Table of Contents

SwissSalary Organization

On the SwissSalary Organization page, payroll or system administration runs company-wide utility functions: adjusting salary type numbers, importing employee pictures, generating demo or missing master data, and formatting phone numbers consistently. Use these functions when you first set up a company, after a migration, or when you want to apply a changed setting to existing data. Store packages, the main language, and date compression are described in separate articles.

Prerequisites

  • You have administrator rights for SwissSalary, for example the SwS Setup permission set. For more information, see Assign permission sets.
  • Before you run functions that change data, you have backed up the company or tested the procedure in a test environment.

To open the page, choose the Search icon, enter SwissSalary Organization, and then choose the related link.

Adjust Salary Type No.

Use Adjust Salary Type No. to extend or shorten all salary type numbers by one digit.

  1. Open the SwissSalary Organization page.
  2. Choose Adjust Salary Type No..
  3. Choose whether you want to add or remove a digit.
  4. Confirm the message showing the number of adjusted salary types.
Hinweis

When extending, SwissSalary appends a 0 to every salary type number (for example, 1000 becomes 10000). All salary type numbers must have the same number of digits. When shortening, SwissSalary removes the last digit; all salary type numbers must end with 0. Otherwise, the function stops with an error message.

Import Pictures

Use Import Pictures to transfer employee pictures from a ZIP file into the current company. The function is intended for migrating pictures from old Dynamics NAV versions: up to and including Dynamics NAV 2016, pictures were stored as a blob in the employee table; since Dynamics NAV 2017, they are stored in media format. With Business Central 2021 release wave 1 (BC18), the old blob field was removed. The pictures must therefore be migrated afterwards, for example when a customer upgrades directly from Dynamics NAV 2013 to Business Central 18.

  1. In the old system (Dynamics NAV 2013–2016), export the pictures through SwissSalary Organization. The function exports all pictures from all companies to the Bilder.zip file and creates one folder per company in it.
  2. In the new system, switch to the company whose pictures you want to import.
  3. Open the SwissSalary Organization page.
  4. Choose Import Pictures and upload the ZIP file.
  5. Check the log to see whether the individual pictures were imported.
  6. Repeat steps 2 to 5 in every other company.
Wichtig
  • The import transfers only the pictures of the current company (technical limitation). Run it separately in each company.
  • If an employee already has a picture, it isn't overwritten.
  • The folder name in the ZIP file must match the company name.
Tipp

Alternatively, you can first upgrade to Business Central 14, migrate the pictures there, and then upgrade to Business Central 18.

Generate demo data

The Generate demo data action is intended mainly for partners who want to provide a demo environment as quickly as possible. It's available only if the SwissSalary 365 Demo Dataset app is installed, and it's shown only with its English caption.

Warnung

Run Generate demo data only in a test database or a sandbox. When it runs, all existing SwissSalary setups and some setups in other modules (finance, jobs, and so on) are deleted beforehand.

  1. Create an empty company in a sandbox and switch to it.
  2. Open the SwissSalary Organization page.
  3. Choose Generate demo data and confirm the prompt.
  4. Wait for the confirmation that the demo base data has been generated.

The function can only run if no setup data exists in the other modules either. SwissSalary checks this beforehand. If setup data already exists, an error message appears and processing stops. This prevents the function from being run in the wrong company by mistake. Customer-specific developments that access SwissSalary standard objects aren't taken into account.

In addition to the usual initialization data (payroll setup, salary types, time types, and so on), the following data and setups are created:

  • 10 employees in the employee master, including social insurance, employee dimensions, employee banks, children, and allocated salaries
  • two employee statistics, including their assignment to the employees (the selection options for the Lohnvergleich Landolt & Mächler employee statistic can change from year to year)
  • budget setup, budget structures, and budget column layouts, including lines
  • VAKANZEN number series, including lines for vacancies in the budget module
  • setup of the ZEIT open interface
  • ZEIT-ARCH number series, including lines for backing up the imported file of the ZEIT open interface
  • Management Rapport Journal ZEIT-IMPORT, including the link to the ZEIT open interface
  • ZEIT-IMP source code, including its assignment to the Management Rapport Journal ZEIT-IMPORT
  • data in other modules, for example the chart of accounts, accounting periods, dimensions and dimension values, VAT posting groups, a demo customer, and a demo job including a task

Generate Missing Base Data

Use Generate Missing Base Data in new or still empty companies to add missing basics, for example G/L accounts for payroll. This also generates standard payroll setup, standard salary types, and so on.

  1. Open the SwissSalary Organization page.
  2. If necessary, show the action through Personalize. It's hidden by default and can be shown again per user at any time.
  3. Choose Generate Missing Base Data.
  4. Select the language of the master data and confirm.

Apply Phone No. Formatting

In the Phone No. Format field in Payroll Setup, you specify the phone number format you want. The setting applies to all fields in which a phone number can be entered.

Format Effect
(blank) No formatting; the number is shown as entered (free text).
E164 Format (+41791112233) With country code and without spaces.
National Format (079 111 22 33) Without country code and with spaces.
International Format (+41 79 111 22 33) With country code and with spaces.
National Format without Space (0791112233) Without country code and without spaces.

The format applies only to newly entered numbers. To update existing phone numbers:

  1. In Payroll Setup, select the format you want in the Phone No. Format field.
  2. Open the SwissSalary Organization page.
  3. Choose Apply Phone No. Formatting.
  4. Confirm the message showing the applied format.

System initialization

Use System initialization to import a large amount of master data, for example the salary type master and the payroll setup (defaults). The system initialization for new companies is created through an XML file.

  1. Open the SwissSalary Organization page.
  2. Choose System initialization.
  3. Choose the Import direction and the XML file.

Good to know

  • You start Generate demo data in a production company—existing setups would be deleted; SwissSalary therefore stops as soon as setup data exists.
  • You run Adjust Salary Type No. with salary type numbers of different lengths or numbers that don't end with 0—the function stops without changing any numbers.
  • You run Import Pictures in only one company—the other companies remain without employee pictures.
  • You change the Phone No. Format and expect existing numbers to be converted—also run Apply Phone No. Formatting.
  • You run Generate Missing Base Data in a company that is already set up—standard payroll setup and standard salary types are generated in addition.

See also