Share Documents from Dossier | Partial Automation

Task #7480 | 5051.200

In the employee dossier, employees’ PDF documents can be directly submitted to SwissSalary Direct. Previously, a checkmark in the “Direct” columns and a date in the “Visible from” field had to be set if the submission did not take place immediately. The submission to SwissSalary Direct was not executed until the next synchronization.

This process has been “partially automated”. You will find the “Send with Direct” button in the menu bar. You no longer have to consider the two fields “Direct” and “Visible from”. When you click “Send with Direct”, you will be prompted again for the “Visible from” date. After clicking OK, the documents will be sent. The date of sending is displayed in the new “Direct Upload on” column in the document row of the Dossier.