DATEV Personaldaten/DATEV Personnel data
As of: 01/2025
Benefits and requirements
Personaldaten/DATEV Personnel data in DATEV Personal offers the following advantages:
- Efficient and digital personnel management
- Transfer of personnel data to payroll accounting reduces manual mistakes.
- Digital processes save time and facilitate the handling of personnel matters.
- More transparency and flexibility
- Access to current personnel data at any time.
- Location-independent use, ideal for home offices and decentralized teams.
- Direct query of immediate notifications and electronic sickness certificates (eAU) without detours.
- High data security and legal compliance
- Protection of sensitive data through modern encryption and access controls.
- Traceable and legally compliant archiving of documents.
A DATEV authentication medium and the right to access are required to use Personaldaten/Personnel data. If additional users are required, the form for requesting a DATEV access medium can be completed quickly and easily.
Notice: The recording of personnel data is for support purposes only and does not replace the Personalfragebogen/personnel questionnaire, which must be completed in full for each employee and uploaded to the Personalakte/personnel file. Detailed instructions on uploading documents can be found on the help page for the Personalakte/personnel file.
If you have any questions or problems, please contact us by e-mail: it@jakus.tax
Introduction
We have put together some practical tips and tricks to help you make the most of the benefits.
To open the program, first open DATEV Personal.
Notice: Unfortunately, DATEV has not yet fully translated the programme. To make it easier to use, we write all untranslated words in the following form: German/English
In the overview, please first n the “Open” button in Personaldaten/DATEV Personnel data.
Create employee
For companies with an immediate reporting obligation, the immediate report is created automatically when a new employee is created.
- Select the “Mitarbeiter anlegen”/”create employee” option in the employee list.
- Please enter the following mandatory data in the fields below:
- Mitarbeiternummer/employee number
- Familienname, Vorname/surname, first name
- Geburtsdatum/date of birth
- Adresse/address
- Eintrittsdatum/entry date
- Mitarbeitertyp/employee type
- Versicherungsnummer (wenn vorhanden – sonst Geburtsland und Geburtsort)/insurance number (if available – otherwise country and place of birth)
- Seuer ID (wenn vorhanden)/tax ID (if available)
As soon as the employees have been created, please click on the “Mitarbeiter freigeben”/”Approve employee” button in the employee list.
Notice: We ask that you only approve employees who are relevant for the current or previous payroll month. Approving employees who will only start their employment in the future causes additional work for payroll accounting.
Request for the employee’s sick note
- Select the relevant employee in the employee list and then switch to the “eAU” tab.
- In the next step, enter the period of the employee’s absence and then click on “Attest anfordern”/”request sick note” to send the request.
- After processing by the health insurance company, the confirmations are displayed in the overview.
In Arbeit/in progress
The “In Arbeit”/”in progress” tab shows sick notes that have not yet been processed by the health insurance or are incorrect. If an error occurs, a check is required. A common error is, for example, „Krankenkasse nicht zuständig“/“Health insurance company not responsible”. In this case, the correct health insurance fund should be identified and notified to us.
Erledigt/completed
The “Erledigt”/”completed” tab contains sick notes that have already been processed by the health insurance. If the status “Prüfen”/”check” is displayed, the period of sickness must be checked.
If changes are necessary, please send an e-mail to lohn@jakus.tax.
Recording child data for PUEG
The children’s data can be entered here. Please enter each child’s full name and date of birth.
We recommend entering the children’s data directly when registering new employees.
The data can be entered here, then a file is created which must be exported and then sent to us so that we can import it.
A time-saving alternative is to upload the child data to the Personalakte/personnel file so that we can process it directly.