Setup

At the top, the setup checklist of all apps with progress and next step; below, the automatic check: it shows, based on the account data, what is still missing or contradictory before going live: company addresses, contract type of departments, job titles and job descriptions, role addresses, form links, LMV minimum wages, working time models and public holiday calendar, holiday entitlements, line managers, users and roles, email delivery and the status of two-factor sign-in. The check changes nothing.

From the setup checklist, first enter first name, last name, actual start date and employment percentage. Company, personnel number and other defaults stay prefilled; expand further details as needed.

After registration, people with permission to create employee records can link their account to their own employee record.

All HR defaults appear in one wide list grouped by topic. Each row opens its existing settings page; a short note at the top links to company settings, My account and personnel records.

Shows the departments per company with contract type, management, number of people and job titles. Here you create and rename departments, change the contract type, set the management and maintain job titles as a list (male and female).

Choose “Construction (LMV)” if the national collective agreement (LMV) for the main construction trade applies in this department; the contract type determines the proposed contract terms and working time models.

With the base role “No base role”, an account only gets sign-in and the start page. All further rights come exclusively from the ticked roles, for example for document capture only or bookkeeping.

New time models use the company canton with “According to company”. Without a canton or a verified list, AG is suggested. Differences in existing models show a link to editing.

Imports existing employees, team assignments and line managers, working time model assignments, holiday balances and opening time balances from CSV files. Each file is checked row by row and taken over as one batch completely or not at all; the batch can be undone within 24 hours.

Import notice periods, contract types and construction wage classes, badges, marital status, permits, account holders, insurance codes and withholding tax codes. Holidays, balances, working time models and teams have dedicated import targets.

Optionally enter nationality, residence status and validity when recording a new starter or in personal details. The personnel file shows residence status separately. With payroll access and internal payroll management, you also see the tax scale, canton and missing or questionable withholding tax details.

Place of origin, religious denomination, bank name, BIC, partner details, original leaving reason and multiple emergency contacts can be imported and edited in the personnel record. Insurance and LSE fields from the personnel export update the existing payroll model.

A children file (hr.kinder) or child columns in a personnel file imports first name, surname, birth date, entitlement and education periods, amount per child, birth allowance, multiple birth and fund decision. Employee number and employee surname confirm the link. Decision amounts override tables. Child count and total allowance remain source data without creating children or payments.

Each balance replaces the supplied account up to and including the reference date. Entries are retained and count from the following day. Remaining leave is separate from annual entitlement and carryover. Statutory overtime counts per calendar year without counting included partial weeks twice. Monthly overview, closing, exports and annual balance use the same weekly source.

Sets after how long clock-in photos, access logs and email logs are deleted, and from when a personnel file is suggested for deletion after the person has left. A daily background job applies the periods; personnel files are never deleted automatically.