Practical knowledge for Swiss SMEs
: Guides
Guides for : step by step to the functions, with menu location, steps and limits. For your everyday work in .
Setup
15 guides
- Setup
- Add your first employee with the short form
- Your employee record for time tracking and absences
- HR settings
- Organisation: departments and job titles
- Terms: LMV (national collective agreement)
- Base role “No base role”
- Public holidays by company canton
- Data import
- Import personnel and time data from payroll exports
- Check residence status and withholding tax
- Import additional personnel data and payroll history
- Import children and family allowances
- Balances and history
- Deletion periods
People & records
22 guides
- QMS data in subject access
- Save addresses separately
- Distinguish line management from approval
- Mask the existing AHV number
- Team leader overview
- Overview
- Tabs and shared filter in HR
- Employees
- Personnel file
- Edit details
- Job description
- Documents – Personnel file
- Forms and receipts for the person
- Access and clocking
- Employment details history
- Emergency sheet
- Profile photo
- Personnel management & procedures
- Export personnel file
- Export subject access data
- Terms: LMV (national collective agreement)
- Change requests
Joining & leaving
15 guides
- Withdrawn start
- Prioritise start and leaving tasks
- Check access contact before creating a person
- Explicitly recalculate the leaving date
- Clearly label leaving before employment starts
- Use clear wording for employment starts
- Confirm older starting tasks
- Complete employment details after hiring
- Record new joiner
- Take over from application
- Import employees
- Pre-boarding
- Joining and leaving templates
- Record termination and leaving
- Revoke a leaving date and withdraw a start
Time & absences
34 guides
- Historical time balance
- Year-end time balances
- Carry model leave forward
- Leave remains available
- Absence types through payroll
- Process accident report
- Attendance and work time today
- Time recording
- Working hours
- Team overtime and time balances
- Giving a reason when clocking
- Time tracking verification photos
- Locations and projects
- Edit locations on the map
- Request a time correction
- Rules and models
- Terminals and badges
- Overtime account
- Deciding on deviations
- Offline cases to review
- Time approval
- Terms: ArG and LMV in working time models
- Month-end closing
- Absences
- Holidays across calendar years and advances
- Requests
- Team calendar
- Holiday entitlements
- Absence policies: half-day leave and medical certificates
- Early support alerts
- Shift planning
- Plan by area
- Schedule requests
- Report by area
Payroll
48 guides
- Set up protected persons
- Separate payroll run for protected persons
- Hand over or replace the trusted person
- Export for the trusted person
- Expenses after payroll reversal
- Reverse an advance
- Mid-month pay change
- Certificate after company transfer
- Record a bank rejection
- Contract draft as a payroll suggestion
- Monthly personnel costs and coverage
- Salary certificates: year and periods
- Full-time and part-time hours
- Prepare final pay from the leaving workflow
- See missing payroll data before a run
- Correct payroll findings in the right place
- Terms: UVG, KTG, BVG, QST and Swissdec in plain language
- Payroll
- Payroll run
- People
- Payroll master data
- Entries
- Salary certificates
- Payroll declarations (ELM)
- Payroll journal for accounting
- Reports
- Payroll export for other payroll systems
- Payroll settings
- Declarations to funds and insurers
- Exclude people and discard a payroll run
- Fixed contributions according to pension certificate/policy
- Formats and policy codes
- Guide: Family allowance fund per work location
- Guide: FSO wage structure survey
- Guide: Minor wages (AHV limit)
- Guide: Payment routes, wage garnishment and payments in euros
- Guide: set up payroll step by step
- Guide: Settling short-time work and bad weather
- Guide: Submitting declarations to authorities and insurers
- Guide: Withholding tax and cross-border commuters
- Import payroll records from personnel files
- Pay salaries when some bank details are missing
- Payslip by email
- Post payroll directly in Finance
- Reconcile expenses paid through payroll
- Resolve salary certificate findings
- Set up payroll accounting
- Short-time work and bad weather
Documents & letters
21 guides
- Incomplete draft – details missing
- Save contract draft
- Upload to the selected folder
- Read full document titles
- Contract overview
- Prepare employment references directly
- Documents
- Download documents together
- Create employment contract
- Create employment contract
- Review and adapt the contract template
- Contract types
- Contractual basis and regulation titles
- Contract amendments
- Employment categories
- Expense types
- Regulations and insurance
- Cover letters for HR documents
- Reference letter
- Four-eyes principle and suggested grades in the reference
- Payroll documents
Recruiting
19 guides
- Change or cancel appointment
- Applications
- Create job / Edit job
- Position pipeline
- Job preview
- Candidate file
- Application
- Your assessments
- Talent pool
- Careers page
- Media library: images and videos
- Application reports
- Application settings
- Subject access for an application
- Documents from links
- Import jobs
- Match for the position
- One HR address for emails and applications
- Requirements profile
Reviews & development
4 guides
Tasks, messages & reports
9 guides
Employee app
11 guides
AI assistant
10 guides
- Handle everyday HR tasks with AI
- Handle time corrections and administration in conversation
- Manage HR documents in conversation
- Handle time, absences and applications in conversation
- Handle messages and surveys in conversation
- Can the AI tell me who is absent today?
- Manage applications and vacancy media in conversation
- Manage applications in conversation
- Manage applications and vacancies with AI
- Manage application dossiers with AI
The next step starts with a conversation.