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If you want to create a new account, there is the “Create access” function in the SwissSalary Direct settings. You will be directed to a website where the required information can be recorded.
Field name
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Description / Example
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Name
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You enter the name of the company or the name of the client here.
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Subdomain
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The subdomain determines the name of the web address used to register the employees. It can be freely selected. It should be noted that the employees use the subdomain in the web address, so it makes sense to use the name of the company as a subdomain. The subdomain used in the following example would be “Sample”.
https://sample.swisssalarydirect.ch
Please note that the subdomain cannot include spaces or special characters. The subdomain name always comes before the domain name swisssalarydirect.ch: <subdomain>.swisssalarydirect.ch
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Microsoft BC license
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The NAV license is registered automatically.
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Default price plan
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You can choose from Basis, Plus and Advanced. For more information see the relevant chapters.
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Tenant email
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SwissSalary Direct administrator username is entered here. Optionally, use a personal@muster.ch address that can be viewed by several employees.
The administrator functions are described in detail in the respective chapter.
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Confirm your email
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Confirm the tenant email.
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Password
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SwissSalary Direct administrator password is entered here. Note the minimum password requirements displayed in the pop-up window.
-> After a successful login, changes can be made via User Settings. Please note that the changed password must then also be adjusted in the SwissSalary Direct settings.
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Confirm password
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Confirm the tenant password.
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Contact Details
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Please enter here the contact details of the person that created the SwissSalary Direct account and being the contact person for SwissSalary. They can be adjusted after the login under the User Settings.
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Create
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As soon as you click “Create”, the corresponding links will be created. Following this, the information must be recorded in the SwissSalary Direct settings as described below.
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SwissSalary Direct Setup-> General
Field name
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Description / Example
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Subdomain
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The subdomain determines the name of the web address used to register the employees. It can be freely selected. It should be noted that the employees use the subdomain in the web address, so it makes sense to use the name of the company as a subdomain. The subdomain used in the following example would be “Sample”.
https://sample.swisssalarydirect.ch
Please note that the subdomain cannot include spaces or special characters. The subdomain name always comes before the domain name swisssalarydirect.ch: <subdomain>.swisssalarydirect.ch
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Username
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SwissSalary Direct administrator username is entered here. Optionally, use a personal@muster.ch address that can be viewed by several employees.The administrator functions are described in detail in the respective chapter.
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Password
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SwissSalary Direct administrator password is entered here. Note the minimum password requirements displayed in the pop-up window.
-> After a successful login, changes can be made via User Settings. Please keep in mind that the changed password is then also adjusted in the SwissSalary Direct settings.
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Last sync on:
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The date of the last synchronization is registered here automatically. At the beginning this field is empty.
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Auto sync activated
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Regular automatic synchronization with SwissSalary Direct can be recorded with this feature. It can be helpful if you have many cases of recruitment and resignations.
When this box is checked, a command queue items window will open. You can now select in the “Series” area the desired days the synchronization is to be carried out. Enter a start and end time and the number of minutes between each execution. For example, if you want to carry out hourly synchronization between 7:00 a.m. and 6:00 pm on weekdays.
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KLE Sync enabled
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Synchronize sickness and accident report with KLE
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Company key
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This key is generated automatically. Please never change unless a client is copied. Please note the corresponding entry.
-> view clients
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Client name filter
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The client name(s) the documents should be uploaded for can be entered here. For multiple clients, the client names can be entered with regular filter options, e.g. client1 | client2 | client3
Note:This can be helpful every time e.g. a test client is created based on the productive client. The client filter prevents the documents from being uploaded from the test client.
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Database Name
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When setting up SwissSalary Direct, the database name is stored in the setup. If a copy is then made and a synchronization is triggered from this, a check of the name from the Direct setup with the current database is performed. If the two values do not match, an error message is displayed.
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SwissSalary Direct Setup-> Documents
Send documents to:
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All employees:
Documents are also uploaded for employees that have not yet registered for SwissSalary Direct. An advantage here is that as soon as an employee has registered for SwissSalary Direct, s/he will also be able to view the payslips and any other documents uploaded in the past month.
An employee is regarded registered if s/he has successfully registered in SwissSalary Direct with his/her personal registration code and confirmed his/her email address.
Only registered employees:
Only documents for registered employees are uploaded. This setting is recommended from the point of view of data protection. No documents are stored in a cloud if the employee does not grant express consent to this by registering.
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Text block for registration code
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The text to be placed for the employee on the payslip until s/he has registered for SwissSalary Direct is defined here, for example:
Note: %7 is the registration code placeholder and %8 is the placeholder for the web address including the subdomain for login.
If necessary, the text can be entered in another language by selecting this language.
As soon as the employee has registered for SwissSalary Direct, the text is no longer displayed on the payslip.
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No email notification
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If this box is checked, employees will receive no email notification when a document is uploaded. This can be useful for testing purposes or when uploading older documents multiple times.
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Test mode
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If this box is checked, you can test document upload. After the whole process finishes, no documents are stored in SwissSalary Direct and no emails are sent to employees.
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Functions / Reports
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Description / Example
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Connection test
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The connection test can be used to check if the connection to the SwissSalary Direct server can be established. If the test is successful, the following message will appear:
“Connection test success.”
If the connection test fails, please check system requirements first.
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Sync
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With this feature, all employees are synchronized with the SwissSalary Direct server. If the synchronization is successful, the following message will appear:
“SwissSalary Direct synchronization completed successfully.”
Note: Synchronization is always carried out automatically before the payslips become available on SwissSalary Direct. It is ensured this way that all employees are present on the SwissSalary Direct server.
If the synchronization fails, please check system requirements first.
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Send document
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With this function you can provide the employee on SwissSalary Direct with documents like regulations or invitations that can be freely selected. They must be stored in a PDF format. This feature is used if the same document is to be sent to all or several employees. If person-specific documents are to be sent to individual employees, please use the Dossier Import feature.
1. Use the AssistButton to select the document in your Windows Explorer / Finder.
2. You can assign the document any file name. The employee sees this name in SwissSalary Direct. If no description is added, the file name appears in SwissSalary Direct.
3. You determine here the time the document is available for the employee on SwissSalary Direct and the time of the email notification about a new document.
4. You decide here if the document should only be distributed to active employees.
Note: An employee can also access SwissSalary Direct after resignation for a specified period of time.
5. Here you can set filters for personnel master data as usual as far as the document is to be made available to certain employees only.
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Registration code
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The registration codes are generated by SwissSalary automatically. They can be displayed in a list and also exported to Excel. The registration codes remain unchanged for every employee.
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Open SwissSalary Direct
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SwissSalary Direct login page (web) can be opened here.
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Send Dossier documents
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If you have filed documents in the employee dossier for the employee to see in the SwissSalary Direct, you can start sending from here. For this purpose, the "Direct" and “Visible from” columns must be filled out in the Dossier accordingly.
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Documents
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Here you can see the documents already provided for the employees. Documents already sent can also be deleted here. Deleted documents are no longer displayed for the employee on SwissSalary Direct, even if the employee has already read the document.
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Translation
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In this area, you can add a translation for each payslip, wage statement and report card.
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Protocol
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With this report you can control the documents provided, the time they were provided and who provided them.
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