Table of Contents

Assign benefits to employees and check changes

On the Insurance and Benefit Coverages page, you assign employees the entitlements required for the salary calculation. The current assignment applies to the next payroll run. During processing, SwissSalary logs the entitlement used as a dated benefit assignment entry.

Prerequisites

  • The benefit is set up as assignable.
  • The benefit references an entitlement type with at least one entitlement.
  • The Employee Liability and Employer Liability settings are defined on the entitlement.

For more information, see Manage benefit service providers, contracts, and entitlements.

Assign an entitlement to an employee

  1. Open the Employee Card.
  2. Choose Insurance and Benefit Coverages.
  3. Find the benefit.
  4. In the Coverage Type field, choose the matching entitlement code.
  5. Enable Primary if needed.

The page shows both new benefits and existing social insurance assignments. In the Social Insurance column, you identify the respective benefit or insurance area.

Field Description
Social Insurance Benefit or existing social insurance of the line.
Coverage Type Entitlement assigned to the employee.
Primary Marks the primary assignment. The field is available for benefits in the AIA domain.
Waive of Pension Deduction Waives the pension deduction. The field is available only for OASI assignments.
Hinweis

The assignment itself contains no validity date. Change the entitlement before the payroll run from which it should apply. The payroll run writes the period end into the assignment entry.

Use default entitlements

You can also manage entitlements at the following levels:

  • Allocation Group: New employees in the allocation group receive the default entitlements.
  • Employee Template: The entitlements are copied from the template when it's created.
  • Employee: The individual assignment is maintained directly on the person.

When copying a person or template, SwissSalary copies the benefit, the entitlement, and the Primary flag to the target record.

Verify the Liable settings

A benefit assignment is liable for calculation when the selected entitlement has Employee Liability or Employer Liability set to something other than Not Liable. Therefore, check not only the entitlement code but also the stored Liable settings.

SwissSalary considers a primary assignment in certain AIA processes even when no normal obligation arises from it. Therefore, use Primary only for the intended AIA benefit.

Check multiple employees

Open Insurance and Benefit Coverages (All) to check the assignments of several employees in a single list. The Active view filters for active employees based on employment start and end dates.

In particular, check:

  • employees without an entitlement;
  • multiple AIA assignments marked as primary;
  • an entitlement whose Liable setting doesn't match the insurance relationship;
  • hires and departures whose entitlement must be adjusted before the next payroll run.

The Social Security Benefits Overview page shows the existing social security coverages as a matrix. For new benefits, always also use Insurance and Benefit Coverages because both assignment types are consolidated there.

Trace assignment entries

  1. Open Insurance and Benefit Coverages for the employee.
  2. Select a benefit line.
  3. Choose Benefit Assignment Entries.

The page shows, among other things:

Field Description
Benefit Code Benefit used in the payroll run.
Employee No. The employee concerned.
Payroll No. Payroll run that created the entry.
Coverage Type and Coverage Entitlement used in the run.
Date End date of the payroll run.
Is Payment After Resignation Marks a payroll header as a payment after resignation.
Calculation Type Calculation implementation of the benefit type.
Pension Start Date Pension start date determined for OASI calculations.

You can also open the assignment entries from Benefit Setup or the Benefit card and filter there by benefit or employee number.

Wichtig

Don't change an already posted assignment entry as a substitute for an incorrect payslip. Correct the current entitlement and process the necessary payroll correction using your usual control process.

Good to know

  • Switching the assignment in the middle of the month and expecting a dedicated validity date — there is none; the change applies from the next relevant payroll run.
  • Manually tampering with posted assignment entries instead of correcting the entitlement — the next payroll run remains wrong.
  • Only spot-checking default entitlements and multiple assignments after the run — duplicate entitlements or gaps are already in the entries.

See also