Guidelines for Updating NI for UK Statutory Deductions
The NI card component captures data used to calculate National Insurance contributions.
It is created for you if the Statutory Deductions card is autogenerated. To update the NI information, you must provide a NI card component for each tax reporting unit the employee reports to.
The NI card component doesn’t use flexfield contexts and so no Component Detail record is required. The NI card component references the Aggregation Information card component as its parent. The card association details reference the NI card component, so if creating a new NI component also create the NI card association detail record, refer to the Guidelines for Loading UK Statutory Deductions Card Associations topic.
Card Component Attributes for NI
| HCM Data Loader Attribute | Alternative User Key Attributes | Functional Description |
|---|---|---|
| SourceSystemId | CardSequence, ComponentSequence, AssignmentNumber, DirCardDefinitionName, LegislativeDataGroupName, DirCardCompDefName | A unique identifier for the NI 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. |
| ParentDirCardCompId(Sour ceSystemId) | CardSequence, ParentComponentSequence, AssignmentNumber, DirCardDefinitionName, LegislativeDataGroupName, ParentDirCardCompDefName | Identify the Aggregation Information card component for the employee. You can either provide this attribute with the SourceSystemId value supplied for the Aggregation Information card component, or provide the user key attributes. |
| EffectiveStartDate | N/A | The start date of the NI 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 ‘NI’. |
| ComponentSequence | N/A | A number to uniquely identify this card component when multiple card components with the same DirCardCompDefName exist. Not required when source keys are used. |
| Context1 | N/A | The NI Category. This is validated using the lookup type HRX_GB_NI_CATEGORY. |
| Context2 | N/A | The pension basis. This is validated using the lookup type HRX_GB_PENSION_BASIS. |