Create employee

Tutorial: Tutorial: Create a contact as an employee.

  1. Edit person or create new entry
  2. Add employee information
  3. Record children (optional)
  4. Add bank account for employee
Screenshot of the employee registration dialog

1. Make a person an employee

To enter a salary statement for a person, it must be saved as an employee.

In the Persons area, open the dialog for an existing person via Edit.

Now check the Employee role at the top of the dialog and adjust the category if necessary.

It makes sense to fill in the Salutation field, as well as the Address tab with canton information, as salary types vary depending on the canton, e.g. child allowances or withholding tax.

Screenshot edit person dialog

2. Employees: add information

The social security number (AHV no.) and the date of birth are now entered in the Employee tab. The latter is important for the AHV contributions, as these are only due from a certain age.

It is also possible to select a layout for the salary statement and a place of work.

The date of entry or exit is set via Add in the entries and exits area. If no value is set here, CashCtrl assumes that the person has been with the company — i.e. active — for a long time.

Screenshot of the employee tab of a contact

3. Record children (optional)

If the employee has children, they can be added in the Children tab. This is required for child or education allowances.

A new child is entered via fa-arrow-right Add. Name and date of birth are a required entry as well as the date from which the allowance is received. If a child is in education, the date is entered in the In education since field.

Screenshot of the children tab to register children with an employee

4. Add bank account to employee

For the salary payment via pain.001 file, it is necessary to enter a bank account for the person. A new bank account is created in the Bank accounts tab via Add. Select the type of account and set the IBAN and currency. The BIC is optional, not mandatory for a pain.001 file.

Save the person, that's all the preparations.

Screenshot of the bank account tab, where the bank details of employees are entered.