Table of Contents

Set up insurance and Swissdec ELM

Benefit contracts, benefits, and coverage determine which bases and deductions SwissSalary uses in the payroll calculation; Swissdec ELM uses the same professional assignments for the electronic salary declaration. Therefore, first set up contracts, coverage, and employee coverage, and then the Swissdec ELM channel. Payroll administration performs the setup before the first productive payroll run and before the first official salary declaration.

Prerequisites

Have the following information ready:

  • compensation office, insurer, customer, and contract numbers,
  • validity start date and reporting period of the contracts,
  • insurance coverage and contribution rates,
  • employee insurance coverage,
  • responsible contact person for Swissdec.

Prepare benefit contracts

  1. Open the Benefit Contracts list.
  2. Enter the contract in the applicable domain.
  3. Enter the code, description, insurer or compensation office number, customer number, contract number, and Valid From.
  4. Define the Statement Period.
  5. Check the ELM processing and the desired response handling.
  6. Mark the primary insurer if this contract is to be used as the main insurer in the corresponding report.

For an OASI contract, SwissSalary validates the format of the insurer or compensation office number. Use the number in the format SwissSalary expects.

Hinweis

The contract domains and the benefit setup complement each other. Accident, supplementary accident, and daily sickness benefits insurance are processed through the benefit module in current versions; the earlier insurance fields have been removed.

Set up benefits and coverage

  1. Open Benefit Setup.
  2. Check or create the required benefit.
  3. Set the type and the Coverage Type.
  4. Check the calculation order and the linked contracts, rates, limits, and entry thresholds.
  5. Open the benefit card and check the salary types used for the calculation.
  6. Open the employee coverage and check the assignments.

The Calculation Order determines the order in which benefits are calculated. Applies-From Benefit can carry over assignment changes from a linked benefit. Change these relationships only after you have checked the effect on existing and future assignments.

Check employee coverage

On the Employee Card, open Insurance and Benefit Coverages and check:

  • the displayed social security insurance,
  • the assigned coverage,
  • the primary assignment, if applicable,
  • the waiver of the pensioner deduction, if applicable.

The page shows both benefit assignments and legacy assignments that are still supported. The Benefit Assignment Entries action is available for assignments from the benefit module.

Wichtig

A contract without matching coverage, or coverage without an employee assignment, isn't enough for correct payroll calculation. Check the entire chain: contract – benefit – coverage – employee.

Set up Swissdec ELM

  1. Open Swissdec Setup.
  2. Choose the Version.
  3. Enter the No. Series Swissdec for unique transmission IDs.
  4. Check the Protection Level. The SignAndEncrypt protection level signs and encrypts the salary declaration data.
  5. Check the URL Distributor for the chosen environment.

Check the setup before the first declaration

Before a productive salary declaration, check:

  • valid contract numbers and validity dates,
  • complete benefit and coverage setup,
  • correct employee assignments,
  • ELM environment and distributor URL,
  • number series and protection level,
  • consistency between the settled population and the insurance assignments.

Good to know

  • If you only create the contract and forget the coverage or assignment, contributions and benefits are missing for the affected employees.
  • Enter the OASI compensation office number and the account number in the correct format.
  • If you report productively with an unclear number series, protection level, or SUA status, you risk rejected declarations and compliance violations.

See also