Transfer to another position in 1s. Personnel transfer of an employee

/
Setting up accounting in 1C:Enterprise 8.2

Hiring in 1C: Accounting 8.2

To register the fact of hiring an employee by employment contract(contract) in accordance with the Code of Labor Laws, a document is intended "". To call this document, you need to execute the command of the main menu of the program Personnel->Hiring for an organization or click the icon Hiring for an organization tabs on the function bar.

After filling in all fields of the directory screen form individual will be transferred to the status of an employee of the organization:

Documents in 1C:Enterprise have two forms - on-screen and printed, which can be viewed or printed by clicking on the button Seal.

Personnel transfer of an employee

All personnel transfers of employees (transfer to a new position, to another division, change in salary or rank) in the 1C: Accounting for Ukraine 8.2 system are reflected in the document of organizations.

To call this document, you need to execute the main menu command of the program Personnel->Personnel movements of organizations or click on the icon Personnel movement tabs on the function bar.

fields electronic form the document must be filled in by selecting data from the corresponding subordinate directories.

After the document is posted, all changes will be reflected in the associated directories.

To the directory "Employees of organizations" as in any other, all information from related documents is automatically entered.

Dismissing an employee

The document "Dismissal of organizations".

Information about documents, transactions and postings in the 1C:Enterprise program is saved in journals. Each journal entry must have a basis (document).

To download the magazine, you must click on the link with its name, located at the bottom

In the article, we will consider the order of reflection in the ZUP 3.1 and “1C: Enterprise 8.3.0. Relocations and reductions of employees.

To begin with, let's consider how in the ZUP 3.1 program, what documents are used to formalize the transfer of an employee (employees). The transfer of an employee (employees) is carried out by different documents, depending on the conditions of the transfer. Let's take a look at these conditions.

Registration of a transfer using the document "Personnel transfer", "Personnel transfer (list)" is carried out as a fact of transfer of an employee (employees) to another place of work. To do this, go to the section "Personnel - Receptions, transfers, dismissals", then using the "Create" button, select the document "Personnel transfer" from the list. Then, in the "Organization" field, you must specify the organization by selecting from the directory of organizations in which this personnel transfer is registered. In the event that the employee is registered in a separate division on a separate balance sheet, then this separate subdivision should be listed as an organization. Next, in the "Date" field, indicate the date of the document, the document number will be assigned after it is held. Then we move on to the translation. In the "Employee" field, you must select from the "Employees" directory the employee (employees) who is transferred to another place of work. In the "Date" field, you must specify the date of transfer of the employee (employees) to a new place of work. If the employee (employees) is transferred for a certain period, it is necessary to indicate the end date of the transfer period. Next, in the "Main" tab, you must check the box "Transfer to another department or to another position." This is necessary to reflect the new terms of the transfer. When filling in the “Main” tab, we must reflect to which department, to which position, by what category, at what rate we are transferring the employee (employees).

Also, the transfer of an employee (employees) can be carried out by the document "Moving to another department" (in the "Personnel - Receptions, transfers, dismissals" tab), by selecting from the list. In this case, the document is intended for the mass movement of employees to another department. The movement of employees can also be carried out by the document “Change of the work schedule by the list” (in the tab “Personnel - Receptions, transfers, dismissals)”, selecting from the list that allows the movement of employees within the organization to a different work schedule also by the document “Change of planned accruals” (in the tab "Personnel - Receptions, transfers, dismissals"). This document allows you to change the terms of remuneration when moving an employee (employees) to another department.

Next, let's consider how the movement of employees is reflected in the 1C:Enterprise 8.3.0 program. In order to reflect the transfer of an employee to another place of work in the 1C:Enterprise 8.3.0 program, it is necessary to draw up the document Personnel Transfer. To do this, go to the section "Salary and personnel - Personnel accounting- Personnel transfers. Next, you need to create new document"Personnel transfer". AT this document it is necessary to reflect the date of the order to transfer the employee to another place of work. It is necessary to indicate the organization from which the employee is transferred to another place of work. In the "Employee" field, you must select an employee from the "Employees" directory. In the "Date of transfer" field, you must specify the date from which the transfer of the employee is carried out. If the employee is transferred for a certain period, it is necessary to reflect the end date of the transfer period. When you check the box "Transfer to another department or to another position", the fields "Branch (separate division)", "Department", "Position", "Type of employment" and all its planned accruals from appointment to the moment of transfer will be automatically filled in. By checking the box in the "Change accruals" field, you must make all changes to the accruals according to the personnel transfer. This document is signed by the head of the organization. According to this document, an order (instruction) is issued to transfer the employee to another job.

Further in our article, we will consider how to reflect in the ZUP 3.1 program the dismissal of an employee due to a reduction in staff. When an employee is dismissed due to a reduction in the staff, it is necessary to accrue a severance pay for the period of employment former employee. The accrual of severance pay, not exceeding the amount of three times the average monthly earnings, is made by the document "Dismissal" (in the section "Salary - All accruals"). In the tab "Terms of dismissal" in the field "Severance pay for" you must specify the number of working days according to the worked schedule of the summarized accounting of working hours. This accrual is carried out in accordance with the law, based on the average salary of an employee. In the ZUP 3.1 program, it is possible to set up several accrual methods for paying severance pay, for example, the method of taxing personal income tax. In this case, the accrual type will be available when selected in the document. Next, you need to fill in the sections “Accrued”, “Retained”, “ Average earnings”, which contain the results of the accrual. The section "Accrued" reflects the result of the accrual of severance pay. In the “Withheld” section, the calculated personal income tax is only from salary payment. Severance pay is not subject to income tax. In the section "Average earnings" - the amount of average earnings calculated according to the ZUP 3.1 program, based on data on accruals in favor of the employee for the payment of vacation compensation and severance pay. This calculation is indicated in the fields "For compensations" and "For severance pay". In the "Date of payment" field, the date of dismissal of the employee is automatically indicated, but if necessary, the date can be changed.

In order to accrue a severance pay in excess of three times the average monthly salary in connection with the dismissal of an employee to reduce the staff, it is necessary to create the new kind accruals ("Settings - Accruals - Create"), reflect the name of the accrual "Compensation upon dismissal" ( severance pay over three times the average monthly salary). Next, in the "Code" tab, you must specify the "Code of the type of calculation" (it must be unique). In the "Basic" tab, it is necessary to reflect the purpose and procedure for calculating this allowance. In the section "Calculation and indicators" indicate a fixed amount. In the tab “Taxes, contributions, accounting” it is necessary to reflect “Personal income tax is subject to income code 4800 “Other expenses””, as well as in the section “ Insurance premiums» indicate the type of income “Income fully taxable with insurance premiums” in the tab “Income tax” the type of expense under Art. 255 of the Tax Code of the Russian Federation reflect "It is taken into account in the cost of wages under the article" and select paragraphs. 9 st. 255 of the Tax Code of the Russian Federation. This must be reflected in the calculation of severance pay upon dismissal of an employee due to a reduction in staff. This type of accrual is carried out by the document "One-time accrual" (in the section "Salary - One-time accrual"). In this document, you must select the created accrual and fill out the document by clicking the "Selection" button. Accrual of insurance premiums and personal income tax is carried out by the document "Payroll" (in the section "Salary - All charges - Create - Payroll"). You can check the correctness of the calculation of this accrual in the document "Payment sheet".

Transfer within the organization to another permanent place of work is registered in the program by a document.

The header of the document says:

• in props Organization— the organization within which the transfer is made (by default, it is filled in from the settings of the current user);
• in props Responsible- directory face Users responsible for entering the document into information base(by default it is filled from the settings of the current user).

Tabular part on the tab Employees document form is filled with a list of employees who are transferred to another workplace. The tabular part can be automatically filled in with a list of employees selected according to some criteria (by clicking the button Fill the top command bar of the document).

The row of the tabular part indicates:

• in a collumn Employee— an employee of the organization for whom the transfer is registered;
• in a collumn FROM- date of transfer of the employee;
• if the employee is transferred to another place of work for a certain period, then in the column By the end of the period of work at the new place is indicated.
  If column By is filled, then when the document is posted, a “reminder” (planned personnel event) will be registered to issue a reverse personnel transfer at the end of the transfer period. The list of personnel events scheduled for a given period of time is available in processing Scheduled staffing events.
• in columns Subdivision and Job title the unit and position occupied by the employee before the transfer are displayed. The columns next indicate the new division and position of the employee;
• in a collumn Bid- the number of positions taken in a new position;
• in a collumn Schedule- the work schedule of the employee at the new place of work.

Changes in the remuneration system in connection with the transfer are recorded on the tab accruals.

If the size of the basic accrual of the employee changes (accrual for the time worked within the norm), or the form of remuneration changes, then in the column Action value is selected Change and a new amount of accrual is set (if the form of remuneration is changed, a new type of calculation is indicated).

If it is necessary to stop the planned accrual, then in the column Action value is selected stop. When assigning a new accrual - the value To begin.

By button Seal can form printed form an order to transfer an employee to another job according to the forms T-5 and T-5a.

Example

From 03/05/2012 to 04/30/2012, employee Samoilov Yury Alexandrovich is temporarily transferred to the sales department with a salary increase of 10%. The salary is increased by increasing the coefficient for highly productive work.

In the program, the transfer of an employee is registered by a document Personnel transfer of organizations(Fig. 1).

The change in salary during the transfer is recorded on the tab accruals(Fig. 2).

So, it means that all employees are accepted for certain positions and no personnel movements in our commercial enterprise was not there yet. If it becomes necessary to transfer an employee to a new position, increase his salary, transfer from one division of the organization to another, then in such cases it is necessary to issue an order.

Let's form for the worker Lobanova order to transfer to another job. For this we need document Personnel transfer of the organization. Document Personnel relocation of the organization is designed to register changes in the employee's position, work schedule, method of remuneration. This document must include the following information:

List of visited employees (the document can be issued both for one employee and for the list of employees);

Departments and positions where employees are moved;

New personnel numbers (or old ones are confirmed);

Dates of moving;

Work schedules.

We will transfer the employee Lobanov from office secretary for the position manager. To do this, go to the menu item Personnel accounting -> Personnel accounting -> Personnel transfer of organizations.

The Payroll and Human Resources program will open a list of personnel transfers for us, but so far this list is empty.

We press the key Ins on the keyboard to add a new personnel movement.

AT document Personnel transfer of organizations field Number you can not fill it out, since the program will fill it out by itself when saving the document. Field Organization and document date, as you may have noticed, are filled in automatically.

At the bottom of the document is a list of employees for whom a personnel transfer is issued. As long as it's empty.

Press the key again Ins to add a new entry to this list. In a collumn Employee enter the first letters of the employee's last name - forehead.

Next, the program will automatically substitute the worker - Lobanova Ludmila Alekseevna. Then we press the button Tab- the program will substitute data on the current position of the employee and proceed to editing the field FROM, in which you will need to specify the date of the personnel movement - 16.09.2007 .

After the done actions, we will change the data at the bottom of the line that will differ from the previous entry. We will transfer the worker to the division Main for the position Manager.

We complete the data entry in the current line - to do this, click on the button Enter on keyboard.

Now go to bookmark accruals- the line with the current data has already appeared automatically. It remains for us to change the size of the accrual, for this we set the action Change.

In the last column, indicate the new amount of accrual - 15 000 .

After that we press OK- the data entered by us is successfully saved in the program, and now the new values ​​​​of the unit, position and salary come into force, i.е. document Personnel transfer of organizations held.

All documents in the Payroll and Human Resources program can exist in two states: conducted and not carried out. In both cases, the data contained in the document is stored in the program.

But in the event that document held, this will mean that the changes that the document should make have already taken effect. For example, an employee has a different salary.

What if document not posted, then this is just a draft, or, more simply, a blank, in which it is planned to make changes. Such a document, for example, does not have any effect on the employee's salary. The salary will change only when this document is held.

All unposted documents are marked with an unchecked icon. To simply save and not post the document, instead of pressing the OK button, you need to press the Save button, and then the Close button.

From document Personnel transfer of organizations you can print unified forms T-5 or T-5a. To do this, open the document we created and from the menu item Seal select the desired form:

We select the form we need from the list, and send it to the printer, and then sign it with the head.