Client Settings

Field name

Description / Example

Sender email

If required, enter a customer-specific sender email. It will be displayed for the employee in his/her mail notifications. If the field is empty, an email is sent from no-reply@swisssalarydirect.ch

SwissSalary Version

The installed SwissSalary version

Selected price plan

You can choose the appropriate price plan: Basis, Plus or Advanced. Please bear in mind that the corresponding features (address and bank data change as well as two-factor authentication must be additionally enabled).

Company name (Microsoft Dynamics 365 BC)

The client name is displayed here. In case of changes, please immediately contact your partner or SwissSalary Support.

Bank is editable

If you use Plus or Advanced price plan, you can allow the employee to edit the bank details. As soon as the employee makes a change, you will receive the corresponding information in Smart Port.

Address is editable

If you use Plus or Advanced price plan, you can allow the employee to edit the address. As soon as the employee makes a change, you will receive the corresponding information in the Smart Port.

2 factor authentication

You can activate 2-factor authentication in the “Advanced” price plan during registration and during login. If this field is activated, the employee can activate 2-factor authentication. This is done via “User Settings”, 2-Factor Authentication after logging in. Employees can save their mobile phone number as well as turn the status on and off. The phone number can be changed or deleted.

Force 2 factor

If the setting is enabled and employees log in without 2FA turned on, they will not be able to access their dashboard. Instead, a warning appears that you need to turn on 2-FA, with a link to the 2-FA settings (available in Advanced only).

Document upload

In Advanced, employees can upload documents and thus transmit them to the HR department.

If the setting is activated, employees have the possibility to upload documents. 

The documents are fetched during the synchronization with the BC and are therefore visible in SmartPort.

Maintenance mode

Maintenance mode can be used to prevent users from accessing client-specific information. This includes, above all, the employee dashboards. 

Kle

With this activation, a synchronization with SwissSalary Direct is necessary so that further setups can be made in the Admin Dashboard.

Delete Company

Here you can delete a client that is no longer required. Please note that this action cannot be undone and the client will have to be set up again, including all registrations of employees. Please contact SwissSalary Support if you have any questions.

Field name

Description / Example

Employee No.

Employee Staff No.

Employeekey

An automatically generated key assigned globally only once.

First name

Employee’s first name

Last name

Employee’s last name

Old-age & survivors insurance

Social security number of the employee

Address

Employee address

ZIP Code

Employee ZIP code

City

Employee city

Phonenumer (Landline)

Employee Phone N°

Phonenumber (Mobile)

Employee Phone N°

Private E-Mail

Private E-Mail of the employee

Business E-Mail

Company E-Mail of the employee

Electronic delivery

Information which is stored on the personnel card under Electronic dispatch.

Language

Language as per Personnel card

Employment Date

Date of (re-)recruitment

Resignation Date

Possible date of resignation

Registration Code

Specifying encrypted registration code

Registration date

It is reported immediately upon the registration of an employee, even if it has not yet been confirmed.

Username

The username chosen by the employee (email)

Email confirmed

Yes: as soon as the employee completes the registration and clicks the confirmation link sent via email.

No: if the employee has registered but has not confirmed it using the verification link, the registration is not completed and the employee cannot log in. S/he has to repeat the registration process from start.

Empty: No registration steps have been taken yet.