Guidelines for Loading UK Statutory Deductions Card Associations
The card association record associates the Statutory Deductions calculation card with a tax reporting unit.
If you provide the tax reporting unit during the new hire flow, the card association will be created automatically, else it must be created after the Statutory Deductions card is auto-generated. If creating a Statutory Deductions card from scratch you can provide the association details with the Statutory Deductions card.
The associated tax reporting unit is defined in the card association. The card association details records allow the PAYE and NI card components to be associated with the employee assignments.
Card Association Attributes for Statutory Deductions
The Card Association record type associates a Statutory Deductions card with the employee’s tax reporting unit.
| HCM Data Loader Attribute | Alternative User Key Attributes | Functional Description |
|---|---|---|
| SourceSystemId | CardSequence, TaxReportingUnitName, LegislativeDataGroupName, AssignmentNumber, DirCardDefinitionName | A unique identifier for the Statutory Deductions 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 Statutory Deductions 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 Tax Withholding 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. |
| TRUBatchId | N/A | The unique ID that provides an optional grouping mechanism for certain statutory reports. Use the lookup type previously created and associated to the TRU. |
Card Association Detail Attributes for Statutory Deductions
The card association details record associates the NI and PAYE 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.
| 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 | The effective end date of the card association. | |
| DirCardCompId(SourceSystemId) | CardSequence, ComponentSequence, AssignmentNumber, DirCardDefinitionName, LegislativeDataGroupName, DirCardCompDefName | Identify the NI or PAYE card component this association is for. |
| AssociationAssignmentId(SourceSystemId) | AssociationAssignmentNumber | Identify the employee’s assignment to associate with card component. |