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Before you create an employee, it is necessary to create a salary policy.- Follow the above-mentioned workflow to land on the Employees grid.
- Click the Add an Employee button. This opens the Add an Employee popup.
- Here, information for the employee is recorded in 5 steps.
Information
In this step, use the Name field to enter the name of the employee.
Enter the surname of the employee in the Surname field.
Select the date of birth from the Date of birth date selector.
Select the gender from the Sexe dropdown.
Enter the email address in the Email field.
Use the Phone number field to record the contact number.
Enter the address in the Address field.
Use the City field to record the name of the city.
Enter the ZIP Code in the Zip code field.
Enter the name of the country in the Country field.
Enter the Address Verification Service number in the AVS Number field.
In case the AVS number is unknown, mark the AVS number unknown checkbox.
Once the required selections are made, click the Continue button.
Contract Details
Once on the Contract Details step, select the type of contract from the Contract Type dropdown.
Enter the position of the employee in the Position field.
Select the joining date from the Enter Date calendar.
In case there is an ending date of the contract, select the exit date from the Exit date calendar.
Enter the annual gross salary in the Gross Salary (Annual) field.
Select the number of monthly payments from the Number of Monthly Payments dropdown.
Select the number of months which the employee will serve as probation from the Test Period dropdown.
Enter the per day working hours in the Working Hours/day field.
Select the type of permit the employee holds from the Permit Type dropdown.
Enter the number of allowed off days in the Paid days off field.
Select the canton of employment from the Canton of Employment dropdown.
In case the employee has a spouse who is a Swiss national or holds a C permit, mark the "The employee is married or in a registered partnership and his/her spouse, who lives in Switzerland, is a Swiss national or holds a C permit" checkbox. In case the employee does not have a C permit, they need to declare tax at source.
To attach a contract from your system storage, click the Add a Document button.
Once the required selections are made, click the Continue button.
Insurance Details
In the insurance details section, select the insurance type and relevant solution using the dropdowns available. In case the employee is not subject to a plan, mark the checkbox below that specific dropdown.
Once the required details are recorded, click the Continue button.
Rate and All Benefits
In this section, if the benefits are to be paid by the company to the employee, mark the Benefits will be paid by the company checkbox.
Use the Occupational Pension field to enter the Rate or the Amount to be paid to the employee as pension.
To proceed, click the Continue button.
Assignment
Use this section to assign the modules you want the employee to have access.
To enable a module, enable the toggle button next to it. Similarly, to disable access, disable the respective toggle button.
Upon making the required selections, click the Finish button.