Transition to 3. Comparison of data transfer options

The program "1C: Salary and Human Resources Management 8" editors 3 has technological advantages compared with previous editions. It allows you to automate personnel accounting operations, calculation wages and the preparation of "salary" reporting in accordance with applicable law. How to prepare for data transfer from old versions? What options for transferring information exist, and which one to choose? What to pay attention to when starting work with the edit 3, and what settings do you need to perform? Experts 1C are told.

Why need to go to the edit 3

For more than 10 years has passed since the release of the program "1C: Salary and Personnel Management 8" editorial 2.5. During this time, there were changes in the legislation that it was impossible to predict in the design of this version: for example, the dependence of the lifting of personal income tax from the date of actual income payments. The complications of the requirements for reports led to the fact that the architecture of the 2.5 editorial program was already insufficiently effective.

To change, she developed the program "1C: Salary and Personnel Management 8" of the editorial office 3. In November 2016, it was decided to complete the support of the old editions of programs for paying wages in 2018. Users were notified of this in the news release (letter) of the company "1C" No. 22222 of 11/18/2016.

Preparation for data transfer

To start the transition to a new version of the program should be updated with the working database (hereinafter referred to as the database) to the last actual version. Version number work program Displayed in reference About the program (menu Help - about the program). You can clarify the relevant version number on the 1C portal: ITS on the link https://releases.1c.ru/total. To transfer data to full rights. To transfer data you need to know the location of the database on the disk (full path to the database), the username with full rights and its password. View the database storage catalog in the menu Help - about the program.

Before transfer, it is recommended to "close" a month in the editorial office 2.5, that is, to produce all accruals and payments. It is useful to maintain order in the working database to minimize transfer errors: delete labeled objects and deal with cross-references to objects that are not deleted. In the configurator mode, it is recommended to perform Testing and correction on the menu Administration. Do not forget before carrying out the transfer to stock backup of the working database of the editor 2.5 ( Administration - unload information base).

Then you need to install the program "1C: Salary and personnel management 8" edition 3 with an urgent version (you can find out the relevant version of the current version).

notethat during installation, the program will report the desired version of the 1C: Enterprise 8.3 platform. Make sure that the "1C: Enterprise 8.3" platform is installed on the computer, not lower than recommended.

When starting the program follows Add to the list of working bases a new information base by selecting the item Creating a new information base. Next, when selecting a template in the menu Creating an information base from the template, as a template you should specify installed program "1C: Salary and Personnel Management 8" Editorial Clock 3. It is in this new database that data from the working database will be postponed. And in the working database, the data will remain unchanged, and you can use the information from version 2.5 at any time.

You can continue to keep records in the editorial office of 2.5 in parallel with the work in the version 3 for comparing and evaluating the results obtained. Working in parallel, it is possible to complete accounting and calculations of 2017 and prepare reporting in the editorial database 2.5, and the calculation of the salary from January 2018 will be in new program.

Setting up data transfer

With the first inclusion new version Programs ("1C: Salary and Personnel Management 8" Editing 3) Assistant automatically launches Primary program configuration. On the tab Start... Data source selection switch from previous reactions must be set to: To transfer data from the program "1C: Salary and Personnel Management 8" Editorial 2.5.

For users working in version 7.7, automatic data transfer also provides. Progrations sequentially transfer data to the editor 2.5, and further to the editor. 3. To do this, the data selection selection switch for transfer from previous reactions should be set to position. To transfer data from the program "1C: Salary and Frames 7.7" Editorial 2.3.

Then by the button Further The transition to the choice of the working information base from which the data must be transferred. The user offers a list of all information bases installed on the computer (i.e., those available in the database list at the launch "1C: enterprises"). You must select the editorial database 2.5, from which you want to transfer data. The path to the information database is displayed under the list when moving the cursor on the list of information bases. You should enter data for user authorization. This indicates the name User and it Password In the appropriate fields.

note: It is necessary to specify the user who has full rights in the database from which the information is transferred. Next Pressing the button Further Opens the bookmark . Here should be indicated Month of operation (Fig. 1). You can start working with the program from any month.

Fig. 1. Setting up download from the information base

By default, the so-called "simplified" data transfer is performed. It allows .

Read more about two transfer options

In "1C: Salary and Human Resources Management 8", provider 2 data transfer options:

1. Use personnel accounting and salary accrual;

2. .

Default data transfer capabilities

The default data transfer option is called simplified, since the minimum amount of data is transferred, sufficient for a comfortable start of accounting in a new edition.

Provides the following data:

• directories: organizations, divisions, posts, employees and basic related reference information;
• accrual and retention with a regulated method of calculation (salary, premium, executive sheets, etc.);
• regular arrangement for the month of operation of operation;
• personnel history of employees to fill their personal cards (T-2);
• data for calculating the average earnings: for the FSS benefits for the 3 preceding year, for vacations and other cases - for the 15 preceding months;
• accounting records of personal income tax and insurance premiums in the year of transfer (if operation begins not since the beginning of the year);
• remains of mutual settlements for the month of operation of operation.

The list of positions of the standard schedule is not transferred, but if necessary, it can be formed on a standard arrangement.

The program has documents provided for to start "from scratch", for example, . They are filled with automatically when the data transfer is simplified. Personnel information that determines the relying accrue employee is placed in the document Initial staffing. As of mutual settlements with employees at the beginning of the month of transfer, a document is formed Salary.

Data for the initial introduction of which is not provided for special documents are transferred to support documents Data transfer. So, despite the fact that personnel documents are not transferred, information from them is stored in documents Data transfer from number "RKD" (GDa RKD - Personnel Data Register). Service documents Data transfer Information makes the appropriate accounting registers (Fig. 2).

Fig. 2. Documents "Data Transfer"

Go to documents Data transfer You can in the menu Administration - Data Transfer. The document number is visible and complies with registers where data is stored:

• ROTP - information register Register of vacation;
• IL - Accumulation Register Detention on executive documents;
• ZP_SZO - Accumulation Registers Time data for calculating medium (general) and Data on accruals for calculating average earnings (general);
• SP_SFSS - accumulation registers Data on accruals for calculating average earnings (FSS), Insured data to calculate the average earnings (FSS) and register of information Time data for the calculation of the average (FSS);
• OSO - Accumulation Registers Actual leave;
• ZP - calculation registers Accrued and Hold;
• NZP - Accumulation Registers Accrual of employee hold, Worked time for employees;
• NDFL - Accumulation Registers: Accounting for income for calculating NDFL, Property deductions (NDFL), Provided standard and social deductions (NDFL), Calculations of taxpayers with ndfl budget;
• SV - accumulation registers: Accounting for income for the calculation of insurance premiums, Calculated insurance premiums, Insurance fees on individuals, Calculations with insurance premium funds;
• VZ - accumulation registers: Collectors with employees, Salary for payment;
• DZP - accumulation registers: Collectors with depositors.

The program does not attempt to transfer information that can be distorted due to the presence of errors in the source database. The information that can not be qualitatively moved due to differences in the methodology of accounting or in the data structure is not transferred at all.

For example, such data is not transferred:

• accrual and deduction with arbitrary formulas;
• personnel documents, personnel history of employees for the formation of analytical reporting;
• actual accruals and payments for the formation of analytical reporting;
• information on family loans;
• acting at the time of the post of vacation, including child care.

Due to the fact that as a result of the transfer, there are no data that is not adapted for the editorial board 3, the possibility is provided. Use personnel accounting and salary accrual.

Data transfer description

Select the option of full data transfer can be when Initial program configuration On the tab Setting up data download from the information base link Settingwhen switting the setting on Use the accrual of the previous program (not recommended). When choosing an uncommitable version, it is not indicated by a month, and the period for which the data will be transferred. The period to which the data is transferred is not limited. For example, if the data database 2.5 has already introduced data for future months, they will also be transferred. At the same time, an attempt is made attempting to complete data transfer, but the risk arises to transfer outdated data and accumulated accounting errors or do not make the transfer at all. The main reason for the fact that this option is not recommended for use - the method will work only in the absence of errors in the source database.

Of course, the option of full transfer is not only disadvantages, but also some benefits. This option provides the transfer of practically all the information accumulated in the database of last edition. And in the new database will be access to personnel documents, to information on employees' loans. With full data transfer to the program, actual accruals and payments are transferred to form analytical reporting over past periods in the new program.

The option of full data transfer is suitable for organizations with a simple wage system, a small number of employees, a short life in the program, and, therefore, a small amount of information. In case of successful completion of the operation to a new editorial database 3, all reference books, calculation plans, personnel documents, documents appointing planned accruals and retention will be postponed (for example, appointments of additional payments, executive sheets), information on the insurance and tax status of the employee and the right to deduct by ndfl.

Documentation Data transfer Filled automatically with information on spent time produced before transferring accruals, deductions and payments. Accounting data for personal income tax and insurance premiums are also registered in the documents Data transfer.

Data transfer process

When transferring data, several steps are automatically consistently pass:

• connection to the information base;

The duration of their execution depends on the amount of information and can occupy long time. At the stages of unloading and downloading data, an additional indication of the process of process is performed: it is reported that the information of which accounting section is now processed.

Possible mistakes...

The data transfer process is logged, and in the case of a transfer stop due to an error, the reason for its occurrence can be viewed in the report, which opens by reference Error information.

... at the connection stage to the information base

Errors at the connection stage to the information database may be as follows:

• error registration bd;
• incorrectly specified path to the database, username or password;
• the user who transfers is not right;
• other users operate in the base base (when opening it to transfer data).

Registration error is corrected automatically. To do this, use the button Fix (Fig. 3).

Fig. 3. Error information

In other cases, the user will apply to independently specify the correct data, make sure that the access rights and monopoly is complete, and then again repeat the transfer attempt.

... at the stage of data unloading

Errors At the Data Unloading Stage should be studied in the protocol Error information and fix in the source base.

... at the stage of downloading data errors

At the stage of loading data errors, as a rule, are technical and prevent further data transfer. About such errors must be reported to the Technical Support Department.

Settings after data transfer

After successfully completing the data transfer, it is required to perform the initial setting of "1C: wages and personnel management 8" edition 3, taking into account its new opportunities compared to last edited, answer all questions Program Initial Assistant, as well as at the beginning of accounting in the program, and include the capabilities of the program that correspond to the specifics of the settlement of the organization's salary.

If it is decided to conduct a staff schedule, then Offers check it and fill out scheduled accruals for positions. During the transfer of positions, it is formed unapproved - after checking and otherwise, they should be approved in the program.

As a result of the transfer, documents are formed Data on the start of operationfilled with the current placement of employees. They need to check the planned accruals of employees, work schedules and other data.

If this information has already been filled with this information in the previous step, then the document can be filled at first by command Update for a regular schedule on the menu Yet. As a result, all lines will be updated in the document. When updating for a staffing schedule, the data made to the document manually will be lost.

Migrated data must be checked and adjustable. For example, the organizational structure of the enterprise (list of organizations) and the structure of each organization (list of divisions) is transferred to the editorial board 3 without any changes. But the cards of the organization and the unit, the principle of storing part of information has undergone some changes.

Additional actions ...

After transferring data to the program "1C: Salary and Personnel Management 8" edition 3.0 and first, and on the second option, additional steps must be performed.

... after simplified transfer (default option)

Since with a simplified version, only the minimum necessary information is transferred, then you need to fill out the data to start work: the production calendar, work schedules, tariff groups, customize the types of calculations, etc. Primary Program Setup Assistant It proposes to enter such data as executive sheets and other planned retention information about employees and so on.

Transferred data to calculate average earnings available in Middle earnings calculator calculator Directly in documents requiring its calculation.

Migrated accounting data for personal income tax and insurance premiums in the current year (if the operation begins not from January) you can check with the help of appropriate cards, personally for each employee.

With a simplified transfer of data in the new edition 3, it is possible to form tax reports and reports on insurance premiums of past periods, but it is not enough for the formation of various analytical reporting in the past periods. For these purposes, it is necessary to maintain and maintain the original base of the previous edition.

... after full data transfer

Upon completion of full data transfer based on information contained, the user can form analytical reporting in the past periods. It is necessary to make sure that these reports performed in the original and new bases are coincided.

After that, the working framework, from which the information is transferred, no longer needed, and can be saved for history.

Let's summarize

note, regardless of the transfer method, it is necessary to produce a trial calculation of the salary. Algorithms for setting formulas and time metering in the editorial board 3 differ from previous editions, so it may be necessary to adjust the settings. Weighing the advantages and disadvantages of each of the transfer options, the user itself makes a choice.

You can perform both transfer options in the test order and make a trial calculation to compare labor costs to configure the program to start exploitation.

1. Check the salary residues. To do this, form a statement on salary payment and check with a ruble-saled statement. If the remnants diverge, then in the registers "mutual settlements with employees" and "salary to pay" the wrong balances. Often it helps the rearness of all documents on the accrual of salaries and statements to pay. Before recovered, you need to make a backup of the database. If, after the rearness of the remnants in the revolux and statements, it is possible, perhaps in your database there are manual operations of 70 accounts that are not reflected in registers. For these operations, it is necessary to make manually corresponding movements on the registries "mutual settlements with employees" and "salary to pay".
2. If you charged employees northern surcharge and district coefficient, Check that these accruals are included in the settings. To do this, in the section "Employees and Salary" program at the bottom of the navigation pane, find "Salary Accounting Settings":

If the checkboxes are not installed, set them, specify the value district coefficienta percentage northern Veddsafilled individually in employees cards.

1. If you apply a simplified tax system with the base "Revenues minus expenses", check the balances of salary and taxes using the report "Analysis of the state of tax accounting on USN". If the remains are incorrect, check whether outdated documents remained in the database. To do this, through the main menu of the program, select "All Functions" and on the Documents list "(not used) Calculation of the salary to employees" and "(not used) taxes (contributions) with fot". If these documents remained in the database, marry them to delete and be sure to remove finally. Next will help the rearness of all salary documents (accrual and payments, and with payments you need to remove manual adjustments). Before recovered, be sure to save the database. After these actions, the report "Analysis of the state of tax accounting for the USN" and "Book of accounting for income and expenses (USN)" should show correct amounts.
2. If you have been configured from ZUP, check the settings of the ZUP program. It is necessary to choose the new edition of the accounting program:

If you are connected to 1C reporting to the Rosstat direction, check the address email For document management and identifier of the sender system. To do this, you need to open a document management account, it can be found in the organization's card on the document "Document Management" on the link opposite the inscription "Electronic document flow with tax authorities, FIU and Rosstat".

IN account Check the following settings:

1. Not all packs of quarterly reporting in the FIU could be transferred to the new edition, check their presence. If not everyone was transferred, you can unload packs from the previous editorial database 2.0 and upload 3.0 to the editorial database.
2. Please note: editors 3.0 uses new template Forming document numbers. The first 4 characters are reserved under the prefixes: 2 for the prefix of the organization, 2 under the Base Prefix (used when exchanging with other configurations). In this regard, after the transition, the documents will be created with the number 0000-000001, it is necessary to edit it so that the numbering continued.

For example: the last payment in 2.0 was at number 00000072, it means in 3.0 we create a payment and put the number 0000-000073. The next will automatically receive number 0000-000074. Also with the rest of the documents.

To change "1C: salary and personnel management 8", ed. 2.5, "1C: Salary and Human Resources Management 8", ed. 3, and someone has already managed to go to a new edition, without avoiding difficulty. If you are planning a transition, then this article for you: We will tell about other people's mistakes so that you can use the new version as comfortable as possible.

What you will learn in the article:

Stages of the transition to a new edit

The most common and most important error that users allow "1C: Salary and Human Resources 8" 2.5, resolved on the transition to the edit 3.1, is a frivolous attitude to the transition procedure itself.

Important! The transition to "1C: Salary and Personnel Management 8" of the third edition is not made by no update "1C: salary and personnel management 8" 2.5, and transferring data from it to a completely new program. In essence, this is the introduction of a new program. And refers to it is needed with all seriousness.

Like any introduction, the transition to "1C: Salary and personnel management 8" 3.1 consists of several stages:

1. preparation for the transition;
2. data transfer and configuration of the new program;
3. checking transferred data.

Consider in more detail these stages.

What data will be postponed

Consider the variants of data transfer from "1C: Salary and Personnel Management 8", ed. 2.5.

On the site 1C: ITS in the section "Technological support applied solutions"On February 16, 2016, an article entitled" Transferring data from 1C: Salary and personnel management 8 "editorial board 2.5 to the editorial office 3.0". It contains information about what and how is transferred from old program in new:

"By default, the minimum amount of information is delivered to start keeping in the new edition. At the same time, information is not transferred, which can not be qualitatively moved due to differences in the method of keeping accounting or in the program structure.

After transfer, it is required to run the initial configuration of the program, taking into account its new features compared to last edit.

Currently, the default is the transfer of the following data:

1. directories: organizations, divisions, posts, employees and basic related reference information;
2. accrual and retention with a regulated method of calculation (salary, premium, executive sheets, etc.);
3. the list of positions of the standard schedule is not transferred, but if necessary, it can be formed on a standard arrangement;
4. regular arrangement for the month of operation of operation;
5. personnel history of employees to fill their personal cards (T-2);
6. data for calculating average earnings: for FSS benefits for the three preceding year, for vacations and other cases - for the 15 preceding months;
7. accounting records of personal income tax and insurance premiums in the year of transfer (if operation begins not since the beginning of the year);
8. remains of mutual settlements for the month of operation of operation.

Such data is not transferred as:

1. information about existing employees agreements of GPC;
2. accrual and deduction with arbitrary formulas;
3. personnel history of employees for the formation of analytical reporting;
4. actual accruals and payments for the formation of analytical reporting;
5. information on family loans;
6. acting at the time of the post of vacation, including child care.

The program provides the possibility of "complete" transfer. With it, it is attempted to transfer data that are not transferred by default. The shortcomings of this transfer option should be taken into account:

• the method of calculating the salary and recruitment is inherited from last program, despite the improvements of the new;
• the unused or rarely used information is transferred, which excessively increases both the transfer time and the probability of transfer with errors.

Therefore, such an opportunity can be in demand, for example, for organizations with a simple wage system, with a small number of employees and the amount of accumulated data. "

As practice has shown, enterprises who wished to transfer "all the wrong work outlined" into a new program, in addition to the huge amount of transferred information (and the weighting of the database) received and incessant headaches due to the fact that it is often transferred incorrectly, and it is manifested. At the most inappropriate moment in an unpredictable way.

Hence the first important conclusion: If you are not an organization "With a simple wage system, with a small number of employees and the amount of accumulated data" - Do not select the transfer option "for the period", choose the option "on the date".

In your database, there will be no documents for admission to work and recruitment for employees working at the transfer date. It is not scary: the personnel story of such employees is recorded in a special case of information, from where it safe falls into the personal card of the employee (T-2). But you will not have to spend time in search of a document responsible for the wrong accrual or it is not clear where the recalculation has arisen.

When it is better to move

Unfortunately, a large plus version of the transfer "on the date" (lack of history) turns into a minus, if the transition is made not from the beginning of the calendar year. The fact is that due to the lack of postponed documents of accrual / payments, you will not be able to form questions for the months from the beginning of the year to the date of transition.

There is another unpleasant moment to which you need to be ready: the preferred transfer of data "on the date", made in the middle of the year, will not save you from incorrect- + (sometimes) behavior of the program and recalculation of obscure nature.

It is possible to protect yourself from such trouble if you carry out data transfer in January-February as of January 1. Yes, January-February is a hot time for all accounting. But you will get the opportunity to see the full picture for the whole year. All movements will be formed again created documents, And you can not only receive vaults, but also to control (and if necessary and change) your data from the beginning of the year.

Hence the second important conclusion: If nothing hurries you - do not hurry. Schedule the transition to a new program at the beginning of next year and get peacefully to him.

Preparation for the transition

Preparation for the transition includes two points, one of which is desirable (especially if you move from January 1), and another mandatory.

It is desirable if there is such an opportunity, at the time of the transition to pay off all salary debt, personal income tax and contributions. This is important because we minimize the subsequent errors in the preparation of regulated reporting. This year, the whole country participates in the game "Rent 6-NDFL and not to die", and next year we can expect a new form of 6-NDFL. It is better to prepare in advance.

What you need to do must: take time and go through the new edition of the program. Do not be arrogant!

When you first transplanted from a bike behind the wheel of a car, then without learning and practice you can not go by car, even if you know by heart the rules of the road. So here: Even if you are the god of personnel accounting and a guru in the calculation of salaries - you will not be able to work efficiently in the program "1C: Salary and Personnel Management 8", ed. 3.1, and use all its rich functionality, if not prepared accordingly.

In my practice there was an experience of an unsuccessful transition to "1C: salary and personnel management 8", ed. 3.0, when everything was done on time (in January) and correctly (at the date), but nevertheless, either the personnel, nor the calculations start working in the program - users, refusing to preliminary training, were not trivally known how to reflect in The program of this or that operation, and the volume of current affairs was such that they simply did not have time to study on the go.

We will help learn to work in the new edition of the program "1C: Salary and Personnel Management 8".

So the ideal order of transition from "1C: salary and personnel management 8" 2.5 to "1C: Salary and personnel management 8" 3.1 looks like this:

• we are learning;
• in December, we pay all debt - we pay salary, holidays, hospital in such a way that the deadline for listing NDFLs did not go to the next tax period, i.e. for another year;
• we turn in January, the maximum in February;
• select the option of transferring data "as of" - we get the initial staffing at the beginning of the year. There are no personnel and settlement documents over the past years, i.e. We start calculations from scratch.

Such an option to move to a new edition will greatly facilitate the lives of all organizations decorated to the transition. But it is especially relevant for large organizations with a large number of employees, a complex wage system, an extensive structure of the enterprise, active personnel movement.

Data transfer and program settings

Before the transition, you must close in "1C: Salary and personnel management 8" 2.5 month - to reflect all the accruals and all payments in the program, otherwise the remnants of mutual settlements will be transferred incorrectly.

And necessarily make a backup - just in case. It will help in the future if the question of the status of accounting at the time of the transition arises.

The procedure of data transfer itself occupies quite a bit of time and no difficulties calls:

1. we update "1C: Salary and Personnel Management 8", ed. 2.5 to the last release;
2. install "1C: Salary and Personnel Management 8", ed. 3.1, the last release and create an empty database;
3. we launch "1C: Salary and personnel management 8", ed. 3.1, indicate the database "1C: Salary and personnel management 8", ed. 2.5, from which we carry data, and the connection parameters to it (user with password);
4. select the data transfer option - "on the date" (default) or "for the period";
5. we launch the transfer and wait for its end.

After the data from "1C: Salary and Personnel Management 8", ed. 2.5, will be transferred to "1C: Salary and personnel management 8", ed. 3.1, the program will suggest further configuration. You can refuse to set up and execute it later (not the best way - Then you will have to look for different settings in different places of the program), you can thoughtlessly agree with everything that the program will offer, and click all the flags, which is called for the future (also not optimal - there is a risk to choke charge references and deductions).

Both options are not critical, simply will further require great efforts from the user to guide the order in the database. It is better immediately calmly and not in a hurry to go through all the tuning pages and confirm only those features that are now inherent in your organization, without any flags "about the supply".

After setting up the program is completed, it is worth printing a report " Setting the calculation of salary and recruitment"(" Setup "-" Report on settings") And check yourself.

Not trouble, if something has forgotten and did not take into account - settings for the program, organization, recruitment and payroll is available for adjustment at any time.

Next, you need to make sure that there are no refined physically in the new program - it is very important for further accounting on personal income tax and contributions. Check for a double (and get rid of them) with the help of special processing (" Frames» – « Service» – « Combining personal cards»).

Next, you need to check the guidelines and hold directories - dependencies, the composition of the base. To date, the transfer of charges with an unrepared calculation method has already been implemented, but for them, it is mandatory to check the calculation formulas.

Most of the information transferred from "1C: Salary and Personnel Management 8", ed. 2.5, documents, can be found in two places:

1. « Administration» – « see also» – « Data transfer»;
2. « the main thing» – « see also» – « ».

Documents " Data transfer»The following information is postponed (for the transition option" on the date "):

1. « Zp_szo», « SP_SFS.»- Documents with such numbers contain the data required to calculate the average earnings;
2. « Il."- All retention on the acting executive sheets. The executive documents themselves, of course, are transferred;
3. « NDFL"- data on income provided by deductions, calculations of NFFL, if the transition is made not since the beginning of the year. Documents confirming the right to deduction are transferred to the magazine " Applications for deductions»;
4. « PSS»- Social insurance benefits since the beginning of the year;
5. « St."- insurance premiums since the beginning of the year;
6. « RKD."- the register of personnel orders for the formation of personal accounts of employees;
7. « Rotp"- the register of holidays for working employees;
8. « TDK"- Data of employment contracts.

In the magazine " Data on the start of operation»Documents are recorded:

• « Initial staffing"- How many divisions, so many documents. Here are all employees working at the transfer date, with their planned accruals, advance, work schedule, vacation balances. Form several personnel reports (" Staten arrangement», « Full-time employees") And check that all employees are in their places. Report " History of remuneration»Will help check the appointment of planned accruals to employees;
• « Periods paid before the start of operation"- This is written here, for example, holidays that are ongoing after the transfer date, but paid to it;
• « Salary"- One document for the entire organization.

In "1C: Salary and personnel management 8", ed. 2.5, the salary arrears are carried out in the context of the physical, and in the editorial office 3.1 - in the context of employees and units.

In "1C: Salary and personnel management 8", ed. 3.1 The remains of mutual settlements are not absolute, but relative. That is, if salary for April in the amount of 100,000 rubles. Fully paid next month, and go to "1C: salary and personnel management 8", ed. 3.1, from May 1, then in "1C: Salary and personnel management 8", ed. 2.5, the rest on 01.05 will be 100,000 rubles, and in the new program - 0 rubles. Thus, it disappears the need to reflect in "1C: salary and personnel management 8" 3.1 payment of salaries in May for April.

To check the initial salary balance, form, for example, the report " Full set of accruals, deductions and payments»With a grouping by divisions and make sure that you have a correct transferred not only total debt, but also debt in the context of units.

It should be noted that today the transfer of information on employees-appliance programs for GPC and child care holidays is already implemented, but these data should also be clarified.

It is also worth checking the schedules of employees.

Note: In "1C: Salary and Personnel Management 8" 2.5 Night hours were included in the duration of the work shift. In 1C: Salary and Personnel Management 8 "Third Edition Night hours are planned separately from daytime. For example, "Ya6 H2" means 8 working hours, of which 6 day and 2 nights.

After performing the main checks (the main, because at a time to check everything is unlikely to succeed, especially if you have a large organization) back up the new program. If you are developing "1C: Salary and personnel management 8", ed. 3.1, then in the future you will come in handy backup copy Data when you are experimenting with settings for accruals.

This is an article from the "Progressive Accountant" newspaper for commercial organizations, No. 5, 2017. Subscribe to the free newspaper To get useful articles and learn about changes in legislation in time!

The program "1C: Salary and Personnel Management" ("1C: ZUP") was created to automate the activities of the personnel department at the enterprise. The program simplifies personnel accounting and reduces the risk of errors in reporting.

From April 2018, the company "1C" stopped supporting "1C: ZUP" of the editorial office 2.5 - the program is no longer updated, which entails difficulties in passing the regulatory reporting. In particular, the system old version Does not correctly form 6-ndfl.

To avoid mistakes, you should go to "1C: ZUP" version 3.1. The latest edition of the system has several advantages.

Transferring data ZUP 2.5 to 3.1 allows you to:

1. Calculate the salary of the employee at various tariff rates, and in the schedule of his work it is possible to take into account several types of working time.
2. Make accounting payments by month of accrual.
3. Working with documents reflected by the fact of the employee's activities within the framework of a civil law agreement on ordinary work and services. There is also a documentation that reflects the fact of work under the author's order contract. In addition, in the group of new documents, you can choose two options for payment under the contract: once at the end of the deadline or payment on the acts of work performed.
4. Change the view of the employee's employment using the Personnel Translation Document. It is no need to dismiss and again to take it to work to make such a change.
5. To form a single dismissal document for recruitment, calculation of compensation / deduction and salary.
6. Maintain the main part of the salary in the "Vacation" and "Hospital sheet".
7. Conduct settlements in documents in automatic modeThat is, no longer need to click on the "Calculate" button.
8. Exchange data with the decision "1C: Accounting" version 3.0 in automatic mode. Now you do not need to upload the necessary information to the file for this, and then load it from it. Solution "1C: ZUP" version 3.1. Self connects to 1C: Accounts to make data exchange.
9. According to the simplified scheme, keep records of mutual settlements.
10. Use new system functionality when setting up salary and advance payment methods.
11. Work with a document "Combining posts". It allows you to assign a replacement employee planned accrual on the basis of a photo replaceable.
12. Reflect and take into account the incomes of people who are not employees of the company, when accrualing insurance premiums and reporting.

In the new version "1C: ZUP" you will find other updates, thanks to which you can optimize the process of conducting recruitment.

Phased update ZUP 2.5 on 3.1

Only the update of the program can not do here. You will need to transfer data to "1C: ZUP" 3.1. To go without loss, you will need:

Easier and without risks

For the transition to the new version of "1C: ZUP", contact our specialists. They will consult you for free on issues related to 1C update: ZUP 2.5 to 3.1. Then they will transfer data from the old version of the system to a new one, will hold necessary settings Before transfer and after. Carefully check the transferred data to train your company's employees to work in the new version of the program.

Services for implementation and accompaniment

1C: Salary and personnel management 8. Transfer from the editorial board 2.5 to the editors 3.1

The transition from the editorial board 2.5 to 3.1 does not occur fully automatically, since the editorial board 3.1 is another program in which the data is stored and processed in a different way than in the 2.5 edition.

Preparation for data transfer

Before you start transferring data to a new edition, you must do the following:

1. Complete all operations in the current information base (2.5): accrual salary, taxes, contributions, business trips, holidays, sick leave, transfer data to the accounting program, etc.
2. Make a copy of the working information base and deploy it in the local directory on your working computer. Refresh it to the current release.
   See which version of the program is installed, you can from the "Help - about the program" menu. You can also see in which directory is the information base.
3. Establish an actual release of the editorial configuration 3.1 to a new, clean directory by creating a new information base.
   If necessary, install the "1C: Enterprise 8" platform of the required release.

When you first start the editorial board 3.1 in a clean basis, several options for starting working with the program from which you need to choose " Transfer data from the program "1C: Salary and Personnel Management 8", Editorial 2.5".

Next, you will need to select the original information base from the proposed list. Install the cursor to the name of the selected information base, check that the path to it corresponds to the directory from the Help menu of this database, and enter the name and password of the user of this database that has administrator rights.

If the user's data is entered correctly and the desired source information base is selected, the program itself will open this database and take all the necessary data from there.

Selection of data transfer option

By default, simplified data transfer is proposed, which will allow you to use new personnel accounting and payroll. You will transfer all the data necessary to calculate the average earnings, reporting on personal income tax and contributions in the current year, but the calculation of the salary will start with the "clean sheet" without accumulated in the previous error system.

First you need to set the month of the start of operation. The program provides for the opportunity to start exploiting from any month. If the month does not coincide with the beginning of the year, the data will additionally be transferred to the calculation of NFFL and reporting to the funds for the current year.

What data are transferred? - Directories: organizations, divisions, positions, employees and related reference books. - accrual and retention with predetermined methods of calculation (salary, premium, executive sheets, etc.). - Full placement on the start of operation. The staff schedule is automatically recreated based on the standard arrangement. - Personnel history of employees to fill personal cards (T-2). - Data for calculating average earnings: for FSS benefits - for the 3 previous years, for other cases - for 15 months. - accounting records of personal income tax and insurance premiums in the year of transfer (if the transfer is not since the beginning of the year). - Remains of mutual settlements for the month of start of operation.

All frame data will be postponed. Data on salary calculation will be transferred from the one you specified.

Comparison of data transfer options

Option number 1	Option number 2.
Maximum use of new functionality.	Use of documents and operations from the previous edition.
The minimum necessary, but sufficient data is a quick transfer and easy-to-rotate data reconciliation.	A lot of data is a slow transfer and a lot of data reconciliation.
Suitable even for nepical configurations. Allows you to go to a fully typical solution.	Increased data quality requirements 2.5. The ability to receive personnel statistics for past periods in a new database. Ability to form vaults and estimated sheets For past periods in the new database. The ability to calculate the database for accruals for past periods in a new database.
In fact, this is a "bundle of the base."

Verification of data transfer results

Before starting operation, you need to make sure that the data is correct and completeness.

Main menu - data on the start of operation

• The initial regular arrangement is the data for calculating the salary, relevant at the time of transfer.
• Initial wage arrears - if someone has not been issued a salary at the time of transfer.

Menu Frames - Employees

• Personal data of employees must be transferred completely.

Administration menu - Data Transfer

Documents "Data Transfer" Store:

• data for the formation of reporting of the current year in the case of transfer not since the beginning of the year (NDFL and SV - insurance premiums, PSS - benefits at the expense of FSS funds);
• recruitment information (RKD - Personnel Register, TDK - Information on labor contracts, ROTP - Release Register, IL - Executive Sheets);
• data for calculating the average earnings (ZP_SFSFS - for FSS benefits, ZP_SZO - for vacation).

Organizational structure

• Handbook "Organizations".
• Directory "Divisions" and "Territory".

It is necessary to bring it into compliance with the real structure of the enterprise.

Individuals and employees

Use frame reports to verify the transferred data. Print personal employee cards and distribute them to check - this good way Conduct the inventory of these employees.

Accruals and retention

• One plan for species of calculations "Calculations".
• One plan for the types of calculations "Holding".

Check formulas in accruals and hold.

Transfer option №2.

In addition to the data of the first transfer option, support documents with codes are formed:

• RV - working time for all employees for all periods.
• OSO - data for calculating vacation residues.
• ZP - Data on all charges and deductions.
• NZP - data on all accruals and retention of employees to form arches and settlement leaves.
• ZS - loan calculations.
• VIS - detailed data on mutual settlements to form information about debt.
• DNSost - information about the absence of employees.

Salary Calculation Test Run

Switch a trial in the new program and follow the results with the same calculation in the 2.5 edition.

Let's summarize

So, for the transition to the edit, 3.1 requires preparatory actions, including bringing the current data and "closing of the month" in ZUP 2.5. When choosing a transfer option recommended by the developers, you will get a "campus" at the beginning of commissioning a new edition, while all data will not go anywhere in the past periods, but will remain in the old information base. You can conduct a parallel salary calculation for the first few months in both databases to make sure that the calculations are correct and assured in their forces if necessary.

Answers to frequently asked questions

	Is it possible to independently carry out the transition procedure? Users who have administration skills "1C: Enterprise 8" can carry out data on their own, without attracting specialists. Recommend to use the services of 1C partners.
	Is it possible to go to the edit 3.1 not since the beginning of the year? Yes, data transfer is possible since any month. If the transition occurs not since the beginning of the year, the data are additionally transferred for the current year necessary to form reports on personal income tax and contributions to the funds.
	Do I need to buy a license to edit 3.1? No, if you already have a license for "1C: salary and personnel management 8", which gives the right to use any editors - and 2.5 and 3.x. But you must have active Internet support (for versions of prof and corps, this means to have an active subscription of 1C: ITS).
	Where to get the distribution of ZUP 3.1 relevant version? Contact your servicing partner 1C. If you have a valid support (Subscribe 1C: ITS for versions of prof and corps), then you will be provided with access to the full distribution.
	Is it possible to figure out the new edition 3.1 without prior learning? This is possible, but not recommended. It will most correctly go through the courses "1C" in person or on the Internet in advance, and then go to a new edition.
	What courses or lectures should he listen? On the website EDU.1C.RU in the "Salary 8" section there are excellent courses for a very small fee. In addition, in "1C: Lecture" regularly read lectures on the new edition of ZUP, the archive of lectures is available to all subscribers 1C: ITS prof.