Joining & leaving

Withdrawn starters are excluded from payroll; prepared runs require recalculation and approval.

Due and undated tasks appear first. Later and completed tasks are collapsed. The start workflow shows no leaving step unless a leaving date exists.

Missing contact details for the selected access method are reported before creating the person. Add the details or set up access later.

Changing the notice receipt preserves the leaving date. Applying a new calculated suggestion is an explicit action.

Notice received before the starting date shows “Before employment starts” rather than a zero service year. Notice calculations remain unchanged.

Preparation and contract checks use expanded terms. Additional legal details in the leaving form are collapsible; specific protection warnings remain visible.

Filter tasks by latest starting date. Explicitly select tasks already completed elsewhere and confirm them after the prompt. Failed items remain visible and selected.

Hiring opens the full person editor with separate personal details. Save and continue opens the contract or personnel file for the same person. Scheduled changes still open history.

Creates a new person with personal details, position, employment type, workload, probation period, notice period and line manager. The joining checklist and deadlines are then created automatically; access and clocking can optionally be set up at the same time. The next unused numeric personnel number for the tenant is suggested and can be overwritten; concurrent assignments are protected. With time management permission, choose a working time model effective from entry; for LMV contracts, a suitable template is suggested as in the Access tab. Preparations with elapsed deadlines are marked “catch up” and due on the entry date or the later recording date. Clocking before entry or after departure is blocked on every channel; delayed submissions use the booking date.

Takes an accepted application into the personnel file without entering the data again: master data and documents from the dossier come along, and the access can be invited right away or on the start date. “New entry” also points to a matching application.

Imports your existing employees from a list instead of adding them one by one. You find it directly in the «Employees» list (button «Import employees», with an empty list «Import from a list») and in the setup step «Add or import employees».

Before joining, new employees enter their personal details, AHV number, bank details, emergency contact and documents themselves via a personal link; HR reviews the details and adopts them into the personnel file. The employment contract can optionally be sent along for viewing.

Maintains the checklist templates for joiners and leavers (standard and management) with sections, items, sub-items, conditions, responsibilities and dates relative to joining, leaving or notice. You also define which person receives new checklist items for each role.

Records the date notice was received, reason for leaving, leaving date and last working day, and creates the leaving checklist. The page pre-calculates the notice period and earliest leaving date under the CO (probation, years of service) or the contract/CLA and points out the protection period. After probation, employer termination shows all requested protection grounds. Approved illness, accident and military absences provide possible protected periods and suspensions with a possible next termination date. Please check the circumstances; the date does not change automatically.

Resets a recorded leaving date, for example when notice is withdrawn by mutual agreement, or withdraws a planned start that will not take place. Open items on the relevant checklist lapse; completed items remain visible; the action appears in the history.