Payroll

How do I prepare the payroll month?

Open Payroll and choose “Prepare month”. Peak reads employments from People Core, approved hours and absences from Time & Leave, and the stored compensation. At the top you see what needs clearing up before closing (missing compensation or personnel number, open hours). Add one-off payments, submit the month for review and close it; then you download the DATEV file or the payroll overview.

1. 01Open Payroll and choose the month.
2. 02Clear up the points under “Clear up before closing”.
3. 03Add one-off payments and submit the month for review.
4. 04Close the month and download the file for your tax advisor.

What's in the DATEV file?

The file is a LODAS ASCII import with movement data: hours for hourly wages, overtime paid out and one-off payments, each with personnel number, wage type and processing key. Fixed salaries and allowances are only included if you switch that on in the settings, because they usually sit in the master data at your tax advisor. Personnel numbers must have up to five digits for LODAS. Absences, joiners and leavers are in the payroll overview (CSV).

Who can see salaries in Peak?

Only the company's owners and admins and the people entered as HR in People Core, and only with company-wide access. Other apps such as Workforce Planning see no individual salaries. Every change is a new version with date and author; the history is kept.

Why can't I close the payroll month?

As long as an ✕ item is open, Peak won't close the month, because the tax advisor would be missing data. Typical causes are missing pay, a missing personnel number in People Core, or a one-off payment for an employment that isn't in this month's payroll. ! items such as unapproved hours don't block; you just check them. For the DATEV file you also need the consultant and client numbers.

1. 01Open Payroll and choose the month.
2. 02Clear every ✕ item: pay under “Pay”, the personnel number in People Core.
3. 03Under “Settings”, enter the consultant number and client number.
4. 04Send the month to review and click “Close month”.