Companies settings

Here you will find one or more companies that run on the same subdomain.

 

Field Name

Description / Example

Sender Email

If necessary, enter a custom sender email address here. This will be displayed to the employee in email notifications. If the field is left blank, the email will be sent from no-reply@swisssalarydirect.ch

When a customer-specific sender email address is entered, SPF records authorize the SwissSalary mail server to send emails on behalf of the entered sender. An IT administrator must enter the provided SPF records into the DNS server used by the customer.

You can find more information on this topic at learn.microsoft.com.

SwissSalary Version

Die installierte SwissSalary Version

Selected pricing plan

Here, you can choose the appropriate pricing plan from Basic, Plus, or Advanced. Please note that the corresponding features (changing your address and bank information, as well as enabling two-factor authentication) must be activated separately.

Company Name (Microsoft Dynamics 365 BC)

The client name is displayed here. If there are any changes, please contact your partner or SwissSalary Support immediately.

Bank editable

If you are on the Plus or Advanced pricing plan, you can make the employee's bank information editable. As soon as the employee makes a change, you will receive a notification in Smart Port.

Address editable

If you are on the Plus or Advanced pricing plan, you can make the employee's address information editable. As soon as the employee makes a change, you will receive a notification in Smart Port.

2 factor authentication

In the “Advanced” pricing plan, you can enable two-factor authentication during registration and when logging in. If this field is enabled, the employee can activate two-factor authentication. This is done via “User Settings,” Two-Factor Authentication.

Ideally, an authenticator app should be used for the second factor, such as the following:

Microsoft Authenticator

Google Authenticator

Twilio Authy

In addition, a cell phone number can be entered as an alternative.

Force 2 factor

If this setting is enabled and employees log in without having 2FA turned on, they will not be able to access their dashboard. Instead, a warning message will appear stating that they must enable 2FA, along with a link to the 2FA settings (available only in Advanced).

Documents upload

In the Advanced module, employees can upload documents and submit them to the HR department.

When this setting is enabled, employees can upload documents.

The documents are retrieved during synchronization with SwissSalary and are then visible in SmartPort.

Maintenance mode

Maintenance mode can be used to prevent users from accessing client-specific information. This primarily includes employee dashboards.

KLE

Once KLE is activated, employees will be able to report accidents and/or illnesses directly in SwissSalary Direct and submit them digitally to the Human Resources department

Delete Company

Here, you can delete a client that is no longer needed. Please note that this action cannot be undone, and the client would have to be set up again, including all employee registrations. Please contact SwissSalary Support if you have any questions.

 

Clicking “Employees” takes you to a list of all employees (both registered and unregistered). Clicking “Details” displays the following information, which is synchronized directly from the employee record in SwissSalary:

 

Field Name

Description / Example

Employee No

 

Employee Number

Employeekey

 

An automatically generated key that is assigned only once worldwide.

First name

Employee's First Name

Last name

Employee's Last Name

Address

Employee's Address

Social security number

AHV Number

Zip Code

Employee's ZIP Code

City

Employee's Location

Phonenumber (Landline)

Employee's phone number

Phonenumber (Mobil)

Employee's phone number

Private Email

Employee's personal email address

Business Email

Employee's Work Email

Electronic delivery

Specify the email address to which notification emails from SwissSalary Direct will be sent.

Language

Language as listed on the Employee card

Employment Date

(Re-)Enrollment Date

Resignation Date

potential resignation date

Registration Code

Enter the last 4 characters of the encrypted registration code

Date of registration

Displayed as soon as the employee has completed registration, even if it has not yet been confirmed.

User name

Username (email) chosen by the employee

Email confirmed

Yes: as soon as the employee has completed registration and confirmed their email address.

No: if the employee has registered but has not yet confirmed their email address. If registration is not complete and the employee cannot log in, they can request a new email containing the confirmation link.

Blank: No registration steps have been taken yet.