Practical knowledge for Swiss SMEs
: Guides
Guides for : step by step to the functions, with menu location, steps and limits. For your everyday work in .
Setup
19 guides
- Setup
- Add your first employee with the short form
- Your employee record for time tracking and absences
- HR settings
- Organisation: departments and job titles
- Entry rules and employee categories
- Personnel management documents
- Employee category
- Employee category
- Terms: LMV (national collective agreement)
- Base role “No base role”
- Public holidays by company canton
- Data import
- Import personnel and time data from payroll exports
- Check residence status and withholding tax
- Import additional personnel data and payroll history
- Import children and family allowances
- Balances and history
- Deletion periods
People & records
24 guides
- Overview
- HR displays, dossier selections and bank suggestions
- Employees
- Personnel file
- Edit details
- Tabs and shared filter in HR
- Job description
- Documents – Personnel file
- Forms and receipts for the person
- Access and clocking
- Employment details history
- Emergency sheet
- Profile photo
- Personnel management & procedures
- Your statement
- Personnel meetings with AI
- Export personnel file
- Export subject access data
- Change requests
- QMS data in subject access
- Save addresses separately
- Distinguish line management from approval
- Mask the existing AHV number
- Team leader overview
Joining & leaving
18 guides
- Record new joiner
- Take over from application
- Import employees
- Pre-boarding
- Joining and leaving templates
- Welcome letter before the start date
- Record termination and leaving
- Revoke a leaving date and withdraw a start
- Withdrawn start
- Prioritise start and leaving tasks
- Check access contact before creating a person
- Explicitly recalculate the leaving date
- Clearly label leaving before employment starts
- Use clear wording for employment starts
- Confirm older starting tasks
- Complete employment details after hiring
- New employees, departments and personal approvers
- Introduction programme
Time & absences
41 guides
- Absence notifications, rejection reasons and terminal access
- Attendance and work time today
- Time recording
- Working hours
- Team overtime and time balances
- Giving a reason when clocking
- Time tracking verification photos
- Locations and projects
- Edit locations on the map
- Request a time correction
- Rules and models
- Terminals and badges
- Overtime account
- Deciding on deviations
- Review clockings
- Time approval
- Terms: ArG and LMV in working time models
- Month-end closing
- Absences
- Holidays across calendar years and advances
- Requests
- Team calendar
- Holiday entitlements
- Absence policies: half-day leave and medical certificates
- Early support alerts
- Manage sickness and accident cases
- Manage sickness and accident cases
- Shift planning
- Plan by area
- Schedule requests
- Report by area
- Historical time balance
- Year-end time balances
- Carry model leave forward
- Leave remains available
- Absence types through payroll
- Process accident report
- Choose location and people
- Review clockings
- Pair a tablet
- Mobile team calendar
Payroll
51 guides
- Payroll
- Payroll run
- People
- Payroll master data
- Entries
- Payroll settings
- Set up protected persons
- Separate payroll run for protected persons
- Hand over or replace the trusted person
- Export for the trusted person
- Terms: UVG, KTG, BVG, QST and Swissdec in plain language
- Salary certificates
- Payroll declarations (ELM)
- Payroll journal for accounting
- Reports
- Payroll export for other payroll systems
- Expenses after payroll reversal
- Reverse an advance
- Mid-month pay change
- Certificate after company transfer
- Record a bank rejection
- Contract draft as a payroll suggestion
- Monthly personnel costs and coverage
- Salary certificates: year and periods
- Full-time and part-time hours
- Prepare final pay from the leaving workflow
- See missing payroll data before a run
- Correct payroll findings in the right place
- Declarations to funds and insurers
- Exclude people and discard a payroll run
- Family allowance fund per work location
- Fixed contributions according to pension certificate/policy
- Formats and policy codes
- FSO wage structure survey
- Import payroll records from personnel files
- Minor wages (AHV limit)
- Pay salaries when some bank details are missing
- Payment routes, wage garnishment and payments in euros
- Payroll effects of sickness and accidents
- Payslip by email
- Post payroll directly in Finance
- Reconcile expenses paid through payroll
- Resolve salary certificate findings
- Review the withholding tax proposal
- Search for a municipality or enter its BFS number
- Set up payroll accounting
- set up payroll step by step
- Settling short-time work and bad weather
- Short-time work and bad weather
- Submitting declarations to authorities and insurers
- Withholding tax and cross-border commuters
Documents & letters
27 guides
- Create employment contract
- Documents
- Cover letters for HR documents
- Send HR documents by email, post or both
- Reference letter
- Download documents together
- Review and adapt the contract template
- Contract types
- Contractual basis and regulation titles
- Contract amendments and supplementary agreements
- Employment categories
- Expense types
- Regulations and insurance
- Four-eyes principle and suggested grades in the reference
- Payroll documents
- Incomplete draft – details missing
- Save contract draft
- Edit individual contract sections
- With or without staff regulations
- Select contract components
- Upload to the selected folder
- Read full document titles
- Contract overview
- Prepare employment references directly
- Apprenticeship contract
- Apprenticeship guidelines
- Create an apprenticeship contract
Recruiting
21 guides
- Applications
- Create job / Edit job
- Candidate file
- Position pipeline
- Job preview
- Application
- Your assessments
- Talent pool
- Careers page
- Media library: images and videos
- Application reports
- Application settings
- Subject access for an application
- Change or cancel appointment
- Documents from links
- Enter an application
- Import jobs
- Match for the position
- One HR address for emails and applications
- Requirements profile
- Review emailed applications and add documents
Reviews & development
5 guides
Tasks, messages & reports
9 guides
Employee app
16 guides
AI assistant
44 guides
- Handle everyday HR tasks with AI
- Handle time corrections and administration in conversation
- Manage HR documents in conversation
- Handle time, absences and applications in conversation
- Handle messages and surveys in conversation
- Can the AI tell me who is absent today?
- Manage applications and vacancy media in conversation
- Enter an application with AI
- Assignment locations, working time limits and cases to clarify
- Entry and absence decisions with approval
- Create a contract amendment or supplementary agreement
- Templates for contract amendments and supplementary agreements
- Change letterhead settings
- Change the default staff regulations setting
- Organise probation with AI
- Change HR task status
- Change the payroll set-up by conversation
- Check and approve a welcome letter with AI
- Check and approve data imports in the AI conversation
- Complete an HR task with AI
- Configure recruitment with AI
- Create a payroll payment file with AI
- Create a welcome letter with AI
- Edit introduction programme
- Employee categories and entry rules in conversation
- Entitlements, ratings and qualifications in conversation
- Handle notifications and salary certificates by conversation
- Handle payroll entries, short-time work and children by conversation
- Maintain document categories, department heads and document settings in conversation
- Maintain personnel dossiers and qualification types with AI
- Manage application dossiers and media with AI
- Manage clocking profiles, locations and terminals in conversation
- Manage payroll document batches in conversation
- Manage SwissSalary mappings in the AI conversation
- Manage the organisation in the AI conversation
- Payslips and payment status by conversation
- Run payroll by conversation
- Run the SwissSalary interface in conversation
- Send a welcome letter with AI
- Set up working hours models in the AI conversation
- Set welfare thresholds, absence policies and process templates in conversation
- Tick off an HR subtask with AI
- Time recording months and month-end closing in conversation
- Withdraw a resignation, set owners per role, edit the welcome letter and handle HR tasks in conversation
The next step starts with a conversation.