This article explains security mechanisms and validations that ensure data from Personio is correctly transferred via the Lohnimportdatenservice to DATEV LODAS or Lohn und Gehalt.
What are Attribute Values Validations?
Validations ensure that when the Lohnimportdatenservice is used, data is transferred successfully from Personio to DATEV LODAS or Lohn und Gehalt. Attribute values that are subject to format specifications are verified. For example that the attribute setting of 11 characters for "Tax identification number" is fulfilled; duplicate personnel numbers within a company will also be identified. Format errors of this kind can cause the transfer of an attribute or even of the entire employee to fail. The validations and the error messages they trigger will allow you to identify incorrectly formatted attribute values. You can then correct them, before you approve the payroll.
Note: The validations listed below are only performed if an attribute is marked Active under Settings > PAYROLL > Salary & Payroll > DATEV LODAS/ Lohn & Gehalt Integration > General settings and therefore included in an export.
Overview of Validations for the Lohnimportdatenservice
The following overview describes different validations for attributes that are transferred via the Lohnimportdatenservice, and what happens with regards to the transfer of the data when specified formats have not been met.
Note: The formats for DATEV LODAS and Lohn und Gehalt differ.
| Attribute | Format | Effect |
| DATEV personnel number |
A positive five-digit number between 1–99999 is available |
The affected employee is not exported |
| A unique personnel number per company is available | Employees with the same DATEV personnel number is not exported | |
| Original entry date |
The original entry date must be before the termination date (current employment period) |
The affected employee is not exported |
|
Entry date (current employment period)
|
The entry date (current employment period) must exist and be before the exit date (current employment period) | The employment period of the affected employee is not exported |
| Exit date (current employment period)
|
The exit date (current employment period) must be after the entry date (current employment period) AND The exit date (current employment period) must be after the original entry date |
|
|
Different bank account holder
|
Maximum 25 characters | Attribute values are not exported for the affected employees |
|
Address, addition
|
Maximum 40 characters | |
| SWIFT Code | Maximum 11 characters | |
| Place of birth | Maximum 34 characters | |
| Number | Maximum 9 characters | |
| IBAN | Maximum 42 characters, Starts with a valid country code according ISO-3166-1 | |
| Last name | Maximum 30 characters | |
| City | Maximum 34 characters | |
| Social insurance group key |
Valid combinations of social insurance and contribution group keys |
|
| Social contribution key | ||
| Position | Maximum 30 characters | |
| Postal code | Maximum 10 characters | |
|
Address, postcode
|
Maximum 10 characters | |
|
Social security number
|
Exactly 12 characters, plausibility check of entries | |
|
Tax identification number
|
Exactly 11 digits, plausibility check of entries | |
| Street | Maximum 33 characters | |
| First name | Maximum 30 characters |
| Attribute | Format | Effect |
| DATEV personnel number |
A positive five-digit number between 1–99999 is available |
The affected employee is not exported |
| A unique personnel number per company is available | Employees with the same DATEV personnel number is not exported | |
|
Hire date
|
Hire date must exist |
The affected employee is not exported
|
|
Original entry date
|
The original entry date must be before the termination date (current employment period) | |
|
Entry date (current employment period)
|
The entry date (current employment period) must exist and be before the exit date (current employment period) | |
|
Exit date (current employment period) |
The exit date (current employment period) must be after the entry date (current employment period) AND The exit date (current employment period) must be after the original entry date |
|
|
First name
|
Available, with maximum 30 characters | |
|
Different bank account holder
|
Maximum 25 characters | Attribute values are not exported for the affected employees |
| Academic degree | Maximum 30 characters | |
| Address, addition | Maximum 40 characters | |
| SWIFT Code | Maximum 11 characters | |
| European social security number (ESSN) | Maximum 25 characters | |
| Place of birth | Maximum 34 characters | |
| Number | Maximum 9 characters | |
| IBAN | Maximum 42 characters, Starts with a valid country code according ISO-3166-1 | |
| Last name | Maximum 30 characters | |
| City | Maximum 34 characters | |
| Social insurance group key |
Valid combinations of social insurance and contribution group keys |
|
| Social contribution key | ||
| Position | Maximum 30 characters | |
| Postal code | Maximum 10 characters | |
|
Social security number
|
Exactly 12 characters, plausibility check of entries | |
|
Tax identification number
|
Exactly 11 digits, plausibility check of entries | |
| Street | Maximum 33 characters |
Notes on Format Errors
To help you identify format errors in attributes early, error messages in both the employee profile as well as in the payroll table will indicate where changes are necessary.
Format Error Indication in the Employee Profile
Attributes for which a validation rule has been stored, but the entered value violates this rule, are marked with an error message below the value. This error message informs you which settings are necessary, so that you can adjust the attribute immediately.
Note: DATEV-specific error messages are only displayed for users who have editing rights for the respective attribute section.
Error messages in the employee profile
Format Error Indication in the Payroll Table
In the payroll table, attributes for which a validation rule is stored but the value violates this rule, are highlighted in red. Click on the respective employee to view the detailed error message and see the required format, and correct the error before you finalize the payroll.
Error messages in the payroll table within payroll