Practical knowledge for Swiss SMEs

AI assistant

Guides for “AI assistant” in : step by step, with the place in the menu, the steps and the limits.

AI assistant

All chapters

AI assistant

44 guides

Handle everyday HR tasks with AI

AI assistant in HR | base

AI adds new employees (joining as in the form). It can also amend basic details, record departures, update checklist items, request documents, submit your own change requests, decide on requests, cancel absences as HR and withdraw your own absence requests.

Step by step

  1. Name the action and person. Answer the clarification question if several people match.
  2. For checklist items, decisions and absences, use the known entry from the relevant list.
  3. Check the preview and approve it. You approve your own requests yourself.

Handle time corrections and administration in conversation

In the HR | base AI assistant

AI rejects time correction requests and sets another time, requests and decides clock entry photo access, sends reminders for open corrections, ends running time, saves time projects and ends clocking profile assignments.

Step by step

  1. Specify the action and its target, such as the person or project.
  2. Clarify missing details and ambiguous names one question at a time.
  3. Check the preview and approve the action.

Manage HR documents in conversation

In the HR | base AI assistant

AI withdraws document requests, edits and reviews documents and carries out bulk actions on selected documents.

Step by step

  1. Specify the action and documents or request with the employee concerned.
  2. Clarify missing details and ambiguous titles.
  3. Check the preview and approve the action.

Handle time, absences and applications in conversation

In the HR | base AI assistant

AI clocks your own time, corrects entries, enters absences for other people, decides planning requests, confirms reading your own documents, requests team changes and moves or hires applicants.

Step by step

  1. Specify the action and person, document, request or application.
  2. Clarify missing details or ambiguous names.
  3. Check the preview and approve.

Handle messages and surveys in conversation

In the HR | base AI assistant

AI confirms reading your messages, records reactions and availability, withdraws scheduled messages, answers your own surveys and starts, sends reminders for, ends or deletes surveys.

Step by step

  1. Specify the action and the title of the message or survey.
  2. Clarify missing details or ambiguous titles.
  3. Check the preview and approve the action.

Can the AI tell me who is absent today?

In the HR | base AI assistant

Yes. Ask “Who is absent today?” or “How many people are absent today?”. The assistant provides the number of distinct people and their names with the visible absence type, plus a link to the team calendar. Without a date, it uses today’s date in Switzerland.

Step by step

  1. Ask who is absent today or specify another date.
  2. Check the count and names in your visible scope and open the calendar if needed.

Manage applications and vacancy media in conversation

In the HR | base AI assistant

You can record your assessments, edit media details and vacancy assignments, add video links, set rejection reasons, accept all dossier suggestions and anonymise applications on request. Process several applications, read documents again and manage vacancies, versions, statuses and adverts in conversation. Save tags, propose talent, renew appointment links, review individual suggestions, share applications externally and merge dossiers. AI configures job board accounts, changes dossier fields, reminds assessors, applies decisions, classifies documents and cancels scheduled emails.

Step by step

  1. State the action and the application, assessment request, vacancy or media item.
  2. Answer the single question about missing or ambiguous details.
  3. Check the preview and approve the action.
  4. Specify the action and applications or vacancy.
  5. Clarify missing or ambiguous details.
  6. Specify the action and affected applications.
  7. Check targets, content and consequences in the preview and approve the action.
  8. Specify the action and application or job board.

Enter an application with AI

KMU | base › KI

Enter an application creates a dossier for a position or a spontaneous application after your approval, using the same function as the form.

Step by step

  1. Provide first name, surname, source and position, or explicitly choose a spontaneous application. Email, phone and note are optional.
  2. Only confirm data processing and retention information if the person has actually been informed.
  3. Missing or ambiguous details are clarified individually. Check and approve the preview, then open the dossier.

Assignment locations, working time limits and cases to clarify

KMU | base › KI

After clarification and approval, the planning tool can create a location or set an explicitly selected working time limit.

Step by step

  1. For a location, provide name, type (site, construction site or project) and address.
  2. For the limit, identify the person and explicitly specify 45 or 50 hours according to the legal classification. AI does not infer the limit from the role.
  3. Read location cases using the clarification tool; taking over or closing requires a separate preview and approval.

Entry and absence decisions with approval

KMU | base › KI

AI clarifies entry, personal approver and holiday advances before human approval.

Step by step

  1. New entries require a company and department. A personal approver is optional; select an active person with access.
  2. For an existing record, use the separate personal approval tool for approver and deputy. The supervisors contact list grants no permissions.
  3. Before approving leave with negative annual balances, AI asks for the exact total advance days across the affected years. A changed balance requires confirmation again.

Create a contract amendment or supplementary agreement

hr_nachtrag_erstellen

You can adapt or discard the proposal. If a review is required, approval creates only a marked draft. Another authorised person then carries out the personal legal review.

Step by step

  1. Please add or clarify:
  2. Preview with sample details
  3. Discard changes

Templates for contract amendments and supplementary agreements

Templates for contract amendments and supplementary agreements

Adapt standard text and optional fields. Custom types and amended contract text require a personal legal review. Check the preview with fictional details before saving.

Step by step

  1. Please add or clarify:
  2. Preview with sample details
  3. Apply and save

Change letterhead settings

KMU | base › KI

Only the specified settings change after your approval. The logo image, text and margins remain unchanged.

Step by step

  1. Specify the company and desired values. Check the previous and new values, then approve the preview.

Change the default staff regulations setting

KMU | base › KI

New contracts for this company: without staff regulations. The contract itself governs working hours, holidays, overtime, expenses, continued salary payments and termination. Existing contracts remain unchanged. New contracts for this company are created with staff regulations. Existing contracts remain unchanged.

Step by step

  1. Specify the company and with/without staff regulations. Check the effect and approve the preview.

Organise probation with AI

HR | base › Reviews or AI

AI can set the review date, record paper delivery or submission to HR and update the lead time. The blank questionnaire (part B only) and meeting minutes can be posted using the existing price preview and approval flow, including tenants with HR | base alone.

Step by step

  1. Specify the person and review; AI asks for clarification if more than one matches.
  2. Check changes or the document, postal options and price, then explicitly approve.
  3. Posting requires post.senden and a configured postal provider. Access to the specific review is checked again before PDF output and sending.
  4. For HR post, enter the full recipient address in the cover letter; AI explicitly asks for it. Private addresses are never filled in automatically.

Change HR task status

In the HR | base AI assistant

HR tasks show their saved status (open, in progress, blocked) and whether they are required. Blocking requires a comment. Tasks locked pending the signed contract show their prerequisite and cannot be ticked off or completed. All active subtasks must be completed; the last one automatically completes the main task. AI completion and status changes use the same checks.

Change the payroll set-up by conversation

In the HR | base AI assistant (payroll)

The AI saves the set-up of a company (leading system, UID, BUR number, canton, AHV fund, part month, payment account), creates or changes wage types, and records or changes insurance policies with their codes. Every change goes to a second person as a preview for approval.

Step by step

  1. State the company and the change you want.
  2. Answer questions, for example about missing rates or names.
  3. Check the before and after preview; a second person approves it.

Check and approve a welcome letter with AI

In the HR | base AI assistant

Name the person, review the entire letter in the preview and approve it. AI uses the same checks and approval as the form.

Check and approve data imports in the AI conversation

In the HR | base AI assistant

Provide CSV as text, save a draft, map columns, execute a checked batch, discard drafts or reverse imports. The preview shows source status, row count, errors and warnings from the existing reconciliation.

Step by step

  1. Specify the data type and complete CSV text or select your import batch. Map unrecognised columns and review the recalculated reconciliation before approving the import.
  2. Clarify missing or ambiguous information.
  3. Review the complete preview and approve the operation.

Complete an HR task with AI

In the HR | base AI assistant

Specify the task title and person. AI asks for clarification if there are several matches. Review the preview and authorise completion.

Configure recruitment with AI

In the HR | base AI assistant

Rejection reasons, templates, retention, stages and automations can be saved after clarification and approval. Careers page changes are published immediately. Stages can be created, renamed, deleted and moved up or down.

Step by step

  1. State the action and target.
  2. Clarify missing details or ambiguous names.
  3. Check the preview and approve the operation.

Create a payroll payment file with AI

In the HR | base AI assistant

Specify the completed payroll run. AI asks for the execution date and suggests today. A second person must approve the preview.

Create a welcome letter with AI

In the HR | base AI assistant

Name the person. AI asks for clarification if there are several matches and creates the letter from the appropriate template after your authorisation.

Edit introduction programme

KI

Ask the AI to read a programme, add items or modules, confirm it or change templates. Check and approve the complete proposal.

Step by step

  1. Ask the AI to send the introduction programme by post before entry. Specify the programme, full address and shipping options. Check the PDF and price; sending requires human approval and a second approver.

Employee categories and entry rules in conversation

In the HR | base AI assistant

The tools hr_mitarbeiterkategorie_speichern, hr_eintrittsregel_speichern and hr_kategorie_zuordnen manage categories, entry rules and assignments to positions or people. They create, rename, activate and sort categories, save and activate rules and copy them for a company.

Step by step

  1. Specify the name, parent category or company, conditions and required components.
  2. Answer questions about missing or ambiguous names.
  3. Check the preview and approve the change.

Entitlements, ratings and qualifications in conversation

In the HR | base AI assistant

AI sets holiday entitlements, records human application ratings explicitly supplied and saves or deletes qualification records.

Step by step

  1. Specify person and year for an entitlement, person and vacancy for a rating, or person and type for a qualification.
  2. Clarify missing details and check the preview before approval.

Handle notifications and salary certificates by conversation

In the HR | base AI assistant (payroll)

The AI chooses the reporting portal of a recipient, creates entry and exit notifications, the annual notification and the withholding tax notification as a checked file, and creates a year’s salary certificates. It submits a created notification to the Swissdec distributor, fetches its status or marks it as settled.

Step by step

  1. State the action, the company and the period, year or notification.
  2. Answer questions, for example about the canton or the portal.
  3. Check the preview; a second person approves it.

Handle payroll entries, short-time work and children by conversation

In the HR | base AI assistant (payroll)

The AI removes payroll entries that have not yet been settled and approvals for short-time work or bad weather. It records, changes and removes children for family allowances. Every change goes to a second person as a preview for approval.

Step by step

  1. State the action, the company and the person or entry.
  2. Answer questions about missing or ambiguous details.
  3. Check the preview; a second person approves it.

Maintain document categories, department heads and document settings in conversation

In the HR | base AI assistant

The AI creates or changes document categories (visibility, retention, deletion rule), deletes your own empty categories, sets the head of a department and saves document settings: contacts, form links, list of line managers, residence permit reminder, minimum wages and deletion periods.

Step by step

  1. Name the category, the department or the area of the setting and what should change.
  2. Answer any questions, for example when names are ambiguous.
  3. Check the preview and approve the change.

Maintain personnel dossiers and qualification types with AI

In the HR | base AI assistant

Personnel management and career entries can be created, edited, closed and reopened. AI removes equipment entered by mistake, saves job description templates, deletes individual people and maintains qualification types.

Step by step

  1. State the action and target.
  2. Clarify missing details or ambiguous names.
  3. Check the preview and approve the operation.

Manage application dossiers and media with AI

In the HR | base AI assistant

AI archives or reactivates media, deletes unused media, removes application photos, deletes individual applications and revokes talent pool inclusion and external assessment links.

Step by step

  1. State the action and target.
  2. Clarify missing details or ambiguous names.
  3. Check the preview and approve the operation.

Manage clocking profiles, locations and terminals in conversation

In the HR | base AI assistant

Save and assign clocking profiles, maintain explanation reasons and locations, set a person’s main location and change a terminal’s name and location.

Step by step

  1. Specify the profile, location, person or terminal and the desired settings. Confirm every profile switch.
  2. Clarify missing or ambiguous information.
  3. Review the complete preview and approve the operation.

Manage payroll document batches in conversation

In the HR | base AI assistant

AI creates payroll document batches, assigns existing files, removes unpublished files and publishes assigned documents.

Step by step

  1. Specify category and month to create a batch, or the batch and existing file to edit it.
  2. Clarify missing details and check the preview before approval.

Manage SwissSalary mappings in the AI conversation

In the HR | base AI assistant

Save or remove mappings for people, departments and codes and replace the complete company mapping. The AI checks mapping values and the permitted scope of people.

Step by step

  1. Specify the mapping type, existing target and SwissSalary value. For companies, provide the complete list including explicitly removed mappings.
  2. Clarify missing or ambiguous information.
  3. Review the complete preview and approve the operation.

Manage the organisation in the AI conversation

In the HR | base AI assistant

Create, change or delete departments and replace their role lists. The company, department and contract type are clarified before saving.

Step by step

  1. Specify the department, company, contract type or complete role list.
  2. Clarify missing or ambiguous information.
  3. Review the complete preview and approve the operation.

Payslips and payment status by conversation

In the HR | base AI assistant

AI regenerates the payslips of a closed payroll run and announces them to employees. It also records whether a payment file was handed to the bank, executed, cancelled or rejected.

Step by step

  1. Name the closed payroll run with company, period (YYYY-MM) and run number.
  2. For the payment: name the payment file and the new status; for a rejection, also the bank’s reason.
  3. Review the preview. A second authorised person approves; only then is the action carried out.

Run payroll by conversation

In the HR | base AI assistant

AI creates a payroll run, calculates, checks and approves it, reopens it, closes it or cancels it. Every step goes through a preview and the approval of a second person.

Step by step

  1. Name the step and the payroll run with company, period (YYYY-MM) and run number.
  2. Answer the questions, for example about the pay date, the type of run or the reason for a cancellation.
  3. Review the preview. A second authorised person approves the step; only then is it carried out.

Run the SwissSalary interface in conversation

In the HR | base AI assistant

The AI runs the SwissSalary interface: reading master codes and payroll runs, reconciling people, transferring pay movements for a period and master data, processing pending jobs or restarting failed ones.

Step by step

  1. Name the operation and, for pay movements, the period from and to.
  2. Check the preview.
  3. A second person approves the operation; only then is it carried out.

Send a welcome letter with AI

In the HR | base AI assistant

Name the person and delivery method. After approval, email sends the approved letter as a PDF; post and in person record delivery that has already taken place, including its date.

Set up working hours models in the AI conversation

In the HR | base AI assistant

Save weekly or annual models with fixed hours, core hours, tolerances and extra hours rules, assign them to people or groups and end group rules.

Step by step

  1. Specify the model, target, target level and validity; provide all desired model settings when saving.
  2. Clarify missing or ambiguous information.
  3. Review the complete preview and approve the operation.

Set welfare thresholds, absence policies and process templates in conversation

In the HR | base AI assistant

The AI changes the thresholds of the welfare notices, saves the absence policy of an absence type (medical certificate, carry-over, half-days, substitute) and creates or changes process templates for onboarding, offboarding or free-form processes.

Step by step

  1. Say what you want to change, for example a medical certificate for illness from the third day.
  2. Answer any questions, for example about the absence type or the template.
  3. Check the preview with the current and new values and approve the change.

Tick off an HR subtask with AI

In the HR | base AI assistant

Specify the task title, person and subtask. Check the preview and authorise the change.

Time recording months and month-end closing in conversation

In the HR | base AI assistant

AI confirms your own time recording month, approves other people’s months and closes or reopens months. Month-end closing supports approved absence and time correction decisions, approval for several people, closing the month or exporting it via API.

Step by step

  1. Specify month and step, people for approvals or the request for decisions. Rejection requires a reason.
  2. Clarify missing details and check the preview before approval.

Withdraw a resignation, set owners per role, edit the welcome letter and handle HR tasks in conversation

In the HR | base AI assistant

The AI withdraws a recorded departure, decides who receives the new checklist items of a role, edits the draft of a welcome letter, comments on HR tasks and reopens completed tasks or sub-items.

Step by step

  1. Name the person, the role or the task and what you want to change.
  2. Answer any questions, for example about the reason or the comment text. The AI never makes up either.
  3. Check the preview and approve the change.

Back to top

Collaboration ×

The next step starts with a conversation.

What does your business need?