Create a Custom Salary Type

Payroll Tutorial: Create an industry-specific deduction or a cantonal contribution as a new salary type. We’ll show an example.

Contents  

  1. Open salary configuration
  2. Create / copy a new salary type
  3. Edit input field
  4. Define totals
  5. Save salary type
  6. Create additional salary type (optional for employer contribution)
  7. Use salary type - done
Screenshot of the Fields tab where an input field for a salary type is defined.

Depending on the industry, there may be specific deductions. This tutorial shows, using the example of a fixed industry-specific amount deducted 50/50 from employee and employer, how to create salary types.

1. Open Salary Configuration

In the Salaries area, go to More  Configuration to open the salary configuration.
Alternatively, open it via Settings  Salary Configuration.

Switch to the Salary Types tab.

Screenshot of the salary configuration with the Salary Types tab.

2. Create New Salary Type

Click Add to open the dialog for creating a new salary type.

It is recommended to copy an existing deduction to reuse certain settings. For example, for a fixed amount without pre-calculations, you can copy the salary type 5051 BVG Purchase Contributions.

First, create the variable in which the calculated amount will be stored: $gavAmountEmployee

Next, continue in the Fields tab.

Screenshot of the Add Salary Type dialog.

3. Edit Input Field

Edit the Amount field and overwrite the variable with $gavAmountEmployeeEntry. Of course, variables can be named individually, but consistency is recommended.

Confirm the input and continue to the Totals tab.

 

Screenshot of the Edit Input Field dialog for a salary type.

4.Define Totals

Here you set the checkboxes that define which totals this salary type will be included in. In the example, the deduction is included in the total deductions. It is also considered in the net salary and the payout amount.

If a deduction should appear on the salary certificate, you can specify the corresponding line number where the salary type should be shown.

Screenshot of the Totals tab when creating a new salary type.

5. Finalize Configuration

Switch back to the Configuration tab. Here, replace the variable defined in the Fields tab in the calculation field. Since salary type 5051 BVG Purchase Contributions was copied, the variable $bvgPurchaseAmountEntry must be replaced with $gavAmountEmployeeEntry.

You may now assign your own creditor account in the Credit field for this salary type or link it to an existing one.

Complete the process by clicking Save.

 

Screenshot of the Add Salary Type dialog.

6. Add Employer Contribution (Optional)

If an employer contribution should also be created as a salary type, it is recommended to copy the salary type 7010 AHV Employer Contribution in the case of a shared deduction.

The settings in the Totals, Fields and Pre-calculations tabs remain unchanged.

Overwrite the name and number, e.g. with 7200. In the calculation field, insert the GAV employee deduction variable: $gavAmountEmployee. This way, the amount entered in salary type 5200 GAV Deduction Employee is also deducted for the employer.

Set a new variable: $gavAmountEmployer.

Screenshot of the Add Salary Type dialog.

7. Use Salary Type — Done

The newly created salary types can now be used. To do this, create a new salary statement or edit an existing one, then add the salary type and enter the amount.

Screenshot of the Edit Salary Statement dialog with input field for a deduction.