Documents & letters

Draft exported. Details are missing; the contract is not ready for signing.

Draft saved. Your contract details will be available when you open it again.

The selected folder sets the upload category.

My documents wraps long titles. The upload column only appears alongside on wide screens.

The page shows authorised people with draft and export status. Documents, signatures and contract profiles are directly accessible. An export does not confirm a signature.

Reference tasks open preparation separately from completion. The form separates person, content and issue details and flags missing duties. Review, signing and delivery remain separate steps.

Central document storage for everyone, with search and filters by category, company, department and status. HR uploads many documents at once (matched via employee number or name in the file name), requests documents, reviews uploads and sets visibility and read confirmation via bulk actions.

Downloads the selected readable documents as a ZIP, preserving the folders per person and file names.

Creates an employment contract from the company’s templates (contract type, pay type, expenses, probation, workload) and exports it as PDF or Word. From the menu you choose the person from the employees; from the personnel file the person is already filled in. It is step 2 of 5 in the joining process.

Creates the employment contract with a live preview as PDF or Word. After “Record joiner and create checklist”, the new person’s contract opens directly if you may create contracts. If saving the additional PDF to the personnel file fails, the download remains available and shows a notice. Repeating the download for the same operation retries saving without duplicate entries. Direct access and person selection use the same defaults: address, date of birth and AHV number require read permission; salary and workload come from payroll data, otherwise salary comes from the last contract and workload from the personnel file. Switching removes the previous person’s data while retaining the company and template. Before PDF export, a confirmation lists missing required details. Drafts can still be exported; Word requires no confirmation. Without an assigned contract profile, CO defaults apply: overtime with at least a 25 % supplement or time off by agreement, at least four weeks of holiday or five for persons under 20, and one month of probation for indefinite contracts. Weekly working hours must be entered explicitly; saved working time models provide suggestions. Industry allowances and attachments require a profile. Filing the PDF preserves the profile and text used. Templates do not replace legal review.

Under Settings › Documents, manage your organisation’s employment contract profile, optionally by company or department: weekly hours and working-time defaults, holidays, overtime, expenses, probation, notice periods, regulations, attachments and text modules in four languages. Profiles inherit in this order. Without customisation, general CO defaults apply. A notice with no close button asks you to review your terms; customised and FLAG profiles show a discreet notice. This is not legal advice.

Each company sets up its own contract types, such as executive management, management, employees, hourly wage or apprentices. Each type has standard conditions: probationary period, notice period, 13th monthly salary (by contract, under the staff regulations or none; optionally only after probation and pro rata), holidays, weekly hours, overtime (e.g. compensated by the salary for management), expense allowance, occupational pension, non-occupational accident and sickness insurance, a reference to the staff regulations and a custom clause. The employment contract is prefilled according to the selected type; every condition remains adjustable in each case and appears in the contract text. Edit, duplicate or deactivate contract types and their standard conditions.

The contractual basis is maintained per company and optionally per category in four languages. Individual contract text overrides category, company and standard text. Regulations have a separate title for contracts and displays.

Prepare an individual amendment or a series. Values take effect from the chosen date only after signature and your explicit confirmation to apply them.

Categories such as employees, management, executive management and apprentices hold the basic conditions: weekly hours, holidays, probation, notice period, 13th month salary and overtime. Each position belongs to a category and inherits these values. A company can deviate on single values, and the individual case can still be changed in the contract.

The company creates its own expenses: per year, per month or per working day, also with a daily rate for overnight stays or a range. Assign to everyone or to specific departments, categories and positions. The preview shows what the amount turns into; the contract calculates the same way.

Upload regulations as PDF or Word (staff, expenses, data protection, IT and others), with version and company. They can then be selected as contract attachments and are available when sending online. The CBA question can be changed here at any time. Insurance master data holds OASI, accident, daily sickness and pension per company with the split per category; payroll reads exactly from here.

An optional cover letter, off by default, can be edited before generating employment contracts, amendments, final or interim references, confirmations of employment, salary certificates, payslips, leaving documents and other HR documents. Saved templates for the company, type and language take priority. The salary certificate batch uses shared text and inserts the salutation, address and year for each person.

Creates an interim reference, reference letter or employment confirmation with suggested ratings from the latest review and text suggestions. References go through draft, review and approval with versions; approved versions are filed as PDF or DOCX in the personnel documents.

A reference can only be approved by someone other than the author of the latest revision (customer setting, on by default). The suggested grades come from the most recent review confirmed by both the person and their line manager; if there is none, the most recent unconfirmed review is used with a clear notice.

Provides payslips and salary certificates as PDFs in batches. Files are matched automatically via the employee number in the file name; once published, employees see them in the app and portal under “My documents”.