DATEV Personalakte/DATEV Personnel file
As of: 01/2025
Benefits and requirements
Personalakte/Personnel file in DATEV Personal offers the following advantages:
- Space and time saving
- Reduction of space requirements in offices through digital storage.
- No long searches in paper files, but direct availability through digital management.
- Access from any location
- Access to personnel files from anywhere, ideal for home office and mobile working.
- Faster processing of inquiries, as documents can be retrieved at any time.
- Secure handling of personal data
- Protection of confidentiality and integrity through encryption and access controls.
- Compliance with data protection directives such as the GDPR.
- Clarity and transparency
- Avoid double filing and loss of information.
- Better traceability and more efficient processes.
A DATEV authentication medium and the right to access are required to use Personalakte/Personnel file. If additional users are required, the form for requesting a DATEV access medium can be completed quickly and easily.
If you are unsure which documents should be uploaded, you can use the Checklist.
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 click on the “Open” button in Personalakte/DATEV Personnel file.
Assigned documents
As soon as the application is opened, the „Assigned documents“ tab will be displayed.
Here you can check which documents have already been uploaded for which employee in order to avoid duplicate documents.
The filters above can be used to search for a specific document. You can search by category, for example „Bescheinigungen/Certificates“ oder „Beschäftigung/Employment“, and by employment status („Employed“ oder „Resigned“). Alternatively, you can use the direct search.
In progress
- To upload new documents, please switch to the „In progress“ tab.
- At this point, documents can be added either using the drag-and-drop function or by clicking on the „Upload document“ button.
- The next step takes you to the overview “Assignment proposal for office”, where you must select the relevant employee and enter a name for the document (e.g. personnel questionnaire, contract, termination,etc.).
Notice: If a new employee has been created in the Personaldaten/personnel data no documents can be assigned to the employee until we have transferred the employee to our payroll accounting program.
In this case, the document can be released without assigning it. - Finally, please click on the „Approve” button.
Approved
The documents that have already been released but not yet processed by us are displayed here. The assignment proposal for the office, the upload and release date are visible. It is no longer possible to edit the documents here. If a document has been released and contains an error, please send an e-mail to lohn@jakus.tax. We will then delete the incorrect document.