1C GOODWILL Blog

staffing in 1C ZUP is an integral part of working with personnel in any enterprise. Let's consider the following points in this article: where it is located, how to coordinate, how to set up, create and change the staffing table in the 1C ZUP 8.3 program.

Setting up a staffing table in 1C ZUP

The 1C ZUP program allows you to flexibly configure the use of staffing. To do this, go to the section panel in "Settings", click the link "Personnel accounting", then in the form of personnel records settings that opens, click "Setting the staffing".

A window will open where you can enable or disable options: maintaining a staffing table, automatic verification of personnel documents, a history of changes, using features such as a “fork” of salaries and allowances, categories and categories, booking positions, as well as a way to display allowances.

staffing approval

To start working with the staffing table, you need to open it through the "Main" or "Personnel" sections. If no position has been approved yet, then the tab that opens will look like this:

Click the link "Approve staffing". The program has created a document "Approval of staffing", where you need to specify the month and date, and then add positions by clicking the appropriate button. Each position indicates the unit, position, work schedule, number of units (rates).

In the tabular part “Payment”, we enter accruals and indicators, on the “Additional” tab, you can enter textual information about the nature of the work, as well as indicate the required additional leave.

We save the position by clicking the "OK" button, after which it gets into the line of our document "Approval of the staffing table". When all positions are entered, the document must be posted - this can be done using the "Post" or "Post and close" buttons.

From the document, by clicking the "Print" button, you can print both the order for the approval of the staffing table and the staffing table itself according to the unified T-3 form.

After posting the document, the staffing tab took on a different look. Positions are displayed in the table, indicating for each of them the unit, position, number of units and the date of approval, and new links-teams appeared in the "header". By clicking on the link "Documents that changed the staffing table" you can open a log of documents that were used to register changes.

If we now open the “Positions” directory in the program (see the “Personnel” and “Settings” sections), we will see that the positions for which the positions of the staffing table are entered have a mark on the entry and its date. Moreover, those positions that have not yet been entered into the staff list will be displayed in the directory only if the “Show new positions” checkbox is checked.

Editing staffing

If the staffing already entered into the program needs to be edited (for example, to correct an error), then on the staffing tab, click the link “Open a document that approved the current staffing”. The previously entered document will open, it is available for making the necessary changes.

In addition, from the posted document “Approval of the staffing table”, if necessary, you can enter a new document to change the planned accruals of employees by clicking the appropriate button:

How to change the staffing table in 1C 8.3 ZUP

If you need to register a change in the staffing table in 1C ZUP, then you should click the link "Change the current staffing table":

A new program document called "Change in staffing" will be created. After specifying a subdivision, the current positions for this subdivision will be displayed in the document. Each position can be opened for editing or closed by the corresponding button.

In addition, it is possible to add new positions, in the same way as in the "Approval of the staffing table".

If you need to approve a new staffing table, you need to use the "Approve new staffing" link.

Reports in 1C ZUP 8.3 according to the staffing table

The program provides good opportunities for analyzing the staffing table, its compliance, staffing, etc. This data is displayed in the reports that can be found by clicking the link "HR Reports" in the "Personnel" section.

To generate the required report, click the appropriate link, then specify the period in the report form and click "Generate". Do not forget that reports are not saved in the program, but each time they are generated based on the available posted documents.

The entry Staffing in 1C ZUP 8.3 (3.0) first appeared on the 1C GOODWILL Blog.

Maintaining a staffing table in the program is configured using the initial setup assistant or in the section “Settings” - “Personnel accounting” - “Setting up the staffing table”. In the form that opens, select the appropriate settings.

Flag "Automatic verification of personnel documents for compliance with the staffing table" it is established that during the registration of personnel documents an automatic check is performed for compliance with their staffing table.

Flag is set to store the history of changes in the staffing table, issuing orders to change the staffing table. If the flag is not set, then the history of staffing changes will not be kept, and information about its positions will be entered directly into the directory "Staff Schedule".

Flag “A “fork” of salaries and allowances is used” set to be able to specify the amount of salary and allowances as a range of values ​​when describing staffing positions

Flag “Ranks and categories are used in the position of the staffing table” it is established if, when describing the position of the staffing table, it is necessary to indicate not only the position, but also the category of the profession or the category of the position.

The way in which surcharges are reflected in printed form staffing is configured by selecting one of the provided options: "Monthly amount in rubles", "Tariff,%, coefficient. etc." And "Monthly size and tariff,%, coefficient".

Flag "Use Booking Items" is set for the possibility of booking staffing positions and the number of positions taken before applying for a job or personnel transfer.

Entering and changing the staffing table

The staffing table in the program is presented as a list of positions and is stored in the directory "Staffing"(chapter "Personnel" - "Staffing"). The position is understood as a line in the staffing table - specific position in a specific subdivision of an institution with certain working conditions, indicating the stipulated number of staff units.

When the staffing table is maintained in the program, then in various personnel orders (admissions, transfers, etc.) the position is selected not from the entire list of positions, but from the list of positions of the selected unit. In this case, the documents are automatically filled in in accordance with the conditions specified for the selected position. However, these conditions can be changed directly in the personnel order.

The staffing table in the institution may change - new positions are opened, existing ones are closed, working conditions for existing positions are changing. In this regard, the program can approve and close positions, as well as store the history of their changes.

The order of work with the staffing depends on whether the flag is set or cleared "The history of staffing changes is being conducted"(chapter "Settings" - "Personnel accounting" - "Setting up the staffing").

If the history of staffing changes is not maintained, then new positions are added directly to the directory "Staffing", changes in working conditions for a staffing position are reflected by editing in the position card, while information about previously existing conditions is not saved and the closing of the position is noted directly in its card.

If the program maintains a staffing table with saving the history of its changes, then the staffing table is changed by special documents And - with their help, new positions are entered, existing ones are edited and closed, and the history of staffing changes is stored in the directory "Documents that changed the staffing table."

Entering and changing staffing without saving history

Maintaining the staffing in the program without saving history is performed if the checkbox is cleared in the staffing setup form "The history of staffing changes is being conducted."

Before you start filling out the staffing table, you must fill out reference books "Subdivisions"(chapter "Personnel" - "Staffing" - "Units") And "Positions"(chapter "Personnel" - "Staffing" - "Positions").

Information about staffing positions is entered and edited directly in the directory "Staffing".

To enter the staffing position, click on the button "Create", as a result, a form will open for describing the position of the staffing table.

For each position, you can edit its parameters (number of bets, composition of accruals, etc.) or close the position (by setting the flag "Closed and no longer in use"). To approve the staffing table (input), it is necessary in the directory "Staffing" enter every position in the field "Position approved" set the flag and indicate the date the position was entered into the staffing table in accordance with the order on the approval of the staffing table.

Entering and changing the staffing table with the preservation of history

The history of staffing changes is kept in the program, if in the form "Setting up staffing" in field "The history of staffing changes is being conducted" flag is set.

When maintaining a staffing table with saving the history of creating a staff position, a change in the number of rates, the exclusion of a staff position and a change in other parameters are registered using documents "Approval of staffing" And "Change in staffing". In the journal "Staffing" new links appear: "Open the document that approved the current staffing", "Approve the new staffing", "Change the current staffing", "Document that changed the staffing".

Both for the initial entry of all positions in the staffing table, and to reflect its significant changes, the document is intended "Approval of staffing"(chapter "Personnel" - "Staffing" - "Changes in staffing" - the button "Create" - "Approval of staffing"). This document allows you to describe changes that affect several departments at once and lead to the emergence of a new version of the staffing table. The changes introduced by the document refer to a specific month and are valid from its beginning.

When entering a document for the first time "Approval of staffing", when the staffing table is not yet described in the program, the document is filled out completely manually.

In the tabular part of the document, to enter a new staff unit, you need to click on the button "Add position» and introduce a new staffing position indicating the unit, position, number of rates, composition of accruals, work schedule, etc.

To exclude a staff unit from the staffing table, select the line with the required position with the cursor in the staffing table and click the button "More" - "Close selected positions".

To make "local" changes to the staffing table, not related to significant change staff structure of the institution, the document is intended "Change in staffing"(chapter "Personnel" - "Staffing" - "Changes in staffing"- button "Create" - "Change staffing"). It is convenient to use it when you need to make small changes, for example, to the composition of the positions of one unit or the conditions of existing positions. Unlike the document "Approval of staffing" With this document, you can register changes from any date of the month, and not only from its beginning. The rest of the work with the document "Change in staffing» does not differ from working with a document "Approval of staffing."

The ability to reflect the indexation of employees' earnings becomes available if, in addition to maintaining the history of staffing changes in the payroll settings (section "Settings" - "Payroll") is checked “Employee earnings are being indexed”.

The main document that should register the indexation of earnings on the staffing table becomes "Change in staffing".

In the directory "Staffing" you have to click on the link "Change current staffing". This will open the document. "Change in staffing". To select indexed positions in the tabular part, click the button "Change Position" and in the form that opens, select the required items. Next button "Fill in the indicators" indicators are indicated, the values ​​of which need to be indexed by multiplying them by the indexation coefficient.

After reflecting indexation on the staffing table, you need to reflect this indexation on the planned accruals of employees occupying positions with indexed pay. Otherwise, indexation will not affect the actual remuneration of employees. To do this, create a document "Change of planned accruals" with a button "Change employee accruals" under the tabular part of the document "Change in staffing". It will be automatically filled in according to the current arrangement of employees at the positions indicated in the document and the flag will be set by default "Consider as indexation of earnings".

Thus, it is recommended that the indexation carried out in the institution be reflected first on the staffing table, and then on the planned accruals of employees.

When you open any 1C program for the first time, the Start Assistant automatically starts: the user can immediately make the initial settings information base by simply checking the appropriate boxes. We are interested in how to activate, configure and enter a new staffing table.

ZUP version 3.1 provides for three ways to maintain it:

• It is not maintained, therefore, in personnel records, the "Positions" directory is used. This is how small businesses can keep records. commercial firms, but at the same time, they have to generate reports to the statistical authorities manually*;
• In personnel records, an appropriate reference book is used to form a printed copy, which eliminates the need to check the compliance of employees with a “staff”.
• One or more employees are "attached" to the staffing position. This is the best option for large companies and government institutions.

* In this case, the "Use ..." checkbox is not set, but the following options for putting it down are required.

Department settings

We form the divisions of the organization in the "Settings / Divisions" section.

Consider the subdivision display window.

In its upper part the field "Organization" is displayed. If you check the box and select the organization you are interested in, then only its departments will be included in the list. For convenience, the list of departments can be set to three viewing modes by clicking "More":

• "Hierarchical list" will not display all departments, but only selected ones and those that are higher in the hierarchy.
• "List" will display all departments in a row, without showing nesting in higher ones;
• The most convenient option is "Tree", showing all the departments and where they are nested.

Setting up positions

To create a new position, click "Create" and the positions are entered. Entering their names manually is a simple method, but not optimal.

It is more correct to enter positions through the "Selection from OKPDTR" by selecting them from the list of positions.

If the position is selected, then in the list it becomes gray, inactive.

Closing OKPDTR, we will see that the new position is highlighted in bold. That is, the program warns us that this is a new, not yet valid entry.

In order for the position to be used for work, you must open it and enable “Position approved” (from January 1 of the current year). Since version 3.1.5 of the ZUP program, the line “Data for filling out reports” has been introduced in the position card:

• OKPDTR code
• Check number
• Category*.

*They are needed when filling out the statistics form 57-T, so if you enter a new position simply by clicking the “Create” button, you will have to generate reports manually.

To create a schedule, we “linked” the “Unit” and “Position” to each other (they can be entered in advance or simultaneously with the creation of the elements of our “staff”).

History of reference

There are two options for scheduling:

• Without history*;
• With history of change**.

*View without change history:

**View with change history, with change documents:

Let's take a closer look at the option with history through the activation "Approve the staffing table with a special document and keep a history of its change."

After our actions, changes in the schedule are possible only with the help of special approval documents * and changes, so just opening a staff unit and changing its content will not work.

*If there are multiple documents in the Approvals list, previous document can be opened for viewing only, but not edited. To make this possible, you must first disable changes to a later document, to do this, unpost the document.

Working with positions in the ZUP program

You can enter a new position with the option of maintaining a “staff” without a history by checking the box “Position entered in the staff list” and the date from which the position is valid (when the position expires, the “Position excluded ...” checkbox and date are checked).

When working with a position (variant of keeping a history of changes), the dates of introduction and exclusion of a position from the staff list are not active and are highlighted in pale color, so it is impossible to check the box. The date and checkbox are set automatically after the "Approval" document (which was mentioned earlier) is posted.

The position itself, entered in the “With history of change ...” mode, looks like this:

In conclusion, I would like to note that without a history of staffing changes, it is easier to create and edit it, but you cannot print a printable form or generate a report as of any date. If, for example, you had two manager positions in the sales department on February 28, and from the first of March you have one more position, that is, there will be only three of them. You enter a new position in the same department, but it will be a different position, which will result in a second row. That is, the first line will contain two manager positions, and the second line will contain one more similar position. This suggests that without keeping a history of the change in the staff, edit the staff position nice will not work.

Send this article to my mail

The staffing is a fundamental factor in the implementation of competent personnel management of the organization, providing an informational basis for the adoption management decisions. The staffing table means a regulatory organizational and administrative document that reflects the existing or planned division of labor between employees, described in job descriptions.

The document is compiled by the responsible employee of the organization and must contain the following information: structural divisions, staffing, number of employees, positions held and its main parameters (number of staff units, wage, specialty, position, etc.). For its compilation, unified form T-3, which is approved by the Decree of the State Statistics Committee of Russia.

In this article, we will familiarize ourselves with the procedure for approving the staffing table in 1C ZUP 3.1

First of all, you need to set the system settings. In the Settings → Personnel accounting section, follow the Staffing schedule settings link.

The following options are available here:

 Automatic verification of personnel documents for compliance with the staffing table. If the option is enabled, when registering all personnel documents, checking for their compliance with the approved data (correspondence of accruals, availability of vacancies, etc.) will be performed automatically, and in case of rejection, an information window will appear.

 A history of staffing changes is kept - allows you to store all changes, while they are performed by special documents.

 The "fork" of salaries and allowances is used, it implies the possibility of specifying the salary size in the form of a range of values.

 In the staffing position, ranks and categories are used. The option includes the ability to specify a rank (category) in addition to the position.

 The method of displaying allowances in printed form (T-3). Here you need to choose the option of displaying accruals in printed form.

 Use position reservation allows you to book a place before the actual registration of the employee.

You can enter the staffing table in 1C ZUP 3.1 in the Personnel section.

Further, the method of entering positions depends on the settings. If the change history option is not enabled, then all work on entering new positions, their approval and editing is carried out directly in the list, and there is no way to get information about the changes made. If the option is enabled, then all work is performed in the relevant documents and at any time you can get information about the past state of the schedule, as well as return to its previous version. Let's take a closer look at the second option.

To approve positions, you need to create a new document Approval of staffing, which is created by clicking the link Approve new staffing.

In the header, fill in the organization, division, month of approval.

If schedules have already been entered earlier, then the tabular part will be automatically filled with all active positions that cannot be deleted, they can only be marked as closed.

Each line of the tabular section represents separate positions. To create a new one, use the add command. In the window that opens, on the Payroll tab, enter the following data:

Subdivision;

Position;

Schedule;

The name will be generated automatically based on the values ​​Position, rank (category)/Subdivision”, but can be changed;

Applicable accrual options and corresponding salary.

On the Additional tab, you can enter an arbitrary textual description of the working conditions, the parameters of a special assessment of working conditions, and the required number of vacation days by type of vacation. Saving is done with the OK command.

All positions are added in the same way. Based on the completed document, the seal of the Approval Order and the T-3 form are available.

After the document is approved, to open it, use the link Open the document that approved the current staffing table. If you need to make adjustments after approval, you must create a Staffing Change. In it, you need to select the positions to be edited (change command), and already selecting a row in the tabular part, make corrections. Information about the changes made will be displayed in the Comment field.

Also in the document there is a function of making Changes to planned charges.

If an organization performs indexation that affects the calculation of average earnings (and the corresponding option is selected in the payroll settings), then the change in accruals should be performed using the Earning indexation document. First, you need to enable the option Indexing employees' earnings in the payroll settings.

Reports are intended for data analysis according to the staffing table approved in 1C ZUP 3.1. They are located in the section Personnel → Personnel reports.\

staffing- this normative document organization, which determines its structure, staffing and number. It contains a list of structural divisions of the organization, the names of positions, information on the number of staff units, types and sizes of the main accruals of staff units.

The staffing is effective tool personnel service enterprise, it allows you to fix the structure of the enterprise, the system of remuneration of employees, the amount of allowances, as well as track the availability of vacancies in the organization.

Consider how to work with staffing in the program 1C Salary and Personnel Management 8, edition 2.5.

The use of staffing in the program 1C Salary and Personnel Management 8.

Setting the use of staffing in the accounting parameters.

First of all, you need to set up staffing control when entering personnel documents.

To do this, in the accounting parameters (the "Enterprise" tab of the user's desktop, the "Accounting settings" link), on the "Personnel accounting" tab, check the "Control according to the staffing table during personnel changes" checkboxes:

We can separately configure the control of the number of bets and their size - the corresponding checkboxes are used for this.

It is convenient to turn on staffing control when personnel orders and the staffing itself have already been entered into the database, everything is verified and corresponds to each other. When control is enabled, the system will not allow personnel documents, in which there will be a discrepancy with the free staff unit or the size of the rate.

Schedule setting.

The staffing table is stored in the information register. Before starting to fill it out, it is necessary to completely fill out the directories "Subdivisions of organizations" and "Positions of organizations".

You can open the "Staffing" information register by clicking on the "Staffing" link on the "Enterprise" tab of the user's desktop or from the main menu of the program -> "Personnel Accounting" -> "Staffing".

The "Staffing" register form will open. Let's consider it in more detail.

On the left is a table in which the reference book "Organizational subdivisions" is displayed in the form of a structure. On the right is a table that displays a list of staff units.

When the button "By subdivision" is pressed, the table shows the staff units of the subdivision on which the cursor is located. If the button is not pressed, all records will be displayed, regardless of the cursor position.

By clicking the "Fill" button, you can fill in the "Staffing" register according to the current staffing (that is, according to the current personnel documents entered into the system).

Entering a new staffing unit.

To enter a new record about a staff unit, the "Add" button is intended.

A form for entering a new staff unit will open:

As you can see, the obligatory details for recording are the unit and position. It is also necessary to indicate the date of validity of the staffing line. By default, the current date is substituted.

In section " Tariff rate» indicates the number of bets, the rate fork (minimum and maximum rates), as well as the type of rate: monthly, daily or hourly.

Additionally, the working conditions are indicated (special working conditions will apply for this staff unit) and the work schedule.

In the "Supercharges" table, allowances for a given staff unit are entered (for this, it is necessary that the corresponding types of calculation be preliminarily configured).

Details for describing the requirements for the position are located on the "Additional" tab. It is not required to fill out.

Let's return to the form of the register.

When you click the "History" button, a column with dates appears in the "Employment Units" table.

So you can track the history of changes in the staff unit.

For example, in our case, from 01/01/2009, a staffing line with one rate "Deputy CEO”, and from 01.01.2010 there was a change in the staffing table: another deputy rate was introduced.

Changes in the number of staffing units are introduced by copying the line and changing the number of units and the effective date of the staffing line. If it is necessary to remove the regular unit altogether, then this line is copied and the number of units = 0 is set.

By clicking the "Print" button from the staffing form, you can print reports:

standard form T-3 "Staffing", staffing(indicating the employee occupying the position) and staffing analysis, in which you can see the number of employed positions and the number of vacancies.

Thus in the program 1C Payroll and Human Resources 8 organized work with staffing.