Setting Up the Dashboard

This topic provides an overview of the dashboard setup.

Global Payroll for Switzerland supports the XML generation as certified by Swissdec. In addition, you can create XML files for:

  • Year end source tax for the Geneva canton.

  • Quarterly source tax reporting for the Vaud canton(Passerelle).

  • FAK_CAF reporting, monthly as defined by Ausgleichskasse Banken AKB and Ausgleichskasse Versicherungen.

  • Year to date as defined by eAHV.

All required processes can run in one job. You can manage all these activities through the dashboard:

  • Run processes.

  • Review files via XML publisher.

  • Review files via ViewGen (for Swissdec domains)

  • Send files to the Swissdec distributor.

  • Manage files via robust file management. See also Robust File Management.

  • Archive files.

To prepare the dashboard processing, you need to prepare the system by following the instructions in this section.

See PeopleTools: BI Publisher for PeopleSoft PeopleBook

Page Name

Definition Name

Usage

Online Processing Setup CHE Page

GPCH_EG_NM_VAL_PRS

Define parameters to create, validate and send XML files through the dashboard.

ELM Domain Setup CHE Page

GPCH_EG_DOMAIN

Define ELM domains.

Providers CHE Page

GPCH_SI_PROVDR

Define insurance providers.

Provider Page

GPCH_SI_COMPANY2

Map providers.

FAK/Source Tax (Company) CHE Page

GPCH_TX_FAK_STAX

Map providers for Ausgleichskasse Banken #AKB.

LAW 2006 Page

GPCH_SI_COMPANY4

Maintain UID and BUR numbers.

Use the Online Processing Setup CHE page (GPCH_EG_NM_VAL_PRS) to define parameters to create, validate and send XML files through the dashboard.

Navigation:

Set Up HCM > Product Related > Global Payroll & Absence Mgmt > Framework > Processing > Online Processing Setup CHE > Define Online Processing Setup > Online Processing Setup CHE

For more information on defining online properties refer to the chapter on Defining Country Data.

Use the ELM Domain Setup CHE page (GPCH_EG_DOMAIN) to define ELM domains.

Navigation:

Set Up HCM > Product Related > Global Payroll & Absence Mgmt > Social Security/Insurance > ELM Domain Setup CHE > ELM Domain Setup CHE

ELM Domain Setup CHE page

 ELM Domain Setup CHE page

The system builds the domain package that you can run using the dashboard in one process. Depending on your requirements, you can combine all Swissdec domains or create several packages. For Source Tax and FAK_CAF AKB and FAK_CAF eAHV (all monthly and not Swissdec domains) you need dedicated domains.

Use the ELM Domain Setup CHE page to enter a set of values that you use on the Dashboard page to run the various legally required reports for the Swiss eGovernment.

You can save these values and reuse them whenever you have to run government required reports.

Field or Control

Description

Effective Date

Enter or select the date the ELM domain becomes effective.

Swissdec Version

Specify the version of the Swissdec file you want to send.

Available options are:

  • Version 4.0

  • Version 5.0

Description

Enter an appropriate description for the domain

Monitor ID

Enter the monitor ID that you want to use to communicate with your Swissdec distributor. The default is peoplesoft.

Outbound File Directory

Displays the directory path for the outbound files that the system creates.

Contact Person, Email ID, Phone and Comment

Enter the names of the person responsible for the reports and how they can be contacted.

Create File If Applicable

Select this check box if you want the system to create a file.

Validate File If Applicable

Select this check box if you want the system to validate the file.

Sign File If Applicable

Select this check box if you want the system to sign the file.

Encrypt File If Applicable

Select this check box if you want the system to sign the file.

Compress File If Applicable

Not currently supported.

Domains

For domains of type monthly (and GE ISEL) the grid allows only 1 domain type. User may however combine yearly (except GE ISEL) domains to create the XML in one run.

  1. XML Month - Domains of type in in (‘A’,‘C’,‘E’,’I’) or (GPCH_SI_PROV_TYPE = ‘5’ and GPCH_TX_MODE <> ‘0’) or ( GPCH_SI_PROV_TYPE = ‘7’ and GPCH_TX_MODE <> ‘0’)

  2. 2. XML Year - other than 1)

Provider Type and Description

Select a provider type (for example UVG-LAA, KTG-AMC, UVGZ-LAAC and so on) for which you want to run reports. The description appears in the next field.

Abbreviations for Provider Types — See Abbreviations for Swiss Domains Element Naming Conventions

Mode

Modes are:

  • Swissdec; standard ELM Yearly mode (required for FAK_CAF and QST_IS via Swissdec).

  • Swissdec: AHV E(M)A to report impromptu Hire/Termination

  • eAHV; YearToDate, e.g. accepted by AHV Pools Globaz and IGAKIS.

  • AKB; monthly, required by AK Banken and AK Versicherungen (AHV Pool Inside).

You can find more information about the meaning of these fields in the Swissdec guidelines and the Swissdec tech doc that describes the full ELM XML process.

Use the Providers CHE page (GPCH_SI_PROVDR) to define insurance providers.

Navigation:

Set Up HCM > Product Related > Global Payroll & Absence Mgmt > Social Security/Insurance > Providers CHE > Providers CHE

For more information on defining insurance providers refer to the chapter on Managing Social Insurance for Switzerland.

Use the Provider page (GPCH_SI_COMPANY2) to map providers.

Navigation:

Set Up HCM > Product Related > Global Payroll & Absence Mgmt > Social Security/Insurance > Company SI Contributions CHE > Provider

For more information on mapping providers refer to the chapter on Managing Social Insurance for Switzerland.

Use the FAK/Source Tax (Company) CHE page (GPCH_TX_FAK_STAX) to map providers for Ausgleichskasse Banken#AKB.

Navigation:

Set Up HCM > Product Related > Global Payroll & Absence Mgmt > Taxes > FAK/Source Tax (Company) CHE > FAK/Source Tax (Company) CHE

FAK/Source Tax (Company) CHE page

 FAK/Source Tax (Company) CHE page

Field or Control

Description

FAK Provider

Enter provider #AKB for those cantons where you want to create the FAK_CAF monthly XML file.

Use the LAW 2006 page (GPCH_SI_COMPANY4) to maintain UID and BUR numbers.

Navigation:

Set Up HCM > Product Related > Global Payroll & Absence Mgmt > Social Security/Insurance > Company SI Contributions CHE > LAW 2006

Access the LAW 2006 page (Set Up HCM, Product Related, Global Payroll & Absence Mgmt, Social Security/Insurance, Company SI Contributions CHE, LAW 2006).

For more information on mapping providers refer to the chapter on Managing Social Insurance for Switzerland.