Instructions

Autorisation and Roles description:

 

SwissSalary Budget - Edit

Groups ID

Name

Description

SWS-ALL

 

SwissSalary - All SwS-Users

The only user role that must be assigned to every SwissSalary user.
The 'Wage Accounting Process' feature requires that the system should obtain 'indirect' information about all clients (license check, how many employees are currently accounted for in the entire database. Of course, the payroll staff member cannot see any data of the restricted clients)The only user role that must be assigned to every SwissSalary user.

SWS-CONS / SWS-INVOICING

(only SwissSalary BAU)

SwissSalary - Consortium
SwissSalary - Invoicing

This role is used for working in the ARGE module. This permission role allows full access to ARGE items and ARGE posting journals. This role is suitable for employees that are only allowed to operate ARGE in payroll accounting.

SWS-EE-EDIT

SwissSalary - Edit Employees

This role is the classical assignment for payroll staff members that need to use all features of payroll accounting. The user can edit, delete, enter data in SwissSalary; however s/he cannot change payroll master data.

SWS-EE READ

SwissSalary - Read Employees

Similar to the SWS-EE EDIT role, with the exception that data can be viewed only, and not changed (read-only rights).

SWS-HR EDIT

SwissSalary - HR Edit Employee

PIS (Personal Information System) add-on module. A user with this role can modify, delete and enter data in PIS.

SWS-HR READ

SwissSalary - HR Read Employee

PIS (Personal Information System) add-on module. Read-only rights.

SWS-HR SETUP

SwissSalary - HR Setup

PIS (Personal Information System) add-on module. A user with this role can change settings in PIS. Classical HR wage administrator.

SWS-POST

(only SwissSalary NAV)

SwissSalary - Posting

In accordance with the SOX guidelines, payroll staff member is not allowed to 'post wages'. This user role can be assigned to an employee in the FIBU that is exclusively responsible for wage posting. IMPORTANT: Of course, this employee must also be enabled in SwissSalary under Company -> Settings -> Users.

SWS-SETUP

SwissSalary - Setup

Classical authorization role for wage administrator

SWS-ST EDIT

SwissSalary - Edit Salary Type

Full access for editing wage types. A user with this role can create, modify and delete wage types.

SWS-BUDGET-EDIT

SwissSalary Budget - Edit

 

SWS-BUDGET-READ

SwissSalary Budget - Read

 

SWS-BUDGET-SETUP

SwissSalary Budget - Setup

 

 

After each update, permission roles must also be adjusted in SwissSalary (New table access, etc.)

 

IMPORTANT NOTICE:

If you have customized individual permission roles in Standard "SWS-*", please remember that they will be overwritten through the automatic import of the "default" roles.

Before releasing the system for the user again, add the necessary appropriate permission roles to these new tables!

 

Current permission roles can be found on our website in our protected area.

 

To begin the import in SwissSalary go to Setup -> Setup -> Organization -> button 'Service' -> Rights. In the RTC-Client in Organization. Select SWS value under Role ID*.

 

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Choose the appropriate path for the .txt file and select Import under Direction in the Options tab. Then click OK and after some time the default user roles will be adjusted in SwissSalary.

 


 

If you have written changes in our default payroll user roles or if you want to make changes to the user roles manually, you can do this under Tools -> Security -> Roles (NAV 4.00 SP2 and newer). Click on the appropriate role and add new tables Role -> Permissions (NAV 4.00 SP2 and newer). In the RTC-Client go to Departements-> Administration-> IT Administration-> General-> Permission Sets. If you have questions about these settings, please contact your local partner.

 

The following tables have been re-created and must be added to the corresponding roles (if already used):

 

Table SwissSalary BAU/NAV

Name Object

Name

3009200 (only SwissSalary 365)

SwS Payroll Log Overview

Payroll Overview

3009310

SwS Working Group Time Balance

Working Group Time Balance

3049160

SwS Activities

Activities

3049161

SwS Resignation Reason

Resignation Reason

3049400

SwS Document Service

Document Service

3065014

SwS Bdg Forecast Entry

Payroll Budget Forecast Entry

3049170

SwS Config. Template Header

Config. Template Header

3049171

SwS Config. Template Line

Config. Template Line

3049175

SwS Employee Data Template

Employee Data Template

3049176

SwS EE SocSecIns Data Template

Employee Social Securitiy Insurance Data Template

 

SwissSalary Role Center

Each NAV module knows its own role Center (from NAV 2013). SwissSalary has developed the Page 3009252 SwS Payroll Role Center. We encourage you to work with this Role Center for the salary. You can import the Role Center also (XML-file you will find in the Update object).