Create payment summary

Objective

Payment Summaries allow you to create compensation payments in a single step. This enables efficient and time-saving processing of recurring payments such as salaries and other compensation components.

On this page, you will learn how to create a new Payment Summary.

Process

HR Manager

Creates a new Payment Summary

HR Manager

Defines the affected employees and the payroll period

HR Manager

Automatically generates the related payments

Click Through

Start in the HR-DATEV-Integration app
Navigate to Payment Summaries
Click Create Payments
A dialog window titled Create Payments opens
Enter a title for your Payment Summary, for example Salaries July 2026
Select the desired payroll period, for example Monthly
Define for which employees payments should be created:
- By Department
- By Region or Country
- By Employer Company
Enter the Start Date of the payroll period
Review your entries and click Next
A confirmation screen will appear with a link to the generated overview
Click Finish

Hint

Only one employee selection criterion can be used at a time:
1. Department
2. Region/Country
3. Employer Company
Ensure that valid compensation records have been assigned to the selected employees
Ensure that each employee is assigned to a department and the corresponding cost center

Recommendations

Use meaningful names for Payment Summaries, for example Salaries January 2026
Carefully review the selected payroll period before creating payments
Verify the generated payments before continuing with further processing
Create Payment Summaries as close as possible to the payroll run to ensure up-to-date payroll information

Result

The Payment Summary has been created successfully.

The related payments have been generated automatically and are now available for further processing and subsequent transfer as part of the payroll process.