In the Employees area, the personnel master data is recorded. The master data must be entered before the first payroll run for the employee. The entered wage data and some master data (e.g. settings for source tax, child allowances, etc.) influence the calculation of the wage and must therefore always be kept up to date.
The personal data of employees, such as date of birth, social security number, address, contact and bank information, is stored under personal data. When the employee is created, some data is already saved and displayed here.
In the Employment Relationship tab you can see the entries and exits of the respective employee. If an employment ends, a departure date can be set for the active employment relationship. If you have several work locations, you can assign the corresponding work location to the employees. Additional work locations are added under Company > Company. Various settlement-relevant settings are made in the employment relationship. The wage type determines whether the employee is paid in monthly wages or hourly wages. Furthermore, the degree of employment including the weekly hours (or weekly lessons) can be entered here. You also have the option of entering an individual text that will be printed on the wage statement. Under Statistics, the most important statistical information is recorded, which is relevant for a statistical survey and will be evaluated.
Under Insurance, the social insurances for the selected employee can be assigned. The default insurances according to the settings under Company > Insurances are displayed by default. On the employee's pay slip, the social insurances are calculated based on the insurances and codes set here.
Enter the payroll data of the respective employee in this area. A distinction is made between recurring wage types and wage values paid only once. The selection Periodicity determines whether the wage type is a one-time or recurring wage type. By selecting the date, you control the months during which the wage type is automatically deducted.
In the wage type controls, settings can be made for payment of the 13th month's wage, payment of holiday pay and public holiday pay.
In this area, the marital status can be entered with the corresponding effective date. Furthermore, partners and children can be entered. The child allowances are also defined here and later automatically settled in the payroll according to these settings. In particular for employees liable to withholding tax, entry of the data is central for correct accounting.
Persons without residence / domicile in Switzerland or foreign employees without a C settlement permit may be subject to withholding tax. To ensure that the withholding tax is deducted correctly, settings such as the WT code or information on other employers can be entered in this area. The withholding tax is calculated in the statement according to the master data entered here.
The EMA messages of the individual employee are displayed in this tab. These messages are automatically generated in the settlement process. If necessary, the automatically generated messages can still be edited. If a message is not to be sent via ELM, you can mark it here in the personnel master with the button "ignore" and it will not be sent. If the sending of electronic wage notifications is not active, this area is not displayed in the personnel master.
The wage statement is always prepared automatically in December with the final setting of the month. Check the texts for the individual employees before the last payroll run of the year. In the 3-point menu you have the option of preparing the wage statement during the course of the year.
The employee's wage statements and pay slips are automatically stored in the dossier. These can be viewed and downloaded. It is not possible to delete these documents. In the personnel dossier, you have the option of adding individual documents, such as an employment contract. These documents can be viewed, downloaded and deleted again.