Table of Contents

Change social fund assignments and create refunds

Social funds cover industry-specific contributions, for example training funds and enforcement cost contributions. With SwissSalary, you can change assignments in bulk and create the reimbursement form when needed. Change assignments when the industry or collective employment agreement changes; create the reimbursement after contribution periods are posted and before the next payroll run following a change.

Prerequisites

  • Social funds are set up in the Social Unit List or Social Unit Directory.
  • Employees have active insurance coverage for the applicable social fund.
  • For the reimbursement: a payroll run with posted social fund contributions exists.

Change social fund assignments in bulk

The Modify Social Unit report changes the insurance coverage and calculation date for a group of employees. You open it only from General Reports on the SwissSalary Role Center Modern Client, not from Search.

  1. Open the SwissSalary Role Center Modern Client.
  2. Choose General Reports. The Report List page opens.
  3. Choose Modify Social Unit if the report appears in the list for your environment. The list is tenant data; SwissSalary does not add the report automatically in every environment.
  4. Choose the social fund and the insurance option as it appears on the request page (0 - nicht versichert, 1 - Prämie in % AG+AN, 2 - Prämie in % nur AG, 3 - fixe Prämie).
  5. Set the calculation date. Restrict to active employees if needed.
  6. Filter the affected population, for example by work location, posting group, department, salary class, or payroll area.
  7. Run the report.
Wichtig

The change is written to the insurance coverage immediately. Check the filter carefully before you run the report.

Hinweis

Modify Social Unit does not appear in Search. Use Search only for reports that SwissSalary offers there, for example Social Unit - 13th Month Salary Correction and Social Fund Statement.

Check the result

  1. Open a sample of Employee Cards and check the updated social fund assignment under Entitlements.
  2. Check the calculation date on the coverage lines.

Create a reimbursement form

The Social Fund Reimbursement Form report creates a form with the contributions paid for each employee. You also open this report from General Reports, not from Search.

  1. Open General Reports and then the Report List.
  2. Choose Social Fund Reimbursement Form if the report appears in the list for your environment.
  3. Choose the social fund.
  4. Set Document Date and Year Ending Date.
  5. If necessary, filter the employees.
  6. Create the report.

For each employee, the form contains the cumulative contribution (net change) of the related salary type. Employees without a net change are skipped.

Correct the 13th monthly salary

Use the Social Unit - 13th Month Salary Correction report to correct accruals for the 13th monthly salary in connection with social fund contributions.

  1. Open the Social Unit - 13th Month Salary Correction report from Search.
  2. Check the request page.
  3. Run the report.

Social fund statement

The Social Fund Statement report creates an overview of contributions by social fund and employee.

  1. Open the Social Fund Statement report from Search.
  2. Check the request page.
  3. Run the report.

Good to know

  • You start Modify Social Unit or Social Fund Reimbursement Form from Search—the reports don't appear there, and month-end work stays incomplete.
  • You expect the reports in General Reports even though they are missing from the Report List in your environment—the list is tenant data and doesn't contain the same lines in every environment.
  • You run Modify Social Unit without checking filters and the active-employee restriction—the coverage is written immediately.
  • You choose an insurance option that doesn't fit the fund rule (0 - nicht versichert through 3 - fixe Prämie)—employees are insured incorrectly or not insured at all.
  • You expect a reimbursement although there is no net change for the salary type—the employee is skipped.

See also