Payroll
Getting started with Payroll if you have previously worked in Visma Lön 300/600
An accounting office can invite its customers to collaborate on payroll management. Read more in the topic Activate collaboration in Payroll from Practice management.
Do the following to get started:
Finish your work in Visma Lön 300/600
- Open Visma Lön 300/600
- Select Lönearbete - Lönekörningar.
- Ensure that all periods you are to pay out via Employee are submitted/approved in Visma Lön 300/600 and transferred to . Otherwise, the periods will need to be submitted and approved again after the transfer.
- Verify that all pay runs have the status Avslutad.
If you've sent payslips via Payslip/Kivra, employees can access both their previous and new payslips sent from Payroll.
- Select Utskrifter och Spårning - Utskrifter.
- Print the following reports to use for adding information about the employees in Payroll:
- Övrigt - Ackumulatorlista
- Semester - Semesterskuldlista
- Semester - Underlag för semesterberäkning
- Personal - Personalkort
Getting started with Payroll
If you there several users working in Spiris solutions, you need to specify who will be using Payroll. Log in to spiris.se and choose Hantera användare in the menu. Click on the employee and mark Payroll.
- Open Payroll
- Follow the start guide and add the company information. The information you fill in will be the basis for your upcoming payroll process.
If you are unsure about which settings to configure, you can find most of the information under Arkiv - Inställningar - Företagsinställningar in Visma Lön 300/600. You can read about the different settings in the topic Payroll settings. You can change the information at a later stage under Settings - Payroll settings.
Before you reconcile the holiday pay liability list, you need to update the percentage for the holiday allowance for the holiday term 20 and 21 (Monthly salary with holiday allowance + variable parts) in Payroll. You do that under Settings - Payroll settings, the Holiday tab. The minimum holiday allowance that can be paid out is 0.43 percent of the monthly salary. However, some collective agreements have a higher holiday allowance than what is specified by Swedish law. Therefore, check what applies in the company's collective agreement.
Payslip/Kivra, used for sending and receiving digital payslips, is included in Payroll. Payslips are also displayed in the app Spiris Employee. Read more in the topic Register and follow up on your working hours in your mobile phone with the Spiris Employee app.
Add employees
The company's employees must be added in the employee list in order for you to create payslips. Many of the important settings which are the basis for the calculation of the correct pay, holiday and so on are entered here.
Employees who have received pay slips via Payslip/Kivra or who have registered times in Employee are added as a draft and you only need to complete the missing information.
- Select Payroll - Employees in the menu to the left in .
- Click New employee.
- Add information for each employee.
Read more in the topic Add or edit employee information.
Use the information from the reports you saved from Visma Lön 300/600. The information on the report Personalkort can be used on all tabs apart from Input values. When entering input values for the current year, use the Ackumulatorlista and Frånvarolista instead.
Fields on the Input values tab in Payroll |
Report in Visma Lön 300/600 |
Report header in Visma Lön 300/600 |
|---|---|---|
| Salary paid for the income year | ||
|
Paid gross salary |
Ackumulatorlista | Bruttolön, skattegrundande |
|
Deducted taxes |
Ackumulatorlista | Preliminärskatt, avdragen |
|
Benefits |
Ackumulatorlista |
Förmåner, tabellskattegrundande |
| Benefits | Ackumulatorlista | Förmåner, engångsskattegrundande |
| Sick leave | ||
|
Ongoing sick leave period |
Frånvarolista | Frånvarolista |
| Time bank | ||
| Hours worked | Ackumulatorlista | Arbetad tid i timmar |
| Overtime | Ackumulatorlista | Övertid, timmar |
| Overtime for part-time employees | Ackumulatorlista | Mertid, timmar |
| Compensatory time | Ackumulatorlista | Compensatory time |
| Reduction in working hours/Working time account | Ackumulatorlista | Arbetstidsförkortning/arbetstidskonto, tidbank |
| Fora yearly reporting | ||
| A change of workforce category has been made during the year | Personalhistorik | Select Personal - Anställda and click Personalhistorik. Under Urval, select Anställd - <Alla> and Fält:Personalkategori. Then click Skriv ut. |
| Fora amount | Ackumulatorlista | Fora, belopp |
| Basis for holiday calculation | ||
| Holiday accruing work hours | Ackumulatorlista | Semestergrundande arbetstid, timmar |
| Holiday accruing leave | Ackumulatorlista | Semestergrundande frånvaro, timmar. Holiday accruing leave, whole work days |
| Holiday accruing pay | Ackumulatorlista | Holiday accruing pay |
| Holiday accruing variable pay | Ackumulatorlista | Holiday accruing variable pay |
Now you have made all the settings and can start working.
Register times, deviations and expenses
In order to facilitate the work for you as a payroll administrator, the employees can register their own times, deviations and expenses. You can then import these registrations into the pay run. Read more in the topics Getting started when employees register their own times and deviations and Getting started when the employees register their expenses.
If you use Practice management, the time registrations are imported from there. Read more in the topic
When you use Employee, you make all changes in Payroll except for changes to your e-mail address and name, which are made in Spiris at .
Create a pay run, pay salaries, send payslips and post to the ledger
When it is time for salary payment, you should create a pay run.
Read more in the topics Create new pay run and Register and complete payroll events on payslips, or watch the movie Create pay runs in Payroll (in Swedish) (in Swedish).
It is important that you create the pay run with a payment date in the month after you last created your payslips in Visma Lön 300/600.
Submit the payroll tax report to Skatteverket
When all the payments and any corrections for the current period have been completed, you should submit your payroll tax report to Skatteverket. Read more in the topic Payroll tax report.
Related topics
