Attributes for the DATEV Lohn und Gehalt Integration

Note that this article is only relevant for you if your company is located in Germany┬á­čçę­čç¬

This article explains which attributes must be created and maintained within your Personio account to be able to use the DATEV Export and DATEV Lohnimportdatenservice.

 

Account Configuration

Your Personio account needs to be configured to allow you to use the DATEV Lohn und Gehalt integration. In addresses, the street name and number need to be assigned to two separate attributes, for example, and certain selection lists need to be included in the employee information.

Tip We will gladly make these changes for you. To contact us, go to the Find Answers section in Personio via Help > Support and Updates > Find Answers.

 

List of Attributes

In our current DATEV 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 validation rules applied please refer to our article on Validations of Attribute Values for the Data Transfer with DATEV.

Note: The DATEV personnel number attribute is used to ensure data can be unambiguously assigned in DATEV. You therefore need to store this number in Personio as a serial number that is unique within each sub-company.

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
Title of nobility Direct mapping Title of nobility
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:

Note: The Hire date in DATEV always refers to the most recent employment period. The Hire date in Personio is not equivalent to the First hire date (Eintrittsdatum) in DATEV.
Entry date (current employment period)*
Termination date Direct mapping:

Note: The Termination date (Austrittsdatum) in DATEV always refers to the most recent employment period.
Exit date (current employment period)*
First hire 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*
European social security number Direct mapping European social security number (ESSN)*
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*
Regular working hours Derived mapping:

Please note that Weekly hours will always be evenly distributed across five working days when using this option.
Weekly 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 und Gehalt, the value from the employee attribute Hire date is carried over (unless "First payroll month of the LuG client" at company/sub-company level contains a later date, in which case the value transferred will be the later date). This entry is mandatory.

Hire date/first payroll month of the LuG client
Employer identification Direct mapping Primary or secondary employer
ÔÇô (No field in DATEV. Attribute used to exclude employees from the DATEV export, if required) Consider in German payroll

Note: For the master data export function to work, the three attributes DATEV personnel number, Consider in German payroll and Entry date (current employment period) must be entered in the employee profile in Personio.

 

Excluding Attributes

We suggest that you create all of the above-mentioned attributes when you do the configuration. Go to Settings > Payroll > Salary & Payroll > DATEV Lohn & Gehalt integration if you wish to exclude individual attributes from the DATEV Lohn und Gehalt export.

Note: For attributes excluded from the DATEV export, no validation rules are applied to the attribute values. Any errors will then not be flagged in payroll.

settings-payroll-datev-lug-attributes_en-us.gif

 

Employer Attributes

Once the export function has been activated, a new tab Employer information is shown under Settings > PAYROLL > Salary & Payroll. This is where you need to store the Client ID and Advisor ID numbers from DATEV Lohn und Gehalt (for each subcompany, if applicable). These numbers are included in the DATEV export to allow data to be unambiguously assigned later on.

settings-payroll-datev-lug-authorize_de.png

 

Frequently Asked Questions

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

An attribute value is marked as faulty in preliminary payroll. Why is this restriction applied?
As particular fields in DATEV are subject to validation and certain values are not accepted, these have also been implemented in Personio to avoid errors in the downstream data transfer. Typical examples include the limitation to 30 characters for the Position attribute, or the formatting of postcodes. To remove such errors, change the value for the respective employees to a valid value. For further information on validations and an overview of the stored rules, please refer to the article on Validations of Attribute Values for the Data Transfer with DATEV.
What are the precise field descriptions for the DATEV 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
Title of nobility 470;Namenszusatz
Academic degree 470;Akademischer Titel
Gender 480;Geschlecht
Birthday 480;Geburtsdatum
Street 470;Stra├če
Number 470;Hausnummer
Address, addition 470;Anschriftenzusatz
Postal code 470;Postleitzahl
City 470;Ort
Address, country 470;Land(Nationalit├Ąt MA-Wohnsitz;Staatsname)
Place of birth 480;Geburtsort
Country of birth 480;Geburtsland(Nationalit├Ąt Geburtsland;Staatsname)
Nationality 480;Staatsangeh├Ârigkeit(Nationenschl├╝ssel Staatsangeh.;Staatsname)
Marital status 480;Familienstand
Hire date 1430;Eintrittsdatum
Termination date 1430;Austrittsdatum
First hire date 510;Datum erster Eintritt
Work permit valid until 480;G├╝ltigkeit Arbeitserlaubnis
Residence permit valid until 480;G├╝ltigkeit 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;Europ├Ąische Versicherungsnummer
Start of training 3680;Ausbildungsbeginn
Expected end of training, as per contract 3680;Ausbildungsende
Actual end of training 3680;Ende tats├Ąchlich
Position 530;Berufsbezeichnung
Health insurance social contribution key 560;Beitragsgruppenschl├╝ssel(Gueltig_ab;BGS KV)
Pension insurance social contribution key 560;Beitragsgruppenschl├╝ssel(Gueltig_ab;BGS RV)
Unemployment insurance social contribution key 560;Beitragsgruppenschl├╝ssel(Gueltig_ab;BGS AV)
Care insurance social contribution key 560;Beitragsgruppenschl├╝ssel(Gueltig_ab;BGS PV)
Social insurance group key 520;PGS(Gueltig_ab;PGS)
Regular working hours 730;Regelm├Ą├čige Arbeitszeit(Gueltig_ab;W├Âchentliche Arbeitszeit;Arbeitsstunden Mo;Arbeitsstunden Di;Arbeitsstunden Mi;Arbeitsstunden Do;Arbeitsstunden Fr;Arbeitsstunden Sa;Arbeitsstunden So;W├Â. AZ Vollzeit)
Contract end date 1430;Befristetes Arbeitsverh├Ąltnis
First payroll month  
Employer identification 650;Anmeldedaten Elster II(Gueltig_ab;Kennzeichen Arbeitgeber;Gew├╝nschter jhrl. Freibetrag)

 

 

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