ERP informations¶
The colleague has to be created in the ERP.
User¶
Create the colleague’s User first. Make sure the following steps are done:
As Name use the full name
As Email Address use the employees UID
Set Language to
English (CH)Create the User, which will also create the Contact
Create the Employee by clicking the Create Employee button in the header
Hint
We’re paying a subscription fee for each user. Thus, if you’re entering the ERP informations long before the employee starts, you might want to archive the user temporary.
Contact¶
Edit the colleague’s Contact. The following informations are required:
Employee Name
Private Address
Private Mobile & Email
Bank Account (Bank & IBAN)
Employee¶
Edit the collegue’s Employee. The following process works best:
Select the Department & Job Position first
In the Work Information, select the confirm IT solutions contact
In the Private Information, select the created colleague’s contact
After that, fill out the informations.
Contract¶
Create the Contract and specify all these informations:
Start Date
End Date (if applicable)
Wage
Non-Occupational Accident Insurance
Pension Fund Contribution
Family Allowance
Tax at Source