If your company has a German legal entity, you can collect the information required for DATEV payroll directly during employee onboarding.

Overview

This functionality allows companies with a German legal entity to collect German payroll information during the Personal Information onboarding task. The onboarding experience includes four new categories of payroll fields:

• Permits and certificates
• Insurance and contribution yype
• Taxes and deductions
• Work activity

These categories are only displayed for companies with a German legal entity or for employees associated with a German legal entity. The same conditions apply to both the admin configuration and the employee-facing onboarding experience.

How to use

Configure the onboarding workflow

1. In your sidebar, go to Workflows
2. Open the Onboarding workflow
3. Create a new onboarding workflow or edit an existing one
4. In the Configuration tab within the workflow, click on Add task
5. In the first step, select Personal information
6. If your company has a German legal entity, the following sections are available:
   • Permits and certificates
   • Insurance and contribution type
   • Taxes and deductions
   • Work activity
7. Configure the fields you want employees to complete during onboarding
8. Save your changes

Complete the onboarding task as an employee

1. Open your onboarding tasks
2. Access the Personal Information task
3. Complete the required DATEV payroll fields
4. Submit the task

FAQ

1. Are the DATEV payroll fields available for all companies?
   No. These fields are only available for companies with a German legal entity or for employees assigned to a German legal entity.