Personnel movement in 1s 8.2 zoom is constant. Service capabilities of the document "personnel transfer of organizations"

Program features: flexible staffing table without limiting the level of nesting with the ability to include branches with their own structure; import and export of employee data from 1C programs (Accounting, Salary and Personnel, Integrated, etc.); saving orders and reports in editable formats XLS, DOC or ODT, ODS (regardless of whether you have Microsoft Office or Open Office installed); a timesheet that is automatically generated based on existing orders for the employee and his work schedule. The timesheet has a convenient interface for editing and entering hours worked. All changes made to the timesheet are immediately reflected in the document flow in the form of corresponding orders; the ability to store external documents in various formats (Word, Excel, images, etc.) within the program; the ability to hire several employees with different rates per staff unit; the ability for one employee to work in various positions within one organization at different rates; The program is designed to help personnel officers when calculating length of service. Based on the entries in the work book, the total and continuous length of service of employees is calculated. All calculations made by the user are automatically saved in the database. Thus, the program is an electronic file cabinet work records employees. The program has a fully completed directory of dismissal articles according to the new Labor Code. The user interface of the program is intuitive, and working with the program does not require in-depth knowledge of working with personal computer. The program also has the function of printing a report on the length of service of employees. The program allows you to keep records of internal documents, incoming and outgoing correspondence (faxes, e-mails, postal letters, etc.). You will be able to assign a list of those responsible for approving incoming documents with subsequent status tracking with notification of the approval date. The program can attach an unlimited number of attached files of any format (scanned fax, MS Word, MS Excel, etc.) to a document, maintain structured directories for employees (coordinators and executors), organizations (recipients and senders), generate visual reports on internal documents (keep a journal of documents for the organization) and correspondence, search required document by one or more details (number, type, creation date, etc.)

The document registers the fact that an employee has been accepted into the organization under an employment contract.

It can be created in 1C in several ways:

1. Personnel records => Personnel records =>
2. Directory Employees => Enter document => Hiring to the organization. (Fig. 1)

Rice. 1 Entering a document from an employee form

In the document "Recruitment to an organization"(Fig. 2) on the “Employees” tab it is indicated:

• list of recruits individuals;
• departments and positions where employees are hired;
• number of bets taken;
• dates of reception and periods of work, if employees are hired temporarily;
• The length of the probationary period, if any, is noted.

Rice. 2 Hiring to the organization. Employees

On the “Accruals” tab (Fig. 3):

• employee;
• type of calculation (for example, salary by day, various allowances, etc.);
• indicators for calculation (salary amount, bonus amount, etc.).

Rice. 3 Hiring to the organization. Accruals

After the document has been processed, data about the employee and his planned accruals are recorded in the 1C system and will be used in the future for calculations. wages.

Document "Personnel transfer of the organization" registers in the system the fact that the employee changes his place of work and/or the amount of remuneration.
In the 1C system, a document can be created in several ways:
1. Personnel records => Personnel records => Personnel transfer of organizations.
2. Directory Employees => Enter document => Personnel transfer of organizations. (Fig. 4)

Rice. 4 Entering a document from an employee form

In the document “Personnel transfer of the organization” on the “Employees” tab (Fig. 5) it is indicated:

• list of transferred workers;
• department and position where the employee is moving;
• number of bets taken;
• date of movement;
• date of return to the “old” place of work if the employee moves temporarily.

Rice. 5 Frame movement. Employees

On the “Accruals” tab (Fig. 6) the following is indicated:

• employee (to change accrual);
• type of calculation;
• action.

"Begin"– starts a new accrual.
"Change"– changes the accrual that the employee already had.
"Stop"– stops the selected accrual.
"Do not change"– the accrual remains unchanged;

• indicators for calculation (salary amount, bonus amount, etc.)

Rice. 6 Frame movement. Accruals

Document "Personnel transfer of organizations" allows index earnings:
check the item “Indexation of earnings with coefficient” => indicate the indexation coefficient => “Fill in”.
After the document is processed, data about the employee and his planned accruals are recorded in the system and will be used in the future when calculating wages.

Document "Dismissal from the organization" registers the fact of termination in the system labor relations with an employee.
A document can be created in several ways:
1. Personnel records => Personnel records => Hiring to the organization.
2. Directory Employees => Enter document => Dismissal from organizations. (Fig. 7)

Rice. 7 Entering a document from an employee form

The following is entered into the tabular part of the document (Fig. 8):

• list of dismissed employees;
• date of dismissal;
• article of dismissal;
• grounds for dismissal;
• checkbox “Stop standard deductions”;
• parameters of compensation for unused vacation.

In the article we will consider the order of reflection in the ZUP 3.1 and 1C: Enterprise 8.3.0 programs. Relocations and layoffs of employees.”

First, let's look at how in the ZUP 3.1 program, what documents are used to document the transfer of an employee (employees). The transfer of an employee (employees) is carried out using different documents, depending on the conditions of the transfer. Let's look at these conditions.

Registration of the transfer using the document “Personnel transfer”, “Personnel transfer (list)” is carried out as a fact of transfer of the employee (employees) to another place of work. To do this, you need to go to the “Personnel ‒ Hires, transfers, dismissals” section, then use the “Create” button to select the “Personnel Transfer” document from the list. Then, in the “Organization” field, you must indicate the organization by selecting from the directory of organizations in which this personnel transfer is registered. If an employee is registered in a separate division on a separate balance sheet, then this separate division must be reflected as an organization. Next, in the “Date” field, indicate the date of the document; the document number will be assigned after it is completed. Then we move on to processing the translation. In the “Employee” field, you must select from the “Employees” directory the employee (employees) who is being transferred to another place of work. In the “Date” field, you must indicate the date the employee(s) were transferred to a new place of work. If an 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 need to check the “Transfer to another department or to another position” checkbox. This is necessary to reflect the new translation conditions. When filling out the “Main” tab, we must indicate to which division, to which position, in what category, to what rate we are transferring the employee (employees).

Also, the transfer of an employee (employees) can be carried out using the document “Movement to another division” (in the “Personnel ‒ Receptions, transfers, dismissals” tab), selecting from the list. IN in this case The document is intended for the mass transfer of employees to another department. The transfer of employees can also be carried out using the document “Changing the work schedule by list” (in the “Personnel ‒ Receptions, transfers, dismissals)” tab”, by selecting from the list that allows the movement of employees within the organization to another work schedule, also using the document “Changing planned accruals” (in the tab “Personnel - Hiring, transfers, dismissals”). This document allows you to change the terms of payment when moving an employee (employees) to another department.

Next, let's look at 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 a “Personnel Transfer” document. To do this, you need to go to the section “Salaries and personnel ‒ Personnel records - Personnel transfers”. Next you need to create new document"Personnel transfer". This document must 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 being 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 indicate the date from which period the employee is transferred. If an employee is transferred for a certain period, it is necessary to reflect the expiration date of the transfer period. When you check the “Transfer to another division or to another position” checkbox, the fields “Branch (separate division)”, “Division”, “Position”, “Type of employment” and all its planned accruals from assignment to the moment of transfer will be automatically filled in. By checking the box “Change accruals”, you must make all changes to accruals according to 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 look at 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 staff, it is necessary to accrue severance pay for the duration of employment. former employee. The accrual of severance pay, not exceeding three times the average monthly salary, is made by the “Dismissal” document (in the “Salary - All accruals” section). In the “Conditions of dismissal” tab, in the “Severance pay for” field, you must indicate the number of working days according to the worked schedule of summarized working hours. This accrual is carried out in accordance with the law based on the employee’s average earnings. In the ZUP 3.1 program, it is possible to configure several methods of calculation for payment of severance pay, for example, by the method of taxation of personal income tax. In this case, the accrual type will be available when selected in the document. Next, you need to fill out the sections “Accrued”, “Retained”, “ Average earnings”, which contain the accrual results. The “Accrued” section reflects the result of accrual of severance pay. In the “Withheld” section - calculated personal income tax only from salary payments. Severance pay is not subject to personal income tax. In the “Average Earnings” section - 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 compensation” and “For severance pay”. The date of dismissal of the employee is automatically indicated in the “Payment date” field, but the date can be changed if necessary.

To accrue severance pay in excess of three times the average monthly salary in connection with the dismissal of an employee due to staff reduction, it is necessary to create the new kind accruals (“Settings - Accruals - Create”), reflect the name of the accrual “Compensation upon dismissal” ( severance pay more than three times the average monthly salary). Next, in the “Code” tab, you must specify the “Calculation type code” (it must be unique). In the “Basic” tab, it is necessary to reflect the purpose and procedure for calculating this allowance. In the “Calculation and indicators” section, indicate a fixed amount. In the “Taxes, contributions, accounting” tab, it is necessary to reflect “Personal income tax is subject to income code 4800 “Other expenses””, and also in the “Insurance premiums” section, indicate the type of income “Income fully subject to insurance premiums” in the “Income tax” tab. expense according to Art. 255 of the Tax Code of the Russian Federation to reflect “Taking into account in labor costs under the item” and select paragraphs. 9 tbsp. 255 Tax Code of the Russian Federation. This must be reflected when calculating severance pay when an employee is dismissed due to staff reduction. This type of accrual is carried out using 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 using the “Selection” button. The calculation of insurance premiums and personal income tax is carried out using the document “Salary accrual” (in the section “Salary - All accruals - Create - Salary accrual”). You can check the correctness of the calculation of this accrual using the document “Salt Sheet”.

So, this means that all employees are hired for certain positions and no personnel movements in our trading company It hasn't happened yet. If there is a need to transfer an employee to a new position, increase his salary, or transfer him from one division of the organization to another, then in such cases it is necessary to issue an order.

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

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

Divisions and positions where employees are moved;

New personnel numbers (or old ones are confirmed);

Move dates;

Work schedules.

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

The Salary and Personnel Management program will open a list of personnel movements for us, but for now this list is empty.

Press the key Ins on the keyboard to add a new one personnel transfer.

IN document Personnel transfer of organizations field Number You don’t have to fill it in, as the program will fill it in when you save the document. Field Organization And document date, as you may have noticed, are filled in automatically.

At the bottom of the document there is a list of employees for whom personnel transfer is being processed. It's empty for now.

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

Next, the program will automatically substitute the employee - Lobanova Lyudmila Alekseevna. Then click on the button Tab- the program will insert data about the employee’s current position and proceed to editing the field WITH, in which you will need to indicate the date of personnel movement - 16.09.2007 .

After these steps, we will change the data at the bottom of the line that will differ from the previous entry. We will transfer the employee to the department Basics for the position Manager.

Let’s finish entering data into the current line - to do this, click on the button Enter on keyboard.

Now go to the bookmark Accruals- a line with current data has already appeared automatically. All we have to do is change the amount of accrual; for this we set the action Change.

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

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

All documents in the Salary and Personnel Management program can exist in two states: carried out And not carried out. In both cases, the data contained in the document is saved in the program.

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

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

All unposted documents are indicated by an icon without a flag. To simply save and not post the document, instead of clicking the OK button, you need to click the Write button, and then the Close button.

From document Personnel transfer of organizations You can print standardized 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, send it to the printer, and then sign it with the manager.

The software product 1C: Accounting 2.0 contains a subsystem personnel records However, this subsystem includes a limited range of documents that allows hiring, personnel transfer and dismissal of employees. This subsystem is suitable for small businesses with a limited number of employees. The personnel accounting subsystem is available from the “Personnel” menu of the main menu of the program.
Also, the personnel accounting subsystem can be found in the “Personnel” tab of the program function panel.

The personnel records subsystem includes two directories: “Individuals” and “Employees”, which contain information about the organization’s employees.
The directory “Individuals” reflects such personal data of employees as date of birth, gender, place of birth, citizenship, INN, SNILS, as well as addresses and telephone numbers. The “Employees” directory is intended to store information about an employee’s work activity in a given organization.

Recruitment

The 1C: Enterprise Accounting program provides two options for hiring. The first option is when adding an employee, the program automatically prompts the user to create a job order.

The appearance of the hiring assistant is configured by default. In order to use it, you must enter the personnel number, last name, first name, patronymic, date of birth and gender of the employee. If information about this employee is already included in the “Individuals” directory, a window will pop up with a list of individuals with similar data. In this case, select what is checked in the list and click on the “Next” button. To avoid duplicates of individuals, it is not recommended to create new positions in this directory.

The next step in working with the hiring assistant is entering personnel information. In the window that appears, you should note the type of employment of the employee, select the department, position, date of employment, and also enter information about remuneration. If you uncheck the “Create a hiring order” checkbox, work with the assistant will be completed, but the hiring order will not be created.
At the next stage it is indicated Additional Information, necessary for payroll calculations, as well as for taxes and insurance contributions.

After filling in all the details, click on the “Finish” button. This assistant also offers to immediately receive a printed form of the employment order.
You can turn off the Hiring Assistant. To do this, you should use the change in user settings, which can be found through the menu “Tools” - “User and Access Management” - “List of Users”.

In the list that appears, select the user who needs to disable the automatic appearance of the job application assistant and click on the button.

In the window that appears, check the box next to “Do not use the hiring assistant”, and then save the changes made using the “Ok” button. The second option for hiring employees is to enter hiring orders in the appropriate journal.

If the use of the hiring assistant is not disabled in the user settings, you will have to follow the procedure described above, since in this case the hiring process will be carried out in three stages suggested by the assistant.
If the Hiring Assistant is disabled in the user settings, the program will create a new hiring document in which the user must select an employee and enter HR and payroll information. In this mode, it is possible to enter an order for a group of employees.

You can also print a job order from the hiring document.

Personnel movement

The “Personnel Transfer” document is intended for changing an employee’s personnel information or information about the calculation of his salary. This document can be obtained from the corresponding journal.

When you select an employee, all information about him, taken from the relevant reference books and the employment order, appears in the document. In order to change this data in whole or in part, you must indicate the date of translation, as well as change the information to more current ones, and then post the document. It is possible to make a personnel move for a group of employees. A printed form of an order to transfer an employee to another job is available from this document.

Dismissal

The “Dismissal” document is intended to terminate the employment relationship with the employee and is available from the corresponding journal.

To dismiss an employee, you must select him from the directory, indicate the date of dismissal and the reason for dismissal, and then save your choice using the “Ok” button. It is possible to make an order for a group of employees. From this document it is possible to print a termination order employment contract with an employee (dismissal).

Other printed forms for HR specialists

You can view the list of available reports on personnel in the “Personnel” tab of the program function panel.

Personal cards are printed for each employee according to the unified T-2 form. To receive this report, select an employee and click on the “Generate” button.
The “Lists of Employees” report is intended to generate a list of employees of an enterprise for a specific date. Employees for inclusion in this report can be selected and grouped according to various criteria available by clicking on the “Selection” and “Settings” buttons.
An application for voluntary entry into legal relations with the Pension Fund of Russia (DSV-1) is generated by selecting an employee and clicking the “Generate” button. It is also possible to obtain a blank application form.

Summarizing the above, it is worth noting that the personnel records subsystem of Enterprise Accounting 2.0 contains a limited list of personnel documents. Therefore, to maintain full-fledged personnel records, you will have to look for others printed forms independently or use another software product.