Personnel movements in 1s 8.2. Personnel movement
Features of the program: flexible staffing without nesting level restrictions with the ability to include branches with their own structure; import and export of data on employees from 1C programs (Accounting, Payroll and Personnel, Complex, etc.); saving orders and reports in editable XLS formats , DOC or ODT, ODS (regardless of whether you have Microsoft Office or Open Office installed); a time sheet that is automatically generated based on existing orders for an employee and his work schedule. The time sheet has a convenient interface for editing and entering hours worked. All changes made to the time sheet are immediately reflected in the workflow in the form of appropriate orders; the ability to store external documents in various formats (Word, Excel, images, etc.) inside the program; the possibility of hiring several employees with different rates per one staff unit; the possibility of one employee working in different positions within the same organization at different rates; The program is designed to help personnel officers in calculating seniority. According to 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 stored in the database. Thus, the program is an electronic file of work books of employees. The program has a fully completed directory of dismissal articles in accordance with the new Labor Code. The user interface of the program is intuitive, and to work with the program does not require deep knowledge of working with a 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-mail, letters, etc.). You will be able to assign a list of persons responsible for approving incoming documents with subsequent status tracking with notification of the approval date. The program can link to a document an unlimited number of attached files of any format (scanned fax, MS Word, MS Excel files, etc.), maintain structured reference books on employees (contractors and executors), organizations (recipients and senders), generate visual reports on internal documents (keep a journal of documents for the organization) and correspondence, search for the necessary document by one or more details (number, type, date of creation, etc.)
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 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 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 another 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 records - Personnel transfers". Next, you need to create a 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 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 number of employees, a severance pay must be accrued for the period of employment of the 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", "Kept", "Average earnings", which contain the results of 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 calculate 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 a new type of accrual (“Settings - Accruals - Create”), reflect the name of the accrual “Compensation upon dismissal” (severance pay over three times the average monthly .earnings). 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 “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 type expenses 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".
The software product 1C: Accounting 2.0 contains a subsystem of personnel records, however, this subsystem includes a limited range of documents that allow you to make hiring, personnel transfer and dismissal of employees. Such a subsystem is suitable for small enterprises with a limited number of employees. The HR subsystem is available from the "Personnel" menu of the main menu of the program.
Also, the HR subsystem can be found in the "Personnel" tab of the program's function panel. 
The HR subsystem includes two directories: "Individuals" and "Employees", which contain information about the employees of the organization.
The directory "Individuals" reflects such personal data of employees as date of birth, gender, place of birth, citizenship, TIN, SNILS, as well as addresses and telephone numbers. Directory "Employees" is designed to store information about the work of an employee in a given organization.
Recruitment
The program "1C: Enterprise Accounting" provides two options for hiring. The first option - when adding an employee, the program automatically prompts the user to create a job order.
The appearance of the recruitment 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 entered in the "Individuals" directory, a window will pop up with a list of individuals with similar data. In this case, select the one marked in the list and click on the "Next" button. In order to avoid duplication of individuals, it is not recommended to create new positions in this directory. 
The next step in working with the recruitment assistant is to enter personnel information. In the window that appears, you should mark the type of employment of the employee, select the unit, position, date of admission, and also enter information about wages. If you uncheck "Create a job order", the work with the assistant will be completed, and the job order will not be created. 
The next step is to provide additional information required for payroll calculations, as well as for taxes and insurance premiums. 
After filling in all the details, click on the "Finish" button. Also, this assistant offers to immediately receive a printed form of the order for employment. You can turn off the recruitment assistant. To do this, use the change in user settings, which can be found through the menu "Service" - "User and access management" - "List of users".
In the list that appears, select the user for whom you want to disable the automatic appearance of the job assistant, and click the button. 
In the window that appears, check the box next to the props “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 orders for hiring in the appropriate journal. 
If the use of the recruitment assistant is not disabled in the user settings, then you will have to follow the above procedure, since in this case the hiring assistant will be carried out in three stages suggested by the assistant. If the use of 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 employment document. Personnel movement
The document "Personnel transfer" is designed to change the personnel information of an employee or information about the calculation of his wages. This document can be obtained from the corresponding magazine.
When you select an employee in the document, all information about him appears, taken from the relevant directories and the order for employment. In order to change these data in whole or in part, you must specify the date of translation, as well as change the information to more current ones, and then post the document. It is possible to make personnel transfer for a group of employees. From this document, a printed form of an order to transfer an employee to another job is available. Dismissal
The document "Dismissal" is intended to terminate the employment relationship with the employee and is available from the corresponding magazine.
To dismiss an employee, you must select him from the directory, specify 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 an order to terminate the employment contract with the employee (dismissal). Other printables for HR professionals
You can view the list of available reports on frames in the "Personnel" tab of the program's function panel.
Personal cards are printed for each employee in a unified T-2 form. To receive this report, select an employee and click on the "Generate" button. 
The "Lists of employees" report is designed to generate a list of employees of the 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 FIU (DSV-1) is formed by selecting an employee and clicking the "Generate" button. It is also possible to receive a blank application form. 
Summarizing the above, it is worth noting that the personnel accounting subsystem "Enterprise Accounting 2.0" contains a limited list of personnel documents. Therefore, to maintain a full-fledged personnel record, you will have to look for other printed forms on your own or use another software product. /
Payroll preparation
Service capabilities of the document "Personnel transfer of organizations"
The recommendations given in the methods were modeled in the configuration "Accounting for Ukraine", edition 1.2. This technique is also applicable for the configuration "Management of a trading enterprise for Ukraine", edition 1.2.
The document "Personnel transfer of organizations" allows you to change the salary and indexation parameters, as well as change the assignment of an employee. Before making changes, it is necessary to select an organization in the document for whose employees the changes will be made, fill in the tabular section "Employees" with a list of employees (the "Fill" button) or use the selection (the "Selection" button), and also indicate the date of the personnel change.
The following are the possibilities of the document "Personnel transfer of organizations":
Salary increase with a change in the base month for accruals. If an increase in the salary of employees should affect the calculation of indexation, then setting the sign "Indexation of earnings with a coefficient" makes it possible to set the base month for accrual. To reflect the salary increase on the "Accruals" tab in the line with the accrual for which the size is being changed, you must set the "Change" action and set the new accrual amount. To change the base month, it is necessary to set the sign “Indexation of earnings with a coefficient” in the document header in the document header and the coefficient equal to 1.00.
Figure 1 - Changing the base month for accruals
Changing the assignment of an employee. Setting a new value for the details "Department" and "Position" allows you to reflect the transition of an employee to a new department or appointment to a new position. To change the assignment of an employee, it is necessary to change the old value of the unit or position in the tabular section "Employees" to the new value of the unit or position.
Figure 2 - Changing the assignment of an employee
ATTENTION!
Despite the fact that no changes are made to the accruals for the employee, you do not need to delete the lines on the Accruals tab. The action for accruals must be left in the "Do not change" value.
It is forbidden to make personnel transfer of an employee to the previous place of work. If, when changing the unit and / or position of an employee, it is necessary to reflect the fact of an increase in salary, it is necessary to check the box “Indexation of earnings with a coefficient” or use the document “Entering information on planned accruals”. The service capabilities of the document "Entering information about planned accruals" are described in the article "Service capabilities of the document "Entering information about planned accruals of employees of organizations".
Print Form P-5. The button allows you to generate a printed form P-5 for each employee from the document.
Figure 3 - Printing form P-5
Other related materials:
earnings indexation , indexation of earnings with a coefficient, job , indexing , position , personnel transfer of organizations, workers ,
So, it means that all employees are accepted for certain positions and no personnel movements in our trading enterprise was not 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.