Table of Contents

Process KLE dialogs, attachments, and declarations

After a case is reported, the insurer can request dialogs and more story parts. You can also report documents and additional information, such as salary raises, personal data changes, or other employers.

Prerequisites

  • The case has been transferred.

Answer requested dialogs

  1. Open the KLE Case Card.
  2. Open the requested dialog story.
  3. Choose Edit Story Part or the Dialog action.
  4. Read the Title and Description.
  5. In Answer, enter all requested answers.

You must answer all questions in a requested dialog.

Wichtig

Note the requested story's Expiration Date. It comes from the insurer's response and specifies the processing deadline.

Reply to a dialog

For a received free-form dialog without direct answer fields:

  1. Open the dialog.
  2. Choose Reply.
  3. SwissSalary creates a new dialog and links it to the received message through the previous story ID.
  4. Add a title and text.
  5. Close the page and check that the new dialog story isn't marked Incomplete.

You can also use the Dialog action to create a simple message. SwissSalary assigns a dialog ID and the Simple Message standard dialog type.

Attach a document

  1. On the KLE Case Card, choose Stories > Attachment.
  2. Add a document directly from the dossier, or upload a file. The uploaded file is then saved directly in the dossier.
  3. Select the correct Document Type:
    • Other;
    • Correspondence;
    • Certificate of Incapacity to Work;
    • Invoice.
  4. Choose Open to check the attached file.
  5. Close the page and check that the new attachment story isn't marked Incomplete.

SwissSalary stores the document in the employee dossier and links the dossier entry to the KLE attachment. If you cancel the import or no file is stored, the system removes the empty dossier entry.

Hinweis

The description of the attachment in the KLE story is copied to the dossier entry. Therefore, enter a meaningful document description.

Transfer additional story parts

Choose Stories > Additional Story Parts. You can turn on the following content:

  • Employment Contract
  • Salary Details
  • Short Time Work
  • Special Code
  • Other Employers
  • Salary Raise
  • Person Mutated
  • special cases such as Family Member, Optional Company Insurance, or Negotiated Insurance
  • Process Change with Incident Closed by Company and a comment.

SwissSalary creates the related story parts if they don't already exist.

Wichtig

You can edit Salary Raise only after the Annual Salary story has been transferred successfully to the insurer.

Complete and check additional story parts

  1. Turn on the required story part.
  2. Close the Additional Story Parts page.
  3. Open the newly created story.
  4. Enter all required information.
  5. Check that the story is complete.
  6. On the case card, choose Transfer.

For a process change, the comment field becomes editable when Incident Closed by Company is no longer No. If you set the value back to No, SwissSalary deletes the comment.

Check processing status

After synchronization, check:

  • the story status Reported or Confirmed;
  • Transfered and the transfer date;
  • new insurer comments;
  • other requested dialogs;
  • the updated expiration date.

Employees can add attachments and release their declaration in SwissSalary Direct. Insurer dialogs, additional declarations, and business processing remain part of the SwissSalary KLE process.

Good to know

  • Overlooking the requested story's Expiration Date — the deadline from the insurer's response passes.
  • Editing Salary Raise before the Annual Salary story is successful — editing remains locked.
  • Filing attachments without a meaningful document description — the insurer can't associate the document with the dossier.

See also