1 with footage version 8.3. Accounting policy and other organization settings

Correct maintenance of personnel data in the 1C: ZUP program is very important. Otherwise, you will encounter common mistakes in documents and reports, for example with . Many reports from this program are submitted to regulatory authorities and errors are inappropriate here.

In this step by step instructions we will consider in detail the process of hiring an employee in 1C 8.3 ZUP edition 3.1.

AT this example we use the demo version of the program and perform all actions under account Head of Human Resources Department. Depending on the rights available to the user, this functionality may have a different location or may not be available at all.

Let's go to the start page and click on the "New Employee" hyperlink.

In the directory card that opens, select an organization.

Remember that the program has an algorithm for splitting this field into separate details: last name, first name and patronymic. It separates them from each other by spaces. In the case of a double surname, it must be indicated through a dash without spaces.

There are three hyperlinks to the right of the full name field:

Personal data, information about education, family, labor activity, insurance are filled in according to the corresponding hyperlinks at the top of the form. If necessary, you can also attach a file to the employee's card, for example, with his photo or scanned copies of documents.

When you have entered all the necessary data, click "Save and close."

Directory "Individuals"

After creating an employee in the 1C 8.3 ZUP program, a new one was automatically created individual. This guide is located in the "Personnel" section.

An individual and an employee are two different things. An individual may not be an employee.

For one element of the directory of individuals, there may be several employees. This is done because a person can work in a company not only at his main place of work. He may have several contracts, for example, the main, part-time and GPC.

This mechanism is implemented so that, in accordance with the legislation, personal income tax is considered common for all places of work for one individual. The rest of the calculations are carried out separately.

For example, an employee works in our organization and this is his main place of work. Also periodically translated to him cash under the GPC agreement. Personal income tax should be charged total (summed up under both agreements). Charges will be made separately. The program will have one individual and two employees.

In this regard, it is very important to control the absence of duplicates in the directory of individuals. Otherwise, undesirable consequences are possible with incorrect calculations and with the tax authorities. In addition, tax deductions are tied specifically to an individual.

To avoid these situations when filling in the data (for example, TIN) in the employee card, if the program finds an individual with the same data, it will display a corresponding message.

If duplicates of individuals appear, contact the program administrator to merge cards with personal data using special processing.

Document "Recruitment"

We have added a new employee to the program. Now let's move on to hiring an employee. You can do this in 1C ZUP 8.3 on the home page, in the employee's card, or through the "Personnel" menu.

In our example, we will accept an employee from the home page, since those persons who are not hired are clearly displayed there, which is quite convenient.

To do this, select the created employee in the corresponding table and right-click. In the context menu, select the "Apply for a job" item.

In the opened document, some fields were filled in automatically. If necessary, correct them, as well as indicate the department and position.

If you fill out, then wages will be substituted from it. Let's go to the appropriate tab. That's right, the accrual was filled from the position of the staffing table. These data can be corrected.

If you do not maintain a staffing table, the "Payment" tab must be filled out manually.

In this article, we will consider the configuration procedure for "1C: Payroll and HR 3.0" (ZUP 3.0) to work "from scratch". Since all organizations differ from each other in many parameters, in ZUP 3.0 there are a large number of different settings that must be set before starting work with a new configuration.

The article turned out to be more voluminous than I expected, so I broke it into two parts. If you want to follow my steps to get familiar with this configuration, wait until the second article is published so that you don't have to interrupt the setup in the middle.

As an example, I will use “1C: Salary and personnel management. Basic version ”, which I wrote about in, but in the PROF version, the whole procedure, like the main stages of working with the program, looks exactly the same.

So, after installing and activating the program, we see this window.

The appearance of the interface may differ, but, and I configured it this way.

We will consider the transfer of data from other configurations in one of the following articles. For now, I just want to say that this menu appears only if the primary data about the enterprise is not filled out. If you enter them using the initial setup assistant of the program or by importing data from other configurations, you will see different data on the desktop of ZUP 3.0.

All the information that you enter into the program at this stage, you can later edit in the program settings. And if you use the transfer of data from earlier configurations, you even have to do this, since a number of functions in ZUP 3.0 are implemented differently. We will consider all this in an article on transferring data from early 1C configurations.

For now, I'll show you all the setup steps using the dedicated assistant, along the way configuring the program to use it to demonstrate other features of the app. I check "Set up the system to work from scratch" and click the "Next" arrow.

The following paragraph is for informational purposes only. Just read what is written here and click "Next".

At the next stage, you can upload information about pension contributions and 2-personal income tax deductions from your employees. If you have new organization and you did not submit any data, this item should simply be skipped. But it is very useful if the organization has existed for some time and after the initial setup you have to make initial balances.

We will consider entering the initial balances in one of the next articles, but for now, remember that if you enter data on pension and tax deductions into the program, then you must definitely enter information for the last two years. You can do more if you want to have this information for yourself, but by no means less.
To download this data, files created by various applications for the submission of pension and tax returns are usually used. I skip this step.

Now you need to indicate the type of organization and check the box if "1C: Payroll and HR 3.0" is configured for individual entrepreneur. If you provide information about legal entity then just skip this step. I skip it.

And one more important clarification: in the article about the configuration “1C: Salary and personnel management 8. Basic version I described the limitations that are present in it. One of these restrictions is the maintenance of only one enterprise in one database. AT full version the current window also contains an option, selecting which will allow you to keep records of employees of several branches of one organization or just several organizations in one database.

Now you need to fill in the information about the organization. If you haven't decided on a name, you can add it later. Right now, I will bring in LLC “Horns and Hooves”, dear to any Russian heart. As soon as I enter a short name, the program automatically fills in the full one, deciphering the LLC abbreviation on its own. I enter the rest of the data in random order, and the program swears at them. In my case, this is not a problem, but you enter your data carefully.

Now we enter information about the registration of the organization with the tax authority. I put in here anything, and you put in what you need. By the way, pay attention to the asterisk next to the phrase "Initial program setup." It means that the data entered has not been saved. If you save, this asterisk will disappear until the next edit. Such an asterisk is used everywhere in 1C:Enterprise: from documents to configuration objects. Thanks to it, you can always see if an object is saved.

At the next stage, you can specify the regional and northern allowances and set special territorial conditions. I'm not going to post anything here just yet. If we need it for some reason, I will change these settings later.

This completes the organization card. Now we enter information about the accounting policy. To begin with, we indicate if the organization pays a single tax on imputed income (UTII), whether the payment of benefits is transferred to sick leave in the FSS, as well as the dates of payment of salaries and advance payments.

Then we indicate the applicable rate of insurance premiums, the date from which it is applied, and the premium rate for insurance against industrial accidents.

Next, you need to indicate whether the organization has employees with the right to early retirement. If we indicate that we have such, then a setting will become available to us that allows us to apply the results special evaluation working conditions. It, in turn, allows you to classify positions according to working conditions.

We indicate if we have pharmacists, crew members sea ​​vessels and flight crews, as well as miners. These marks automatically change the calculation of insurance premiums in accordance with the requirements of Russian legislation. In my version, the descriptions for pharmacists and both types of crews are mixed up in places.

Next comes the setup personnel records. We indicate whether we have part-time work, whether the staffing table is maintained, and if so, whether it is necessary to control the documents for compliance with it. I activate the first two points for myself.

Now the calculation setup begins wages. To begin with, we note whether we will use civil law contracts and salary indexation. I activate both.

We choose whether to apply payments to former employees and third-party individuals and whether to use loans to employees. Here we indicate if tariff groups are used in our organization. I mark everything except tariff groups. If needed, they can be connected later.

Many readers will now say: why describe this process? There is also an assistant for the initial setup of 1C ZUP! I’ll tell you my opinion right away - an assistant is needed by experienced specialists who have more than once set up the program. They know in advance which parameter needs to be set, which one will affect what.

If we learn how to set up the program without an assistant, then in the process of accounting we will be able to correctly determine what and where we need to correct.

So, let's begin. All the settings that we need are located in the "Settings" menu item of the main menu. There are three links in this section that deal with:

• payroll;
• personnel records;
• Organization details.

These are the ones we'll be looking at:

Let's start from this point. First of all, you need to add at least one organization. At least the name, but it is better to immediately enter all the details so as not to return to this again. Let me explain why you need to start at this stage. With the newly installed program version 2.5, an organization was automatically created (I don’t remember exactly with what name, but it doesn’t matter).

In version 1C ZUP 3.0, nothing is initially created in the Organizations directory. And keeping records will be impossible.

Get 267 1C video lessons for free:

Let's go through the tabs of the form and note the most important details.

• On the "Main" tab, it is important to fill in the data on registration with the tax authority. This data is important for the correct reflection of and . Do not forget to fill in the name of the organization and, most importantly, the TIN first. Without this, the link to fill in the registration data will not work.
• I will not describe the “Basic Information” and “Addresses and Phones” tabs, everything is clear here anyway.
• The tabs "Codes" and "Funds" contain information for the formation of regulated and other reporting, so be sure to fill them out.
• Particular attention should be paid to the "Accounting Policy" tab. There are several links here. Most of all we are interested in the link "Accounting policy", since here are the most significant indicators. The rest of the links should not be neglected either and fill in all the details to the maximum. All the details are available in the accounting department on paper, and you just need to carefully separate them.

Setting up the item "Payroll"

If we go to the payroll settings section in 1C ZUP 3.0, then in addition to the checkboxes that affect this or that parameter, we will see the link “Setting the composition of accruals and deductions”. If you click on this link, a window with bookmarks will open:

There are many important parameters here. For example, the Absence Accounting tab affects the visibility of some documents. If you check the "Business trips" checkbox, then the system will be able to create a "Business trip" document, and the corresponding accrual will be created in the accrual directory.

Therefore, to the frequently asked question: “Why can’t I see a document in 1C ZUP?” in 90% of cases, you can answer: "See the settings."

Basically, there is an explanation for each flag in the program. If you have any questions about any item, please write. In the future, I may write separate articles on some settings.

Personnel accounting

The ZUP 3.1 program, unlike the previous 1C salary solutions - ZUP 2.5 and Salary and Personnel 7.7, has a more understandable and user-friendly interface, as well as improved structure logic. For example, in the section panel of the program, the main points for work are clearly marked: the personnel section, documents on salaries, taxes, payments, and others. Also in 1C ZUP, the settings for accounting parameters are logically organized. In this article, we will look at how the complex setting of the accounting parameters necessary for successful work is carried out.

When you first start the program, the initial data is filled in, which is performed by the initial setup assistant.

Fig.1

At this moment, the information base is filled with various directories necessary for maintaining personnel records and payroll, and the program menu familiar to us is formed. After that, the assistant will ask us in detail how we will keep records and what else we want to get for successful work in the program. That is, at the first step, the program is configured "from scratch" or data is transferred from the "Enterprise Accounting", or, for example, from previous version payroll program.

Fig.2

At the second step, you can refuse the initial setup, disable the ability to calculate payroll and upload reports in electronic format that were previously submitted to tax authorities and to the FIU so that the program can use this data to generate subsequent reporting (Figure 3-5).

Fig.3

In Fig. 4, you can see the menu of the program configured only for maintaining "personnel" records and applicable in the case when in this information base we will not count wages, but we will keep a detailed and complete record of personnel.

Fig.4

Fig.5

In continuation of setting up the program for further work, we choose whether records will be kept in our information base for one organization or for several. By checking the box “Perform calculation and payment for the organization as a whole”, we will calculate wages without detailing by departments. In this case, in the document "Payroll and contributions" there will be no field for selecting a division of the organization.

Fig.7

Fig.8

If our company has harmful or dangerous conditions labor for employees, that is, for them the preferential retirement period is calculated, then you need to check the box “There are employees with the right to early retirement” and then the boxes for certain professions.

Fig.9

Fig.10

staffing in the ZUP 3.1 program, you can keep or you can calculate wages without maintaining a staffing table, then we don’t put a “tick”. If the staffing table is not maintained, then the "Positions" directory is used in personnel records.

Fig.11

The staffing table can also be maintained in two ways - with and without a history of change. This is regulated by checking the box "Approve the staffing table with a special document and keep a history of its changes."

A staffing table with a history of change looks more cumbersome for the user, it is more difficult to work with it. The advantage of maintaining a staffing table with a history of changes is the ability to quickly assess how many rates for a particular position are available in the enterprise on a certain date.

If in the staffing table the salary for the position is not set by a specific amount, but in the range of amounts, for example, from 30,000 to 36,800 rubles, then you need to check the box "Use a "plug" of salaries and allowances."

We move through the processing of the “Initial program settings” by pressing the “Next” or “Back” arrows. A yellow scroll bar is highlighted at the bottom, which clearly shows at what stage of setup we are now. You can complete the program settings at any time by clicking the "Apply Settings" button.

Fig.13

If we close the window and after some time we want to resume the setting, then we can open this processing only through the "All functions" menu. In the "Main menu-Tools-Parameters" check the box "Display the command" All functions ".

Fig.14

Fig.15

Do not confuse the "Main Menu" and the "Main" section of the program (it is underlined with a red line, and the "Main Menu" is indicated by a red circle).

Fig.16

In the "All functions" menu, you can call up the "Initial program setting" processing.

Fig.17

In the process of further setting up the program, we create the types of accruals and deductions used in our enterprise.

This is the most convenient difference between the ZUP 3.1 program and the previous version 2.5. In ZUP 2.5, it was necessary to independently create new accruals and deductions, while setting up their taxation and crowding out by other types of calculation.

In the modern version of the program, the user will tick the "Settings" box and all types of calculations will be created automatically and configured according to the tax and labor law. If employees in our organization go on business trips, they will receive a bonus, as well as allowances for harmfulness and for length of service - we will check the boxes according to these conditions.

Fig.18

Fig.19

Fig.20

If we accrue wages on a piece-rate basis, we will make additional payments for holidays and weekends, pay financial assistance to employees, and also register absenteeism, absenteeism and downtime - we will check the appropriate boxes.

Fig.21

Fig.22

Fig.23

Fig.24

Fig.25

Still within the scope of the initial setup, it is also possible to fill in positions, departments, and even perform the first payroll.

Fig.26

Fig.27

So, the starting assistant, based on the user's answers, makes the basic settings - firstly, the general settings for personnel records and payroll. By "general" it is meant that these are settings that apply to all organizations that are recorded in the infobase.

Fig.28

Secondly, the organization's accounting policies are configured. The assistant will immediately offer us to complete them if we previously indicate that we will be accounting for one organization. If we have several organizations, then the assistant will perform general settings, and we will later configure the accounting policy for each organization on our own in the “Settings-Organizations” menu by opening the organization and going to the “Accounting Policy” tab.

Fig.29

Fig.30

In addition, based on the same answers from the user, the assistant will form the composition of accruals and deductions for us - filling in plans for the types of calculations or, as they are also called, a directory of accruals and a directory of deductions, as well as other directories, such as, for example, a directory of vacation types.

Fig.31

In conclusion, I would like to note the simplest setting. If users find that the windows and fonts in the program are too small, or vice versa - the windows are too bulky and do not fit on the screen, this problem can be corrected by reducing or increasing the scale of the images.

Fig.32

Fig.33

Thus, we have considered all the settings of the main parameters both using the assistant and "manually".

8.3, you will need to take a demo configuration with the name "Payroll and Human Resources Management 3.0" (hereinafter referred to as ZUP), which is included in the package. It already has 4 users who have the following names: "Head of Human Resources", " CEO”, “System programmer”, “Head of the settlement department”. It is important to say that each of the roles has its own interface of the so-called "start page".

It often happens that small businesses accounting of personnel and payroll is carried out by only one specialist and he needs to have access to all sections of accounting. In this case, you need to contact a specialist with administrator rights so that he can full rights got the user.

How to get a new Employee?

Since the employee is hired by the personnel department, now you need to log into the 1C ZUP program system under the user name "Head of the personnel department". Then you will be taken to the home page:

As you can see, the system already contains certain information. Ignore this information, but simply click on the link called "New Employee":

AT software product it is possible to keep records for several enterprises, so in the field called "Organization" it is necessary to note where exactly the new employee. Even in the case when there is only one enterprise in the database.

The "Name" field must be filled in with only one line. The software product will independently decompose this string into three words (Last Name, First Name, Patronymic). If the "Name" is more than three words, then you still need to fill in one line.

Here is an example:

It is important to note that the program splits the “full name” by spaces, so double surnames must be strictly written in their entirety, otherwise it will turn out like this:

Editing "Name" is carried out only in the field "Name". Nearby is a link called "Change", which is used only during real changes in the "Name" and these changes fall into the "History of changes in the Name".

After done, the required fields must be filled in line by line. We emphasize that such fields as "SNILS" and "" are not mandatory at this stage, and the software product will allow you to save the employee's card, but the employee will go to the section called "Not Enough Data". However, the software product will not make it possible to carry out registration, conduct a document called “Employment”, as well as print an employment contract. However, it is better to fill in all the personal information at once. First of all, it is necessary for reporting.

The employee's personal information is now filled in. Next, press the key called "Save and close."

After that, a card with the name "Employee" will be generated and in automatic mode a card called "Individual" will be formed.

What is the difference between an individual and an employee in a software product?

It is very important to distinguish between the concepts called "Individual" and "Employee", and what exactly the following types of cards are needed for.

The fact is that one individual can have several employment contracts. For example, one position is part-time, the second is the main one.

For each of the contracts, the calculations are carried out differently, and in accordance with the legislation, personal income tax for an individual is paid freely. We have given one of the examples when you need to have several "Employee" cards that will be "tied" to one "individual" card. In addition, the so-called “individual” card stores all personal information on it: data on the document that certifies the identity, TIN, address, etc. This will be very convenient during the conclusion of the second and subsequent agreements, since this information there will be no need to enter again.

It should be emphasized that one and the same person should not be allowed to have several cards called "Individual". Such duplication will lead to the calculation of personal income tax and other unnecessary consequences.

Therefore, during the introduction of a new employee, it is necessary to ensure that if he has already been entered into the system by this time, then he is tied specifically to his individual.

When entering a new employee, the software product automatically searches for similar information in the reference book called "Individuals" with a card of a new employee. And if there are certain matches, the program will definitely warn about it.

The best and most reliable way in the software product in 1C "ZUP 8.3" to start the second and subsequent "Employee Cards" will be the introduction directly from the directory with the name "Individuals".

We offer an example:

Go to the directory called "Individuals":

After that, a list of all individuals will open. Find the person you need and go to his card. It has a "Job" link. Go to it and click on the link called "New Job". Next, a window for creating a new employee will open with personal information already filled in.

If you use the above method of introduction, then the new employee this enterprise will necessarily be tied only to this individual.

If, nevertheless, it happened that an individual was duplicated, then there is a special processing in the system called “Combining cards with personal data”. However, it is only available to employees with certain access rights.

Now we have a new employee who falls into the section called "Labor relations are not formalized."

"1C ZUP": how to apply for a job of a new employee?

In order to generate a document called "Employment", right-click on the line with the employee and select "Apply for a job":

After that, a window for creating a new document will open in 1C:

On the first tab, the fields called "Department", "Work Schedule" and "Position" must be filled in. The document will not be held without filling them out.

The amount in the field called "FOP" is created according to the information in the tab called "Payment". Go to it and go:

If on the tab with the name “Main” you did not indicate the position, and in the directory called “Staffing” the type and amount of accruals are already registered, the table with indicators should be filled in automatically.

It is possible to add additional charges to manual mode. It is also necessary to note the "Recalculation procedure" and the method of calculating "Promotion".

On the last tab called " Labor contract» Enter employment contract information.

After that, click "Swipe and Close".

And so, we started and hired a new employee.