Transition from platform 8.2 to 8.3 instruction. at the stage of loading data errors

The 1C: Payroll and HR 8 program, edition 3, has technological advantages over previous editions. It allows you to automate the operations of personnel accounting, calculation wages and preparation of "salary" reporting in accordance with applicable law. How do I prepare for migrating data from older versions? What transfer options are there, and which one should I choose? What should I pay attention to when starting to work with edition 3, and what settings do I need to make? Experts say 1C.

Why you need to upgrade to edition 3

More than 10 years have passed since the release of the program "1C: Salary and personnel management 8" edition 2.5. During this time, there have been changes in the legislation that could not have been predicted when designing this version: for example, the dependence of the period for transferring personal income tax on the date of actual payment of income. The complication of reporting requirements led to the fact that the architecture of the 2.5 edition program was no longer efficient enough.

To replace it, the program "1C: Payroll and HR Management 8" edition 3 was developed. In November 2016, it was decided to end support for old editions of payroll programs in 2018. Users were notified about this in the information release (letter) of the company "1C" No. 22222 dated 11/18/2016.

Preparing to transfer data

To begin the transition to a new edition of the program, you should update the working database (hereinafter referred to as the DB) to the latest current version. Version number work program displayed in help About the program(menu Help - About). You can check the current version number on the 1C:ITS portal at https://releases.1c.ru/total. Data can be transferred by a user with full rights. To transfer data, you need to know the location of the database on disk (the full path to the database), the username with full rights and its password. You can view the database storage directory in the menu Help - About.

Before the transfer, it is recommended to “close” the month in version 2.5, that is, to make all accruals and payments. It is useful to clean up the working database as much as possible in order to minimize migration errors: delete objects marked for deletion and deal with cross-references to objects that are not deleted. In configurator mode, it is recommended to run Testing and fixing on the menu Administration. Don't forget to stock up before performing the transfer backup working base edition 2.5 ( Administration - Upload infobase).

Then you need to install the program "1C: Payroll and HR 8" edition 3 with the current version (you can find out the current version number).

note that during installation the program will report the required version of the 1C:Enterprise 8.3 platform. Make sure that the 1C:Enterprise 8.3 platform is installed on the computer, at least the recommended version.

When starting the program, Add add a new infobase to the list of working bases by selecting Creation of a new infobase. Further, when choosing a template in the menu Creating an infobase from a template, as a template, you should specify the installed program "1C: Payroll and personnel management 8" edition 3. It is into this new database that data from the working database will be transferred. Moreover, the data in the working database will remain unchanged, and it will be possible to use the information from version 2.5 at any time.

You can continue to keep records in revision 2.5 in parallel with the work in revision 3 to compare and evaluate the results. Working in parallel, you can complete the accounting and calculations of 2017 and prepare reports in the database version 2.5, and payroll from January 2018 to conduct in the new program.

Setting up data migration

When first turned on new version program ("1C: Salary and personnel management 8" edition 3), the assistant automatically starts Initial program setup. Bookmark Start... the data source selection switch for transferring from previous reactions must be set to: Transfer data from the program "1C: Salary and personnel management 8" edition 2.5.

For users running version 7.7, automatic data migration is also provided. The program sequentially transfers data to revision 2.5, and then to revision 3. To do this, the data source selection switch for transferring from previous reactions should be set to position Transfer data from the program "1C: Salary and personnel 7.7" edition 2.3.

Then on the button Further proceeds to the selection of a working infobase from which to transfer data. The user is presented with a list of all infobases installed on the computer (that is, those that are available in the list of infobases when 1C:Enterprise starts). You must select the 2.5 edition base from which you want to transfer data. The path to the infobase is displayed below the list when you move the cursor over the list of infobases. You must enter data for user authorization. For this, the name user and his Password in the respective fields.

note: you must specify a user who has full rights assigned in the database from which information is transferred. Next button press Further opens a bookmark . Here you should specify Starting month(Fig. 1). You can start working with the program from any month.

Rice. 1. Setting up loading from the infobase

By default, the so-called "simplified" data transfer is performed. It allows .

Learn more about the two transfer options

In "1C: Salary and personnel management 8" there are 2 options for data transfer:

1. Use the possibilities of personnel accounting and payroll;

2. .

Default migration options

The default data transfer option is called simplified, since the minimum amount of data is transferred, sufficient for a comfortable start of accounting in new edition.

The following data is transferred:

  • directories: organizations, divisions, positions, employees and the main related reference Information;
  • accruals and deductions with a regulated method of calculation (salary, bonus, writ of execution, etc.);
  • staffing for the month of the start of operation;
  • personnel history of employees to fill out their personal cards (T-2);
  • data for calculating average earnings: for FSS benefits - for the previous 3 years, for vacations and other cases - for the previous 15 months;
  • accounting data for personal income tax and insurance premiums in the year of transfer (if operation does not start from the beginning of the year);
  • balances of mutual settlements for the month of commencement of operation.

The list of staffing positions is not transferred, but if necessary, it can be formed according to the staffing.

The program has documents provided for starting work from scratch, for example, . They are filled in automatically during simplified data transfer. Personnel information that determines the accruals due to the employee is placed in the document Initial staffing. As of the status of mutual settlements with employees at the beginning of the transfer month, a document is generated Starting salary arrears.

Data for the initial entry of which no special documents are provided are transferred to supporting documents Data transfer. So, despite the fact that personnel documents are not transferred, information from them is stored in documents Data transfer with number"RKD" (where RKD - personnel data register). Service documents Data transfer enter information into the relevant accounting registers (Fig. 2).

Rice. 2. Documents "Data Transfers"

Go to documents Data transfers can be on the menu Administration - Data transfers. The document number is alphabetic and corresponds to the registers where the data is stored:

  • ROTP - information register Vacation register;
  • IL - accumulation register Deductions under executive documents;
  • ЗП_СЗО - accumulation registers Time data for average calculation (general) and Accrual data for calculating average earnings (general);
  • ЗП_СЗФСС - accumulation registers Accrual data for calculating average earnings (FSS), Data of policyholders for calculating average earnings (FSS) and information register Time data to calculate the average (FSS);
  • OSO - accumulation registers Actual holidays;
  • ZP - calculation registers accruals and Holds;
  • WIP - accumulation registers Employee deductions, Hours worked by employee;
  • personal income tax - accumulation registers: Accounting for income for the calculation of personal income tax, Property deductions (personal income tax), Provided standard and social deductions (personal income tax), Calculations of taxpayers with the budget for personal income tax;
  • SV - accumulation registers: Accounting for income for calculating insurance premiums, Estimated insurance premiums, Insurance premiums on individuals , Settlements with funds for insurance premiums;
  • VZ - accumulation registers: Mutual settlements with employees, Salary payable;
  • DZP - accumulation registers: Mutual settlements with depositors.

The program does not attempt to transfer information that may be distorted due to errors in the source database. Information that is known to be untransferable due to differences in record keeping or data structure is not transferred at all.

For example, the following data is not transferred:

  • accruals and deductions with arbitrary formulas;
  • personnel documents, personnel history of employees for the formation of analytical reporting;
  • actual accruals and payments for the formation of analytical reporting;
  • details of employee loans;
  • valid at the time of the postponement of the leave, including child care.

Due to the fact that as a result of the migration there is no data not adapted for revision 3, it is possible to Use the possibilities of personnel accounting and payroll.

Description of full data migration

You can choose the full data transfer option when Initial program setup on the bookmark Configuring data loading from the infobase link Setting by switching the setting to Use the accruals of the previous program (not recommended). When choosing a non-recommended option, you specify not the month, but the period for which the data will be transferred. The period until which the data is transferred is not limited. For example, if data for future months has already been entered into the database of edition 2.5, then they will also be transferred. With this transfer option, an attempt is made to transfer the data completely, but there is a risk of transferring outdated data and accumulated accounting errors or not transferring at all. The main reason that this option is not recommended for use is that the method will only work if there are no errors in the source database.

Of course, the full transfer option has not only disadvantages, but also some advantages. This option ensures the transfer of almost all information accumulated in the database of the previous edition. And in the new database there will be access to personnel documents, to information about employee loans. With a complete transfer of data, the actual accruals and payments are transferred to the program, allowing you to generate analytical reports for past periods in the new program.

The full data migration option is suitable for organizations with a simple payroll system, a small number of employees, a short period of work in the program, and, therefore, a small amount of information. If the operation is successfully completed, all directories, plans for types of calculation, personnel documents, documents assigning planned accruals and deductions (for example, assignment of additional payments, writ of execution), information on the insurance and tax status of the employee and rights to deductions will be transferred to the new version 3 database by personal income tax.

Documentation Data transfer are automatically filled in with information about the hours worked, accruals, deductions and payments made before the transfer. Accounting data for personal income tax and insurance premiums are also recorded in documents Data transfer.

Data migration process

When transferring data, several stages go through automatically sequentially:

  • connection to the information base;

The duration of their execution depends on the amount of information and can take a long time. At the stages of uploading and downloading data, an additional indication of the progress of the process is made: it is reported which information of which accounting section is currently being processed.

Possible mistakes...

The data transfer process is logged, and if the transfer stops due to an error, the reason for its occurrence can be found in the report that opens by clicking on the link Error Information.

... at the stage of connecting to the infobase

Errors at the stage of connecting to the infobase can be as follows:

  • database registration error;
  • the path to the database, username or password is incorrectly specified;
  • the user performing the transfer does not have enough rights;
  • other users work in the source database (when you open it for data transfer).

Registration errors are corrected automatically. To do this, use the button To correct(Fig. 3).

Rice. 3. Error Information

In other cases, the user must independently specify the correct data, make sure that the rights and exclusive access are complete, and then try again to transfer.

... at the stage of uploading data

Errors at the stage of uploading data should be studied in the protocol Error Information and fix it in the original database.

... at the stage of loading data errors

At the stage of data loading, errors are usually technical in nature and prevent further data transfer. Such errors must be reported to the technical support department.

Settings after data transfer

After the successful completion of the data transfer, you need to perform the initial setup of "1C: Payroll and HR 8" edition 3, taking into account its new features compared to the previous edition, answer all questions Initial program setup assistant, as when you started accounting in the program, and enable the program features that correspond to the specifics of the organization's payroll.

If a decision is made to maintain a staffing table, then offers to check it and fill in the planned accruals for positions. During the transfer, positions are formed unapproved - after verification and completion, they should be approved in the program.

As a result of the transfer, documents are generated Data at the beginning of operation, filled in according to the current arrangement of employees. In them, you need to check the planned accruals of employees, work schedules and other data.

If this information was already filled out in the staffing table at the previous step, then the document can first be filled out by command Update by staffing on the menu More. This will update all lines in the document. During a scheduled refresh, the data entered into the document manually will be lost.

The migrated data needs to be checked and further configured. For example, organizational structure enterprises (list of organizations) and the structure of each organization (list of departments) are transferred to edition 3 without any changes. But the cards of the organization and division, the principle of storing some of the information have undergone some changes.

Additional steps...

After transferring the data to the 1C: Payroll and HR 8 program, edition 3.0, both in the first and in the second option, additional steps must be taken.

... after simplified migration (default option)

Since only the minimum necessary information is transferred with the simplified version, you need to fill in the data to get started: production calendar, work schedules, tariff groups, set up payment types, etc. Initial program setup assistant prompts you to enter data such as writ of execution and other scheduled deductions, employee loan details, etc.

The migrated data for calculating average earnings is available in Calculator for calculating average earnings directly in the documents requiring its calculation.

The transferred accounting data for personal income tax and insurance premiums in the current year (if operation does not begin in January) can be checked using the appropriate cards, personally for each employee.

With the simplified data transfer in the new version 3, it is possible to generate tax reporting and reports on insurance premiums of past periods, but there is not enough information to generate various analytical reports on past periods. For these purposes, the original database of the previous edition should be preserved and maintained in working order.

... after full data transfer

Upon completion of the complete data transfer, based on the information contained in the registers, the user can generate analytical reports for past periods. You need to make sure that the data of the reports executed in the original and new databases match.

After that, the working base from which the information was transferred is no longer needed, and it can be saved for history.

Summing up

note, regardless of the method of transfer, it is imperative to carry out a trial payroll. Algorithms for setting formulas and time tracking in edition 3 differ from previous editions, so you may need to adjust the settings. After weighing the advantages and disadvantages of each of the transfer options, the user makes his own choice.

You can perform both transfer options in a test order and make a trial calculation to compare the labor costs for setting up the program to start operation.

According to the 1C company in official letters, since 2014 it is planned to stop supporting the product "" 2.0. This means that 1C will stop releasing updates for this program, including regulated reporting.

Vendor recommends translation information systems of their clients to the new version of the program - 1C Accounting 3.0 (8.3). This program is a fully working full version of the program, the official release of which was released more than a year ago.

What does that require? Consider step by step instructions for updating or switching from the 1C Accounting program from 2.0 to 3.0.

You can read more about the new version of the program on the page.

Before switching from 1C 8.2 to 8.3, you need to make sure that the correct versions of programs (configurations and platforms) are installed in the company.

Installing update templates

You must install this before updating the program. Where can I get the accounting update installation file? Subscribers should have no problem with this.

After downloading the update, open the archive:

Get 267 1C video lessons for free:

Run the setup.exe file from the archive and click next 3 times:

Update unpacked!

Preparing for the upgrade

Update configuration to revision 3.0 possible since version 2.0.35.6. Users who have an earlier version of the configuration installed must first upgrade the configuration to a version of at least 2.0.35.6.

The new edition is supported by the platform 1С version 8.2.15 and higher.

Accounting version 3.0 is available for updating to customers who have a license for the program version 2.0 and ITS subscription from 1C. If you need to switch from 2.0 to 3.0, contact an experienced 1C 8 programmer.

First you need to make sure that you have a typical configuration. If you do not have support installed when opening the configuration (there is no lock on the configuration), in no case try to update the configuration yourself, there is a risk of data loss. Talk to .

The configuration must be with installed support (with a lock):

Before updating, make a backup copy of the database!

Program update

After passed preparatory stage and you realized that it is possible, let's start updating.

Switching to version 3.0 is performed as an update of the configuration version using the configurator.

To do this, you need to open 1C 8.3 in the configurator mode, open the configuration:

Questions to know the answer to when moving to the new edition of the 8.3 platform

1. Why was a new edition needed?

1C implemented the ability to run programs on "Managed Forms".

This is a completely new approach to building the program interface, its interaction with the user and working through the network: on the user's computer, only information is entered and displayed, and everything else is done by another computer (server), so the speed of work and data processing in the program increases, it becomes possible log into 1C through a browser or thin client.

2. Is it necessary to switch?

Yes, according to the latest 1C decisions, the transition will be mandatory starting in 2015.

It was planned to stop supporting some programs (including the most common at the moment - 1C: Accounting edition 2.0) already in 2014, but due to the difficulty of switching to new versions of the changed configurations, the time for preparation and necessary improvements was extended until 2015.

After 2014, changes in legislation and, of course, regulated reporting on old versions will not be updated. In any case, at the moment, this is the position of 1C.

3. How easy will it be to upgrade to the new 3.0 edition?

The transition to the new edition is performed as a simple update of the database, to which we have long been accustomed.

After all, it is with such updates that new sets of regulated reporting appear in our program.

But the peculiarity of this update will be that it will be relatively simple only for users whose configuration is completely typical, that is, it has not been finalized in the configurator. In this case, any fairly competent user can handle the update.

(!) If the configuration is not standard, modified, then you will have to turn to specialists. Can't handle it on your own.

4. What challenges will you face after the transition?

1. If you have written any external processing or reports, then all of them will stop working in the new edition. Then you will need to order new versions of these handlers for managed forms, that is, contact a programmer.
2. If the configuration of your 1C program was finalized through the configurator, then all these improvements will have to be repeated for the new edition on managed forms.

(!) Before switching to a new edition, we recommend that you install a demo version of the new edition and walk around the new interface, perform basic operations in the database.

In general, the methods of work repeat the old edition, but there is a lot of new and, while there is time, it is advisable to work in parallel in two databases, so that by 2015, when support for the old edition will cease, you will feel more or less confident in the new edition.

5. The process of moving to a new edition step by step:

1.Update the 1C:Enterprise platform to the latest version.

2. Update the configuration of the old version of the 1C program (for example, Enterprise Accounting, edition 2.0) to the latest version.

3. Back up your working database.

4. Go to the user support site http://users.v8.1c.ru and enter the user code and password from the ITS agreement. From the list of products available for download, select the new edition (for example, Enterprise Accounting, edition 3.0). From the proposed list of versions, select the latest. Open. Find the item "Update distribution kit for the transition from edition 2.0".

Download the distribution and unzip to your desktop.

PS: Similarly, the update distribution kit can be downloaded from the ITS disk if your configuration is not basic and you are subscribed to receive it. For non-basic configurations, an ITS subscription is required; without it, you cannot receive updates and be serviced by 1C partners - franchisees.

5. Install the distribution (via launching setup.exe):

6. Go to 1C in configurator mode:

7. Select menu ‘Configuration’-‘Open Configuration’:

8. Select menu ‘Configuration’-‘Support’-‘Update configuration’:

9. Select the option to search for available updates.

10. In the proposed list of updates, select edition 3.0 (update).

11. Wait for the update to be downloaded to your database.

12. Agree to update:

13. If you have a typical, unmodified configuration, then click ‘Yes’, despite the warnings, otherwise contact a specialist along with the backup you made in the first step.

14. Run the database through the menu: "Service" - "1C: Enterprise".

15. The program will prompt you to create a user with administrative rights, agree.

16. Log in to the program as Administrator:

17. Wait for the update to finish and confirm the legality of receiving the update. All!

As versions designed to work with version 8.3 of the 1C:Enterprise platform are released, it is planned to indicate the version number and release date for each configuration in the table.

The configurations listed in Table 1 are planned to be released in the 8.3 format of the 1C:Enterprise platform with the version 8.2 compatibility mode disabled. For each configuration, a preliminary release date is indicated, which, upon release, will be replaced by the number and date of the corresponding version.

The configurations listed in Table 2 are planned to be released in the format of version 8.2 of the 1C:Enterprise platform, but at the same time tested for compatibility in version 8.3 of the platform. The configuration data will be usable with the 8.3 platform when version 8.2 compatibility mode is enabled. When a version of a configuration that has been tested on the 8.3 platform is released, the version number and date will be listed for the corresponding configuration.

Before answering the question How to switch to 1C 8.3 from version 1C 8.2?", let's first understand the 1C versions and their compatibility with each other. So, there are two main modes of operation of the 1C platform: 8.2 (regular forms) and 1C 8.3 (managed forms), in addition to the fact that the platform itself can be of different versions (8.2 and 8.3 ), and the configurations themselves can have different editions (for example, the “Enterprise Accounting” configuration is now available in two editions, revision 2.0 for the 8.2 platform, which usually has the type number 2.0.хх.хх, and version 3.0 for the 8.3 platform, which usually has the type number 3.0.хх.хх), while it should be noted that the revision number does not always correspond to the platform number, for example, the configuration “Accounting public institution"(BSU), has two editions 1.0 and 2.0 for 1C 8.2 and 1C 8.3, respectively.

Now let's consider the following situation, if you have, for example, the "Enterprise Accounting Rev. 2.0" configuration for 1C 8.2 (regular forms) installed.

If you want to switch to 1C 8.3, then you need to follow a few steps:

  1. Make a backup copy of the current database
  2. Upgrading the 1C platform to 8.3
  3. Updating the 1C configuration to red. which works on managed forms (1C 8.3)

Many perform only the first paragraph, as a result of which they are faced with such a situation, let's look at an example. There is a configuration "Enterprise Accounting Rev. 2.0" which needs to be transferred to 1C 8.3. A person installs a new 1C 8.3 platform, after which he launches a 1C shortcut and selects the desired base from the list, after which his old base, which was on 1C 8.2, is launched. What is the problem? The problem is that after installing the 1C 8.3 platform, our configuration "Enterprise Accounting Rev. 2.0" can also be launched from under 1C 8.3, but nothing will change much, that is, you will run your configuration only under the 1C 8.3 platform, with In this case, all new features of the 1C 8.3 platform will be blocked for you, in order for all these features to be available, you need to update your configuration (in our example, "Enterprise Accounting Rev. 2.0") to a new edition ("Enterprise Accounting Rev. 3.0"). From all this, it can be concluded that in order to switch from 1C 8.2 to 1C 8.3 need to be done