If you're using Datev LODAS to manage your payroll, then you can easily export the payroll information into a payroll report and import it to Datev LODAS.
Follow the steps below to learn how you can use Datev LODAS together with Planday.
Setup and activate Datev LODAS
In Planday you must configure the payroll export format before you can generate the reports. Log into Planday and go to Settings > Integrations > Overview. Find Datev LODAS and select Add.
Enter the following settings:
Berater number – find the berater number in Datev LODAS or get the information from your accountant.
Mandanten number – Find the mandanten number in Datev LODAS or get the information from your accountant.
Apply salary identifiers and salary codes in Planday
To ensure correct payroll output from Planday, you need to apply salary identifiers and salary codes from Datev LODAS in Planday so that they are identical in both systems.
To update each employee in Planday with their unique salary identifier from your integration, go to People > select and edit employee > Employee details > Payroll > Salary identifier.
Update Planday with Salary codes from Datev LODAS so it can identify whether the data in the export file should be counted as normal hours, extra hours, or a payroll supplement.
First, enter the salary code for normal worked hours and monthly salary in Settings > Payroll > General > Salary codes. To apply salary codes for payroll supplements, create the payroll supplements and then add the salary code.
Create the payroll supplements under Settings > Payroll > Payroll supplements. When creating or editing the supplements you will be given the option to enter the specific salary code.
If you are using Planday to register alternate shift types such as sickness, you can also apply salary codes to that specific shift type. Go to Settings > Schedule > Shift types and edit the shift type you want to apply the salary code to.
Finally, if you want to separate the hours between different employee groups for the employee’s payroll, you can apply specific salary codes to different employee groups. Go to People > Employee groups, select the Edit button and enter the salary code for the group. The salary code for the Employee group will then overwrite the salary code for normal worked hours.
Read more in the article Payroll checklist – What to prepare before creating a payroll report.
Before exporting the payroll export file, remember to double-check approved shifts.
Export Datev LODAS reports in Planday
Go to Payroll > Payroll export.
Choose date interval.
Choose between all employees or only specific employee groups or employees.
In the File Format field choose Datev LODAS.
Press Prepare report.
Save the file on your desktop.
You are now ready to import your file into Datev LODAS.
Add cost centre and cost units
If you are using Cost Centre and Cost Units in Datev Lodas, you should know that the payroll file can export payroll data, in a single file in Datev Loda, for all Cost Centers and Units.
Simply, make sure that Departments (from Planday) are set up as Cost Centers and that the elements using Salary code 2 are set up as Cost Units.
If you'd like to use this feature but don't have support for Salary code 2 enabled, please contact our support team for assistance.
From the Integration's settings, you can select to Include Cost Centre and Cost Units. Generating a report from Payroll > Export payroll will then include the information selected.
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