How to recalculate vacation pay in 1s 8.2. Vacation accounting and calculation of unused vacation balances

Question:

1C ZUP edition 3.1 (3.1.4.120). The employee wrote an application for leave from December 11 to December 24 in advance, the document was entered into the ZUP, paid according to the document on December 8.

On December 27, the employee brings in sick leave from December 18 to December 25, we enter sick leave. Both documents are inside December. There is no recalculation!

Please advise how to reverse vacation days that fall on sick leave. Is it only January?

Answer:

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Possibly in December. Since at the time of entering sick leave, which almost completely covers vacation, the month December is still available for editing (i.e., the final calculation for the month has not been completed), you can correct the vacation in December. To do this, there are two possibilities in 1C ZUP 3:

1. Recalculate the original document Vacation. It will be recalculated taking into account the fact that sick leave has already been introduced for this period.
2. Based on the original document Vacation enter the correction document in the same month, i.e. December. This opportunity appeared in 1C ZUP 3, starting with release 3.1.4.120

Let's look at both options with an example.

The employee has been assigned leave for the period from December 11 to December 24.

It was paid on 08.12.

After this, on December 27, the document is registered in the information database Sick leave for the period from 12/18 to 12/25, which covers part of the vacation. The program informs us about this when taking sick leave.

However, since the sick leave is entered in the same accrual month as the vacation, the accruals will not be reversed on the sick leave.

There are two ways to recalculate vacation:

1. Correct the period taking into account sick leave and recalculate the original vacation document.

Since vacation pay has already been paid, the settlement will be equalized with the next payment. In this case, this is the salary for December.

2. If we want to leave in the database information that the vacation was recalculated, then based on the source document Vacation You can make document corrections in the same accrual month (December) using the link To correct in the source document (now it appears immediately after posting the document).

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In the program (3.0), the “Vacation” document is used to accrue and spend vacation.

Using this document, you can draw up and calculate the main annual leave, issue an order using the unified T-6 form, and calculate various additional leaves.

In addition, the document allows you to make calculations and accrue wages for the time before the start of vacation, and. Let's look at how to arrange a vacation in 1C ZUP in the form of step-by-step instructions.

Creating, filling out and calculating basic annual leave in 1C ZUP 8.3

We launch the 1C ZUP program and get to the Start page. Go to the “Salary” menu and then to the “Vacation” sub-item:

The Vacations window will open. In this window, click the “Create” button. Thus, we will start creating a new document "Vacation":

For the simplest case of calculation, it is enough to fill in the fields:

• "Organization";
• "Employee";
• calculation period.

Please note that the Vacation checkbox must be selected for period entry to be available.

After filling out these fields, you do not need to click anything, the document will be calculated automatically. But if this mode is disabled in the program settings, the warning “Document not calculated” will be written, and the arrow button (on the right) will be highlighted in yellow, and to calculate (recalculate) you should press it:

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Setting up the document calculation mode is in the 1C 8.3 “Settings” menu, “Payroll calculation” item:

To provide, you must check the appropriate box and enter the number of days of compensation required.

There may be cases when it is required to provide when calculating vacation. This opportunity is configured individually for each employee.

Next are the fields with the calculated amounts. Opposite some amounts there is a “Pencil” symbol. If you click on it, a window will appear with details of the calculation of this amount. For example, let's look at the details of the calculation of average earnings:

In this window you can make adjustments to the calculation. For example, change the calculation period manually.

How to arrange a vacation at your own expense in 1C 8.3

If you need to add additional leaves to 1C (study leave, at your own expense, etc.), go to the bookmark of the same name. Click the “Add” button and select the desired type of vacation:

You can add some additional holidays.

Calculation of charges in 1C

On the “Accrued (detailed)” tab, accruals are calculated based on previously entered data:

End of accrual of vacation pay and payment in 1C ZUP

For an accountant, summer is the most active period for calculating and accruing vacation pay for employees. And it would seem that the main thing is to correctly determine the average daily earnings for the previous 12 months, but in practice, things are often not so smooth. An employee may take sick leave during the main paid vacation, or want to go on vacation before his dismissal, or receive monetary compensation for unused vacation.

Sick leave during vacation

Example.

Employee E. N. Orlova went on annual paid leave for 14 calendar days (from 05/14/2018 to 05/27/2018), but suddenly fell ill during her vacation, and the medical institution issued her a sick leave from 05/24/2018 to 05/31/2018 (on 8 calendar days).

In this case, according to Article 124 of the Labor Code of the Russian Federation (as amended on February 5, 2018), the employee has the right to choose:

• she can either extend her annual leave by the number of sick days that coincide with the vacation, and then instead of May 27, she will go to work on June 4;
• or the employee has the right to return to work immediately after the end of her vacation (14 days), and the number of vacation days during which she was sick must be transferred to another period (that is, 4 days are transferred, for example, to August 2018).

Both when transferring and extending leave, it is important that the employee provides the accountant or the personnel service with an officially issued certificate of incapacity for work. Vacation and sick leave will be paid separately! Also, the employee himself must notify the employer that he is sick and inform about the further option of postponing or extending vacation days.

Let's consider the first option, when the vacation is extended. In this case, the accountant does not need to recalculate vacation, since the billing period remains the same and the amount of vacation pay, accordingly, does not change.

To extend vacation in “1C: Salary and Personnel Management 8”, ed. 3.0, you first need to register the employee’s absenteeism after the vacation has ended. Registration is done using HR document “Absence (illness, absenteeism, no-show)” from the section " Personnel" - "All employee absences" In this case, the reason for absence must be set “Illness (sick leave not yet closed).”

It is important to understand that absence in the database must be reflected for May (from May 28 to May 31) for the correct calculation of wages for May, so that the correct number of days worked and absences are taken into account for the employee. If the employee managed to bring sick leave, for example, before payroll for May, then the document “ Absence" You don’t have to register it in the database, but it is still recommended to do so.

And after the employee returns to work (June 5) and provides sick leave, it is necessary to accrue benefits: in the program section “ Salary"- documentation " Sick leaves." Since the May period in our example is closed and sick leave is accrued in the next period - in June, the program reverses the registered days of absence and vacation that fall during the employee’s illness.

Then you should correct the original vacation accrual document (section “ Salary" or " Personnel" - documentation " Vacations» ), by clicking the link " To correct", at the same time, we change only the end date of the vacation, taking into account the days of illness, that is, we extend the date by the number of days of incapacity. In the situation described, the end of E.N. Orlova’s vacation falls on June 4th. The billing period and the amount of vacation pay remain the same, since the vacation is not interrupted.

But again, it is important to note that we correct the original document for accruing vacation only in the case when vacation was accrued in one month and the period is already closed, and we reflect sick leave in another (current) period (as in our example, vacation in May is registered, and sick leave is already in June). If sick leave and vacation are accrued in the same period, which has not yet been closed, then there is no need to make a correction - in this case, you can simply go to the source document " Vacation", set a new end date for the vacation and re-post the document.

The second method, in which vacation days that coincide with an employee’s illness are transferred to another period, involves the recalculation of vacation pay. Let’s assume that employee E.N. Orlova decided not to extend the rest days, but to transfer the unspent 4 days to the next vacation, which, according to the vacation schedule approved by the enterprise, should take place on August 1 - 14, 2018. In this case, a recalculation of vacation is provided, since vacation days are broken and, accordingly, the calculated ones change periods.

In “1C: Salaries and Personnel Management 8”, ed. 3.0, when postponing leave due to an employee’s illness, you need to take almost the same steps as in the previous example, when the leave was extended, namely: first register the document “ Absence (illness, absenteeism, no-show)", and then we accrue benefits using the document " Sick leave" Only now it is no longer necessary to correct the original accrued vacation document, because when registering sick leave, the amount for four vacation days was automatically reversed. The remaining vacation days will be accrued in the future period to which they are transferred, using a new separate document "Vacation".

Since the number of vacation days spent and the amount of vacation pay decreased upon recalculation, an overpayment of funds occurs to this employee. The employer can deduct the resulting overpayment from the employee's salary only with the consent of the employee and with a written application, but the total amount of deductions should not exceed 20% of the total salary (Article 138 of the Labor Code of the Russian Federation).

Vacation followed by dismissal

Example.

Employee A. A. Berezkin, on his own initiative, decided to go on basic paid leave from April 3 to April 23, 2018 (21 calendar days) with subsequent dismissal.

Note that the employee has every right to use his vacation before dismissal - this is enshrined in Part 2 of Art. 127 Labor Code of the Russian Federation.

In the example under consideration, first of all, the accountant must accrue and pay vacation pay to the employee at least three calendar days before the start of the vacation - this is stated in Part 9 of Art. 136 of the Labor Code of the Russian Federation, that is, the deadline for payment of vacation pay is March 30, 2018.

In “1C: Salaries and Personnel Management 8”, ed. 3.0, accrual and calculation of vacation, as already indicated in previous examples, is carried out by the document “ Vacation". After which the program registers the dismissal of employee A.A. Berezkin. - this can be done using the document “ Dismissal"(chapter “Personnel” - “Receptions, transfers, dismissals”).

As noted in Art. 127 of the Labor Code of the Russian Federation, the day of dismissal is the last day of the employee’s vacation, that is, in our example, this date is April 23, 2018, and all final payments upon dismissal and issuance of a work book must be made on the day when the labor obligations between the employee and the employer cease , otherwise - on the last working day. In the described situation, Berezkin’s last day to go to work is the day before the start of his vacation (April 2, 2018), therefore, on this date it is necessary to make the final settlement with the employee, which includes payment of wages, compensation upon dismissal, etc. This is explained in the Letter of Rostrud dated December 24, 2007 No. 5277-6-1.

In order to ensure that the calculation of vacation compensation upon dismissal is correct, it is recommended that you first view the balance of unused vacation by the employee as of the date of dismissal (section “ Personnel» - « HR reports" - report " Remaining vacations" or " Certificate of vacation balances"). It is important to note that the length of service that gives the right to basic leave does not include the number of days of vacation followed by dismissal! As of April 3, employee Berezkin had used up all previously unspent vacation, so he is not entitled to vacation compensation upon dismissal for the period of service from April 3 to April 23, 2018.

If the base is in the “Dismissal” document on the “ Vacation compensation" includes in the length of service giving the right to annual leave, days of vacation with subsequent dismissal, then they must be corrected manually.

Calculation of compensation for unused vacation

Example.

Employee Zakharkin S.P. is disabledII groups. In accordance with Article 23 of Law No. 181-FZ of November 24, 1995 “On the social protection of disabled people in the Russian Federation,” he is entitled to an extended basic annual leave of at least 30 calendar days (in our example, the organization provides Zakharkin with 30 days of leave). For the period of work from 01/25/2017 to 01/24/2018, the employee has an unused vacation balance of 16 days (that is, he has already used 14 days of vacation earlier). Zakharkin S.P. wrote an application for annual leave from 06/04/2018 to 06/10/2018 for 7 calendar days, and for the remaining 9 days of leave he wants to take monetary compensation.

Does an accountant have the right to accrue monetary compensation for unspent nine days of vacation? The answer is clear - no. Since according to Art. 126 of the Labor Code of the Russian Federation, unused vacation days can be replaced with monetary compensation only if they exceed 28 calendar days for each year worked by the employee. Zakharkin, as a disabled person, is entitled to an extended basic leave of 30 calendar days per year, which means that monetary compensation can only be paid within two days of the required leave. In this case, the employee must write an application for payment of compensation in exchange for annual basic leave.

To accrue basic annual leave simultaneously with compensation in “1C: Salary and Personnel Management 8”, ed. 3.0, you need to create a “Vacation” document (in the section « Salary» or « Personnel» ) and on the “ Main vacation" put in it the start and end dates of the vacation, and also set the flag opposite "Vacation compensation" indicating the number of days to be compensated. The document will automatically calculate the average daily earnings, the amount of vacation pay and monetary compensation.

If the accountant needs to calculate only monetary compensation without providing the employee with leave, then in the registered document “ Vacation» you need to remove the flag opposite " Vacation» and leave only the flag " Vacation compensation." As a result, only monetary compensation for vacation will be calculated.

Please note that in the example with S.P. Zakharkin, compensation is provided for the main annual leave, but extended, and therefore is reflected in the “ tab Main holiday» in the document " Vacation". If the employee is entitled to additional leave to the main one, then its accrual and compensation will be reflected on the tab “ Additional vacations, time off.” To do this, you need to put the flag “ Provide additional leave» , then with the “ Add» select the appropriate type of leave and enter the number of days of compensation in the column “ Day computer."

Materials , July 2018

To solve this problem of calculating vacation pay and registering the vacation itself in 1C 8.3 ZUP 3.1, there is a “Vacation” document, which is located in the “Salary” or “Personnel” section.

When you click on the “Create” button in the list form of this 1C document, a menu of four types will be displayed:

• vacation;
• leave without pay;
• vacation without keeping the pay list;
• employee leave.

The last two types are similar to the previous ones, only they are created not for one employee, but for several at once.

Annual leave

In this example, we will accrue vacation pay in 1C ZUP 8.3 lasting 28 calendar days for June 2017 to employee Dmitry Petrovich Antonov.

Annual leave is carried out on the basis of the approved leave schedule in the organization. Its compliance is mandatory for both the employer and the employee. Vacation can be rescheduled, but only by mutual agreement of the parties. The employee also has the right not to take vacation (with the consent of the employer). In this case, he will receive his compensation.

Annual leave is generated by a document with the “Vacation” type. Study leave is arranged according to a slightly different scheme, but we will talk about this in our other article.

Main holiday

In the header of the document, indicate the month, organization and employee. On the first tab “Main leave” the flag must be set in the “Vacation” field. Indicate the period to the right.

After this, all the main details of the document will be filled in. These include data such as the period for which vacation is provided, average earnings, accruals and deductions. In the simplest cases, this data is sufficient.

In cases where the employee also needs to pay vacation compensation, check the box of the same name and indicate the number of days. Indicate whether the rate should be released for the employee's vacation period. If you set the flag in the “Calculate salary for July 2017” add-on, then the program will automatically, along with the vacation, accrue to our employee the remaining salary for the specified month.

Calculations are displayed at the bottom of the form. Data in fields marked with a sign can be viewed in more detail or edited by clicking on it accordingly. Let's take a closer look at average earnings, revealing the details of its calculation.

The 1C ZUP form opened in front of us for entering data to calculate average earnings. The period in this example was entered automatically. There are cases when the employee did not actually work at this time (for example, he was on maternity leave). In this case, in accordance with the Labor Code of the Russian Federation, it is necessary to calculate average earnings based on previous periods where the employee actually worked.

Below is a tabular section that displays in detail data on working hours and accruals for the selected period. They can also be adjusted, but this is not recommended.

Let’s leave all the settings here as they are and return to the “Vacation” document form.

At the very bottom of the form, you can also specify the period for payment of vacation pay in the “Payment” and “Payment Date” fields. Funds can be paid immediately, in advance, or with the next salary payment - at the discretion of the employee.

If the document is not filled out automatically, you can recalculate it by clicking the corresponding button (it will be highlighted in yellow), or activate this functionality in the settings.

To enable automatic recalculation of documents, go to the “Settings” section and select “Payroll calculation”.

In the form that opens, set the checkbox to “Automatically recalculate documents when editing them.”

Tab "Additional Leave"

On this tab, you can provide the employee with additional vacations, both with and without accrual of payment. To do this, check the box “Provide additional leave”. In the tabular section, list all the necessary vacations, indicating the types that you can add to the program yourself.

“Accrued (details)” tab

This tab displays a list of accrual calculations for this document. To display details (additional columns of the table), click on the corresponding button, as shown in the figure.

Advanced Tab

Here you can indicate how the amount of accruals for this document will be reflected in accounting. The data is selected from the directory, which you fill out yourself. In our case, we reflected on account 26 - general business expenses. This tab is not required to be filled out. It all depends on the accounting methods in your company.

Vacation without saving payment in 1C ZUP

In this case, when creating a document, you need to select the “Vacation without pay” type. We remind you that data about it can also be entered into the document discussed in the previous example.

You should not have any problems filling out this type of document. Select an employee, indicate the period of his absence and indicate whether it is necessary to release the salary for this time.

Post the document and this completes the entry of leave without saving pay.

1). Registration of recall from vacation in the personnel accounting subsystem

An order for recall from vacation is completed outside the program.

It is recommended to register the fact of employee recall from vacation in the personnel records subsystem using the mechanism for correcting personnel documents. To do this, you should enter a document-correction of the Leave of Organizations document, with the help of which the initial leave was registered.

The provision of part of the leave unused due to the revocation is registered by entering a new Document Leave of Organizations.

2). Recalculation of vacation payments in connection with recall from vacation.

The procedure in the program depends on the billing period in which vacation payments were accrued:

• if vacation pay was accrued and paid in the previous billing period, which was already “closed” at the time the employee was recalled from vacation, then to recalculate vacation payments, you should enter a correction document for the primary document Accrual of vacation for employees of organizations, in which indicate the correct (actual) end date vacations;
• if vacation pay was accrued and paid in the same billing period in which the withdrawal from vacation occurred, then you need to edit the previously entered document Accrual of vacation to employees of organizations, adjusting the end date of the vacation in it, and then recalculate this document.

In both cases, the overpaid amount of vacation pay will be taken into account in final settlements with the employee for the current billing month.

Example 1 (the billing period in which vacation pay is accrued is not yet “closed”)

For the employee Alekseeva Anna Yurievna The next annual leave was granted from 05/05/2011 to 06/02/2011.

On May 15, 2011, the employee was recalled from leave due to business needs. It is necessary to register a recall from vacation and recalculate vacation pay in the program.

The vacation order was issued in the program using the document Vacations of organizations(Fig. 1).

Vacation pay was accrued in the billing period May 2011 and paid on May 5 (Fig. 2, Fig. 3)

Fig.2

Fig.3

The amount to be paid was: 21070.28rub. - 2739 rub. (personal income tax at a rate of 13%) = 18,331.28 rubles.
An employee's recall from vacation is registered in the personnel accounting subsystem by entering a correction documentVacations of organizations(Fig. 4).

Fig.4

Since vacation pay was accrued to the employee in the same billing period in which it became known about the employee’s recall from vacation (May 2011), the same document is used to recalculate vacation payments Accrual of vacation to employees of organizations, with the help of which vacation pay was calculated. In this document, the end date of the vacation is adjusted and it is recalculated and carried out (Fig. 5). The amount of accrued vacation pay is less than the amount previously paid to the employee. For 9 calendar days of vacation, the employee was accrued: RUB 6,772.59

Fig.5

When calculating an employee’s salary for March, it is taken into account that he started work on May 15. The number of days he worked is 15 days. For May, the employee was accrued remuneration for work in the amount of 17,285.71 rubles. The amount of personal income tax subject to withholding from the employee’s income for May is 3,127 rubles. (Fig. 6).

Figure 6

When paying wages to an employee for the month of March, the overpaid amount of vacation pay is taken into account. The amount to be paid is RUB 2,600.02. (Fig.7)

Figure 7