BVG-ELM Declaration |
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Setup: The following settings must be made in order to use BVG-ELM messages. 1.Administration / Payroll Setup / BVG area / Activate BVG insurance notification 2.Administration / Payroll Setup / BVG Setup / Insurance code 3.Administration / Payroll Setup / BVG Setup / BVG contract / Accounting period (select year or month; quarter is not currently implemented) 4.Administration / Payroll Setup / BVG Setup / BVG contract / Insurer number, customer number, contract number, and address 5.Administration / Payroll Setup / BVG Setup / BVG contract / ELM = PIV (Automatic) 6.Administration / Payroll Setup / BVG Setup / BVG contract / ELM response --> Where should the BVG deductions received be entered? Normally, the wage components are selected.
Employee card The following fields on the Employee card are relevant for correct ELM-BVG transmission. 1.Employee Card / Job / Employment Date BVG 2.Employee Card / Job / Calculation Date BVG 3.Employee Card / Job / Resignation Date BVG 4.Employee Card / BVG / BVG Code = "fixed contribution" 5.Employee Card / BVG / BVG Primary (Only the primary code is supported.) 6.Employee Card / BVG / Hypothetical Salary BVG 7.Employee Card / BVG / BVG Taxable salary --> Set option as fictitious 8.Employee Card / BVG / BVG-insurance registration code •No notification •New entry •Change •Departure 9.Employee Card / BVG / BVG insurance reporting type •Suspension with interruption •Suspension without interruption •Suspension without risk •Reinstatement with interruption •Reinstatement without interruption •Reinstatement without risk •Change in salary •Transfer •Retirement •Early retirement •Deferred retirement •Disability •Death 10.Employee Card / BVG / BVG-Change --> The “BVG change” field only needs to be set for changes and not for new entries or departures..
BVG-EMA notification process: •Changes are only sent in the EMA report if the BVG change date falls within the reporting month. •New entries are sent in the EMA report if the “Entry into BVG” falls within the reporting month. •Departures are sent in the EMA report if the “BVG departure date” field falls within the reporting month.
EMA notification process: 1.BVG-EMA notification 1.Reporting period = January 31, 2024 2.Valid from (BVG) = February 1, 2024 3.Flag “BVG” 4.Flag “EMA (AHV, FAK, BVG)” --> Report for January 2024) 2.Answer the questions from the BVG insurance company under Salary/Salary reports/Process/Dialogues with insurer. 1.Manage/Edit 2.Fill in the answers 3.Send reply 3.In the Role Center, under Payroll Reporting/Update, check again to see if any further feedback has been received. 1.If the payroll report has the status “Successful,” the feedback can be displayed via Display report/response. 1.The amounts can be transferred to the personnel master data using “Transfer” in Process. 2.If the payroll report has the status “in processing,” you can request the feedback again by selecting Report/Retrieve response. 4.Calculate and check wages for the month in question
oEntry: Entry Companies (<ns3:Reason>entryCompany</ns3:Reason>) An entry is automatically recognized in the relevant month. The relevant field in the Job section is Entry into BVG. -Job / Employment Date BVG = Employment Date -Job / Calculation Date BVG = not relevant -Job / Resignation Date BVG =not relevant -BVG / BVG Code = fixed contribution -BVG / BVG Primary = Code that is enabled for ELM -BVG / BVG-Insurance registration code = New entry -BVG / BVG-Insurance registration type = empty -BVG / BVG-Change = empty oEntry: 100% Fit for work (<ns3:Reason>FullyFitForWork</ns3:Reason>) An entry is automatically recognized in the relevant month. The relevant field in the Job section is Entry into BVG. -Job / Employment Date BVG = Employment Date -Job / Calculation Date BVG = not relevant -Job / Resignation Date BVG =not relevant -BVG / BVG Code = fixed contribution -BVG / BVG Primary = Code that is enabled for ELM -BVG / BVG-Insurance registration code = New entry -BVG / BVG-Insurance registration type = 100% fit for work -BVG / BVG-Change = empty oChange: Salary adjustment (<Reason>changeSalary</Reason>) A salary change is automatically recognized in the relevant month. The relevant fields are the BVG calculation date in the Job section and the BVG change in the BVG section. -Job / Employment Date BVG = not relevant -Job / Calculation Date BVG = change date -Job / Resignation Date BVG = not relevant -BVG / BVG Code = fixed contribution -BVG / BVG Primary = Code that is enabled for ELM -BVG / BVG-Insurance registration code = change -BVG / BVG-Insurance registration type = wage change -BVG / BVG-Change = change date Please note that if the salary change is made via TimeMachine, the BVG calculation date field may be overlooked.
oMutation: Level of employment (<Reason>activityRate</Reason> + <Reason>changeSalary</Reason>) -Job / Employment Date BVG = not relevant -Job / Calculation Date BVG = change date -Job / Resignation Date BVG = not relevant -BVG / BVG Code = fixed contribution -BVG / BVG Primary = Code that is enabled for ELM -BVG / BVG-Insurance registration code = change -BVG / BVG-Insurance registration type = wage change -BVG / BVG-Change = change date
Please note that if the BG change is made via TimeMachine, the BVG calculation date field may be omitted. oMutation: Pension plan (<Reason>changeBVG-LPP-Code</Reason>) The BVG code always has 8 digits but varies between different pension funds; the transmitter then checks different rules for each pension fund. The necessary information is listed on the insurance profile. We have several pension plans. However, only one is reported in the XML file, which is why we only consider the BVG primarily in the XML file. A change in the pension plan is automatically recognized in the relevant month with the BVG primary field. The relevant fields are the BVG calculation date in the workplace section and the BVG change in the BVG section. -Job / Employment Date BVG = not relevant -Job / Calculation Date BVG = change date -Job / Resignation Date BVG = not relevant -BVG / BVG Code = fixed contribution -BVG / BVG Primary = Code that is enabled for ELM -BVG / BVG-Insurance registration code = change -BVG / BVG-Insurance registration type = empty -BVG / BVG-Change = change date
oMutation: Home address <Reason>residence</Reason> A change of residence is automatically recognized in the month concerned. The relevant fields are the BVG calculation date in the Employment section and the BVG change in the BVG section. -Job / Employment Date BVG = not relevant -Job / Calculation Date BVG = change date -Job / Resignation Date BVG = not relevant -BVG / BVG Code = fixed contribution -BVG / BVG Primary = Code that is enabled for ELM -BVG / BVG-Insurance registration code = change -BVG / BVG-Insurance registration type = empty -BVG / BVG-Change = change date
oChange: Marital status <Reason>civilstate</Reason> A change in marital status is not automatically recognized in the month concerned. The relevant fields are the BVG calculation date in the Employment section and the BVG change in the BVG section. -Job / Employment Date BVG = not relevant -Job / Calculation Date BVG = change date -Job / Resignation Date BVG = not relevant -BVG / BVG Code = fixed contribution -BVG / BVG Primary = Code that is enabled for ELM -BVG / BVG-Insurance registration code = change -BVG / BVG-Insurance registration type = marital status -BVG / BVG-Change = change date
oChange: from mandatory to non-mandatory <Reason>withdrawalCompany</Reason> Reported as resignation. If an employee changes from mandatory to non-mandatory, this must be recorded manually. Only the BVG resignation date field needs to be filled in. -Job / Employment Date BVG = not relevant -Job / Calculation Date BVG = not relevant -Job / Resignation Date BVG = change date -BVG / BVG Code = fixed contribution -BVG / BVG Primary = Code that is enabled for ELM -BVG / BVG-Insurance registration code = Resignation -BVG / BVG-Insurance registration type = empty -BVG / BVG-Change = empty
oChange: from non-mandatory to mandatory <Reason>entryCompany</Reason> Reported as entry. If an employee changes from non-contributory to contributory, this must be recorded manually. Only the Entry in BVG field needs to be filled in. -Job / Employment Date BVG = change date -Job / Calculation Date BVG = not relevant -Job / Resignation Date BVG = not relevant -BVG / BVG Code = fixed contribution -BVG / BVG Primary = Code that is enabled for ELM -BVG / BVG-Insurance registration code = New entry -BVG / BVG-Insurance registration type = empty -BVG / BVG-Change = empty
oResignation: Resignation from company <Reason>withdrawalCompany</Reason> A departure is automatically recognized in the month concerned. The relevant field in the Job section is the BVG departure date. -Job / Employment Date BVG = not relevant -Job / Calculation Date BVG = not relevant -Job / Resignation Date BVG = Resignation Date -BVG / BVG Code = fixed contribution -BVG / BVG Primary = Code that is enabled for ELM -BVG / BVG-Insurance registration code = Resignation -BVG / BVG-Insurance registration type = empty -BVG / BVG-Change = empty
oResignation: Retirement <Reason>retirement</Reason> Retirement is not automatically recognized in the month concerned. The relevant field in the Job section is the BVG departure date. -Job / Employment Date BVG = not relevant -Job / Calculation Date BVG = not relevant -Job / Resignation Date BVG = Resignation Date -BVG / BVG Code = fixed contribution -BVG / BVG Primary = Code that is enabled for ELM -BVG / BVG-Insurance registration code = Resignation -BVG / BVG-Insurance registration type = retirement -BVG / BVG-Change = empty
oResignation: Early retirement <Reason>others</Reason> Retirement is not automatically recognized in the month concerned. The relevant field in the Job section is the BVG departure date. -Job / Employment Date BVG = not relevant -Job / Calculation Date BVG = not relevant -Job / Resignation Date BVG = Resignation Date -BVG / BVG Code = fixed contribution -BVG / BVG Primary = Code that is enabled for ELM -BVG / BVG-Insurance registration code = Resignation -BVG / BVG-Insurance registration type = retirement -BVG / BVG-Change = empty
oResignation: Deferred retirement <Reason>others</Reason> Retirement is not automatically recognized in the month concerned. The relevant field in the Job section is the BVG departure date. -Job / Employment Date BVG = not relevant -Job / Calculation Date BVG = not relevant -Job / Resignation Date BVG = Resignation Date -BVG / BVG Code = fixed contribution -BVG / BVG Primary = Code that is enabled for ELM -BVG / BVG-Insurance registration code = Resignation -BVG / BVG-Insurance registration type = deferred retirement -BVG / BVG-Change = empty
oChange: Retirement Part-time <Reason>partialRetirement</Reason> Retirement is not automatically recognized in the month concerned. The relevant field in the Job section is the BVG departure date. -Job / Employment Date BVG = not relevant -Job / Calculation Date BVG = change date -Job / Resignation Date BVG = not relevant -BVG / BVG Code = fixed contribution -BVG / BVG Primary = Code that is enabled for ELM -BVG / BVG-Insurance registration code = Change -BVG / BVG-Insurance registration type = Part-time retirement -BVG / BVG-Change = empty
oResignation: Disability <Reason>others</Reason> Retirement is not automatically recognized in the month concerned. The relevant field in the Job section is the BVG departure date. -Job / Employment Date BVG = not relevant -Job / Calculation Date BVG = not relevant -Job / Resignation Date BVG = Resignation date -BVG / BVG Code = fixed contribution -BVG / BVG Primary = Code that is enabled for ELM -BVG / BVG-Insurance registration code = Resignation -BVG / BVG-Insurance registration type = Disability -BVG / BVG-Change = empty
oTermination: Death <Reason>deceased</Reason> Retirement is not automatically recognized in the month concerned. The relevant field in the Job section is the BVG departure date. -Job / Employment Date BVG = not relevant -Job / Calculation Date BVG = not relevant -Job / Resignation Date BVG = Resignation date -BVG / BVG Code = fixed contribution -BVG / BVG Primary = Code that is enabled for ELM -BVG / BVG-Insurance registration code = Resignation -BVG / BVG-Insurance registration type = death -BVG / BVG-Change = empty
oSuspension Interruption <Reason>interruptionOfEmploymentOnlyRisk</Reason> A suspension or interruption is not automatically recognized in the month concerned. The relevant field in the Job section is the BVG departure date. -Job / Employment Date BVG = not relevant -Job / Calculation Date BVG = not relevant -Job / Resignation Date BVG = Resignation date -BVG / BVG Code = fixed contribution -BVG / BVG Primary = Code that is enabled for ELM -BVG / BVG-Insurance registration code = Resignation -BVG / BVG-Insurance registration type = Suspension Interruption -BVG / BVG-Change = empty
oSuspension without interruption <Reason>interruptionOfEmployment</Reason> A suspension without interruption is not automatically recognized in the month concerned. The relevant field in the Job section is the BVG departure date. -Job / Employment Date BVG = not relevant -Job / Calculation Date BVG = not relevant -Job / Resignation Date BVG = Resignation date -BVG / BVG Code = fixed contribution -BVG / BVG Primary = Code that is enabled for ELM -BVG / BVG-Insurance registration code = Resignation -BVG / BVG-Insurance registration type = Suspension without interruption -BVG / BVG-Change = empty
oSuspension without risk <Reason>interruptionOfEmploymentOnlyRisk</Reason> A suspension without risk is not automatically recognized in the month concerned. The relevant field in the Job section is the BVG departure date.
-Job / Employment Date BVG = not relevant -Job / Calculation Date BVG = not relevant -Job / Resignation Date BVG = Resignation date -BVG / BVG Code = fixed contribution -BVG / BVG Primary = Code that is enabled for ELM -BVG / BVG-Insurance registration code = Resignation -BVG / BVG-Insurance registration type = Suspension without risk -BVG / BVG-Change = empty
oReinstatement of suspension (<Reason>interruptionOfEmploymentNotInsured</Reason>) -Job / Employment Date BVG = Employment Date -Job / Calculation Date BVG = not relevant -Job / Resignation Date BVG = not relevant -BVG / BVG Code = fixed contribution -BVG / BVG Primary = Code that is enabled for ELM -BVG / BVG-Insurance registration code = new entry -BVG / BVG-Insurance registration type = Reinstatement of suspension -BVG / BVG-Change = empty
oReinstatement without interruption (<Reason>interruptionOfEmployment</Reason>) -Job / Employment Date BVG = Employment Date -Job / Calculation Date BVG = not relevant -Job / Resignation Date BVG = not relevant -BVG / BVG Code = fixed contribution -BVG / BVG Primary = Code that is enabled for ELM -BVG / BVG-Insurance registration code = new entry -BVG / BVG-Insurance registration type = Reinstatement without interruption -BVG / BVG-Change = empty
oReinstatement without risk (<Reason>interruptionOfEmployment</Reason>) -Job / Employment Date BVG = Employment Date -Job / Calculation Date BVG = not relevant -Job / Resignation Date BVG = not relevant -BVG / BVG Code = fixed contribution -BVG / BVG Primary = Code that is enabled for ELM -BVG / BVG-Insurance registration code = new entry -BVG / BVG-Insurance registration type = Reinstatement without risk -BVG / BVG-Change = empty
oTransfer (<Reason>others</Reason>) A transfer is not automatically recognized in the month concerned. The relevant field in the Job section is Entry into BVG. -Job / Employment Date BVG = Employment Date -Job / Calculation Date BVG = not relevant -Job / Resignation Date BVG = not relevant -BVG / BVG Code = fixed contribution -BVG / BVG Primary = Code that is enabled for ELM -BVG / BVG-Insurance registration code = new entry -BVG / BVG-Insurance registration type = transfer -BVG / BVG-Change = empty
Process BVG annual report expected (year option): -->This message only works with the Year option on the BVG insurance and fictitiously on the employee. (Note: The Quarter option is not implemented in SwS.) Effective = Not provided for in this option Fictitious = fictitious BVG salary from the Employee card 1.Calculate January wages 2.Expected to submit BVG report (reporting period = January 31, 2024 | Valid from (BVG) = February 1, 2024 | Flag “BVG” --> Report for 2024) 3.Cancel January wages 4.Import BVG feedback 5.Calculate January wages -> Consider whether wages should be calculated in the background and then canceled again when the wage report is submitted.
Process BVG annual report expected (month option): -->This message only works with the Month option on the BVG insurance and fictitious or effective on the employee. (Note: The Quarter option is not implemented in SwS.) Fictitious = BVG employees + BVG employers combined / BVG employees / BVG employers / <ThirdPartyPeriodContribution> always empty (not implemented in SwS) Effective = BVG base wage type / number of working days x 360 1.Calculate January wages 2.Execute BVG notification as expected 3.Cancel January wages 4.Import BVG feedback Calculate January wages |