Resources Module | Connection in SwissSalary

Task #8143 | 5052.100

SwissSalary and the Resources module are now interconnected. Companies working with the Resources module can now automate the creation of a new resource when a new employee is entered in SwissSalary.

The goal is to create a new resource automatically when entering a new employee in SwissSalary and to link the resource number in Human Resources as well. If the last/first name of the employee is changed in SwissSalary, it will also change in the Resource.

Begin setting up in the SwissSalary Payroll Setup -> tab Setup. There, you will find the two fields Resource Connection and Resource Data Template. Please note that the PIS connection check mark must be set (synchronization between SwissSalary and Human Resources - PIS).

Set a check mark in the Resource Connection field and enter the desired master data template in the Re-source Data Template field (Table/Page 8618 Config. Template header). If you also create manual re-sources in the Resources module, you must ensure that the two number series of SwissSalary and the Resources module do not get in each other’s way.

It should be noted with the master data template that the VAT product posting group is listed after the product posting group. If the product posting group assigned a pre-VAT product posting group, the VAT product posting group would be overwritten with the pre-VAT product posting group when the product posting group is entered (note the order of input of individual fields).

For the master data template, the “Base unit code” field must be set to “Skip relationship check”, other-wise an error message will appear that the resource unit is not available.