Guidelines for Loading Pensions Automatic Enrolments for the UK

You must provide one Calculation Card record for every UK employee you are maintaining Pensions Automatic Enrolment data for.

Even if you are updating an existing Pensions Automatic Enrolment calculation card and calculation card itself isn’t being updated, still include the calculation card record to group other related data supplied in the file.

Calculation Card Attributes

The Pensions Automatic Enrolment calculation card uses these attributes:

HCM Data Loader Attribute	Alternative User Key Attributes	Functional Description
SourceSystemId	CardSequence, AssignmentNumber, DirCardDefinitionName, LegislativeDataGroupName	A unique identifier for the Pensions Automatic Enrolment 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 ‘Pensions Automatic Enrolment’
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.
CardSequence	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.

Calculation Component Attributes

You must provide a Pensions Automatic Enrolment card component for each tax reporting unit the employee reports to.

The Pensions Automatic Enrolment card component uses these attributes:

HCM Data Loader Attribute	Alternative User Key Attributes	Functional Description
SourceSystemId	CardSequence, ComponentSequence, AssignmentNumber, DirCardDefinitionName, LegislativeDataGroupName, DirCardCompDefName	A unique identifier for the Pensions Automatic Enrolment 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 Pensions Automatic Enrolment 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 Pensions Automatic Enrolment card component, typically the employee’s start date. This must be the same as the EffectiveStartDate on the Statutory Deductions calculation card.
EffectiveEndDate	N/A	The end date is optional for the card component.
DirCardCompDefName		The component definition name. Specify ‘Pensions Automatic Enrolment’.
ComponentSequence	N/A	Specify ‘1’.

Component Detail Attributes

The Pensions Automatic Enrolment component card uses three flexfield contexts which are loaded using the Component Detail record type. Supply these, if relevant, along with the parent card component and calculation card records.

In addition to the attributes defined here, include the necessary flexfield segment attribute values for the flexfield context:

• Pensions Automatic Enrolment (HRX_GB_PAE)
• Pensions Automatic Enrolment Additional Information (ORA_HRX_GB_PAE_ADNL)
• UK Public Section Pension Identifier Details (ORA_HRX_GB_PS_PENSION)

Note: You can find the flexfield segment attribute names for this flexfield context using the View Business Objects task.

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 Pensions Automatic Enrolment 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 Pensions Automatic Enrolment 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_GB_PAE’. 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.

Note: When referencing the overriding and active qualifying schemes, refer to the Cloud Customer Connect topic BI Publisher Report (HDL): UK Pension Qualifying Schemes topic for a report that extracts the qualifying scheme names and IDs by legislative data group. When supplying this information to the flexfield segments, you can supply the ID to the base attributes:

• _ACTIVE_QUALIFYING_SCHEME(Deduction Developer DF=HRX_GB_PAE)
• _OVERRIDING_QUALIFYING_SCHEME(Deduction Developer DF=HRX_GB_PAE)

  Alternatively, supply the name to the translation attributes. However, this must be supplied in HDL files using base language of your environment:

• _ACTIVE_QUALIFYING_SCHEME_Display(Deduction Developer DF=HRX_GB_PAE) -
• _OVERRIDING_QUALIFYING_SCHEME_Display(Deduction Developer DF=HRX_GB_PAE)

Component Association Attributes

The Component Association record type associates the Pensions Automatic Enrolment card component with the employee’s tax reporting unit.

The Component Association record type uses these attributes:

HCM Data Loader Attribute	Alternative User Key Attributes	Functional Description
SourceSystemId	CardSequence, TaxReportingUnitName, LegislativeDataGroupName, AssignmentNumber, DirCardDefinitionName, DirCardCompDefName, ComponentSequence	A unique identifier for the Pensions Automatic Enrolment card component association. For new card component associations supply the source key attributes. You can also identify card components associations 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.
DirCardCompId(SourceSystemId)	CardSequence, ComponentSequence, AssignmentNumber, DirCardDefinitionName, LegislativeDataGroupName, DirCardCompDefName	The parent Pensions Automatic Enrolment card component should be identified by using the same key type used to identify the card component. 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 component 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 Pensions Automatic Enrolment calculation card.
TaxReportingUnitName	N/A	The name of the tax reporting unit to associate with the Pensions Automatic Enrolment card component. If source keys are used to identify the card association, you must still specify the LegislativeDataGroupName attribute to identify the tax reporting unit.

Component Association Detail Attributes

The card association details record associates the Pensions Automatic Enrolment card component 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.

The Component Association Detail record type uses these attributes:

HCM Data Loader Attribute	Alternative User Key Attributes	Functional Description
SourceSystemId	DirCardDefinitionName, AssignmentNumber, LegislativeDataGroupName, CardSequence, TaxReportingUnitName, DirCardCompDefName, ComponentSequence, AssociationAssignmentNumber	A unique identifier for the component 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.
DirRepCardId(SourceSystemId)	CardSequence, ComponentSequence, TaxReportingUnitName, LegislativeDataGroupName, AssignmentNumber, DirCardDefinitionName, DirCardCompDefName	The parent component 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.
AssociationAssignmentId(SourceSystemId)	AssociationAssignmentNumber	Identify the employee’s assignment to associate with card component.