Staffing in 1C ZUP is an important part of working with personnel at any enterprise. This article will look at how to set up, approve and change the staffing table in 1C ZUP 8.3.

Maintaining staffing in the program allows you to:

accept and transfer employees, choosing a position from a list specific to the selected unit (in accordance with the current staffing table);

when hiring and transferring employees, automatically generate a list of accruals and their amount corresponding to the selected position in the selected department (in accordance with the current staffing table), with the possibility of adjustment;

when issuing personnel orders, monitor their compliance with the staffing schedule;

analyze the compliance of the actual staffing with the staffing table;

in addition to the position, describe the place of work by the rank (category) of this position;

for a unit, determine whether it is formed or disbanded; for a position, whether it is included in the staffing table or has already been excluded. Thanks to this, you can see only current departments and positions in the relevant lists;

create a unified T-3 form and other printed forms for printing.

Setting up staffing

Maintaining staffing in the program is configured during the initial setup of the program:

If the initial setup of the program was completed earlier or was not done at all, or there was a need to change the settings for personnel records and staffing, then you need to go to the “Settings - Personnel records” section:

If you need the ability to provide for part-time positions in the staffing table, draw up part-time work schedules and draw up personnel documents (orders) in relation to employees working under similar conditions, then you must check the “Part-time work is used” checkbox:

Check the “Staffing table is maintained” checkbox to enable maintaining the staffing table for organizations;

check the "Automatic check of personnel documents for compliance with the staffing table" checkbox, so that when registering personnel documents, a check is performed for compliance with their staffing table (the presence of free staffing units in the staffing table, compliance with the size of the tariff rate assigned to the employee, the accrual amount specified for the position of the staffing table );

Check the “History of staffing changes is maintained” checkbox to store the history of staffing changes and issue orders to change the staffing table. If a history of changes to the staffing table is maintained, then all data on staffing table positions is entered using the documents “Approval of staffing table” and “Change of staffing table”. If the checkbox is not checked, then the history of changes in the staffing table will not be maintained, and information about its positions will be entered directly into the “Staffing table” directory;

check the box "Uses a range of salaries and allowances" to enable you to specify the amount of salary and allowances as a range of values ​​(minimum and maximum size) when describing staffing positions;

Check the box “Ranks and categories are used in staffing positions” if when describing a staffing position, not only the position (specialty, profession) should be indicated, but also the occupational rank or position category. For example, you will not have to create the positions “Turner 6th category”, “Turner 5th category”, but only one - “Turner” and specify the categories when describing positions;

The method of reflecting allowances in the printed form of the staffing table (T-3) is configured in the section of the same name by selecting one of the provided options: Monthly amount in rubles (this option is offered by default), Tariff, %, coefficient. etc. and Monthly amount and tariff, %, coefficient;

Check the "Use reservation of positions" checkbox to be able to reserve positions in the staffing table and the number of occupied positions before registering a hire or personnel transfer. Completed reservations will be displayed in the "Staffing Arrangement" report. Moreover, the number of days after which the reserved positions will be highlighted in red in the report can be specified in the field of the same name.

When you complete the settings, click the "Apply and Close" button.

Approval of staffing

The “Staffing Schedule Approval” document is intended both for the initial entry of all positions into the staffing table and for reflecting its significant changes. 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 made by the document relate to a specific month and are effective from its beginning.

Before you start filling out the staffing table, you must fill out the directories "Divisions" (section Personnel - Staffing - Divisions) and "Positions" (section Personnel - Staffing - Positions).

The program has created a document “Approval of the staffing table”, where you need to indicate the month and date and then add positions using the corresponding button. Each position indicates the department, position, work schedule, and the number of units (rates).

After the document was carried out, the staffing window changed. Now the table displays positions indicating for each of them the division, position, number of units and date of approval, and new command links have appeared in the header.

Change of staffing

In order to register a change in the staffing table, follow the link “Change the current staffing table”:

A new program document will be created, called “Change of staffing”.

After specifying a division, the document will display the current positions for this division. Each position can be opened for change or closed using the corresponding button.

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

Staffing reports

After entering and approving the staffing table, you can generate the following forms and analytical reports in the section “Personnel - Personnel reports - Staffing table” (reports are built only on current positions, i.e. approved and not closed on the date of its formation):

The report "Staffing table (T-3)" is a unified form of staffing table, approved by Resolution of the State Statistics Committee of Russia dated January 5, 2004 No. 1. In the staffing table settings (section Settings - Personnel accounting - link Setting up the staffing table) it is possible to select the method of reflection allowances in printed form of this report - in rubles and/or as percentages, coefficients, etc. Information about responsible persons in the signature area is filled in automatically if they are indicated in the organization card. The “Document number” and “Date of compilation” fields are filled in automatically only if the form is prepared from a staffing table approval document.

Report "Analysis of the staffing table" - an analytical report on the positions of the staffing table. Shows how many total bets are planned and how many are actually taken. It also shows which payroll is provided for in the staffing table, and how much of it is actually used. The payroll used is the planned payroll for the positions actually occupied, regardless of which payroll is provided for by the planned accruals of the employee occupying this position. The report does not reflect temporarily exempt rates.

The report "Accruals of staffing positions" is an analytical report on accruals of staffing positions. The first table of the report reflects the contribution of accruals to the monthly payroll (in rubles) for all position rates, the second table shows the initial values ​​of tariff rates and other indicators (percentages, coefficients, etc.).

The report "Compliance with staffing" - shows how many total rates are planned and how many are actually occupied, both by positions (divisions and positions), and by positions only. A comment is automatically generated, for example, “The staffing level has been exceeded.”

The report "Staffing table for signature" - has a free form of the staffing table. Shows how many total rates are planned, and what kind of payroll is provided, both in terms of positions (divisions and positions), and in terms of only positions. The “Description” column is filled in from the “Brief Description” field of the position card. In the report settings, it is possible to specify the head and executor of the report, and the corresponding details will be displayed respectively in the header and footer of the report.

The report “Salaries, allowances and payroll according to the staffing table” - presents the staffing table in the form of a table, the rows of which list positions indicating the number of rates, and the columns show the monthly payroll at one rate for each position, as well as the indicators that make up this payroll.

The report "Staffing Occupancy" - reflects the state of the staffing table (how many positions are occupied and free), taking into account temporarily released rates.

The report "Changes in staffing" - reflects changes in the composition of staffing units during a given period.

The "Staffing" report - shows the positions of the staffing table, indicating the employees occupying them. It also shows free bets by selecting them in the report settings.

Staffing table is a regulatory document of an organization that determines its structure, staffing and number. It contains a list of structural divisions of the organization, names of positions, information on the number of staff units, types and amounts of basic accruals of staff units.

The staffing table is an effective tool for the personnel service of an enterprise; it allows you to consolidate the structure of the enterprise, the system of remuneration of workers, the amount of allowances, and also track the availability of vacancies in the organization.

Let's look at how to work with staffing in the program 1C Salary and Personnel Management 8, edition 2.5.

Using the staffing table in the 1C Salary and Personnel Management program 8.

Configuring the use of staffing in the accounting settings.

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 Parameters” link), on the “Personnel Accounting” tab, check the “Control according to staffing schedule during personnel changes” checkboxes:

We can separately set up control over the number of bets and their size - the corresponding flags are provided for this.

It is convenient to enable control of the staffing table when personnel orders and the staffing table itself have already been entered into the database, everything is verified and corresponds to each other. When control is turned on, the system will not allow you to post personnel documents in which there is a discrepancy between the available staffing unit or the rate of pay.

Setting up staffing.

The staffing table is stored in the information register. Before you start filling it out, you must completely fill out the directories “Divisions of organizations” and “Positions of organizations.”

You can open the information register “Staffing table” by clicking on the “Staffing table” link on the “Enterprise” tab of the user’s desktop or from the main menu of the program -> “Personnel records” -> “Staffing table”.

The register form “Staffing table” will open. Let's take a closer look at it.

On the left is a table in which the directory “Divisions of Organizations” is displayed in the form of a structure. On the right is a table that displays a list of staff units.

When the “By department” button is pressed, the table shows the staffing units of the department on which the cursor is placed. If the button is not pressed, all records will be shown regardless of the cursor position.

By clicking the “Fill” button, you can fill out the “Staffing table” register according to the current arrangement of employees (i.e., according to the current personnel documents entered into the system).

Entering a new staff unit.

To enter a new record about a staff unit, use the “Add” button.

A form for entering a new staff position will open:

As you can see, the required details for recording are the department and position. You must also indicate the effective date of the staffing line. By default, the current date is substituted.

The “Tariff Rate” section indicates the number of bets, the rate range (minimum and maximum bets), as well as the type of rate: monthly, daily or hourly.

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

In the “Allowances” table, allowances for a given staffing unit are entered (for this, the appropriate types of calculation must be previously configured).

The “Additional” tab contains details for describing the requirements for the position. It is not required to be filled out.

Let's return to the register form.

When you click the “History” button, a column with dates appears in the “Staffing Units” table.

This way you can track the history of changes in staffing levels.

For example, in our case, from 01/01/2009 there was a staffing line with one rate “Deputy General Director”, 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 entered by copying the line and changing the number of units and the effective date of the staffing line. If it is necessary to remove a staff unit altogether, then this line is copied and the number of units is set to 0.

Using the “Print” button from the staffing form, you can print reports:

standard form T-3 “Staffing table”, staffing arrangement (indicating the employee occupying the staffing unit), and analysis of the staffing table, in which you can see the number of occupied staffing units and the number of vacancies.

Thus in the program 1C Salary and Personnel Management 8 work was organized with staffing table.

Maintaining staffing in the program is configured using the initial setup assistant or in the section “Settings” – “Personnel records” – “Setting up staffing”. In the form that opens, you must select the appropriate settings.

Flag “Automatic verification of personnel documents for compliance with the staffing table” It is established that when registering personnel documents, an automatic check is carried out to ensure their compliance with the staffing schedule.

Flag is installed 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 changes in the staffing table will not be maintained, and information about its positions will be entered directly into the directory "Staffing schedule".

Flag “A range of salaries and allowances is used” is set to allow you to specify the amount of salary and bonuses as a range of values ​​when describing positions in the staffing table

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

The method of reflecting allowances in the printed form of the staffing table is configured by selecting one of the provided options: “Monthly amount in rubles”, “Tariff, %, coefficient. etc." And “Monthly size and tariff, %, coefficient.”

Flag "Use position reservation" is established for the possibility of reserving staffing positions and the number of occupied positions before formalizing a hire 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 table”). A position is understood as a line in the staffing table - a specific position in a specific department of an institution with certain working conditions, indicating the required number of staff units.

When the program maintains a staffing table, then in various personnel orders (receptions, transfers, etc.) a 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 out in accordance with the conditions specified for the selected position. However, these conditions can be changed directly in the personnel order.

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

The procedure for working with the staffing table depends on whether the flag is installed or removed “A history of staffing changes is being maintained”(chapter “Settings” – “Personnel records” – “Setting up staffing”).

If the history of changes in the staffing table 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 closure of the position is noted directly in its card.

If the program maintains a staffing table while maintaining 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 changes in the staffing table is stored in the directory “Documents that changed the staffing table.”

Entering and changing the staffing table without saving history

The staffing table is maintained in the program without saving history if the flag is cleared in the staffing table setup form “There is a history of staffing changes.”

Before you start filling out the staffing table, you must fill out the directories "Divisions"(chapter “Personnel” – “Staffing” – “Divisions”) And "Positions"(chapter “Personnel” – “Staffing table” – “Positions”).

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

To enter a staffing position, click the button "Create", as a result, a form will open to describe the staffing position.

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

Entering and changing the staffing table while saving history

The history of changes to the staffing table is maintained in the program, if in the form "Setting up staffing" in field “A history of staffing changes is being maintained” flag is set.

When maintaining a staffing table while maintaining the history of the creation of a staff position, changes in the number of rates, exclusion of a staff position and changes 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 table”, “Approve a new staffing table”, “Change the current staffing table”, “Document changing the staffing table”.

The document is intended both for the initial entry of all positions into the staffing table and for reflecting its significant changes "Approval of staffing"(chapter “Personnel” – “Staffing table” – “Changes to the staffing table” – “Create” button – “Staffing table approval”). 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 made by the document relate to a specific month and are effective from its beginning.

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

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

To exclude a staff unit from the staffing table, highlight the line with the required position in the staffing table with the cursor and click on the button “More” – “Close selected positions”.

To make “local” changes to the staffing table that are not associated with a significant change in the staffing structure of the institution, the document is intended "Change in staffing"(chapter “Personnel” – “Staffing table” – “Changes to the staffing table”- button “Create” – “Change staffing table”). It is convenient to use when it is necessary to make small changes, for example, to the composition of the positions of one division or the conditions of existing positions. Unlike the document "Approval of staffing" With this document you can register changes from any day of the month, and not just from its beginning. Otherwise, working with the document "Change in staffing» no different from working with a document "Approval of staffing."

The ability to reflect the indexation of employee earnings becomes available if, in addition to maintaining a history of changes to the staffing table in the salary calculation settings (section “Settings” – “Payroll calculation”) checkbox checked “Employee earnings are being indexed”.

The main document with which to register the indexation of earnings on the staffing table becomes "Change in staffing".

In the directory "Staffing" you need to click on the link "Change the current staffing table". This will open the document "Change in staffing". To select indexed positions into the table section, click on the button "Change position" and in the form that opens, select the required positions. Next by button “Fill in indicators” indicators whose values ​​need to be indexed are indicated by multiplying them by the indexation coefficient.

After indexation is reflected in the staffing table, it is necessary to reflect this indexation in the planned accruals of employees occupying positions with indexed pay. Otherwise, indexation will not affect the actual wages of employees. To do this you need to create a document “Changing planned accruals” via 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 in the positions specified in the document and the flag will be set by default “Take into account as indexation of earnings”.

Thus, it is recommended to first reflect the indexation carried out in an institution on the staffing table, and then on the planned accruals of employees.

To properly organize workplaces at an enterprise, it is necessary to maintain a staffing table. This document contains comprehensive information about the number of employees in the organization and available positions. It also indicates the amount of remuneration for the position with all due allowances, if any are available in accordance with the law or provided for by the specifics of the organization’s activities.

Like any other document, the “Staffing Schedule” has a certain list of functions. The main ones are:

Possibility of organizing staff working hours.

Calculation of monthly salaries for employees.

Official registration of newly hired employees.

Drawing up internal daily routine rules.

Transfer of registered employees from one position to another, etc.

Changing the staffing table in 1C

In the program "1C: Salary and HR Management 8" ed. 3.1. The ability to maintain a staffing table is supported, both without a history of changes and with it - documents on approval and change of the staffing table are available.

Let's consider the option of maintaining a staffing table with a history of changes, since it is in this mode that indexation of the staffing table and remuneration of the organization's employees is available.

In order for this option to be available in this program, you must go to the “ Settings” – “Personnel records” – link "Setting up staffing" and check two boxes: “Staffing is underway” And “A history of staffing changes is being maintained”. You also need to check the box “Employee earnings are being indexed”. You can do this by going to the " Settings – “Payroll calculation”. After the settings have been completed, you can create or change the staffing table from the section “ Personnel” – “Staffing table”.

Let's assume that you already have a staffing table that needs to be indexed starting in the new year. To do this, you need to go to the section “ Personnel” – “Staffing table” – “Staffing table” and click the link « Change the current staffing table" or go to the section " Personnel” – “Staffing table” – “Changes to the staffing table” and by the button " Create" open a new document " ».

Next, in the tabular part of the document that opens, you should select the indexed positions of your staffing table by clicking on the button “ Change position" and in the form that opens, select the positions in which you need to make changes in wages (to select all positions at once, you must press the key combination Ctrl + A on your keyboard). Next click on the button Fill in the indicators" indicate the indicators whose values ​​need to be indexed by multiplying them by the indexation coefficient. The document should be processed, but you should not close it, because you have indexed only the staffing table itself, and you also need to make sure that the salaries of employees who work in the indexed positions of your staffing table are increased when calculating wages. To do this, in the lower right corner of the document you need to click on the button “ Change employee accruals", after which the document “ Changing planned accruals" The document is filled out automatically, according to the current staffing arrangement of employees working in the indexed positions, and by default the “ Take into account as indexation of earnings". You should check that the document is completed, then enter it and close it. From this document it is possible to print " Order on indexation of earnings."

Approval of staffing

It should be noted that if the changes made to the staffing table are fundamental, then it is worth using the document “ Approval of staffing." As a rule, this rarely happens when the leadership of an organization changes or its structure changes. In all other cases, it is necessary to make changes to the staffing table using the document “ Change of staffing».

The staffing table is not mandatory, but quite an important document for the organization, because on the basis of it you can analyze the number of occupied and vacant positions, the salaries received by employees, you can also fire an employee and hire a new one. In the program "1C: Salary and HR Management 8", ed. 3.1, is accrued to employees based on the staffing table.

When you first open any 1C program, the Startup Assistant is automatically launched: the user can immediately make the initial setup of the information base by simply checking the appropriate boxes. We are interested in how to activate, configure and introduce a new staffing table.

ZUP version 3.1 provides three ways to maintain it:

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

*In this case, the “Use...” checkbox is not checked, but the following options require that it be checked.

Department settings

We create organizational divisions in the “Settings/Divisions” section.

Let's look at the subdivision display window.

At the top of it is the “Organization” field. If you check the box and select the organization you are interested in, the list will include only its departments. For convenience, the list of departments can be set to three viewing modes by clicking “More”:

• The “Hierarchical List” will not display all departments, but only the 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”, which shows all the departments and where they are nested.

Setting up positions

To create a new position, click “Create” and enter the positions. Entering their names manually is a simple method, but not optimal.

It is more correct to enter positions through “Selection from OKPDTR”, selecting them from the list of positions.

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

Having closed 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 a 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 reporting” has been added to the position card:

• OKPDTR code
• Check number
• Category*.

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

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

History

There are two options for maintaining a schedule:

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

*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 changes.”

After our actions, changes in the schedule are possible only with the help of special approval documents* and changes, so it will not be possible to simply open a staff unit and change its contents.

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

Working with positions in the ZUP program

You can enter a new position in the case of maintaining a “staff” without history by checking the “Position has been entered into the staffing table” checkbox and the date from which the position is valid (when the position expires, check the “Position deleted ..." checkbox and the date).

When working with a position (option of maintaining a history of changes), the dates of introduction and exclusion of the position from the staffing table are not active and are highlighted in a pale color, so it is impossible to check the box. The date and checkbox are checked automatically after the “Approval” document (which was mentioned earlier) is posted.

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

In conclusion, I would like to note that without a history of changes to the staffing table, it is easier to create and edit it, but it is impossible to display a printed form or generate a report as of any date. If, for example, you had two full-time manager positions in your sales department on February 28, and from March 1 you have another position introduced, 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 lead to the appearance of a second line. That is, the first line will contain two manager positions, and the second line will contain another similar position. This means that without maintaining a history of staff changes, edit the staff position Beautiful will not work.