Configure DATEV Months

Objective

To use the Hubdrive DATEV Integration, the accounting months January through December must be created once during the initial setup.


Each month requires a Name and a corresponding Month Value. The Month Value represents the month number and is used by the integration to assign payroll data and other payroll-related information to the correct accounting period.

Process

HR Manager
Create the months January through December
HR Manager
Maintain the corresponding Month Value for each month
HR Manager
Verify that all months have been configured correctly

Click Through

  • Open the HR-DATEV-Integration app
  • Navigate to Months in the sitemap and open the table
  • Click on New
  • Enter the month name (for example, January) and the corresponding Month Value (in this case, 1)
  • Example:
    • Name: January
    • Month Value: 1
  • Additional example:
    • Name: February
    • Month Value: 2
  • Click Save & Close.
  • Repeat these steps until all twelve months from January through December have been created and assigned the correct Month Value

Hint

  1. The Month Value must correspond to the actual month number
  2. Missing or incorrectly configured months may prevent payroll data from being processed correctly
  3. Each month should only be created once
  4. This setup only needs to be completed once per environment

Recommendations

Use the Excel Online feature to create and maintain all twelve months in a single step.

Result

The months January through December have been successfully configured and are now available for the processing and assignment of DATEV payroll data.

HR