

"1C: Payroll and personnel management 8" automates and documents the entire process of paying accruals.

The program offers the following payment methods:

• crediting to a card opened as part of a salary project;
• transfer to a bank account;
• through the cashier;
• through a distributor.

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.

An employee can also specify a personal bank account for salary transfer.

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). Some banks accept registers and applications exclusively on paper - the program allows you to generate these documents.

The format (structure) of transferred files may differ between banks. 1C together with Sberbank developed an exchange standard electronic information based on XML technology, which was supported by other banks. The formation of files in the 1C: Payroll and HR 8 program is implemented according to this universal standard, which allows you to organize exchange with banks that support this standard without additional settings.

Possibilities of electronic exchange in the program "1C: Salary and personnel management 8":

• formation electronic application to the bank to open/close personal accounts for one or more employees and upload the bank's confirmation of opening these accounts;
• formation of an electronic statement to the bank for crediting amounts to employees' accounts and downloading bank confirmation of crediting these amounts.

To perform all the work in the program there is a special workplace– “Exchange with banks on payroll projects”. It allows:

• upload statements that need to be paid to a file (for transferring it to the bank);
• generate a printed form - a list of transfers (for transferring it to the bank);
• upload confirmation from the bank on the crediting or non-crediting of the amounts under this statement to the accounts of employees;
• if the amounts were not credited to all employees, then generate a new statement for the uncredited amounts;
• prepare applications for opening personal accounts and upload them to a file for transfer to the bank, work on these applications;
• download confirmation from the bank on the results of opening personal accounts;
• manually enter personal account numbers (for example, during the initial filling, if work with the bank is already underway, and the program is just starting to be used);
• prepare applications for closing the personal accounts of dismissed employees and upload them to a file for transfer to the bank.

In the process of work, special documents are automatically created, which can be viewed and edited in the corresponding lists, if necessary:

• Salary confirmation;
• Application for opening personal accounts;
• Confirmation of the opening of personal accounts;
• Application for closure of personal accounts.

The calculation of personal income tax and insurance premiums in the program "1C: Salary and personnel management 8" is fully automated. If necessary, the results of automatic calculations of personal income tax and contributions can be adjusted manually.

For each type of calculation, information for the calculation is contained in the description of the type of accrual.

In the document “Payroll to employees”, personal income tax to be withheld is calculated automatically for each employee, taking into account information about his tax deductions and tax status.

The results of the calculation are displayed in the tabular part of the document on the personal income tax tab.

The transfer of personal income tax to the budget is registered automatically when posting documents of payment or transfer of money to employees - in accordance with the amount calculated for deduction.

You can specify the amount and date of transfer of personal income tax to the budget yourself.

Insurance premiums are calculated automatically when calculating salaries on a separate tab of the document "Payroll to employees", taking into account the insurance status of employees.

Mutual settlements with funds are accounted for including penalties and fines.

"1C: Salary and personnel management 8" generates all the necessary reporting for the FSS, PFR, IFTS in electronic and paper form in accordance with the requirements of the law.

Specialized workplaces for the preparation of reports for the FIU and the Federal Tax Service provide the entire process of sending reports:

• automatic generation of documents that make up the reporting set;
• verification of information by built-in and external verification programs;
• sending to regulatory authorities.

"1C: Salary and personnel management 8" allows you to send electronic reporting to the Federal Tax Service, PFR, FSS and Rosstat directly from the program. To do this, it includes a convenient 1C-Reporting service that provides the exchange of documents between the taxpayer and regulatory authorities in electronic form via telecommunication channels using electronic signature. Users who have entered into a 1C: ITS PROF level agreement can submit reports of one legal entity or individual entrepreneur no extra charge.

Formation of information for the FIU. "1C: Salary and personnel management 8" allows you to generate the following information for the PFR:

• ADV-1 - personal data of employees who do not have an insurance certificate;
• ADV-2 in case of a change in personal data (for example, when changing a surname);
• ADV-3 when an employee loses an insurance certificate;
• information about the length of service, including special types of length of service, giving the right to early calculation of a pension;
• form RSV-1 PFR - calculation of insurance premiums, which includes SZV-6-4 - information on payments, contributions and length of service of insured persons;
• SZV-6-1, SZV-6-2 - information on contributions and length of service of insured persons (forms are submitted according to the data of 2010-2012);
• form SPV-1 with information on the length of service and earnings since the beginning of the year of employees who have reached the retirement age.

For the preparation of the listed documents, the workplace "Quarterly reporting to the PFR" is provided.

Sending electronic reports to regulatory authorities. "1C: Salary and personnel management 8" allows you to send electronic reporting to the Federal Tax Service, PFR, FSS and Rosstat directly from the program. To do this, it includes a convenient 1C-Reporting service that provides the exchange of documents between the taxpayer and regulatory authorities in electronic form via telecommunication channels using an electronic signature. Users who have entered into a 1C: ITS PROF level agreement can submit reports of one legal entity or individual entrepreneur at no additional charge.

A new employee benefit system - 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. In 2012, six more regions became participants in the pilot project: Astrakhan, Kurgan, Novgorod, Novosibirsk, Tambov regions and Khabarovsk region. In 2015, the project covered even more regions. Already in January of this year, the Republic of Crimea and the city of Sevastopol joined the pilot project. From July 1, the Republic of Tatarstan, Belgorod, Rostov and Samara regions joined (Decree of the Government of the Russian Federation of December 25, 2014 No. 1484).

The tools of the 1C: Payroll and Human Resources 8 program allow you to keep records of accruals and benefits for participants in the pilot project.

In the document " Sick leave» filling is provided additional information to be included in the registry for transfer to the FSS as part of a pilot project.

The employee's application to the FSS for the payment of benefits is generated automatically.

1C: Salary and Human Resources Management 8 provides a specialized workplace “Benefits from the FSS”, where you can create application registers, upload to a file and immediately send it via electronic communication channels to the FSS.

"1C: Payroll and personnel management 8" automatically generates statistical reports that can be sent to Rosstat in electronic form immediately from the program via electronic communication channels using 1C-Reporting, or printed:

• information on overdue wage arrears (3-F);
• information on the number and remuneration of labor by categories of personnel in the healthcare sector (ZP-zdrav), culture (ZP-culture), education (ZP-education), social service(ZP-soc) and organizations carrying out scientific research (ZP-science);
• information on the main performance indicators of a micro-enterprise (MP-micro), a small enterprise (SM);
• information on the number, wages and movement of employees (P-4);
• information on part-time employment and movement of workers (P-4 NZ).

"1C: Payroll and personnel management 8"- a specialized program designed for use in both small and large big business, which allows you to control all the company's costs for salaries and staff bonuses. Main advantage new version 1C UZP is the ability to maintain personnel, tax and regulatory records in accordance with existing legislation Russian Federation. However, the potential of the 1C ZUP program is not limited to this, and it is used by many companies focused on the highest quality organization of work with personnel to manage the human resources of private companies of small, medium and large businesses.

AT "1C: Salary and personnel management 8" automated support of all necessary processes for personnel management. Also, thanks to the 1C ZUP program, you can easily calculate payroll, taxation, prepare reports and certificates that are required for submission to state and social funds. You can calculate the cost of salaries and bonuses for specified periods of the year. With regard to legal norms, each function takes into account the requirements of the current legislation, as well as the development trends of enterprises in matters related to personnel management.

The solution "1C: Payroll and personnel management 8" was made in accordance with federal law dated July 27, 2006 No. 152-FZ “On the protection of personal data”. The 1C ZUP program makes it possible to register events that are associated with the personal data of employees (for example, obtaining or denying access to this data), as well as include information about each employee related to a particular event.

Taking into account the accumulated experience, the most convenient methods and mechanisms have been developed to facilitate the consideration of information in the most detailed positions, analytical sections, for various categories of users, namely: directors, heads of personnel departments, personnel management services, accountants.

Delivery options 1C:ZUP

Due to the fact that each company has different automation needs, 1C offers 3 products with separate functionality.

1C:Enterprise 8. Salary and personnel management v.3.1. Level 1

This course meets the requirements professional standard"Accountant" (approved by order of the Ministry of Labor and social protection RF dated December 22, 2014 No. 1061n).

Any company, regardless of the type of activity, is required to maintain personnel records. If you want to systematize and organize automated qualified personnel records, with the possibility of drawing up regulated personnel documents, generating reports based on employee data, take the course “1C: Enterprise 8. Salary and personnel management ed. 3.1. Level 1. Personnel accounting.

Course objective: learn how to keep automated personnel records using standard program documents in new edition 1C Salary and personnel management. The course is based on solving a cross-cutting problem, including all kinds of aspects of personnel records management at an enterprise, from hiring to reporting.

In the learning process, on practical examples, personnel records are considered in the program, starting with the settings personnel policy organization, scheduling work and staffing, and ending with the settings of your own report options. Great attention is paid to the competent formation of orders for personnel (hiring, dismissal, transfers, vacations, etc.).

The course is based on a cross-cutting example. The situation of starting accounting from scratch is considered, that is, starting from filling in the initial information about the organization and compiling the staffing table and ending with the formation of reporting on employees and military registration. Throughout the course, typical situations of personnel records are considered (drawing up and changing the staffing table, orders for hiring, dismissal and personnel transfer, sick leave, vacation schedule, vacation orders and transfers of vacations, business trips, etc.).

The course is designed for specialists who maintain personnel records of the organization, technical specialists who implement and maintain software products of the 1C: Enterprise 8 system. The course will also be useful for heads of organizations who want to maintain automated document management for the purposes of personnel records. The course will be of interest to users who want to learn about the differences in the new edition of this software product.

Introduction

An important role in the organization of personnel records and work with personnel is played by automation of work of employees. personnel service enterprises. Currently, there are a number of software tools designed to automate the processes of personnel records. One of the most popular such programs is 1C 8, which is discussed in detail in this book.

This program has long occupied a leading position in the market, it has already received a large number of fans. To her characteristic features should include increased flexibility, customizability, functional elasticity, and, as a result, applicability to the features of almost any enterprise (trading, budgetary, financial, industrial, etc.).

This guide is designed to teach a wide range of users how to automate personnel records and payroll using the 1C 8 program. Beginners using this book will have the opportunity to consistently and comprehensively study the configuration in question; more experienced users will find answers to their questions in the book and discover new features of the program. For executives, the study of this book is also useful - for example, to make decisions about the conceptual direction of building personnel records processes in an enterprise.

It is possible that in the process of studying the program, the reader will find some discrepancy between the contents of this book and what he sees on the computer screen - this probability is due to the fact that the 1C program is constantly being improved and finalized. In any case, these discrepancies will not be of a fundamental nature.

This book is in two parts. The first part discusses the configuration "1C Salary and personnel management 8", which is specifically designed to automate personnel records, as well as payroll calculation and calculation. In the second part, we will learn how wages are recorded in the 1C Enterprise Accounting 8 configuration. Note that the first part will be much larger in volume, since this configuration is a specialized product designed specifically for personnel accounting and payroll, while "1C Enterprise Accounting 8" is complex product, in which the calculation and payroll is only part of the functionality.

Part 1.
Configuration "Salary and personnel management 8"

Chapter 1.
Introduction to the program

In this chapter, we will consider what are the main tasks of personnel accounting that can be solved using the 1C Payroll and HR 8 program. We also briefly consider the structure of the described configuration.

Program features

The program "1C Salary and personnel management 8" is designed to solve the following tasks:

♦ Formation and editing of the staff list of the organization and its subsidiaries;

♦ Maintenance of a wide variety of directories: organizations, individuals, their relatives, degrees of kinship, military registration and enlistment offices, military ranks, additional holidays, educational institutions, etc.;

♦ Conducting employee surveys;

♦ Recruitment of the organization's personnel and their accounting, reflecting detailed information for each employee (hiring, conclusion employment contract, dismissal, transfer to another job, absence from work, etc.) in accordance with applicable law;

♦ Formation and maintenance of the organization's vacation schedule with automatic check of schedule consistency;

♦ Employee employment planning (participation in events, scheduled meetings, etc.);

♦ Maintaining personalized records in accordance with applicable law;

♦ Separate management of regulated and management accounting;

♦ Work with candidates: registration of resumes, evaluation of candidates, conducting surveys, evaluation probationary period and etc.;

♦ Maintenance of military records of employees (conscripts, conscripts, etc.), with the formation of appropriate reporting;

♦ Carrying out various kinds of events;

♦ Formation of the most diverse reporting on personnel records: information on vacancies, a report on staff turnover, reports on the planned employment of employees and premises, a report on the state of the organization's staffing, a report on the payroll of the organization, as well as a number of custom reports that are customizable by the user independently, depending on their needs;

♦ Solving other tasks of personnel accounting, the presence of which is due to the specifics of a particular enterprise.

In the next section, we will briefly review the structure of the configuration in question and its main tools.

Structure of the applied solution

Considering the structure of the configuration "1C Salary and HR 8", it should first be said that the capabilities of the program provide for the maintenance of personnel records both for the whole company and separately for each organization that is part of it.

Please note that the contents of the main program window, as well as the set of commands, functions, buttons and other tools available for work, depend on which interface you have enabled at the moment. The most complete set of tools can be used when the "Full" interface is enabled. The interface is selected using the corresponding commands of the submenu Tools▸Interface Switching. Here and below, it is assumed that the program has the Full interface enabled (Fig. 1.1).

Rice. 1.1. Main program window

The main working tool of the program is the main menu. Each item of the main menu includes a list of commands intended for switching to the corresponding modes of the program. The main menu contains the following items:

♦ File – the commands of this menu are designed to work with files. These commands are probably familiar to Windows users: they include, for example, New, Open, Save, Save As, Print, Preview, Exit, etc.

♦ Edit - this menu includes commands for editing, searching for data and replacing data. They are also familiar to Windows users: Cut, Copy, Paste, Select All, Find, etc.

♦ Operations – using the commands of this menu, you can select options for working with infobase data. For example, when you execute the command Operations ▸ Lookups, a lookup selection window will open on the screen. Some commands of the Operations menu duplicate the main menu items.

♦ Personnel, Accounts with personnel, Personnel accounting and Payroll for the organization - each of the listed menus is intended for maintaining the corresponding section of accounting. As we study the book, we will get to know them in more detail.

♦ Enterprise - This menu contains general commands. With their help, you can switch, for example, to the mode of generating reports on health insurance, viewing and editing some directories, setting up a production calendar, etc.

♦ Service – this menu includes commands intended for switching to the mode of operation with the service functions of the system.

♦ Windows - this menu contains commands for managing the application's windows.

♦ Help - this menu includes commands for calling up help information, as well as for viewing information about the program.

In most interfaces of the program, pressing the right mouse button calls up the context menu. The content of this menu depends on where it is called. In the future, we will repeatedly dwell on certain commands of the context menu. Many context menu commands are duplicated by the Actions menu commands, as well as the corresponding toolbar buttons (the composition of the Actions menu and the toolbar also depends on the specific interface).

Another convenient and useful tool of the program is the function panel. It occupies the main part of the main program window and consists of several tabs (in Fig. 1.1, the function panel is open on the Enterprise tab). Using the function panel, you can quickly, with one click, switch to the desired mode of operation.

Directly below the main menu of the program are several toolbars. The toolbar buttons duplicate the corresponding commands of the main menu. The user can independently change the contents of these panels, offered by default.

List of hotkeys

In the program, you can use the so-called "hot keys". For example, switching to the document editing mode is done by pressing the F2 key, marking a position for deletion (as well as removing such a mark) by pressing the Delete key, deleting a position from the list using the Shift + Delete key combination (however, for this operation, you must have the appropriate rights access), etc. In this section, we provide a list of "hot keys" that are most in demand among users.

Table 1.1.

"Hot keys" of general purpose

Table 1.2.

"Hot keys" for managing program windows

Table 1.3.

"Hot keys" for working in the editing window

Table 1.4.

"Hot keys" for working in list interfaces and with hierarchical lists

Table 1.5.

"Hot keys" for working with input fields in edit windows

Table 1.6."Hot keys" designed to work with spreadsheet documents

Table 1.7."Hot keys" designed to work with text documents

Chapter 2
Preparation for work

Before you start using the program, it is recommended to review and, if necessary, edit its settings. This will be discussed in this chapter.

The 1C program (regardless of the configuration used) can function in two modes: 1C Enterprise and Configurator. The 1C Enterprise mode is the operating mode of the program in accordance with its intended purpose, and the main actions for setting up the system are performed in the Configurator mode. In the Configurator, configuration objects are formed and edited, interfaces and dialog boxes are configured, the appearance and content are determined printed form documents, as well as a number of other actions to set up and configure the system. In most cases, the system administrator works with the Configurator, since this requires specific knowledge.

In this book, we will not consider the issues of configuring the program - a separate book is needed to describe this topic. Moreover, it is not recommended for an ordinary user to make changes to the System Configurator on their own - this can violate the integrity of the data, and generally lead to unpredictable consequences.

However, the most simple and accessible settings are moved to the 1C Enterprise operating mode. These parameters can be edited by the user (however, it is recommended to notify the system administrator). In this chapter, we will consider what actions the user can perform on his own to configure the program.

Setting an access password

To protect your data from unauthorized access, it is recommended that you protect it with a password. To switch to the mode of entering and editing the password, execute the command of the main menu of the program Tools▸User parameters - in this case, the window shown in fig. 2.1.

Rice. 2.1. Password entry

In this window, in the Name and Full name fields, the abbreviated and full version of the current user's name is displayed. The password is entered from the keyboard in the Password and Confirmation fields. Entering the password twice is necessary in order to exclude the possibility of an error.

If necessary, the entered password can be changed later. If the program is password-protected, then when you activate the Tools▸User Options command, a window will open on the screen in which you will need to enter the existing password. Only after entering the existing password will the window shown in Fig. 2.1, in which this password can be changed.

If the program is protected by a password, then it is necessary to save it in a safe place - if the password is lost, access to the data will be impossible.

Interface customization

To switch to the program user interface setup mode, execute the main menu command Tools▸Settings. As a result, the Settings window will open on the screen, in which the necessary actions are performed. This window is shown in fig. 2.2.

Rice. 2.2. User interface customization

The user interface customization window consists of two tabs: Toolbars and Commands. Consider the order of work on each of them.

The Toolbars tab (the contents of this tab is shown in Figure 2.2) is designed to control the display of toolbars. To enable the display of the required panel, you must select the corresponding checkbox.

Please note that in fig. 2.2 some flags are shown in black and some in gray. Black flags mark toolbars that can be used in the current mode of operation, and gray flags indicate those panels that will become available when switching to the corresponding modes of operation. For example, we see that in Fig. 2.2 The Main Menu panel is marked with a black flag and the Text panel is gray. This means that the main menu will always be displayed as part of the user interface, and the Text panel will be displayed only in the mode of working with text documents (moreover, in the lower part of the interface).

Initially, the Toolbars tab contains a list of system toolbars included in the configuration. These panels cannot be renamed or deleted. However, the user can create as many custom dashboards as needed.

To create a custom toolbar, click the Create button - as a result, the window shown in fig. 2.3.

Rice. 2.3. Create a custom toolbar

In this window, in the Command panel name field, enter an arbitrary name of the toolbar to be created using the keyboard and click the OK button - as a result, the new panel will be added to the list of panels on the Toolbars tab. If necessary, the custom toolbar can be renamed - to switch to the appropriate mode, select it in the list with the cursor and click the Rename button. To remove a custom toolbar from the list, place the cursor on it and click the Delete button. When deleting a custom toolbar, keep in mind that the system does not issue an additional request to confirm the deletion operation, but immediately removes the toolbar from the list.

The Reset button restores the settings of the system toolbar highlighted in the list by the cursor, which were set for it by default. This is useful, for example, after editing the system bar to return to its original state.

The Commands tab is designed to add new commands to a particular toolbar. The contents of the tab are shown in fig. 2.4.

Rice. 2.4. Commands tab

All commands available in the system, depending on their functional purpose, are grouped into thematic categories. The list of these categories is presented on the left side of the Commands tab in the Categories field. On the right side of this tab, the Commands field displays a list of commands included in the category on which the cursor is placed in the Categories field. In addition, in the Categories field there is a category All commands - it includes all the commands available in the configuration.

To add the desired command (more precisely, the button corresponding to it) to the toolbar, select it in the Commands field and simply drag it to the desired location with the mouse. To remove a button from the toolbar, right-click on it and execute the Delete command from the context menu (this operation is possible only when the Settings window is open, regardless of the selected tab).

Configuring application settings

The main menu command Tools▸Parameters is used to switch to the mode of setting the program operation parameters. When this command is activated, the window shown in Fig. 2.5.

Rice. 2.5. Settings

The figure shows that this window consists of three tabs: General, Texts and Help. Let's take a closer look at each of them.

The General tab defines the work date value used in the configuration. The working date is the date that will be substituted by default in newly created documents and forms, used when calculating exchange rates, and also in other cases when a specific date is not specified. If you select the Use current date of the computer check box on this tab, then the current date of the computer will be used as the working date. If this check box is cleared, then the work date will need to be entered in the Use value field below (by default, the current date of the computer is displayed here).

On the Texts tab (the contents of this tab is shown in Fig. 2.5), you can configure the parameters for working with text data. If the Drag and drop text box is checked, then when working with blocks (selected fragments) of text, it will be possible to drag it with the mouse using the drag & drop method. When the Allow to place the cursor after the ends of lines checkbox is checked, the cursor in the text can be placed at the end of the lines; otherwise, only before the “line feed” character, which is set by pressing the Enter key.

If the Show spaces and tabs check box is selected, then spaces and tabs will be displayed in a text document. This mode is useful for formatting text documents. When this box is checked, the Space and Tab fields become available; in these fields, space and tab characters are entered from the keyboard, respectively.

If necessary, you can enable the mode in which the tab character will be automatically replaced by a certain number of spaces. To do this, select the Replace tabs when typing check box, and in the Tab width field below, use the keyboard or use the counter buttons to enter the required number of spaces.

In the Auto-Indent field, you can set or disable the automatic indentation mode when you press the Enter key. The required value is selected from the drop-down list, the options are Enable or Disable.

In the Font field, you can select the font that will be used when typing. Pressing the select button on the screen opens the window for setting the font parameters, shown in Fig. 2.6.

Rice. 2.6. Setting Font Options

If the Style Font checkbox is checked, the required font is selected from the list located below this checkbox. To the right are two checkboxes with the same name - From style; the same flag is located in the selected area Style. If the specified checkboxes are checked, then the font parameters will correspond to the selected style. If you want to edit the parameters of the selected font style (for example, change its size), then you need to clear the corresponding checkbox and manually set the required values.

When the System font checkbox is checked, the font style is selected from the list located under this checkbox. The From Style check boxes are used in the same way as when the Style Font check box is selected.

NOTE

You cannot check the Style Font and System Font checkboxes at the same time.

If the System font check box is selected, then the Symbol set field becomes available at the bottom right of the window. In this field, the required character set is selected from the drop-down list.

In the lower left corner of the font settings window, a sample of how the text will look with the currently selected settings is shown.

After the required font parameters are set, press the OK button in this window - as a result, in the Parameters window on the Texts tab, the Font field will be filled accordingly. The Cancel button closes the Font Selection window without saving the changes made.

On the Help tab, use the Help information switch to select how help information is presented. If this switch is set to Display in one window, then all help items will be displayed in one window. If the Display in different windows value is selected (this value is set by default), then different elements of help information will be displayed separately - each element in its own window. The first option allows you to avoid piling up windows when you frequently call different elements and sections of reference information; using the second option, you can view several different elements (sections) of the help at the same time.

All changes made on the tabs of the settings window take effect only after pressing the OK or Apply buttons. The Cancel button exits this mode without saving the changes made.

The program "1C: Salary and personnel management 8" ed. 3 contains new (in relation to previous editions) tools for recording labor and working time: wages depending on the place of work and depending on the type of time. In the article, 1C experts consider the use of these mechanisms on the example of solving the problem of automating the calculation of wages for theater actors.

Before we proceed to the description of the new possibilities for accounting for labor and working time in "1C: Payroll and HR 8" edition 3, we will determine the conditions that the theater considered in the solution options is not government agency, this article will not pay attention to the peculiarities of calculating the salaries of "state employees". In accordance with Chapter 16 of the Labor Code of the Russian Federation, to account for the labor of actors, as well as for all other citizens, working time planned schedules.

Connecting the ability to use functionality

To start using the guide Places of work and be able to manage Job changes, use different Types of time, you need to configure the appropriate functionality of "1C: Salaries and personnel management 8" edition 3.

During the initial setup of the program or in the future, you need to set the appropriate flags in the menu Setting -> Payroll (Fig. 1):

Rice. 1. Setting functionality

1. Short-term changes in wages depending on the work performed are used provides access to the directory Places of work and the ability to display a change in the type of work performed by the document Job change.

2. allows you to schedule different types of work within one working day.

3. Multiple pay rates are used for one employee(flag enabled Several types of time are used in the work schedule) allows you to set different wages depending on the type of time.

Automation of the payroll of a theater actor in "1C: Salary and personnel management 8" (rev. 3)

Under the terms of the task of automating the calculation of the salaries of actors, they work according to a five-day schedule, only days off fall on Monday and Tuesday. Thus, according to the norm in October 2016, you need to work out 22 working days. Actors' salaries consist of wages for rehearsals and performances. Rehearsals are paid at the employee's base rate - daily salary. At the same time, a full month worked according to the schedule is considered the norm of time (in October - 22 days). Each performance has its own salary. It is paid in addition to the base. If the actor was ill or on vacation, this is recorded in the 1C: Payroll and Human Resources Management 8 program, edition 3, with standard absenteeism documents, and the salary is calculated for the hours worked.

A variant of solving the problem using short-term changes in wages

Short-term changes in wages depending on the work performed(see Fig. 1), considering performances as short-term changes, and rehearsals as a permanent place of work.

1. Filling out the directory Places of work(menu Settings -> Places of work) (Fig. 2).

Rice. 2. Directory "Places of work"

Since remuneration depends on the performance, then in the reference book as Places of work performances will be indicated: comedy, tragedy, vaudeville. For each place of work (for each performance) you need to specify Per performance payment(Fig. 3).

Rice. 3. Performance payment

2. Every working day, when there is no performance, the actor is busy rehearsing. You don't need to do anything in the program. The working day is paid in accordance with the work schedule based on the base salary of the employee, fixed by the personnel document.

3. The day when the actors perform the performance is recorded by a document Job change(Fig. 4) in the menu Payroll -> Change employee pay by button Create.

Rice. 4. Document "Change of jobs"

This document indicates the date of the performance and lists the employees involved in it. The cumulative pay rate for each employee is automatically calculated as the sum of the employee's base salary and the tariff Per performance payment selected performance.

When filling out a document the actor is charged a base salary for all the days that are supposed to be worked out according to the schedule, provided that there were no absences. For the days when there was a performance, it is also charged Per performance payment based on the salary indicated for each performance ( Places of work).

Features of the solution. Solving the problem of salary automation using the mechanism Places of work implies that Place of work is set for the whole day, and wages at this place are the same for all employees. The distribution of costs by place of work is not provided, therefore, in the case when it is necessary to take into account the costs of wages depending on the performances, you need to use the document Distribution of the main income. In the report all performances and rehearsals will be reflected equally - Turnout.

A variant of solving the problem using several types of time in the chart

To automate payroll, use Several types of time in the work schedule and Several tariff rates for one employee for each type of time(see fig. 1). Each performance from the theater repertoire must be assigned Kind of time, and to each employee in personnel documents ( Recruitment, Personnel transfer) indicate all possible payment options in the column Add. Tariffs, odds… on the bookmark Salary.

1. Customization Types of time produced in the classifier Types of working hours(menu Settings) (Fig. 5). The Main Time for all performances will be Turnout. At the same time, for each type of time, you can specify your own alphabetic and numeric code. As a result, the report Time sheet (T-13) it will be clear on which days and in which performance the actor participated, or he was busy rehearsing.

Rice. 5. Setting "Types of use of working time"

2. You need to set up payment types in terms of payment types. accruals, creating for each performance (type of time) own type of calculation (see Fig. 6).

Rice. 6. Setting "Accruals"

Bookmark Main in field accrual is performed, select the option Only if a time tracking type is entered and specify this time type. When setting up a formula, you need to enter a new Constant rate(for each type of time is different), which determines the tariff rate at which the salary will be calculated for the selected type of time (in the example - Fixed rate per performance rate 1 for time type Tragedy).

For more information on how to add new indicators for formulas in 1C: Payroll and HR 8, edition 3, see the answer from 1C experts.

You can add a new indicator when editing a formula in an accrual card by clicking the button Create indicator. Pointing out Name - Per-performance rate should be determined Purpose of the indicator - For an employee. Select indicator type Monetary(while the flag is available Is the tariff rate and the choice of refinement is possible: Daily tariff rate)Next, the switch should set the order and frequency of how this indicator used: permanently or one-time. The newly created measure can be added to the formula.

The formula in the example would look like this: Newly created indicator (per performance rate 1) x Predefined indicator of the number of days worked in the calculated period for the selected type of time (TimeDays), that is

per performance rate 1 x TimeDays

Note, that it is necessary to fill in all the tabs that determine the accrual and indicate that it is included in the average earnings calculation base, is income for personal income tax purposes with the code 2000, determine the article accounting accruals, etc.

3. You should create individual work time schedules for employees, indicating not only the number of hours per day, but also the types of time corresponding to performances on the days when the employee participates in performances (Fig. 7).

Rice. 7. Schedule setting

When filling out a document Payroll and contributions the actor is paid separately for the days worked for each type of work, according to the schedule.

feature of the solution. It is recommended to use this solution in cases where the variety of performances is limited.

Applying Methods to Other Problems

It can be useful to use the mechanism for accounting for changes in jobs, for example, in tasks where sales assistants-cashiers work for a month in different stores, and salaries or surcharges depend on the store; Boiler house operators, working during the month in different boiler houses, receive a bonus, but the percentage of the bonus depends on the place of work, etc. Use different types time and several tariff rates are recommended when solving such automation tasks as, for example, calculating the salary of a driver who independently repairs a car according to tariff rate locksmith or machine adjuster, if the tariff depends on the type of machine, and several different machines are serviced per day.

Editorial

On the possibilities of "1C: Salaries and personnel management 8" edition 3 for the accounting of labor and working hours