Purpose

After the first data upload via the new integration, we let the client know which of the following employee masterfile field values have changed:

Tax Code
Contractor ABN
Employment Basis
Income Stream Type
Person Category Code
Person Category Option
Country of Origin
Tax Treatment Code

Changes to Tax Code and Tax Treatment Code in particular can impact tax calculations and tax filing for affected employees at the next pay run.

Step 1: Extract data before the first upload

Run this script in myPA to generate the first extract:

** Extract Australian Tax-Related Field Values

SELECT
    PERSON.COMMON_NAME,
    EMP.COUNTRY_OF_ORIGIN,
    PERSON.EMPLOYEE_NO,
    EMP.EMPLOYMENT_BASIS,
    EMP.INCOME_STREAM_TYPE,
    EMP.PERSON_CATEGORY_CODE,
    EMP.PERSON_CATEGORY_OPTION,
    EMP.TAX_CODE,
    EMP.TAX_NUMBER,
    EMP.TAX_TREATMENT_CODE,
    LKUP_INCOME_STREAM_TYPE.DESCRIPTION AS INCOME_STREAM_TYPE_DESCRIPTION,
    LKUP_PERSON_CATEGORY_CODE.DESCRIPTION AS PERSON_CATEGORY_CODE_DESCRIPTION,
    LKUP_PERSON_CATEGORY_OPTION.DESCRIPTION AS PERSON_CATEGORY_OPTION_DESCRIPTION,
    LKUP_EMPLOYMENT_BASIS.DESCRIPTION AS EMPLOYMENT_BASIS_DESCRIPTION
FROM
    PERSON
JOIN
    EMP ON PERSON.EMPLOYEE_NO = EMP.EMPLOYEE_NO
LEFT OUTER JOIN
    STP_INCOME_STREAM_TYPE LKUP_INCOME_STREAM_TYPE ON EMP.INCOME_STREAM_TYPE = LKUP_INCOME_STREAM_TYPE.CODE
LEFT OUTER JOIN
    STP_PERSON_CATEGORY LKUP_PERSON_CATEGORY_CODE ON EMP.PERSON_CATEGORY_CODE = LKUP_PERSON_CATEGORY_CODE.CODE
LEFT OUTER JOIN
    STP_PERSON_CATEGORY_OPTION LKUP_PERSON_CATEGORY_OPTION ON EMP.PERSON_CATEGORY_OPTION = LKUP_PERSON_CATEGORY_OPTION.CODE
LEFT OUTER JOIN
    STP_EMPLOYMENT_BASIS LKUP_EMPLOYMENT_BASIS ON EMP.EMPLOYMENT_BASIS = LKUP_EMPLOYMENT_BASIS.CODE
WHERE
    (PERSON.TERMINATION_DATE IS NULL)
ORDER BY
    PERSON.EMPLOYEE_NO ASC;

Step 2: Extract data after the first upload

After the first data has come in from the external system, run the script again and note where any field values have changed and inform the client. Also run a Combined Audit Report using parameter All Employee Details for the date of the data upload.

Once all data is audited, the integration can go live.

Introduction