home · Planning · 1s zup ed 3 premium change. Calculation in the document Premium

1s zup ed 3 premium change. Calculation in the document Premium

Hello, dear zup1c visitors. In this article we will talk about accrual of bonuses in 1C ZUP 3. Let’s look at how the types of calculations for calculating bonuses are set up, what are the features of the calculations, and what new features are present in ZUP version 3 that will help you set up and calculate the bonus as conveniently as possible. In this publication, we will look at the following award options:

  • One-time bonus– a fixed amount and a one-time bonus in a fixed amount based on the time worked;
  • Bonus percentage (for the previous month) – Let's consider three options for calculating such a premium;
  • Bonus percentage (for the previous quarter) – here we will consider a new interesting feature of 1C ZUP 3, which allows you to immediately determine the months for which accrual occurs in the settings of the calculation type;

Also, I would like to draw your attention to the fact that in a separate publication I discussed the issue of calculating the annual (quarterly) bonus in 1C ZUP 8.3 in proportion to time worked:

Creating awards through initial program setup

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First of all, it should be noted that in 1C ZUP 3 document Prize will be available if in the journal Accruals there is at least one type of calculation with the purpose Prize for a separate document indicating the type of document Prize.

Only in this case does the document appear Prize. There is no special checkbox for the user to enable a bonus in the salary calculation settings.

However, it is worth keeping in mind that in 1C ZUP 3 There is an initial setup of the program (it starts when you are just starting to work with the program and the basic information and settings have not yet been filled in) and we can receive some types of accruals with its help. You can read more about the basic settings for personnel records and payroll calculations in the article.

In particular, this initial setup includes a step for defining accrual parameters monthly bonus.

We can determine whether a premium is awarded or not. If accrued, then what: a fixed amount or percentage. It is also possible to indicate the earnings of which month the bonus is calculated. You can also specify Personal income tax code. Based on these settings in the reference Accruals the appropriate accrual types will be created to calculate the monthly premium.

In the next steps we can define settings for the types of accruals that will be used to calculate Quarterly bonuses.

There is also a step for setting up calculations Annual bonus.

And step to setup One-time bonus.

One-time bonus (fixed)

So let's look at the first option One-time bonus (fixed). On the tab Basics we establish this type of accrual Purpose of accrual: Prize, Accrual is in progress: According to a separate document and will automatically substitute Document type: Prize.

Now let's look at the document Prize(Salary – Bonuses). Create a document Prize in order to accrue a one-time bonus. We select the type of calculation in it: One-time bonus (fixed), select an employee and fill in the bonus amount indicator. If there are many employees in the document and everyone is supposed to be charged the same amount, then you can fill out the indicator for all employees at once using the command Fill in the indicators.

One-time bonus (based on time worked)

Calculating a premium with a fixed amount is a fairly simple case, so now let’s look at a more interesting option. The bonus is a one-time bonus, which depends on the employee’s time worked, i.e. when a fixed amount is determined, but if the employee has not worked his entire month, then it is recalculated in proportion to the time worked.

This type of accrual also involves Purpose of accrual: Prize, but this accrual will be performed only if the value of the indicator is entered (detail Accrual is in progress). And check the box opposite the indicator ( Amount of One-Time Premium), upon entering which the bonus will be awarded, i.e. if this indicator is entered for the current month, then the premium will be calculated in the document.

This indicator is not predefined, so you will need to create it yourself. You can create an indicator either in the formula editing window for a custom calculation type, or directly in the reference book Payroll indicators(menu section Settings).

In the indicator settings, you should set the following detail values

  • Purpose of the indicator - For an employee,
  • Indicator type Numerical
  • Set checkboxes Only in the month in which the value is entered (one-time use) and checkbox Entered at a time by a data entry document for payroll calculation

These settings mean that the indicator will be entered for each employee separately, at a time for a specific month.

The indicator is entered for employees who need to accrue such a bonus monthly by document Salary calculation data. Thus, if we do not pay it for the employee, then the bonus will not be considered accordingly.

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VIDEO - monthly self-check of accounting:

✅ Payroll calculation in 1C ZUP 3.1
Step-by-step instructions for beginners:

Now let's look at the formula in the accrual type settings. The bonus amount is multiplied by the time worked and divided by the standard days. Thus, the bonus is calculated in proportion to the time worked.

Now let's see how to enter information to calculate this premium. This information will be entered through the document log Salary calculation data (Salary – Data for salary calculation). In this journal, click create and select the input form - One-time bonus amount. Through this form we can give the employee any bonus.

For this form to appear in the document log Salary calculation data, it must be created in the section Settings – Initial data entry templates. You should enter a name and select an indicator that will be entered through this form.

To make it possible to enter an indicator for several employees at once in one document, on the tab Additionally you need to check the box The document uses multiple collaborators.

For January in the document Salary calculation data paid employee Ivanov a bonus of 5,000 rubles.

However, this employee did not work the entire month of January. In the document Calculation of salaries and contributions for January, the employee’s bonus was calculated in proportion to the time worked. The employee worked 15 days, and his norm this month according to the schedule is 18 days.

At the same time, I would like to note that we could set up this premium so that the calculation takes place in the document Prize, indicating that the accrual is being performed: According to a separate document.

However, the first setup option, in which the premium is calculated in the document Calculation of salaries and contributions is more preferable, since all information about absences is entered precisely at the time of filling out the document Calculation of salaries and contributions.

Bonus percentage (for the current month)

Let's consider the following type of bonus, which is calculated as a percentage of earnings (from some calculation base).

There are several options here. Firstly, we can charge a bonus as a percentage of the current month's earnings. Let's look at the settings for this type of accrual.

Purpose of accrual: Prize. Accrual is performed: Monthly, i.e. It will be necessary to assign this bonus to the employee as planned using some kind of personnel document:

  • Personnel transfer,
  • Assignment of planned accrual,
  • Changes in wages,
  • Changing planned accruals.

You can read more about personnel records and assigning planned accruals to an employee in the article.

CalculatedBase is a predetermined indicator. It returns the accrual values ​​for those types of calculations that are listed on the tab Base calculation and at the same time, these accruals are collected for a certain period. The list of accruals and the period for calculating the base are determined on the tab Base calculation. In our case, the base calculation will be performed for the current month.

Let's return to the formula. CalculatedBase multiplied by PercentPremium. Index PercentPremium is not predefined, you need to create it yourself.

This indicator is entered for an employee and is used: In all months after entering the value (constant use) . Thus, this bonus is assigned to the employee by one of the personnel documents, which indicates this Premium percentage, and it will be valid until the user either terminates this bonus as planned, or until he enters another personnel document where he changes the percentage.

The next step is to assign this bonus to the employee as planned. To do this, we can use a document from the journal Changes in employee pay. There are a number of documents here that can be used to assign or change some planned accruals. In this case, we apply the document Changes in wages. Employee Sidorov was assigned from a certain date Bonus percentage (for the current month) and the bonus percentage is determined - 10%.

This accrual will be automatically calculated when the employee fills out the document Calculation of salaries and contributions .

This type of bonus was calculated from the accrual Payment at an hourly rate employee this month. If the user manually adjusts his payment at the hourly rate, then the premium will be recalculated accordingly.

Bonus percentage (for the previous month)

The next type is a bonus, which is also calculated as a percentage, but for the previous month, i.e. will be taken as the calculation base for the accrual of the previous month. There are several options for calculating such a bonus.

Calculation of bonuses for the previous month in the Bonus document

The first option is the calculation in the document Prize, i.e. in the form of calculation we set the purpose of the accrual: Prize, indicate that the accrual is performed: According to a separate document and the Document View automatically appears: Prize.

The formula is the same as in the case of calculations for the current month. The difference is that on the tab Base calculation indicate as period Previous month.

Next document Prize We are awarding this bonus to employee Sidorov for January 2018. In December, this employee had a salary of 50,400 rubles. Accordingly, the bonus will be calculated based on this salary.

The bonus percentage was increased automatically only because this employee still has a planned monthly bonus accrual (for the current month), for which this percentage has already been set. If it were not for him, then the count PercentPremium remained unfilled. And in order for the premium amount to be calculated, the user would need to enter the percentage independently, i.e. enter manually or, if there are several employees and they have the same bonus percentage, then enter it through the command Fill in the indicators .

This option for calculating a bonus is suitable if the bonus is not awarded constantly, but sometimes to some employees. If in an organization such accrual occurs from month to month, then enter the document each time Prize is not entirely convenient, so it is recommended to do this premium calculation a little differently.

Calculation of bonuses for the previous month in the document Calculation of salaries and contributions

This type of accrual must be assigned as planned. Starting from January, we will assign employee Sidorov Bonus percentage (for the previous month), and the Bonus for the current month will be cancelled.

Let's review the document. Let's calculate the salary for January to this employee.

The bonus will be calculated based on the hourly rate of the previous month. The calculation base is 50,400 rubles, which were accrued in December 2017.

Calculation of bonuses for the previous month in the document Calculation of salaries and contributions (monthly entry of percentage)

In ZUP 3.1 there is another option, which is basically similar to the first, but the difference is that the calculation will not take place in the document Prize, and in the document Calculation of salaries and contributions. At the same time, we pay this percentage monthly by document Salary calculation data i.e., if we do not enter it, then the calculation for the employee will not occur.

This type of bonus will be accrued only if the indicator Percentage of Bonus for the Previous Month is entered for the employee for the current month (this is an arbitrary indicator that needs to be created, it is entered monthly, personally for each employee).

The calculation base is also taken for the previous month.

Now we need to enter this percentage indicator for the employee who needs to accrue this bonus this month. We enter it through the document Data for salary calculation. For employee Sidorov, the bonus percentage for the previous month was paid for January 2018 - 5%.

Then in the document Calculation of salaries and contributions This type of bonus will be accrued as a separate line.

Thus, Bonus percentage (for the previous month) will be calculated only if we enter this percentage into the document for the employee Salary calculation data. This option is suitable if this type of bonus is accrued inconsistently.

Bonus percentage (for the previous quarter)

Calculation in the document Premium

Now let's look at the bonus accrued for the previous quarter. The simplest option for setting up this accrual is as follows. We indicate the purpose of the accrual: Prize, accrual is performed: According to a separate document. The formula for calculation will be the same as for the previous month. The peculiarity is that on the tab Base calculation indicated base calculation period Previous month.

Let's see how this accrual is calculated. We submit the document Prize.

Selecting the type of award Bonus percentage (for the previous quarter). The period for which the premium is calculated is automatically loaded. We select the employee for whom this type of accrual needs to be calculated and manually enter the bonus percentage.

Calculation of bonuses for the quarter in the listed months

IN 1C ZUP 3 It is possible to improve this calculation of the bonus if it is assumed that it is accrued as planned every quarter, i.e. We know in advance in which months it will be accrued.

In the settings for this type of calculation, we indicate that the premium should be accrue in the listed months and mark which ones. If we need to charge a bonus based on the results of each quarter, then we indicate the months January, April, July and October. The bonus will be accrued only in the months specified in the document Calculation of salaries and contributions. Tab Base calculation— indicate the calculation period Previous quarter.

It is necessary to assign this type of accrual to an employee in a planned manner, for example, by document Changes in wages. Let's add a new charge. In our case, this is .

Let's check this accrual. Let's create a document Calculation of salaries and contributions for January and fill it out for this employee.

Bonus percentage (for the previous quarter) in the listed months accrued to the employee. This type of accrual will appear only in the listed months (January, April, July, October). If we try to fill out a document for February 2018, it will only calculate payment at an hourly rate.

Bonus percentage (for the previous year)

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Analysis of 15 life hacks for accounting in 1C ZUP 3.1:

✅ CHECKLIST for checking payroll calculations in 1C ZUP 3.1
VIDEO - monthly self-check of accounting:

✅ Payroll calculation in 1C ZUP 3.1
Step-by-step instructions for beginners:

Another accrual that we will talk about in this article is previous year's bonus.

I think there is no point in accruing this type of premium on a scheduled basis, although this can be done by specifying only a specific month in the calculation type settings. As a rule, to calculate such a premium, they use the input method through a document Prize. Therefore, in the settings of this type of accrual you should indicate - According to a separate document.

On the tab Base calculation you need to select the base calculation period – Last year.

We will calculate this bonus in the document Prize. Select the type of award: Bonus percentage (for the previous year). The calculation period will be loaded automatically. We indicate the employee and enter the required bonus percentage.

Additional options for setting up bonuses in 1C ZUP 3

IN 1 ZUP 3 you can quite flexibly configure the base calculation period, which is included in Calculation base .

On the tab Base calculation there is a switch: Several previous months. If desired, you can set the duration of the base period to any number of months, and we can also do base period shift. Under Base period shift There is a commentary that helps you determine exactly which months will be taken into account when calculating the bonus.

For example, if you set base period shift 2 months and duration of the base period 2 months, this means that when this type of calculation is calculated in April, the calculation base will be calculated for January - February.

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There are several good articles on using calculation types with arbitrary formulas in ZUP 2.5. In ZUP 3.0 this scheme has undergone some changes. This will be discussed in the publication.

This article will talk about how to set this up in ZUP 3.0. Tested on version 3.0.19.71.

The organization uses several types of bonuses for employees of different departments. Some departments use one type of bonus, while others use another. There are employees who are awarded certain bonuses on an individual basis. Each of the bonuses has two indicators - the bonus percentage and the production coefficient. Indicator values ​​change periodically.

To implement such a scheme in ZUP 3.0, you need to do the following:

1. We hire an employee and assign him a salary.

2. Go to “Settings” - “Payroll calculation indicators” and create indicators there for calculating our bonuses.

3. Go to “Settings” - “Accruals” and create new types of calculation. Select “Calculate using formula” and include the necessary indicators in the formula.

Setting up the calculation base.

4. Now you need to make sure that these accruals are calculated automatically every month. To do this, we will use the document “Change of planned accruals” (“Salary” - “Change of employee pay”).

The document contains selection, auto-completion by department and the ability to add accrual to everyone at once, which is what is required in our case. In addition, here you can immediately set the values ​​of indicators, but only used constantly by employee.

To enter one-time indicators for employees And permanent by department and organization 1C suggests using another document - “Data for salary calculation” (“Salary” - “Data for salary calculation”). To use a document to enter your own indicators, you must first configure the appropriate templates ("Settings" - "Templates for entering initial data").

You can also specify the values ​​of indicators directly in the document

5. Well, in fact, the result is that our bonus was automatically included in “Payroll” and calculated. By clicking the "Show calculation details" button, you can admire the indicators used in the calculation.

At the very beginning of working with the 1C ZUP 8 program in its initial setup, you can contact the “Initial program setup” assistant.

Fig 1. Processing “Initial program settings”

Processing allows you to enter initial information about the organization, fill out the accounting policy, as well as settings for personnel records and payroll. Based on the entered data, accruals and deductions are created in the assistant.


Fig 2. Accounting policy of the organization

All entered settings for the personnel and calculation contour can be viewed or corrected in the “Settings” subsystem.

Fig 3. Setting up by personnel and calculation contour

Basic settings affecting payroll calculation:

  • Income is paid to former employees of the enterprise. When you set this setting, the program will have access to the “Payment to Former Employees” document, which allows you to register financial assistance to former employees, retained earnings during employment, etc. Registered payments are reflected in the “Non-salary income” report;
  • Several tariff rates are used for one employee. When this setting is set, the block* “Additional” will be available. tariffs, coefficients."


Rice. 4. Add. tariffs, odds

*In the block you can select salary calculation indicators with the method of applying the value - in all months after entering the value (constant use) and the purpose of the indicator - for the employee. The selected indicators will be used in all employee accruals if they are specified in the calculation formula.

  • Several types of time are used in the work schedule. When you set this setting in the program, custom time types will be available in work schedules, for which in the “Main Time” attribute the predefined values ​​of the time types “Attendance”, “Shift”, “Night hours”, “Evening hours”, “Work in part-time mode”, “Reduced time for on-the-job training”, “Reduced working hours in accordance with the law”.
  • Check compliance of actual time with planned time. This setting will not allow you to post the Timesheet document if the actual time on the timesheet does not coincide with the work schedule or individual schedule.
  • Limit the amount of deductions to a percentage of wages. The setting will allow you to limit the total amount of deductions to a percentage of wages in accordance with Art. 138 Labor Code of the Russian Federation. When this attribute is specified in deductions, the attribute “Is a collection”* becomes available.


Rice. 5. Setup hold

*When you set this feature, you can select the order of collection in the writ of execution, and control of the amounts of deductions in accordance with the law is carried out in the document “Limitation of Collections.”

  • The procedure for converting an employee's tariff rate into the cost of an hour. The setting allows you to define the algorithm for calculating the indicators “Cost of a Day, Hour,” “Cost of a Day,” and “Cost of an Hour.”
  • Indicators that determine the composition of the aggregate tariff rate. Here is a list of indicators included in the employee’s total tariff rate. When calculating the indicators “Cost of a Day/Hour”, “Cost of a Day”, “Cost of an Hour”, the selected indicators will be used in the employee’s tariff rate.
  • Check compliance of charges and payments When the setting is enabled, if you try to pay more than accrued, the program will issue a warning and the salary slip will not be processed.
  • Perform additional accrual and recalculation of salaries in a separate document. When this setting is set, all recalculations will be recorded in the document “Additional accrual, recalculations”.

Setting up charges and deductions. Payroll indicators


Figure 6. Setting up charges and deductions

According to the selected settings, the program creates calculation types, as well as salary calculation indicators used in the formulas for newly created accruals and deductions.

You can set up a new accrual or deduction in the menu “Settings/Accruals/Deductions”.

Let's look at an example of creating a new accrual.


Rice. 7. Setting up accrual

On the “Basic” tab fill in:

  • Accrual assignment allows you to automatically fill in some accrual details. For example, when choosing a destination - vacation pay, the accrual will be carried out by the “Vacation” document, the personal income tax code is 2012, the “Average Earnings” tab will be blocked.
  • Execution method. Filling is available for certain accrual purposes, for example, when choosing the purpose - time-based wages and allowances. The following values ​​are available:
    • Monthly;
    • According to a separate document. A choice of documents is available - one-time accrual or bonus;
    • In the months listed;
    • Only if an indicator value is entered;
    • Only if the time tracking type is entered;
    • Only if the time falls on holidays.
  • Supports multiple simultaneous accruals. When you set this feature, the system will allow you to enter several types of accruals in one month in the context of basis documents.
  • Include in payroll. During installation, this accrual will be included in the wage fund.
  • Accrued when calculating the first half of the month. When this flag is set, the type of calculation will be accrued when calculating the advance payment using the document “Accrual for the first half of the month”.
  • In the “Constant indicators” block, you must indicate for which constant indicators you need to request input of the indicator value, and for which you need to clear the value when canceling the accrual.

In the accrual formula we write: Tariff RateHourly*Percentage of Supplement for the Nature of Work*TimeInHours.

On the Time Accounting tab, the type of accrual is indicated:

  • For working a full shift within normal time limits. The type of calculation will record the time worked. Set for the employee’s main all-day planned accrual.
  • For working a part-time shift within normal time limits. The type of calculation will record the time worked. Installed for intra-shift accrual.
  • For working overtime. For example, it is established for an accrual that pays for work on a holiday.
  • Additional payment for already paid time. Set for bonuses, allowances, surcharges, etc.
  • Full shifts\Partial shifts. Set for accruals that are deviations from the employee’s work schedule. For example, vacations, business trips, etc.

We indicate the type of time that is taken into account in the indicators “TimeInDaysHours”, “TimeInDays”, “TimeInHours”.

In the example, we indicate “Working time” - a predefined type of time, which includes all types of time with the “Working time” attribute set.


Rice. 8. “Time tracking” tab for accruals

On the “Dependencies” tab, accruals and deductions are indicated, the calculation base of which includes this accrual. On the “Priority” tab, crowding out accruals are indicated. On the “Average earnings” and “Taxes, contributions, accounting” tabs, the accounting and taxation procedure is configured.

Let’s create the indicator “Percentage of Allowance for Character of Work”.


Rice. 9. Setting up the indicator “Percentage of Allowance for the Character of Work”

The purpose of the indicator can be for an employee, department, or organization. Can be periodic, one-time or operational.

Periodic indicators are entered in personnel documents, one-time indicators are entered in “Data for salary calculation” for the month. The operational indicator can be entered in the documents “Data for salary calculation” during the month, the total value is accumulated.

Registration of employment

To formalize the hiring of an employee, you need to create an employee card, enter the document “Hiring” or “Hiring by list”.


Rice. 10. Document “Hiring”

On the “Main” tab, we indicate the date of reception, number of bids, schedule, position, division and territory, if the accounting policy is set up to keep records by territory.


Rice. 11. Setting up the organization’s “Accounting Policy”

On the “Payment” tab, we select planned accruals for the employee, set the procedure for calculating the advance payment and the procedure for recalculating the employee’s tariff rate into the indicators “Cost of the Day, Hour,” “Cost of the Day,” “Cost of the Hour” when calculating overtime, holidays, etc.

If the program transferred data from previous versions of the programs, then the above information is filled in automatically during the transfer in the “Initial staffing” document.

Accrual for the first half of the month

The program provides the following options for calculating the advance:

  • Fixed amount;
  • Percentage of the tariff;
  • Calculated for the first half of the month.

The procedure for calculating and paying the advance is indicated in the personnel documents “Hiring”, “Personnel transfer”, “Change in wages”. To set the method for calculating the advance payment for a list of employees, you must use the “Change Advance Payment” document.


Rice. 12. Selecting the option for calculating the advance in the personnel document, the “Payment” tab

Methods of paying an advance in a “fixed amount” and “percentage of the tariff” do not require additional calculations and entry of documents. The payment occurs directly in the salary payment document with the nature of the payment “Advance”. The “percentage of tariff” calculation method is calculated as a percentage of the payroll, i.e. All planned employee accruals included in the payroll are taken into account.

The advance payment method “by calculation for the first half of the month” implies entering the document “Accrual for the first half of the month”. The document includes employee accruals, in the settings of which the attribute “Accrued when calculating the first half of the month” is set.


Rice. 13. Sign “Accrued when calculating the first half of the month”

Salaries for the first half of the month must be paid in a statement with the nature of the payment “Advance”.


Rice. 14. Statement for advance payment

To view the results of accrual and payment of advance payments, you must use the reports “Payslip T-51 (for the first half of the month), “Payslip for the first half of the month” of the “Salary/Salary Reports” menu.

Payments during the inter-settlement period

Interpayments include the calculation of vacation pay, sick leave and other deviations from the employee’s work schedule.

Let's look at the example of calculating temporary disability benefits.


Rice. 15. Calculation of temporary disability benefits

The system allows you to pay benefits together:

  • With advance payment. When choosing this method, the benefit will be paid in a statement with the nature of the payment “Advance”;
  • During the inter-settlement period. When choosing this payment method, the system will allow you to create a document for payment based on the entered “Sick Leave” document;
  • With a salary. When choosing this method, the benefit will be paid in a statement with the nature of the payment “Monthly salary”.

In the “Payment” field, indicate – during the inter-settlement period. When you click on the “Pay” button, a statement document is created with the nature of the payment “Sick Leave”.


Rice. 16. Creation of a document for payment during the interpayment period

Payroll accrual and calculation. Payroll in 1C 8.3 ZUP

Salary in 1C ZUP 8.3 is calculated in the document “Calculation of salaries and contributions”. By clicking the “Details” button in the tabular part of the document, you can view the indicators on the basis of which this or that accrual was calculated.


Rice. 17. Document “Calculation of salaries and contributions”

On the “Agreements” tab, employees are calculated under civil contracts. On the “Benefits” tab, employees receiving benefits for up to 1.5 and up to 3 years are calculated. Deductions, personal income tax and insurance premiums are calculated on the document tabs of the same name. The “Additional accruals, recalculations” tab records the employee’s recalculations for previous periods, recorded by the “Recalculations” mechanism.


Rice. 18. “Recalculations” mechanism of the “Salary” menu

If the “Perform additional accrual and recalculation of salary in a separate document” checkbox is set in the settings, then the employee’s recalculations are recorded in the “Additional accrual, recalculation” document.

To pay wages, you must enter a document statement with the nature of the payment “Salary for the month.”


Rice. 19. Statement for salary payment

Reflection of salaries in 1C accounting

To reflect the accrual results in accounting and generate transactions in the system, you must enter the document “Reflection of wages in accounting.”


Rice. 20. Document “Reflection of salaries in accounting.” Payroll accounting in 1C

Based on it, transactions are generated in 1C according to the type of operation and the method of reflection specified in the document.

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Accruing a premium in 1C ZUP is a standard operation provided for by the program. To calculate the bonus in 1C ZUP, you need to perform several simple steps, which we will consider in this article.

Employee bonuses are considered incentive payments (Article 129 of the Labor Code of the Russian Federation); organizations provide bonuses to their conscientious employees. Organizations have the right to independently develop various planning systems, indicators and conditions for paying bonuses, which they introduce to employees - by signing orders, a collective agreement, etc.

Incentives for employees are included in the wage fund, and despite the fact that Art. 136 of the Labor Code of the Russian Federation obliges organizations to set certain dates for the payment of wages; these requirements do not apply to bonuses. The company has the right to provide bonuses to employees within independently established terms, depending on the specific conditions for meeting bonus indicators, and an assessment of performance indicators has also been carried out, for example, for the reporting year (Letter of the Ministry of Labor dated 02.14.2017 No. 14-1 / OOG-1293, dated 09.19. 2016 No14-1/В-889). The main thing is to establish the procedure for paying incentives in the bonus regulations, orders or collective (labor) agreements, i.e. employees must understand for the fulfillment of which specific indicators and achievement of the company’s performance results they will receive the incentive payments due.

Please leave the topics that interest you in the comments, so that our experts will analyze them in instructional articles and video instructions.

Do not forget that any payments in favor of employees, except for gifts of less than 4,000 rubles, are the basis for personal income tax (clause 1 of Article 210 of the Tax Code of the Russian Federation). You must transfer the withheld personal income tax:

on the last day of the month for which the incentive was accrued, according to amounts within the framework of the labor relationship,

on the day of payment of incentives for income that, in accordance with the Labor Code of the Russian Federation, are not part of remuneration.

This position of the Ministry of Finance of the Russian Federation was determined by letter dated 04/04/2017 No. BS-4-11/6836@.

Regarding insurance premiums, it is safer to include all premiums in the base for calculating insurance premiums. This is due to the fact that before the termination of the law of July 24, 2009 No. 212-FZ, there was ambiguous judicial practice, and the courts did not develop a single decision on this issue. At the same time, the regulatory authorities state unequivocally that bonus payments to employees are subject to insurance premiums (Letters of the Ministry of Finance of the Russian Federation dated 02/07/2017 No.03-15-05/6368, dated 11/16/2016 No.03-04-12/67082 Ministry of Labor of the Russian Federation dated 02.09. 2013 No02.09.2013 No17-3/1450). The exception is bonuses paid at the time of dismissal to employees for any holidays (clause 1, clause 1, article 420 of the Tax Code of the Russian Federation, clause 1, article 20.1 of Law No. 125-FZ of July 24, 1998).

For the purposes of accounting for income tax, expenses for employee incentives are recognized (clause 4 of Article 272, clause 1 of clause 3 of Article 273 of the Tax Code of the Russian Federation):

with the accrual method - in the month of their accrual,

at the cash register - in the month of their payment.

If we consider incentive payments to resigned employees, then expenses on them can also be taken into account for income tax purposes, but subject to a number of conditions (clause 1 of article 252, clause 2 of article 255, clauses 1, 21, 22 Article 270 of the Tax Code of the Russian Federation, Letter of the Ministry of Finance of the Russian Federation dated October 2, 2005 No. 03-0304/1/294):

reinforced by a local regulatory document,

conditioned by the fulfillment of certain production indicators,

documented and economically justified,

the source of payments is not net profit, target revenues.

Let's move on to the main question, how to calculate a bonus of 1 C ZUP. The tool for calculating incentive payments is located on the “Salary” tab, then select the “Bonuses” link

When you open the bookmark, all similar accrual documents appear

Then you need to select “Award Type”. The program predetermines 2 types, but in practice, if necessary, you can create additional types

The period for which the accrual occurs is determined

We select the period from 04/01/2018 to 06/30/2018 (2nd quarter), and then by clicking the “Selection” button, we will see only those employees who worked during this period

Setting the premium amount

This amount will be automatically assigned to each employee

If there are employees who need to change the amount of accruals, then the data is adjusted manually

After that, we visually check and check the document.

By clicking the “Print” button, you can generate orders for signature by the manager and for review by employees.

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And if you would like to check everything you read in practice, you can start filling out your settings, since we will no longer be interrupted.

So, if our organization will use a monthly bonus, we will activate the corresponding option and set the necessary settings. In my case, the bonus is calculated as a percentage of the current month’s earnings, but you can also charge bonuses in fixed amounts or use both types of accruals.

The quarterly bonus settings are initially similar to the monthly bonus settings. If we use it, check the box and select the calculation method, as in the previous example. I show that I will use a quarterly bonus with two types of accruals at once.

If we have indicated that we will pay a quarterly bonus, the next stage will be devoted to its detailed settings. The composition of calculations and documents in the program will depend on them.

My bonus will be accrued in certain months during the final salary calculation. This will occur in January, April, July and September.

The next stage is setting up the annual bonus. If we had not used the quarterly bonus, we would have gotten here right away, bypassing the previous step. The situation is exactly the same with the annual bonus. If we use it, its additional settings will appear at the next stage.

I will activate this feature in my database and will accrue annual bonuses in fixed amounts.

In my case, the annual bonus will be accrued during the final salary calculation as decided by management. And so everything here is similar to the quarterly bonus settings.

A one-time bonus can be accrued when calculating salaries or during the interpayment period. In the second case, which I selected in my database, employees will receive bonuses dedicated to certain dates. Such bonuses are paid regardless of the date of salary accrual and are fixed by appropriate orders.

We indicate whether we will use bonuses for harmfulness and length of service. I'll mark both. If you use a bonus for length of service, you can immediately configure the dependence of the percentage of the bonus on the employee’s length of service. To do this, click on the appropriate link.

In the window that opens, leave the basic settings as default. We only need to fill out a table with months of experience and percentage.

At my company, no allowances will apply to employees until they have worked for a year. After a year of work at the enterprise, the employee will receive a five percent bonus, and after thirty-six months (three years) - ten percent. The interest rate will not rise any further.

These settings will be automatically taken into account by the program, and it will itself apply the appropriate bonuses to employees when their length of service reaches the values ​​specified in this example.

Now you need to save the changes and close the window. To do this, you can click the “Save and Close” button with your mouse, but I strongly recommend mastering the hotkeys. They are identical in all 1C:Enterprise 8 configurations, and in the future their use will greatly increase your speed of working with the program and make it more comfortable.

To save changes and close the current window, just press Ctrl+Enter. This combination is used quite often and I highly recommend memorizing it.

The Ctrl+S combination saves the entry, but leaves the window open.

If you just want to exit without saving the settings, just press Esc and discard the changes.

But let's move on. At the next stage, you can specify other allowances as a percentage of the salary and a fixed amount. They are entered manually and used later by the program. In my examples I will use additional allowances, but I will add them to the program later, when they are directly needed.

Next comes the compensation payment settings. I will add compensation for the use of private cars. I add a new line to the list using the Insert hotkey, although you can also use the button in the program interface.

I fill in the compensation I need, indicate that it is not subject to taxes and contributions, and establish the procedure for calculating it in a separate document. The cursor immediately jumps to a new line, offering to create a new compensation, but I remove it by pressing the Esc button.

Now we are setting up additional holidays. In my organization, I will provide study leave and additional leave to employees who suffered from the consequences of the disaster at the Chernobyl nuclear power plant.

I will also add two of my own types of additional leave.

The first is for family reasons. He has no additional conditions. The second will be given annually for harmful working conditions and will be fourteen days. During these days, accruals for compensation and deductions will be automatically added.

If northern and regional coefficients were specified in the organization’s accounting policy, the program will also automatically create additional vacations provided for by law in such cases.

We will set up additional payments up to average earnings. The first additional payment is used to calculate the salary reduction. The additional payment for sick days and its percentage are also established here. I enable both features, leaving the sick day copayment percentage at the default.

Now we will indicate information about downtime and absences from work. I will not have downtime, but absences will be recorded. This includes absenteeism and other absences due to unclear circumstances.

I will also include the provision of unpaid vacations.

At the next stage, we will set up the provision of financial assistance to employees. The first paragraph provides for a one-time payment, which is carried out by a separate order. The second point is financial assistance for vacation. The size for it is set in the number of salaries. The default value is one salary. I'm happy with this setup.

Now we need to set up other payments. My organization will use additional payments for part-time and temporary performance of duties, as well as payment for the implementation of the plan, both as a coefficient and as a percentage of sales volume.

In addition, I will activate the possibility of using one-time charges. These are accruals for which there are no special documents in the “1C: Salary and Personnel Management 3.0” configuration. They are created manually using a separate document for one-time charges.