Table of Contents

Order and apply insurance profiles with EPO

With EPO, you order a Swissdec eProfile for a benefit contract. SwissSalary runs the order step by step, shows the available domains, and applies a successful profile to the benefit setup. Use EPO when you set up or update UVG, UVGZ, and KTG contracts, before you assign coverages to employees or report them electronically.

Prerequisites

  • You have a SwissSalary Plus license.
  • The Swissdec, EPO, and SUA setup is complete.
  • A valid SUA certificate is available.
  • The benefit contract contains No., Provider No., Description, and, if possible, Customer No..

EPO requests profiles for the UVG, UVGZ, and KTG domains.

Order an eProfile

  1. Open Payroll Setup via Administration.
  2. Open Benefit Contracts.
  3. Select the contract.
  4. Choose eProfile > Order eProfile.

SwissSalary checks whether synchronization is allowed and creates an entry in the eProfile Manager. The Accounting Year corresponds to the year of the work date and can be changed in the first process step.

The order contains the identification of the insurer and of the contract. If a responsible person, email address, and telephone number are maintained in the ALLE allocation group, SwissSalary submits this data as the notification contact.

Synchronize the order

Open eProfile Manager. Choose Synchronize eProfile to run the next possible step each time.

Status Meaning
Order Profile The order was created and must be sent.
Get Status From Profile Order SwissSalary queries the processing status.
Get Result From Profile Order The profile result can be retrieved.
Profile Successfully Created The result for the domain is available.
Profile Request Rejected The insurance company or the distributor rejected the request.

Also check Request ID, Last Synchronisation, and, for the domains, Expected Availability. If the insurance company runs a validity check, wait until the specified time and then synchronize again.

Hinweis

The Synchronize eProfile action is available only in the three open process statuses. A rejected result can't be applied.

Check the domains and the target benefit

The Available eProfile Domains area shows main lines and sublines for UVG, UVGZ, or KTG. Check the following:

Field Description
Domain Insurance domain of the profile result.
EPO Benefit Code Benefit code derived from the profile.
Status Result status of the domain.
Request ID Declaration process in which the result is stored.
Merge with Benefit Existing or proposed benefit into which the profile is applied.

The main line is used for grouping. Select the target benefit on an indented result line. Apply eProfile becomes available only when the line is successful and Merge with Benefit contains a value.

Apply an eProfile

  1. Select a successful indented domain line.
  2. Check Merge with Benefit.
  3. Choose Apply eProfile.
  4. Repeat the process for other successful sublines.

SwissSalary reads the stored profile result and, depending on the domain, creates or updates the following:

  • benefit type and benefit;
  • coverage type;
  • declaration setup;
  • contract and contract line;
  • rules, rates, and limits.

For imported contracts, SwissSalary sets the incident and salary declaration methods to Electronic and turns on automatic approval.

For UVG, separate benefits are created for occupational and non-occupational accidents. The non-occupational accident benefit depends on the occupational accident benefit.

Wichtig

If salary entries already exist for the target benefit as of the profile validity date, SwissSalary cancels the transfer. Don't change the work date or existing payroll data without a professional review.

Check the transfer

After applying the profile, open the following:

  1. Benefit Contracts and check the provider, contract, customer number, and declaration methods.
  2. The Benefit card and check the contract line, coverage type, rates, and limits.
  3. Benefit Coverage Types and check the liabilities and coverage codes.
  4. Insurance and Benefit Coverages and assign the new coverages to employees.

A Profile Request Rejected status is a response from the service. Check the contract identification and clarify the rejection with the insurance company before you start a new order.

Good to know

  • Starting EPO without SwissSalary Plus, with an incomplete Swissdec, EPO, or SUA setup, or with an expired SUA certificate—the order and the transfer fail.
  • Running Synchronize eProfile outside the open order statuses or trying to apply a rejected result—the action isn't available.
  • Expecting Apply eProfile on successful sublines without a value in Merge with Benefit—the transfer doesn't start.
  • Leaving salary entries for the target benefit as of the profile validity date—the transfer is canceled.
  • Ordering again immediately after Profile Request Rejected without clarifying the contract identification and the reason for rejection—the same error occurs again.

See also