Attributes for the DATEV Lohn und Gehalt Integration

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

We will gladly make these changes for you. Please contact your Implementation Manager directly, or use our contact form to get in touch with our Service team.

 

List of Attributes

We currently provide the following master data for the DATEV Lohn und Gehalt export:

Field (Lohn und Gehalt) Mapping type / Derivation rule Attribute name (Personio)
Personnel number Direct mapping DATEV Personalnummer
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.
Hire date (current employment period)
Termination date Direct mapping:

Note: The Termination date (Austrittsdatum) in DATEV always refers to the most recent employment period.
Termination date (current employment period)
First hire date Direct mapping First hire 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 SWIFT Code
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
Job title Direct mapping Job title
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 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
(No field in DATEV. Attribute used to exclude employees from the DATEV export, if required) Consider in German payroll

For the export function to work, the DATEV Personalnummer must be entered into the employee profile in Personio. This number is used to ensure data can be unambiguously assigned in DATEV Lohn und Gehalt. Store this number directly in Personio (serial, unique for sub-companies) or alternatively via an import for all employees. Click here for further information on importing employee data. 

 

Excluding Attributes

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

Note that 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 is shown under Settings > Salary & Payroll: Employer information. This is where you need to store the Tenant ID and Advisor ID from DATEV Lohn und Gehalt (for each sub-company, 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 Lohn und Gehalt are subject to validation and certain values are not accepted, these rules 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, or the formatting of postal codes. To eliminate such errors, change the value for the respective employees to one that is valid. 
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;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
First hire 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
Job title 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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