Guidelines for Loading Statutory Deductions for the UK
You need to have one Calculation Card record for every UK employee you are maintaining Statutory Deduction data for.
Even if you are updating an existing Statutory Deduction 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.
Statutory Deductions Calculation Card Attributes
| HCM Data Loader Attribute | Alternative User Key Attributes | Functional Description |
|---|---|---|
| SourceSystemId | CardSequence, AssignmentNumber, DirCardDefinitionName, LegislativeDataGroupName | A unique identifier for the Statutory Deductions 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 ‘Statutory Deductions’ |
| 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. |
Examples of supplying these attributes are included in the example topics for Statutory Deductions.