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Lohn AG integration – Export payroll file
Lohn AG integration – Export payroll file

Setup Lohn-AG to integrate with your Planday portal and export payroll file

Saad Saeed avatar
Written by Saad Saeed
Updated over a week ago

🎯 For admins that use Lohn AG integration to export a payroll file.

⚠️ If you use Lohn AG to manage your payroll, we recommend using a direct Planday API connection to exchange employee-related data automatically to instead of exporting a file.

If you’re using Lohn AG to manage your company payroll, quickly export your payroll data from Planday into a payroll report based on the worktime import to Lohn AG.

Follow the steps below to get the most out of using Lohn AG and Planday.

1. Activate payroll export for Lohn AG

Log into Planday and go to the integration page in Settings > Integrations > All.

Find Lohn AG, click Add, and press Activate.

Planday Mobile app Screenshot Shells.078.png

2. Add salary identifiers & codes to Planday

To ensure you have the correct payroll format to match your records in both systems, you need to add your salary identifiers and salary codes from Lohn AG to Planday.

Salary identifiers

To update each employee in Planday with their unique salary identifier from your integration, go to People > select and edit employee > Employee Details > Payroll > add Salary identifier.

Salary codes

Update Planday with Salary codes from Lohn AG so it can identify if the data in the export file should be counted as normal hours, special hours or payroll supplements.

If you want to apply salary codes for Payroll supplements, you need to create the payroll supplements and then add the salary code according to the specifications from Lohn AG, which you can also see below. Create the payroll supplements in Settings > Payroll > Payroll supplements.

If you are using Planday to register e.g. sickness and it's created as a shift type, you can also apply salary codes to that specific Shift types. Go to Settings > Schedule > Shift types and edit the shift type you want to apply the salary code for.

Lohn AG is working with specific salary codes for the shift types, which you can see here:

Finally, if you want to separate the hours between different employee groups for the employees payroll, you can apply specific salary codes to different employee groups. Apply salary codes to employee groups in the top menu People > Employee groups > and edit the employee group to enter the salary code. The salary code for the employee group will then overwrite the salary code for normal worked hours. Learn more about Preparing for payroll.

Before exporting the payroll export file, remember to check up on approved shifts.

3. Export Lohn AG payroll reports from Planday

  1. Go to Payroll > Payroll export.

  2. Choose date interval.

  3. Choose between all employees or only specific employee groups or employees.

  4. In the File Format field choose Lohn AG.

  5. Press Prepare report.

  6. Save the file on your desktop.

4. Import Planday Payroll reports into Lohn AG

  1. Login to your Lohn AG account

  2. In your account you need to have the rights "Arbeitszeiten Import"

  3. Create a new pay run by clicking on the Import/Export and choose Arbeitszeiten Import. Now choose "Datei auswählen" and import the Lohn AG payroll report which you have generated in Planday. Please verify the content before importing it into Lohn AG. Then click "Import starten" to import the content.

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