Adjusting vacation balances directly from the report:
1. Can display vacation balances on a date.
2. Able to display average earnings data (creates a fictitious “Vacation Accrual” document with an appropriate comment).
3. The main thing is that it allows you to quickly adjust vacation balances for any date, as well as delete adjustments directly from the report!

The report will work in the configuration of ZUP 2.5 and UPP 1.2 (1.3). It may not work in the old ones, because... The general modules for calculating vacation balances have changed.

The report was created for convenient entry of employee leave balances, which are quite difficult to enter using a standard mechanism. The standard mechanism allows you to enter balances at the end of the employees' working year, while my report does this for any date and in an easier form.

I warn you that the report does not take into account the shift in the working year in cases of maternity leave or personal leave of more than 14 days. It was created to simplify the adjustment of balances already calculated on the date.

To display calculated data (the "Calculation of average" checkbox), you must have the rights of a calculator; everything except the average earnings works under the rights of a personnel officer. For the calculated data, a fictitious document “Vacation Accrual” is created in the system with the comment “Document for calculating vacation compensation”, which, after calculation, remains in the system for the next time.

The report has been refined many times to take into account the many nuances of setting up holidays in the program.

Reasons to buy

If you have more than 30 employees and the balances in 1C do not match those calculated by you, you are too lazy to calculate the balances at the end of the working year for each employee and enter them for each employee separately. This usually happens after data transfer or when vacation balances were not kept in 1C, but you want to get rid of Excel. The mechanism was developed and tested in large organizations (more than 2000 employees each).

Advantages

The report will work in the configuration of ZUP 2.5 and the latest releases. It may not work in the old ones, because... The general modules for calculating vacation balances have changed.

The report was created for convenient entry of employee leave balances, which are quite difficult to enter using a standard mechanism. The standard mechanism allows you to enter balances at the end of the employees' working year, while my report does this for any date and in an easier form. I warn you that the report does not take into account the shift in the working year in cases of maternity leave or personal leave of more than 14 days. It was created to simplify the adjustment of balances already calculated on the date.

To use the calculation functionality, you must have calculator rights. In this case, check the “Calculation of average” checkbox and receive calculated data from the fictitious “Vacation accrual” document calculated for this date.

The length of service that gives the right to annual basic paid leave does not include: - time the employee is absent from work without good reason, including due to his removal from work in cases provided for in Art. 76 Labor Code of the Russian Federation; — time of parental leave until the child reaches the legal age. The length of service that gives the right to annual additional paid leave for work with harmful and (or) dangerous working conditions includes only the time actually worked in the relevant conditions. We see that there are a number of periods that need to be deducted from the length of service that gives the right to annual basic leave.

Summary report on employee leave balances (1s zup2.5)

Question: – A new employee has come to us. Should I fit it into the schedule? – The new employee must be entered in a separate appendix to the vacation schedule. In this case, you can use the same form as for the main document. Please note that it is mandatory to complete the application only for those employees who were hired in the first half of the year.

After all, employees hired later will, as a general rule, receive the right to vacation only after six months. This means that you will add them to your vacation schedule for the next year. How to fill out an order For a vacation order, there is a standard unified form No. T-6.

This document is prepared in the personnel service (and if there is none, then in the accounting department) based on either the employee’s application or the vacation schedule and after notifying the employee about the start of the vacation. The employee must be familiarized with the order and signed.

What should the HR manager do at the end of the year?

To monitor the number, conditions and remuneration of workers, Rosstat Order No. 580 dated September 24, 2014 “On approval of statistical tools for organizing federal statistical monitoring of the number, conditions and remuneration of workers, activities in the field of education, science, innovation and information technology” ( as amended on September 25, 2015) several forms were approved: 1. Information on the number and wages of employees (Form No. 1-T). This report must reflect the name of the type of economic activity, the average number of employees, the salary fund of external part-time workers and payroll employees, as well as payments accrued to them.

The deadline for submitting the report is January 20 after the reporting period. 2. Information on the number and wages of employees (form No. P-4).

How to plan vacations in 1C: Salary and Personnel Management 8?

People's Commissariat of Labor of the USSR 04/30/1930 N 169 (hereinafter referred to as the Rules), which, by virtue of Part 1 of Art. 423 of the Labor Code of the Russian Federation are applied to the extent that does not contradict the Labor Code of the Russian Federation. Clause 17 of the Rules also talks about postponing or extending leave in the event of an employee’s incapacity, and clause 18, detailing the procedure for extending or postponing leave, establishes the following principles: if the reasons preventing the employee from going on leave occurred before it began, then a new period of leave is determined by agreement between the employer and the employee. If these reasons occur while the employee is on vacation, then the period for returning from vacation is automatically extended by the corresponding number of days, and the employee is obliged to immediately notify the employer about this.

Report on vacation balances

It is also worth compiling a report on the work of the HR department for the year. Most often, management requires such a report. But even if the organization is small and there are no formal reporting requirements, we still recommend doing this.

Why not show the department's work in the best possible light? So, you can specify how much:

• personnel transactions (dismissal, hiring, vacations, business trips, disciplinary actions, etc.) were done;
• LNA has been drawn up or finalized;
• workers have been selected (if the selection function is available);
• labor conflicts prevented;
• workers trained, etc.

More than original understanding of vacant positions by officials. - Approx. scientific editor. Appendices No. 17 and 4 respectively. For more information about the design of the organization’s archive, see: Zhizherina Yu. Yu.
I.O. employee, department of vacation Start and end dates Number of days Basis 1 05/14/2009 67 Evtyushenkovich Igor Leonidovich, advertising department Educational 05/17/2009 05/31/2009 15 Help - call N 22 from 05/10/2009; application from 05/12/2009 2 05/19/2009 69 Ivanovilo Sergey Ivanovich, AHO Annual 20.05. 200906/17/2009 28 Vacation schedule 3 05/22/2009 70 Lapochkina Marina Aleksandrovna, office Without salary 05/23/200905/25/2009 3 Statement dated 05/20/2009 4 06/01/2009 75 Ivica Eugene, department marketing Annual 02.06.200930.06.2009 28 Schedule of releases Bibliography 1. Mitrofanova V.V. Personal card T-2. Recommendations for filling out [Electronic resource. National Personnel Center]. URL: http://www. nkc. ru/ru/employers/info/54.html.

Date of access: 07/15/2010. 2. Zhuravleva I.V., Anokhina A.A. All about registration of a personal card f. T-2 [Electronic resource “It’s time to go to work”]. URL: http://poranarabotu.

Attention

On the contrary, if an employee takes the unused balance of last year’s vacation, and immediately after it asks for part of the vacation for the current year, then an additional line can be added to section A of the order. You can also include the line “Date of return to work” in the order. The fact is that due to holidays, the number of vacation days may be 28, but in fact the employee will have 29 rest days.

Personnel report with types of leave

MANDATORY: APPROVED THE PLAN AND ORDER FOR MILITARY REGISTRATION FOR THE NEW YEAR The end of the year is a good time to start keeping military records if your employer has not kept it up to this point. If the employer maintains military records, the order appointing the person responsible for its maintenance and the work plan should be updated by the end of December. Documents should be drawn up exactly according to the forms given in the Methodological Recommendations for maintaining military records in organizations approved by the General Staff of the Armed Forces of the Russian Federation on April 11, 2008, otherwise the military registration and enlistment office may return them for revision.

The order must indicate the full name and position of the person responsible for maintaining military records and his deputy. Each document must have a place for the military commissar’s approval visa. The order and plan are signed by the officials specified in the form.

Good afternoon. You are right, this report is based on data from the “Earned Vacation Rights” register and requires its unambiguous completion. If the data in it is not complete, it must be calculated. The fact that all employees are calculated according to the established report selection is an absolute mistake.
As for the picture you attached, it does not seem to be erroneous. The employee was hired, if I understand correctly, on 01/22/14. Accordingly, after he has worked for half the month, he begins to accrue 2.33 due days (from 02/04/14).
The exception is the last month of the first year - since, according to clause 28 of the Rules on regular and additional leaves, an employee who has worked for the employer for at least 11 months is entitled to the full annual rate.
Although the law does not establish such an obligation, many personnel services do not neglect this - after all, it is easier to make any corrections immediately than after a long time. In addition, the results of the HR audit will help improve the business process in the HR department next year. You should be especially careful when conducting a personnel audit if there is information about inspections by government agencies in the coming year.

Important

Whether or not to formalize a personnel audit depends on the employer. For example, you can formalize its implementation by an order for the organization or an order for the department. What documents should you check first? Of course, those that the labor inspectorate pays attention to first of all, for example: 1.

• Internal labor regulations (part 4 of article 189 of the Labor Code of the Russian Federation);
• Regulations on remuneration (Art.

Before submitting documents to the military registration and enlistment office, do not forget to update your reservation certificate with the local authorities. MANDATORY: PREPARATE DOCUMENTS FOR ARCHIVE STORAGE Do not forget about the need to prepare for submitting documents to the archive. As a rule, this should be done after the end of the office year, that is, in January, but already in December you can determine which documents will need to be submitted to the archive.

The main regulatory act regulating the procedure for processing documents in the archive is the Rules for organizing the storage, acquisition, recording and use of documents from the Archive Fund of the Russian Federation and other archival documents in government bodies, local governments and organizations, approved by Order of the Ministry of Culture of Russia dated March 31, 2015 No. 526 (hereinafter referred to as the Rules; Order of the Ministry of Culture of Russia No. 526).

Vacation involves the following stages:

• planning important events for the year, i.e. even before planning vacations, it is necessary to determine periods of time where the absence of employees is undesirable or impossible due to production necessity;
• creation by employees or their managers of documents with the desired vacations;
• making decisions on approving or rejecting vacations, which will result in entries in the vacation schedule;
• rescheduling vacations that were denied approval (if necessary).

Traditionally, the result of vacation planning is a vacation schedule that is drawn up for one year.

For the tool to operate correctly, it is necessary to enter data on previously available releases. To do this, it is enough to create one document and enter leave for each employee in it. Set the “Decision” attribute in the document to “Approved” and post the document retroactively.

For productive work, it is advisable to enter into the system data on activities for the period of vacation planning.

Methods for making decisions on granting leaves to employees at each enterprise may be different. But there are still a number of indicators that influence such a decision:

• the amount of leave available to the employee on the day of planned leave;
• the position of the employee and the department in which he works;
• a list of employees whose vacation falls within the approved vacation period;
• events falling within the approved vacation period;
• date of planned dismissal.

Taking these reasons into account makes it possible to formalize the decision-making procedure for granting leave.

Vacation planning tools:

• document “Vacation Planning”;
• leave approval tool;
• Reports on planned vacations - “Vacation Schedule”, “Actual Vacations” and “Execution of the Vacation Schedule”.

All of the above vacation planning tools can be accessed from the menu "Personnel Management" - "Staff" - "Vacations"("Full" interface).

Document "Planning a Vacation" carries out planning of annual vacations for employees of the enterprise, i.e. a list of employees and their vacation periods are indicated.

The document indicates the author of the document (the “Responsible” field) and the decision on the plans entered. The following options are possible as a solution: “prepared”, “approved”, “rejected”.

When editing a document, you should remember that it is not the vacation that is approved, but the entire document containing several vacations. Therefore, it is inappropriate to include vacations with different approval probabilities in one document.

Automatic filling (the “Fill” button) allows you to automatically enter the organization’s employees, selected according to arbitrary criteria, into the tabular part of the document. When posting a document, the consistency of the resulting schedule is checked.

Leave Approval Tool

The tool allows you to carry out the approval procedure for each release separately and for the entire document.

This tool provides the following features:

• collects and provides data to formalize the decision to approve leave;
• checks the correctness of holiday input and generates a report on errors and warnings;
• graphic illustration of the current situation with planned vacations;
• preparation of a report on decisions made.

On the left side of the form there are lists of vacations: on one tab there are all planned but not approved vacations, on the other - a list of documents with vacations. You can enter comments in lists.

There are also two tabs on the right side of the form: on one tab there is a schedule and a diagram of planned vacations; Help is displayed on another tab. Information and graphs are intended to help in decision making.

The procedure for approving vacations:

• double-click on the line marked “question”, a vacation certificate for this employee will appear, or click the button to check all vacations;
• make a decision and mark it by clicking the “Approve” or “Reject” buttons;
• You can enter your comment in the “Comment” column, which will be printed in the report on the results of vacation approval;
• After approving all vacations (or some part of vacations), click the “Post approved documents” button. Documents in which all vacations are marked “approved” will be posted, and the vacations they contain will become part of the vacation schedule.

The graph shows the number of vacationers over time. The holiday marked in the table is highlighted on the graph. The schedule range is set automatically based on the dates of planned vacations and can be set in the upper right corner of the schedule. On the chart, planned, approved and implemented vacations, and allocated vacations are highlighted in different colors.

The “Vacation Certificate” button is intended to formalize the decision-making and contains the following information:

• the amount of leave available to the employee on the day of planned leave, which is calculated using the formula: the amount of “earned” leave minus the sum of all approved leaves. The amount of “earned” vacation is calculated based on 28 calendar days of vacation for each past calendar year from the date of hiring;
• the position of the employee and the department in which he is registered;
• information about the intended dismissal (if available);
• error messages and warnings (if available);
• a list of employees whose vacation falls within the analyzed vacation period;
• a list of activities that fall within the period of the analyzed vacation;
• data for calculating available leave;
• list of vacation documents for this employee.

The “General leave certificate” button is intended to analyze the status of leave; the following information is collected here for all employees:

• amount of earned leave;
• amount of approved vacation (from the vacation schedule);
• information about the last vacation.

"Report for the work session." This certificate has two parts: in the first part, a list of documents and vacations that have been approved (the vacations they contain are included in the vacation schedule); in the second part - documents and vacations that were not included in the vacation schedule with comments from the person making the decision (if any were included).

Vacation schedule reports

The Vacation Schedule report is the result of vacation planning. As a result, a diagram of the vacation schedule for the specified period is displayed. The list of employees in the report can be generated both by department and by position.

The “Actual Leaves” report displays data also in the form of a chart, but only actual leaves for the specified period are reflected.

The program “1C Salary and Personnel Management 8.3 (3.1)” “can” calculate the number of days of annual leave due to an employee, their use and balance.

By default, the calculation of days of annual paid leave is carried out based on the amount established by the labor legislation of the Russian Federation - 28 days per year worked. The program also allows for the appointment of “additional” annual leave. This can be done both for all employees of the organization (when setting up the type of leave), and for a position in the staffing table (in a document approving or changing the staffing table) or directly for an employee (in a document of hiring or personnel transfer).

You can also assign “northern” leave for employees of the entire organization or a separate unit (in the form of an organization or a division). If these settings are made, the program will calculate vacation balances based on them.

Entering initial vacation balances in 1C ZUP

The calculation of allotted vacation days is carried out automatically by the 1C ZUP program, starting from the date the employee is hired. But there are situations when, at the time of starting accounting in 1C, employees have already been hired and they have vacation balances. Then you will have to enter the initial vacation balances into the program through a special document - Entering initial vacation balances (Personnel/ See also/ Initial vacation balances).

In this document you need to enter the employee, the balance date, the type (or types) of annual leave are entered in the tabular section, then for each type of leave - the period of the working year and the balance of leave as of the balance date.

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The program document “” can also be entered from the “Employees” directory by selecting or opening the employee form and clicking “Execute document” – Absences – Entering initial leave balances.

Using vacation days

When registering annual leave, the 1C ZUP 8.3 program takes into account the days used and reduces the employee’s remaining vacation days. You can view vacation balances for a given employee directly from the “” document by clicking on the link “How did the employee use vacation?” (next to the work period):

A summary report on the vacation balances of the organization's employees with details of actually used vacations.

The report allows you to obtain summary information on the accumulated vacation balances for the organization's employees on any date. When generating a report, a mechanism for working with external ACS data sets is used.

The possibility of using the report in infobases with access restrictions at the record level has been taken into account.

The possibility of setting up the provision of additional leave to all employees of the organization is taken into account

When generating the main request, the selections by department and employee set in the report settings are taken into account. The primary request is formed on the basis of the information register "Employees of Organizations". The object module is open.

Starting with release 2.5.52.1, the 1C ZUP configuration uses a new mechanism for calculating vacation balances. The summary report has been redesigned to reflect the latest configuration changes. The report can be generated using both new and old mechanisms to calculate balances. A detailed certificate for the employee is also formulated depending on the selected option - either the old model or the new one.

Added the ability to generate a report in the SCP (test version). Fixed work with selection. Fixed work with registrars without viewing rights.

Changes taken into account in configuration release 2.5.57.1

changes from configuration release 2.5.66.2 have been taken into account (the Users module has been added to the standard configuration)

Added support for ZKBU configuration

The interface has been redesigned. Added the ability to generate a report in a managed application. Added the ability to generate a report on lists of organizations and employees.

Returned the ability to use report layout settings. On the command panel, I added a button to unprotect a table so that I can save the report in Excel.

If the parameter for registering actual vacations is set in the program settings, then the detail in the report will be up to the document that changed the vacation balances. For the report, it does not matter what type of document writes off actual vacations.

Detailing of the report to the registrar document of actually used vacation days.

The report provides the ability to generate a staff certificate of vacation balances for the current employee. Double-clicking on an employee brings up a decryption dialog with the choice of generating a certificate for the employee, or additional detail on the report.

The report is initially displayed for all employees of the organization. Additional restrictions can be configured using selections based on parameters of interest to you.

To display only working employees, you need to set up an additional selection: for example, by date of dismissal.

An example of including in a report only employees registered at their main place of work and under an employment contract: