Guidelines for Updating Aggregation Information for UK Statutory Deductions

The Aggregation Information card component captures common information across multiple NI categories. It is created for you if the Statutory Deductions card is autogenerated.

If you need to update the defaulted aggregation information, provide an Aggregation Information card component and related Component Detail for each tax reporting unit for the employee.

The Aggregation Information card component uses the Aggregation Information flexfield context to capture data. Flexfield segments are uploaded using the Component Detail record type.

Card Component Attributes for Aggregation Information

The Aggregation Information 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 Aggregation Information 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 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 Aggregation Information 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	N/A	The component definition name. Specify ‘Aggregation Information’.
ComponentSequence	N/A	Specify ‘1’.

Card Component Detail Attributes for Aggregation Information

In addition to the attributes defined here, include the necessary flexfield segment attribute values for the flexfield context: Aggregation Information (HRX_GB_AGGREGATION_INFO)

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.
DirCardId(SourceSystemId)	CardSequence, ComponentSequence, AssignmentNumber, DirCardDefinitionName, LegislativeDataGroupName, DirCardCompDefName	The parent Aggregation Information 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 Aggregation Information 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_AGGREGATION_INFO’. Flexfield context codes are visible on the Flexfield Attributes tab of the View Business Objects task.
FLEX:Deduction DeveloperDF		Supply the same value as for the DirInformationCategory attribute.