Table of Contents

Manage benefit service providers, contracts, and entitlements

Benefit service providers and contracts form the link between an insurance, the configured benefits, and the electronic salary or incident declarations. First set up the entitlement types and then assign the valid contract to each benefit.

Prerequisites

  • The required benefit types and benefits are set up.
  • For electronic declarations, the Swissdec setup and the SUA certificate are prepared.
  • The insurance contact is recorded in Contacts.

For more information, see Set up benefit types, rules, rates, and limits.

Record benefit service providers

  1. Open Benefit Providers.
  2. Enter one line per service provider.
Field Description
No. Unique number of the benefit service provider.
Contact No. Contact that represents the service provider.
Contact Name Name of the assigned contact.
Description Descriptive name of the service provider.
Contract Count Number of contracts for this service provider. Choose the value to open the contracts.

Set up a benefit contract

  1. Open Benefit Contracts.
  2. Create a contract and open the Benefit Contract card.
  3. Fill in the general fields.
Field Description
No. Contract number.
Provider No. Service provider that issued the contract.
Description Descriptive name of the contract.
Customer No. Your company's customer number with the service provider.
Incident Declaration Method Determines whether incidents are declared electronically. Allowed values are blank and Electronic.
Salary Declaration Method Determines whether salary data is declared electronically. Allowed values are blank and Electronic.

When you choose a value for Salary Declaration Method, the card shows additional fields:

Field Description
Posting Group Posting group for electronically submitted salary declarations.
Response Target Target where imported electronic declaration data is written.
Automatic Approval Determines whether electronically submitted salary declarations may be automatically approved.
Wichtig

You can't delete a contract as long as it's assigned to a benefit. First remove all contract lines of the contract.

Assign a contract to a benefit

  1. Open Benefit Setup and then the desired benefit.
  2. Enter the following under Benefit Contract Lines:
Field Description
Valid From Start of the contract assignment. SwissSalary sets the date to the first day of the month.
Contract No. Contract that applies from this date.
Contract Description Description of the selected contract.

For calculations and declarations, SwissSalary determines the last contract line whose Valid From doesn't fall after the end of the observed period.

Set up entitlements and entitlement obligations

Open Benefit Coverage Types. An entitlement type determines which entitlements you can assign to a benefit and then to employees.

  1. Enter Code and Description for the entitlement type.
  2. In the Insurance and Benefit Coverages area, enter the available values.
  3. Specify the Liable settings for each entitlement.
Field Description
Code Code of the entitlement.
Description Descriptive name of the entitlement.
Employee Liability Specifies whether and how the employee is liable.
Employer Liability Specifies whether and how the employer is liable.

Use Translations to maintain language-specific descriptions.

Create an inherited entitlement type

On an existing entitlement type, choose New Inherited Type. The new type inherits the entitlement codes of the parent type. On an inherited type, you can't create, rename, or delete the inherited entitlements. Change these values on the parent entitlement type.

Use an inherited type when the entitlement codes stay the same but, for example, different Liable rules should apply.

Define a benefit entitlement sequence

In the Benefit Coverage Sequence area, you can store a Next Code and a Rule for an entitlement code. SwissSalary uses this sequence to automate rule-based changes between entitlements. On inherited entitlement types, the sequence is taken over from the parent type.

Verify the setup

Before assignment, verify:

  1. The service provider references the correct contact.
  2. The contract, customer, and service provider numbers match the insurance's details.
  3. The declaration methods match the intended process.
  4. The contract lines start on the correct first day of the month.
  5. Entitlements contain the correct Employee Liability and Employer Liability settings.
  6. The benefit uses the intended Coverage Type.

Good to know

  • Deleting a contract that is still assigned to a benefit — the deletion fails or breaks entitlement chains.
  • Leaving entitlement types and contract assignment incomplete — later ELM and KLE processes come up empty.
  • Only checking inherited entitlements and the benefit entitlement sequence in a production case — the wrong insurers or priorities take effect immediately in declarations and calculations.

See also