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This article has been automatically translated. While we strive for accuracy, there may be some errors. Thank you for your understanding.

Note that this article is only relevant for you if your company is located in Germany.

Attributes for the DATEV integration

This article explains which attributes you need to create and maintain in your Personio account to be able to use the DATEV Export and DATEV Lohnimportdatenservice.

Account configuration

To use the DATEV LODAS or DATEV Lohn und Gehalt (LuG) integration, your need to configure your account accordingly. For example, in addresses, you need to assign the street name and number to two separate attributes. You also need to include certain lists of options in the employee attributes.

Tip:
We'll be happy to make these changes for you. Go to the help section and contact our support team

 

Required attributes for the DATEV integration

The following four mandatory employee attributes are required so you can use the DATEV integration and monthly data reconciliation between Personio and DATEV:

DATEV personnel number The DATEV personnel number is the same as the Personalnummer in DATEV and serves as a unique identifier for all aspects of the integration. 
Consider in German payroll This attribute determines which employees should be considered for the DATEV integration.
Type of health insurance This entry is necessary in order to check which employees can receive electronic sick certificates (eAU). You also need it to automatically retrieve your employees' eAUs through the DATEV integration.
Entry date (current employment period) When using DATEV Lohn und Gehalt, the information is necessary, otherwise employees will be excluded from the export and not sent to DATEV.

Please note:
Specifying these four mandatory attributes ensures that the data is directly matched and that employee-related documents can be correctly assigned to the respective employees via the DATEV Personalnummer.

 

What do I need to consider regarding attributes? 

In our current DATEV LODAS and Lohn und Gehalt export function, we are making the following master data available. All Personio attributes marked with an asterisk * are subject to validation rules. For a detailed overview of the applied validation rules, refer to our article on Validations of Attribute Values for the Data Transfer with DATEV. Consider the following regarding attributes:

  • For the master data export function to work, the attributes DATEV Personalnummer, Consider in German payroll and Entry date (current employment period) must be entered in the employee profile. Without this information, employees will be excluded from export and will not be transferred to DATEV
  • The system uses the DATEV Personalnummer attribute to make sure it can unambiguously assign data in DATEV. Store this number in Personio individually for each legal entity. Read on for further information about what to consider when using legal entities with the DATEV integration.
  • No duplicates of the DATEV Personnel Numberwithin a legal entity, as otherwise duplicate personnel numbers will be verified during validation and aError message is triggered. 
  • As soon as you assign a new DATEV Personalnummer to a new employee, an employee profile is automatically created in DATEV.
  • For the List of options attribute type, there are no translations for the individual options. Example: For the Nationality attribute, the individual country names are always shown in German, even if the account language is English.
  • You can use a manual export to forward any additional attributes to your payroll accountant that are not in the table and that you would like to send to DATEV.
  • The predefined attribute Type of health insurance is mandatory when using the eAU with DATEV. However, the attribute is not sent to DATEV.

 

Transmitting the work schedules

You can use the master data export to transfer standard and multi-week work schedules to DATEV. If you decide to use multi-week work schedules, you have the option of transferring your employees' flexible weekly working hours to DATEV. Enable this option in the DATEV settings. 

Standard and multi-week work schedules are supported in the transfer to DATEV and stored in the following tables: 

For a default work schedule:

  • Regular Working Hours (LODAS) / Regular/Fixed Working Hours (Lohn & Gehalt) The days from the working time model are transferred to DATEV 1:1. The target working hours from Personio are not transferred to DATEV.

In the case of a multi-week work schedule: 

  • Target working hours (LODAS) / Weekly target working hours (Lohn & Gehalt): The days from the different weeks of the working time model are transmitted according to DATEV. This table shows the specific hours that are planned for each week.
  • Regular Working Hours (LODAS) / Regular/Fixed Working Hours (Lohn & Gehalt) This table stores the average hours for each day of the week over the month.

Please note:
▶ '0' values for weekly working time models are not exported to DATEV and therefore do not overwrite existing entries in DATEV.
▶ If you do not want to use multi-week working hours, you can deactivate the option in the DATEV settings so that only standard working hours are transferred.

 

List of attributes for the DATEV LODAS integration

Field (LODAS) Mapping type / Derivation rule Attribute name (Personio)
 
Personnel number Direct mapping DATEV personnel number*
Email address Direct mapping Email
First name Direct mapping First name *
Last name Direct mapping Last name *
Name prefix Direct mapping Name prefix
Name suffix Direct mapping Name suffix
Academic degree Direct mapping Academic degree
Gender Direct mapping Gender
Birthday Direct mapping Birthday
Street Direct mapping Street*
Number Direct mapping Number*
Address, addition Direct mapping Address, addition*
Postal code Derived mapping:

This value is entered in Postal code if Address, country is empty or "Deutschland".
Value is entered in Foreign post code if Address, country is not "Deutschland" and not empty.		 Postal code*
Address, postcode
City Direct mapping City*
Address, country Direct mapping Address, country
Place of birth Direct mapping Place of birth*
Country of birth Direct mapping Country of birth
Nationality Direct mapping Nationality
Married? (Marital status) Direct mapping Married? 
Hire date Direct mapping

Please note:
The entry date in DATEV always refers to the most recent employment period. The hire date in Personio does not correspond to the first entry date in DATEV		 Entry date (current employment period)*
Termination date Direct mapping

Please note:
The exit date in DATEV always refers to the most recent open employment period.		 Exit date (current employment period)*
Original entry date Direct mapping Original entry date*
Notice pronounced Direct mapping Notice pronounced
Work permit valid until Direct mapping Work permit valid until
Residence permit valid until Direct mapping Residence permit valid until
Certificate of enrollment valid until Direct mapping Certificate of enrollment valid until
Social security number Direct mapping Social security number*
IBAN Direct mapping IBAN*
SWIFT Code Direct mapping BIC*
Different bank account holder Direct mapping Different bank account holder*
Tax identification number Direct mapping Tax identification number*
Main/secondary employer Direct mapping Main/secondary employer
EU-Sozialversicherungsnummer Direct mapping EU-Sozialversicherungsnummer 
Start of training Direct mapping Start of training
Expected end of training Direct mapping Expected end of training
End of training Direct mapping End of training
Position Direct mapping Position *
Highest level of educational Direct mapping Highest level of educational
Highest professional education Direct mapping Highest professional education
Contribution group health insurance Direct mapping Contribution group health insurance*
Contribution group pension insurance Direct mapping Contribution group pension insurance*
Contribution group unemployment insurance Direct mapping Contribution group unemployment insurance*
Contribution group care insurance Direct mapping Contribution group care insurance*
Social insurance group key Direct mapping Social insurance group key*
Weekly hours

direct mapping:


The days from the working time model are transferred to DATEV. For further information, please refer to the section Transmitting Work Schedules.

 

 Work schedule 
Contract end date Derived mapping:

If contract end date is empty, the value transferred is "unbefristet."
If a Contract end date has been set, the value transferred is befristet.		 Contract end date
 Disability status Direct mapping Disability status
Social insurance group key Derived mapping:

▶︎ If the social insurance group key is 109, the value transferred is 2 geringf. entlohnter Besch., meldepfl.
▶︎If social insurance group key is 110, the value transferred is3 kurzfr. Beschäftigter, meldepflichtig.
If the social insurance group key is not empty and not 109 or 110, the value transferred is 0 kein Geringverdiener/-fügigkeit. 		Social insurance group key
Main Salary Derived mapping:

If the currently stored Main salary is a fixed salary, the value transferred is Gehalt.		 Main Salary
IBAN / BIC

Derived mapping:

If both IBAN and BIC are stored, the value transferred is "5 - SEPA-Überweisung".

If IBAN or BIC are not stored, nothing is transferred.

 IBAN/BIC
– (No field in DATEV. Attribute used to exclude employees from the DATEV export, if required.) Consider in German payroll

 

List of attributes for the DATEV Lohn und Gehalt integration

Notes:
Note that DATEV Lohn und Gehalt Version 14.55 no longer supports the EU social insurance attribute.

Field (Lohn und Gehalt) Mapping type / Derivation rule Attribute name (Personio)
 
Personnel number Direct mapping DATEV personnel number*
First name Direct mapping First name *
Last name Direct mapping Last name *
Name prefix Direct mapping Name prefix
Name suffix Direct mapping Name suffix
Academic degree Direct mapping Academic degree*
Gender Direct mapping Gender
Birthday Direct mapping Birthday
Street Direct mapping Street*
Number Direct mapping Number*
Address, addition Direct mapping Address, addition*
Postal code Direct mapping Postal code*
City Direct mapping City*
Address, country Direct mapping Address, country
Place of birth Direct mapping Place of birth*
Country of birth Direct mapping Country of birth
Nationality Direct mapping Nationality
Marital status Direct mapping Married? (Marital status)
Hire date Direct mapping

Please note: The entry date in DATEV always refers to the most recent employment period. The date of employment in Personio does not correspond to the date of first entry into DATEV		 Entry date (current employment period)*
Termination date Direct mapping

Please note: The exit date in DATEV always refers to the most recent open employment period.		 Exit date (current employment period)*
Original entry date Direct mapping Original entry date*
Work permit valid until Direct mapping Work permit valid until
Residence permit valid until Direct mapping Residence permit valid until
Certificate of enrollment valid until Direct mapping Certificate of enrollment valid until
Social security number Direct mapping Social security number*
IBAN Direct mapping IBAN*
SWIFT Code Direct mapping BIC*
Different bank account holder Direct mapping Different bank account holder*
Tax identification number Direct mapping Tax identification number*
Start of training Direct mapping Start of training
Expected end of training, as per contract Direct mapping Expected end of training
Actual end of training Direct mapping End of training
Position Direct mapping Position *
Health insurance social contribution key Direct mapping Contribution group health insurance*
Pension insurance social contribution key Direct mapping Contribution group pension insurance*
Unemployment insurance social contribution key Direct mapping Contribution group unemployment insurance*
Care insurance social contribution key Direct mapping Contribution group care insurance*
Social insurance group key Direct mapping Social insurance group key*
Standard/multi-week working hours Derived mapping:

The days from the working time model are transferred to DATEV. For further information, please refer to the section Transmitting Work Schedules.		 Weekly/multi-week working hours
Contract end date Derived mapping:

If Contract end date is empty, the value transferred is "0 unbefristet."
If the Contract end date has been set, the value transferred is "1 befristet".		 Contract end date
First payroll month Derived mapping:

When an employee is added to Lohn & Gehalt, the value from the employee attribute "Hire date" is carried over (unless "First payroll month of the LuG client" at company/legal entity level contains a later date, in which case the value transferred will be the later date). This information is mandatory. 		 Hire date/first payroll month of the LuG client
Employer identification Direct mapping Primary or secondary employer
– (No field in DATEV. Attribute used to exclude employees from the DATEV export, if required.) Consider in German payroll

 

Excluding Attributes

We suggest that you create all of the above-mentioned attributes as part of your configuration process. Under the payroll > Managing > DATEV LODAS/Wage and Salaryyou have the option of excluding individual attributes from the DATEV LODAS/Wage and Salary Export.

Please note:
▶ For attributes excluded from the DATEV export, the system doesn't apply validation rules to the attribute values. Any errors will then not be flagged in payroll.
▶ The following illustration shows the configuration for the DATEV LODAS integration. The same functionality also applies to the integration with Lohn und Gehalt.

What are the precise field descriptions for the DATEV LODAS attributes contained in the ASCII export?

DATEV attribute ASCII field description
Personnel number u_lod_psd_mitarbeiter;pnr#psd
Email address u_lod_psd_mitarbeiter;email#psd
First name u_lod_psd_mitarbeiter;duevo_vorname#psd
Last name u_lod_psd_mitarbeiter;duevo_familienname#psd
Name prefix u_lod_psd_mitarbeiter;duevo_vorsatzwort#psd
Name suffix u_lod_psd_mitarbeiter;duevo_namenszusatz#psd
Academic degree u_lod_psd_mitarbeiter;duevo_titel#psd
Gender u_lod_psd_mitarbeiter;geschlecht#psd
Birthday u_lod_psd_mitarbeiter;geburtsdatum_ttmmjj#psd
Street u_lod_psd_mitarbeiter;adresse_strassenname#psd
Number u_lod_psd_mitarbeiter;adresse_strasse_nr#psd
Address, addition u_lod_psd_mitarbeiter;adresse_anschriftenzusatz#psd
Postal code u_lod_psd_mitarbeiter;adresse_plz#psd
Address, postcode u_lod_psd_mitarbeiter;adresse_plz_ausland#psd
City u_lod_psd_mitarbeiter;adresse_ort#psd
Address, country u_lod_psd_mitarbeiter;adresse_nation_kz#psd
Place of birth u_lod_psd_mitarbeiter;gebort#psd
Country of birth u_lod_psd_mitarbeiter;geburtsland#psd
Nationality u_lod_psd_mitarbeiter;staatsangehoerigkeit#psd
Married? (Marital status) u_lod_psd_mitarbeiter;familienstand#psd
Hire date u_lod_psd_beschaeftigung;eintrittdatum#psd
End of employment u_lod_psd_beschaeftigung;austrittdatum#psd
Notice pronounced u_lod_psd_beschaeftigung;kuendigung_am#psd
Work permit valid until u_lod_psd_mitarbeiter;arbeitserlaubnis#psd
Residence permit valid until u_lod_psd_mitarbeiter;aufenthaltserlaubnis#psd
Certificate of enrollment valid until u_lod_psd_mitarbeiter;datum_studienbesch#psd
Social security number u_lod_psd_mitarbeiter;sozialversicherung_nr#psd
IBAN u_lod_psd_ma_bank;ma_iban#psd
SWIFT Code u_lod_psd_ma_bank;ma_bic#psd
Different bank account holder u_lod_psd_ma_bank;ma_bank_kto_inhaber_abw#psd
Tax identification number u_lod_psd_steuer;identifikationsnummer#psd
Main/secondary employer u_lod_psd_steuer;els_2_haupt_ag_kz#psd
EU-Sozialversicherungsnummer u_lod_psd_mitarbeiter;eur_versnr#psd
Start of training u_lod_psd_taetigkeit;ausbildungsbeginn#psd
Expected end of training u_lod_psd_taetigkeit;vorr_ausbildungsende#psd
End of training u_lod_psd_taetigkeit;datum_ben_ergeb_pruef#psd
Position u_lod_psd_taetigkeit;berufsbezeichnung#psd
Highest level of educational u_lod_psd_taetigkeit;schulabschluss#psd
Highest professional education u_lod_psd_taetigkeit;ausbildungsabschluss#psd
Contribution group health insurance u_lod_psd_sozialversicherung;kv_bgrs#psd
Contribution group pension insurance u_lod_psd_sozialversicherung;rv_bgrs#psd
Contribution group unemployment insurance u_lod_psd_sozialversicherung;av_bgrs#psd
Contribution group care insurance u_lod_psd_sozialversicherung;pv_bgrs#psd
Social insurance group key u_lod_psd_taetigkeit;persgrs#psd
Weekly hours u_lod_psd_arbeitszeit_regelm#psd
Contract end date u_lod_psd_beschaeftigung;arbeitsverhaeltnis
Disability status u_lod_psd_mitarbeiter;schwerbeschaedigt#psd
Geringverdiener/geringfügig Beschäftigte u_lod_psd_sozialversicherung;gv_gf_schluessel#psd
Main Salary u_lod_psd_besonderheiten;entlohnungsform#psd
IBAN / BIC u_lod_psd_ma_bank;ma_bank_zahlungsart#psd

What are the precise field descriptions for the DATEV Lohn und Gehalt attributes contained in the ASCII export?

DATEV attribute ASCII field description
Personnel number  
First name 470;Vorname
Last name 470;Familienname
Name prefix 470;Vorsatzwort
Name suffix 470;Namenszusatz
Academic degree 470;Akademischer Titel
Gender 480;Geschlecht
Birthday 480;Geburtsdatum
Street 470;Straße
Number 470;Hausnummer
Address, addition 470;Anschriftenzusatz
Postal code 470;Postleitzahl
City 470;Ort
Address, country 470;Land(Nationalität MA-Wohnsitz;Staatsname)
Place of birth 480;Geburtsort
Country of birth 480;Geburtsland(Nationalität Geburtsland;Staatsname)
Nationality 480;Staatsangehörigkeit(Nationenschlüssel Staatsangeh.;Staatsname)
Marital status 480;Familienstand
Hire date 1430;Eintrittsdatum
Termination date 1430;Austrittsdatum
Original entry date 510;Datum erster Eintritt
Work permit valid until 480;Gültigkeit Arbeitserlaubnis
Residence permit valid until 480;Gültigkeit Aufenthalterlaubnis
Certificate of enrollment valid until 480;Studienbescheinigung bis
Social security number 480; Versicherungsnummer(Gueltig_ab;Versicherungsnummer)
IBAN 490;IBAN
SWIFT Code 490;BIC
Different bank account holder 490;Abweichender Kontoinhaber
Tax identification number 650;IdNr
European social security number 480;Europäische Versicherungsnummer
Start of training 3680;Ausbildungsbeginn
Expected end of training, as per contract 3680;Ausbildungsende
Actual end of training 3680;Ende tatsächlich
Position 530;Berufsbezeichnung
Health insurance social contribution key 560;Beitragsgruppenschlüssel(Gueltig_ab;BGS KV)
Pension insurance social contribution key 560;Beitragsgruppenschlüssel(Gueltig_ab;BGS RV)
Unemployment insurance social contribution key 560;Beitragsgruppenschlüssel(Gueltig_ab;BGS AV)
Care insurance social contribution key 560;Beitragsgruppenschlüssel(Gueltig_ab;BGS PV)
Social insurance group key 520;PGS(Gueltig_ab;PGS)
Regular working hours 730;Regelmäßige Arbeitszeit(Gueltig_ab;Wöchentliche Arbeitszeit;Arbeitsstunden Mo;Arbeitsstunden Di;Arbeitsstunden Mi;Arbeitsstunden Do;Arbeitsstunden Fr;Arbeitsstunden Sa;Arbeitsstunden So;Wö. AZ Vollzeit)
Contract end date 1430;Befristetes Arbeitsverhältnis
First payroll month  
Employer identification 650;Anmeldedaten Elster II(Gueltig_ab;Kennzeichen Arbeitgeber;Gewünschter jhrl. Freibetrag)
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