Table of Contents

Check, accept, or reject SmartPort changes

Review imported employee, bank, child, dimension, document, and KLE changes individually. Set the effective date, and accept or reject the change. Process the changes after importing them from Rexx or other source systems and before the changed master data is included in the next payroll run.

Prerequisites

  • A SmartPort import file is available.
  • The affected employees are set up in SwissSalary.

Import changes

  1. Choose the Search icon, enter SmartPort, and then choose the related link, or open the drop-down menu on the SmartPort tile.
  2. Choose the Import action to read the import file.
  3. The SmartPort page shows the imported changes as a list:
Field Description
Changed at The time of the change in the source system.
Description A short description of the change.
Employee No. The affected employee.
Source Code The identifier of the source system.
Valid From The date from which the change applies in SwissSalary.
Deferred Until An optional deferral date.

Review changes field by field

  1. Select a change in the list. The SmartPort detail view (card) opens.
  2. In the Employee section, you can see the assignment: Employee No., Name, and First Name.
  3. The SmartPort Confirm Subform subform shows the individual field changes. For each field, you can see the current value and the new value.
  4. The FactBox also shows:
    • Changed by: The user in the source system.
    • Changed at: The time stamp.
    • Description: The plain-text description.
    • Status: The current processing status.
    • Error Message: Any validation errors.

Accept or reject

  • Accept: Choose the Accept action (keyboard shortcut Ctrl+F9). The system validates the field changes and applies them to the employee data. Depending on the type code, the following data is processed:
    • Employee master data (EMPLOYEE)
    • Alternative addresses
    • Bank accounts
    • KLE case, accident, injury, treatment, incapacity-for-work, and attachment data
  • Reject: Choose the Reject action (keyboard shortcut Ctrl+R). The change is rejected and archived.
Wichtig

After you accept a change, the system validates the field changes. If validation fails, an Error Message appears on the card. Correct the cause, and then try to accept the change again.

History and archive

Accepted and rejected changes are archived on the SmartPort History page. There, you can see:

Field Description
Confirmed At The time when the change was accepted or rejected.
Confirmed By The user who made the decision.
Status The result: accepted or rejected.
Description The original description.
Source Code The source system of the change.
Type Code The type of change (EMPLOYEE, KLECASE, and so on).

Good to know

  • Accepting a change even though validation fails—the acceptance remains blocked until you correct the cause and accept the change again.
  • Setting an incorrect Valid From date—TimeMachine-enabled master data takes effect at the wrong time.
  • Overlooking open Deferred Until entries during the payroll run—due changes delay payroll processing without notice.
  • Trying to reactivate a rejected change later—it remains permanently in SmartPort History, and the source must send it again.
  • Expecting portal changes from SwissSalary Direct here without setting up the Direct integration—they aren't received.

See also