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.

Please note: The format supported by Planday for importing into Datev LODAS is the standard table 21.

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.

Select Activate.

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.

Salary identifiers
Update each employee with the unique salary identifier in People > Edit employee and enter the Salary identifier under Payroll.  

Salary codes
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.

If you have created your own salary codes in Datev LODAS, you will have to use these and not standard codes.

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.

You can learn more about preparing for payroll here.

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 Format field choose Datev LODAS. 
  • Save the file on your desktop. 

You are now ready to import your file into Datev LODAS.

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