This guide explains how to add a new employee to Sequence ERP. Before creating an employee, it is necessary to create a salary policy.
1. Click Human Resources to access the module dedicated to personnel management.
2. Click Team to view and manage the list of employees.
3. Click Add an employee to start creating a new employee profile.
4. Adding an employee will display an alert in case of additional cost. Click Confirm to proceed.
5. The data required to register an employee is divided into several tabs. The green dot indicates mandatory fields.
6. Enter the employee’s first name in the First name field.
7. Enter the employee’s last name in the Last name field.
8. You can also enter the phone number and mobile phone number.
9. Select the country of residence from the list.
10. Enter the street address, additional address information, and P.O. box.
13. Select the date of birth using the Date of birth picker.
14. Specify the nationality.
15. Select the permit type.
If applicable, check whether the employee is married or in a registered partnership and whether their spouse, who lives in Switzerland, is of Swiss nationality or holds a C permit.
16. Select the gender from the Gender dropdown list.
17. Specify the marital status and, if applicable, the date from which this status has been valid.
18. Indicate the number of children, if the employee has any.
19. Select the language spoken by the employee.
20. Choose the level of education from the list of options.
21. Go to the Contract section.
22. Enter the Job title.
23. Select the management level under Professional Position.
24. Specify the department, for example Administration.
25. Select the person responsible for this employee.
26. Select the employee’s workplace to automatically apply cantonal deductions and allowances. You can create new workplaces from Human Resources > Company > Workplaces.
27. Select the working time. You can create new working time options from Human Resources > Company > Workplaces.
28. Enter the employee’s internal number.
29. Select the start date.
30. Select the probation period in months.
31. Specify the number of paid leave days.
32. Select the salary type.
33. Select the contract type.
35. Enter the gross annual salary. If the salary changes in the future, go to the Contract section to enter the new amount.
36. Specify the number of salary payments per year. If greater than 12, indicate how they are distributed.
37. Select the weekly working time.
38. For statistical purposes, specify the profession performed by the employee within the company.
39. If applicable, select whether the worker is temporary staff made available to public administrations or permanent staff of public administrations.
40. If you indicated that the employee has a partner and children, the Family section will appear. Complete the required information.
41. Go to the Withholding Tax section and verify the accuracy of the prefilled data as well as the tax code.
42. Go to the Salary Certificate section and confirm that the selected data is correct for this employee.
43. Go to the Insurance section and select the appropriate group and solution for each of the employee’s insurances (AVS, CAF, LAA, LAAC, IJM, CCT, and LPP). Make sure you have configured your salary policy under HR > Salary Policy.
Regarding the LAA solution, you must assign the employee to a risk class of your accident insurance. Contributions to occupational accident insurance are always paid by the employer. Contributions to non-occupational accident insurance are usually paid by the employee, although there may be exceptions. The code integrated into the insurance definition determines how the employee contributes to the non-occupational portion of mandatory accident insurance.
The code consists of a letter and a number. The letter corresponds to the risk class. The number indicates how the contribution to non-occupational accident insurance is deducted:
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0 – not insured under mandatory LAA
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1 – insured for occupational accidents, with deduction for non-occupational accidents (paid by the employee)
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2 – insured for occupational and non-occupational accidents, with no deduction for non-occupational accidents (paid by a third party)
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3 – insured for occupational accidents only, with no deduction for non-occupational accidents (employee with a weekly working time of less than 8 hours)
44. From the Advanced Accounting tab, you can assign the employee’s salary to an accounting account with a suffix.
You can use suffixes to structure accounts and facilitate detailed transaction analysis. A suffix is an additional identifier that can be added to an account to allow finer classification of transactions.
45. Click Save to save the entered data.
48. To grant the employee access to Sequence, click Manage access.
49. Enter the employee’s email address and re-enter it.
50. You can also specify which sections of Sequence the employee should have access to.
51. Finally, click Save changes.
