General

Field name

Description / Example

Code

Code for the EasyRapport group: e.g. MS

Description

Name of the EasyRapport group: e.g. monthly wage

Dimensions Filter

Here you can configure which dimensions should be available for selection in EasyRapport.

Difference Time Calculation

If you select this option, the total overtime and undertime will either flow into overtime or flexitime. This setting is used by SwissSalary EasyRapport to control the 'Balance as of today' display. The actual conversion only takes place after the import into SwissSalary in accordance with the rules stored in the respective work groups.

Journal

The reporting journal into which the EasyRapport data is to be imported is stored in the Journal selection field.

We recommend opening another journal for EasyRapport in addition to the standard journal.

Blocked

This means that EasyRapport groups that are no longer required can be blocked. These are no longer offered as a selection on the Employee card.

Accounting authorized from:

With this setting, you determine the point in time from which the employee can enter data in SwissSalary EasyRapport. It is recommended that this period is brought forward one month at the end of the month, shortly before the payroll run is created, so that employees can no longer enter data in the previous period (further explanations on this can be found in the section 'Get EasyRapport Entry' - Payroll processing).

Accounting authorized to:

The date field Bookings allowed until is automatically suggested based on the setup in the 'Time limit for reporting' field under Setup. Of course, the suggested date can also be overwritten manually. We recommend that you do not restrict the period too tightly. As the employee can also enter data for the next month, he can even enter planned vacations, absences etc. in advance.