Guidelines for Loading Pension and Welfare Cards for France
You must have one Calculation Card record for every French employee you are maintaining pension and welfare data for.
Even if you are updating an existing Pension and Welfare card and the calculation card itself isn’t being updated, you must still include the calculation card record to group other related data supplied in the file.
Pension and Welfare Calculation Card Attributes
| HCM Data Loader Attribute | Alternative User Key Attributes | Functional Description |
|---|---|---|
| SourceSystemId | CardSequence, AssignmentNumber, DirCardDefinitionName, LegislativeDataGroupName | A unique identifier for the Pension and Welfare calculation card. For new calculation card supply the source key attributes. You can also identify calculation cards with the user key attributes. |
| SourceSystemOwner | N/A | The name of the source system owner used to generate the source system ID. |
| LegislativeDataGroupName | N/A | The name of the legislative data group for the calculation card. |
| DirCardDefinitionName | N/A | The name of the card definition. Specify ‘Pension and Welfare’. |
| AssignmentId(SourceSystemId) | AssignmentNumber | Either supply the source system ID, or assignment number that identifies the employee assignment this calculation card is for. |
| EffectiveStartDate | N/A | The start date of the calculation card, typically the employee’s start date. |
| CardSeqeunce | N/A | A number to uniquely identify this card when multiple calculation cards for the same card definition exist for the employee. Not required when source keys are used. |
Supplementary Pension and Additional Welfare Card Components
Supply a Supplementary Pension and Additional Welfare card component for each contract for each employee:
Both the he Supplementary Pension and Additional Welfare card components use the Pension Welfare Employee Information flexfield context to capture data. Flexfield segments are uploaded using the Component Detail record type.
Card Component Attributes for Supplementary Pension and Additional Welfare
| HCM Data Loader Attribute | Alternative User Key Attributes | Functional Description |
|---|---|---|
| SourceSystemId | CardSequence, ComponentSequence, AssignmentNumber, DirCardDefinitionName, LegislativeDataGroupName, DirCardCompDefName | A unique identifier for the Supplementary Pension or Additional Welfare card component. For new card components supply the source key attributes. You can also identify card components with the user key attributes. |
| SourceSystemOwner | N/A | The name of the source system owner used to generate the source system ID. |
| LegislativeDataGroupName | N/A | The name of the legislative data group for the card component definition. |
| DirCardId(SourceSystemId) | CardSequence, AssignmentNumber, DirCardDefinitionName, LegislativeDataGroupName | The parent Pension and Welfare calculation card should be
identified by using the same key type used to identify the
calculation card. When using source keys, supply this attribute with the value supplied for the calculation card’s SourceSystemId attribute. Otherwise, supply the user key attributes with the same values as the parent calculation card. |
| EffectiveStartDate | N/A | The start date of the Supplementary Pension or Additional Welfare card component. This must be on or after the EffectiveStartDate on the Pension and Welfare calculation card. |
| EffectiveEndDate | N/A | The end date is optional for the card component |
| DirCardCompDefName | N/A | The component definition name. Specify ‘Supplementary Pension’ or ‘Additional Welfare’. |
| ComponentSequence | N/A | Specify ‘1’. |
| Context1 | N/A | Specify the Declaration Sociale Nominative (DSN) for the employee contract the card component is for. This number must be unique for each employee. |
Card Component Detail Attributes for Supplementary Pension and Additional Welfare
In addition to the attributes defined here, include the necessary flexfield segment attribute values for the flexfield context:
- Pension Welfare Employee Information (HRX_FR_PENSION_WELFARE_INFO)
| HCM Data Loader Attribute | Alternative User Key Attributes | Functional Description |
|---|---|---|
| SourceSystemId | CardSequence, ComponentSequence, DirInformationCategory, LegislativeDataGroupName, AssignmentNumber, DirCardDefinitionName, DirCardCompDefName | A unique identifier for the component detail. For new component detail records supply the source key attributes. You can also identify card components with the user key attributes. |
| SourceSystemOwner | N/A | The name of the source system owner used to generate the source system ID. |
| LegislativeDataGroupName | N/A | The name of the legislative data group for the card component definition. |
| DirCardCompId(SourceSystemId) | CardSequence, ComponentSequence, AssignmentNumber, DirCardDefinitionName, LegislativeDataGroupName, DirCardCompDefName | The parent Supplementary Pension or Additional Welfare card
component should be referenced using the same key type used to
identify the parent record. When using source keys, supply this attribute with the value supplied for the card component’s SourceSystemId attribute. Otherwise, supply the user key attributes with the same values as the parent card component. |
| EffectiveStartDate | N/A | The start date of the component detail, or update to the component detail if you are providing date-effective history. This must be after or equal to the EffectiveStartDate provided for the parent card component. |
| EffectiveEndDate | N/A | The optional end date of the component detail, or if you are providing date-effective history the last day of the date-effective changes. |
| DirCardCompDefName | N/A | The name of the card component this detail is for. This is used to identify the flexfield context and should be supplied even when a source key is used to identify the parent card component. |
| DirInformationCategory | N/A | The code for the flexfield context, such as ‘HRX_FR_PENSION_WELFARE_INFO’. Flexfield context codes are visible on the Flexfield Attributes tab of the View Business Objects task. |
| FLEX:Deduction DeveloperDF | N/A | Supply the same value as for the DirInformationCategory attribute. |
Pension and Welfare Card Associations
The card association record associates the Pension and Welfare calculation card with a tax reporting unit.
The associated tax reporting unit is defined in the card association. The card association details records allow the Supplementary Pension and Additional Welfare card components to be associated with the employee assignments.
Card Association Attributes for Supplementary Pension and Additional Welfare
| HCM Data Loader Attribute | Alternative User Key Attributes | Functional Description |
|---|---|---|
| SourceSystemId | CardSequence, TaxReportingUnitName, LegislativeDataGroupName, AssignmentNumber, DirCardDefinitionName | A unique identifier for the Pension and Welfare card association. For new card associations supply the source key attributes. You can also identify card components with the user key attributes. |
| SourceSystemOwner | N/A | The name of the source system owner used to generate the source system ID. |
| LegislativeDataGroupName | N/A | The name of the legislative data group for the card definition. |
| DirCardId(SourceSystemId) | CardSequence, AssignmentNumber, DirCardDefinitionName, LegislativeDataGroupName | The parent Pension and Welfare calculation card should be
identified by using the same key type used to identify the
calculation card. When using source keys, supply this attribute with the value supplied for the calculation card’s SourceSystemId attribute. Otherwise, supply the user key attributes with the same values as the parent calculation card |
| EffectiveStartDate | N/A | The start date of the card association or the update to the card association if you are providing date-effective history. This must be after or equal to the EffectiveStartDate provided for the Pension and Welfare calculation card. |
| TaxReportingUnitName | N/A | The name of the tax reporting unit to associate with the Tax Withholding calculation card. If source keys are used to identify the card association, you must still specify the LegislativeDataGroupName attribute to identify the tax reporting unit. |
Card Association Detail Attributes for Pension and Welfare
The card association details record associates the Supplementary Pension and Additional Welfare card components with the payroll assignments for the employee. If the employee has more than one payroll assignment provide a card association detail record for each payroll assignment.
| HCM Data Loader Attribute | Alternative User Key Attributes | Functional Description |
|---|---|---|
| SourceSystemId | CardSequence, TaxReportingUnitName, LegislativeDataGroupName, AssignmentNumber, DirCardDefinitionName | A unique identifier for the card association detail record. For new card associations supply the source key attributes. You can also identify card components with the user key attributes. |
| SourceSystemOwner | N/A | The name of the source system owner used to generate the source system ID. |
| LegislativeDataGroupName | N/A | The name of the legislative data group for the card definition. |
| DirRepCardId(SourceSystemId) | CardSequence, TaxReportingUnitName, LegislativeDataGroupName, AssignmentNumber, DirCardDefinitionName | The parent card association record should be identified by using
the same key type supplied to against the card association. When using source keys, supply this attribute with the value supplied for the card’s association SourceSystemId attribute. Otherwise, supply the user key attributes with the same values as the parent card association. |
| EffectiveStartDate | N/A | The effective start date of the card association. |
| EffectiveEndDate | N/A | The effective end date of the card association. |
| DirCardCompId(SourceSystemId) | CardSequence, ComponentSequence, AssignmentNumber, DirCardDefinitionName, LegislativeDataGroupName, DirCardCompDefName | Identify the Supplementary Pension or Additional Welfare card component this association is for. |
| AssociationAssignmentId(SourceSystemId) | AssociationAssignmentNumber | Identify the employee’s assignment to associate with card component. |