PFA Pension reporting

Owned by Valentyna Plokhykh
Last updated: May 31, 2023
4 min read



This article will explain how to produce a report sent to PFA Pension.



About

PFA Pension is the largest privately owned life insurance company in Denmark. PFA is also the leading underwriter of group insurance and pension plans in Denmark with a 19.6% share of the overall financial services market.

Adonis Interface

Payroll Calculation

Any Entry Codes for PFA Pension calculation are always user-defined.

There can be a regular PFA Pension EC, which is set up as auto-entry from the activities. It calculates both Employee and Employer fee prorated from the respective Payscale rates.

And there can be correction Entry Codes used manually. It is also possible to use voluntary PFA pension deduction.

Reporting setup

In Setup Organization Structure >Payroll > General, a Danish payroll company is always linked to DK National Payroll Code.

The setup for reporting is performed under Reports > Dansk Inrapportering > PFA. These settings identify how the export will find the data in the Adonis system.

Export

The reporting to the PFA is performed on a monthly basis. The export is located under Tools > Export > PFA Pension.

The export window provides several exports available

  • Pension

  • Volunteer Pension

  • Insurance

You can use "Print" button before the export to preview and print out the report on the data that will be exported.

File format

Field nr

Name

Field length

Adonis field

Table

Mandatory

Comments

1

Organization no

8

cmp.organisationno

pworgcmp cmp

Y



2

Personal ID

10

P01.personalidno

pw001p01 p01

Y



3

Code for the used Personal ID

2





Y

01 -If a Danish Personal ID

02 - If a valid Danish Personal ID

03 - If not Danish Personal ID (foreign), 4 last digit is '9999'

4

Payment Type

2





Y

01 - If amount is fetched from entry code in field Pension (company setup)
03 - If amount is fetched from entry code in field Corr. Pension (company setup)
12 - If amount is fetched from entry code in field Volunteer Pension (company setup)

Note: There are 12 codes in the spec, but only the listed three are applicable for our customers.

5

Paid Amount

13

From company setup

pw001pay/pw001pyh pay/pyh

Y

Calculatedamount1+Calcualtedamount2 from the Entry Code selected in company setup
Starts with a +
Can only be '0' if field 4 has value '06'

6

Start Date

8

First date of payroll period from dialogue box



Y

DDMMYYYY

7

End Date

8

Last date of payroll period from dialogue box



Y

DDMMYYYY

8

Currencycode

3

pay/pyh.currencycodecalc

pw001pay/pw001pyh pay/pyh

Y

from entry codes selected in company setup

9

Agreementnumber

10

From company setup

pw001pay/pw001pyh pay/pyh

N

Contract Code field from company setup, left-justified, field with blanks if no value

10

Coverwages

12

N/A

N/A

Y

Hard code to '000000000000'

11

Insurancewages

12

N/A

N/A

Y

Hard code to '000000000000'

12

Code for Coverwages/Insurancewages

1

N/A

N/A

Y

Hard code to '1'

13

Payment From

1

N/A

N/A

Y

Hard code to '2'

14

Position Fraction

8

p0p.positionfraction

pw001p0p p0p

Y

If NULL/BLANK then set to 10000000
If 1 then 10000000
If 0,8 then 08000000

15

Code for Employment status

2

p01.Employmentenddate

pw001p01 p01

Y

If employmentenddate is NOT NULL/BLANK THEN '01'
If employmentenddate is NULL/BLANK THEN '99'

16

Date of Employment End/Start date for Leave of Absence

8

p01.employmentenddate

pw001p01 p01

N

DDMMYYYY

17

End date for Leave of Absence

8





N

DDMMYYYY

18

Employer Contribution

8

From company setup



Y

Should be possible select which Global rate/Company rate field to fetch % from.
If 10% then 01000000
If 20% then 02000000

19

Employee Contribution

8

From company setup



Y

Should be possible to select which payscale line/personal rate line the % should be fetched from.
If 10% then 01000000
If 20% then 02000000

20

Employees volunteer %

8

From company setup



Y

Should be possible to select which payscale line/personal rate line the % should be fetched from.
If 10% then 01000000
If 20% then 02000000

21

Rank Code

6

c02.codespecification

pw001p01 p01
left join pw001c02 c02 on c02.code=p01.rank

N

All codes will be 4 digits with last 2 digits BLANK

22

PIN

8

p01.pin

pw001p01 p01

N

Right set with "BLANKS" in front

23

Sort code 3

6

N/A

N/A

N

Filled with blanks

24

Sort code 4

6

N/A

N/A

N

Filled with blanks

25

AMB-obliged

1

From company setup



Y

If field has a % then '1'
If BLANK thenk '2'

26

Name

35



pw001p01

Y

Firstname Middlename Lastname

Specification

Specification in Danish attached below. It is missing field 26, which was added later.