What Freedom forms contain foundation data?

The following Freedom forms trigger a transfer of foundation data from ADP Freedom to HR.net, if the Automatic Sync of Foundation Data option has been set on the Client HR Setup form.

Refer to the What Foundation data is shared with HR.net topic for more information on how the different types of data is transferred.

 

Data type

ADP Freedom form

ADP Freedom data

Business Unit

Company -> Business Units -> BU Details

Business Unit Code

Business Unit Name

Cost Centre

Company -> Company Setup -> Lookups -> Enterprise Lookups -> Cost Centre

Cost Centre Code

Cost Centre Name

GL Business Code (optional)

Company

Company -> Company Setup -> Company -> Company Details

Company -> Company Setup -> Company -> Company Tax Office

Company Code

Company Name

Effective From

Effective To (optional field)

Employer’s PAYE ref

Earnings

Payroll Company Earnings are maintained within the Company -> Company Setup -> Earnings -> Earnings Definition

Earnings Code

Earnings Description

Effective From

Effective To (optional field)

Deductions

Payroll Company Deductions are maintained within the Company -> Company Setup -> Deductions -> Employee Deduction

Deduction Code

Deduction Description

Effective From

Effective To (optional field)

Pension Schemes

Company -> Company Setup -> Company -> Pension Schemes

Scheme Code

Name

Pension Scheme Deductions

Company -> Company Setup -> Deductions -> Employee Deduction

Pension Scheme

Pension Scheme Code

Description

Effective from

Effective To (optional field)

Amount (optional field)

Percentage (optional field)

Pay Group

Company -> Company Setup -> Pay Group -> Pay Group Details

Company -> Company Setup -> Pay Group -> Pay Group Controls

Company -> Company Setup -> Pay Group -> Setup Pay Calendar

Company -> Company Setup -> Pay Group -> Maintain Pay Calendar

Pay Group Code

Description

Frequency

Effective from

Effective To (optional field)

Automatic Standard Pay (optional field) – once the pay group controls have been configured

Description (optional field) – when a Pay Calendar has been created the open month will be set as the current period in HR.net

Pay Calendar

 

Company -> Company Setup -> Pay Group -> Setup Pay Calendar

Company -> Company Setup -> Pay Group -> Maintain Pay Calendar

Payment -> Payroll Processing -> Payrun Control -> Payrun Set-up

Description

To

Status

Payrun Cutoff Date (optional field) – to prevent changes being made when the pay group is locked this date will be passed to HR.net.

Pay Group Earnings

Company -> Company Setup -> Earnings -> Pay Group Earnings

Pay Group Code

Earnings Code  – this is the earning code as defined in earnings definition

Disallow subsequent allocation to employees? - will prevent the deduction from being assigned to employees who do not have the earning assigned

Grades

Company -> Grades -> Grade Details

Grade Code

Grade Description

Comments (optional field)

Business Locations

Company -> Company Setup -> Lookups -> Enterprise Lookups -> Business Location

Location Code

Name

Phone no (optional field)

Fax no (optional field)

Address 1

Address 2 (optional field)

Address 3 (optional field)

Town/City

County (optional field)

Postcode (optional field)

Country

Shift Patterns

Company -> Shift Pattern -> New

Company -> Shift Pattern -> Details

Company -> Shift Pattern -> Work Times

Shift Code

Description

Comments

ContractPeriod - hard coded to“Week” for every shift pattern sent.

ContractUnit  -  hard coded to “Hours” for every shift pattern sent.

Weekly Scheduled Hours

DaysInPattern  - derived as  “Shift_Patten.Pattern_Weeks * 7” for every shift pattern sent.

Work starts On (i.e. start day of shift)

Work finishes On (i.e. end day of shift)

Work starts at (i.e. start time of shift)

Work finishes at (i.e. end time of shift)

Working Hours - derived as  “shift_work_times.work_end_time – shift_work_times.work_start_time” for every period sent.

Working Days  - derived as  - the shift_weighting_amt divided by the total working times in the work time records, multiplied by each work time duration, The total of all of these must equal the shift_weighting_amt therefore the last work time value is the remainder as, due to rounding, it will not always equal the shift_weighting_amt.

 

Note: Within Freedom, the assignment of a business unit to employees is used to control security access for users.  The business unit structure within Freedom does not match the Company structure (Company, Division, Department, Team and Sub Team) within HR.net.

As employee data is changed within HR.net a method of assigning the business unit to an employee is required.  This is achieved by assigning the employee a Payroll Security Group within HR.net via specific workflows\maintenance screens.