How To Charge A Premium For A Quarter In ZUP 3.1

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How To Charge A Premium For A Quarter In ZUP 3.1
How To Charge A Premium For A Quarter In ZUP 3.1

Video: How To Charge A Premium For A Quarter In ZUP 3.1

Video: How To Charge A Premium For A Quarter In ZUP 3.1
Video: Заполняем личную карточку сотрудника в ЗУП 3.1 2024, March
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Accounting in business management is paramount. After all, the effective distribution of funds at the enterprise is the key to success in commercial activities. And the correct accrual of quarterly bonuses in the ZUP 3.1 program is an integral part of this process.

The accrual of quarterly bonuses in the ZUP 3.1 program is a simple and convenient procedure
The accrual of quarterly bonuses in the ZUP 3.1 program is a simple and convenient procedure

It is important to understand that the accrual of the quarterly premium can be done in different ways. Therefore, it is worth carefully assessing which option may be most acceptable in each individual case.

Option 1

There are often cases when employees, according to employment contracts, are provided with a certain amount of bonuses. For example, the quarterly bonus is 20% of the salary. This option can be reflected in the ZUP 3.1 program as follows.

An accrual type is created:

- "Settings - Accruals" (go to the section);

- "Create" (click the button);

- "Quarterly bonus as a percentage" (select the purpose in the name line of the window that opens);

- put "jackdaws" in the corresponding months;

- "Calculation and indicators" (enter the section);

- "The result is calculated" (check the box);

- Edit formula (follow the link);

- “Create an indicator” (click the button, “% of the quarterly premium” will appear in the “Name” line);

- "Purpose of the indicator" - "For the employee";

- Indicator type "-" Numeric ";

- in the column "Used" put a check mark "In all months …";

- check the data (filled in automatically) in the tabs "Time Tracking, Dependencies, Priority";

- define the base of appointment in the "Average earnings" tab;

- “Taxes, contributions, accounting” tab (put the income code);

- setting "Corresponds to wages" (check and correct if necessary);

- "Income category" (in this field, select the "Remuneration" setting);

- the settings "For insurance premiums" and "For income tax" are performed automatically (check);

- setting "Accounting" (specify the way of reflection).

Assignment of the created accrual to an employee of the enterprise:

- select a document ("Recruitment", "Personnel transfer", "Change in remuneration" or "Assignment of planned accrual");

- "Assignment of salaries and contributions" (in this document, the calculation of the quarterly bonus will be made).

Option 2

If the payment of the quarterly bonus is irregular (by a separate order of the head, in the off-set period, etc.), you should use the following features in the sequence of actions:

- “General” tab (indicate “Quarterly premium for a separate document”);

- section "Salary" (the accrual is reflected in the document of the same name).

Option 3

In the case when the bonus is calculated according to a certain formula (for example, when it is a percentage of a manager's sales, etc.), you need to make the appropriate settings. In this case, the following features should be taken into account:

- the "General" tab (reflect the required indicator - "Sales amount");

- link "Edit formula" (create "Sales amount");

- in "Settings" go to "Input data templates";

- create a template "Data on the amount of sales";

- tab "Salary indicator" (indicate the indicator);

- "Additional" tab (specify "Employees");

- section "Salary" (enter specific indicators in "Data for calculating salaries");

- the percentage of the quarterly premium is similar to the sales data (the rule is valid until the next change);

- create a template;

- enter data;

- "Calculation of salaries and contributions" (the document automatically calculates the quarterly bonus).

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