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. To contact us, go to Help in your Personio account.

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:

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 Personio employee profile. Without this information, the system excludes employees from the export doesn't transmit their data 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.
• There may be no duplicates of the DATEV Personalnummer within a legal entity. Any Personalnummern that have been assigned twice will be verified during validation and an error message will be 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. Activate 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 work schedule 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 work schedule are transferred 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 weekday throughout the month.

Note
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

List of attributes for the DATEV Lohn und Gehalt integration

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

Excluding Attributes

We suggest that you create all of the above-mentioned attributes as part of your configuration process. Go to Settings > Payroll > DATEV LODAS/Lohn und Gehalt integration if you wish to exclude individual attributes from the DATEV LODAS/Lohn und Gehalt export.

Note
▶ For attributes excluded from the DATEV export, the system doesn't apply validation rules to the attribute values. Therefore, the system doesn't flag any errors 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.

Frequently asked questions about DATEV attributes

Below, you'll find answers to commonly asked questions about attributes in DATEV integration.