Add new hire

Objective

With the HR DATEV Integration, you can create future employees directly in the system and then conveniently transfer them to DATEV through the integration.


This page explains how to create new employees in the HR DATEV Integration and prepare them for transfer to DATEV.

Process

HR Manager
Creates a new employee in the HR DATEV Integration
HR Manager
Enters the required master data
HR Manager
Synchronizes the employee data with DATEV

Click Through

  • Open the HR DATEV Integration app.
  • In the sitemap, under Master Data, click Employees.
  • In the ribbon, click the green New button.
  • Enter the master data for the new employee.
  • Complete at least all required fields.
  • Save the record by clicking Save, or click Save and Close if you want to close the form at the same time.
  • Click “Synchronize with DATEV” if you want to send the employee data directly to DATEV

Notes

  1. Enter all master data required for payroll processing completely and accurately.
  2. Employees can be created before their official start date.
  3. Master data can be supplemented or corrected at any time.
  4. Before transferring data to DATEV, make sure that all required information has been completed.

Recommendations

  1. Save the employee record after entering the required fields and add additional information step by step afterward.
  2. Before transferring the employee to DATEV, verify that all mandatory information has been completed.
  3. Update master data as promptly as possible to ensure that DATEV always has access to current information.

Result

The new employee has been successfully created in the HR DATEV Integration. Once all required master data has been completed and saved, the employee record is ready for further processing and future transfer to DATEV.

HR