General Information about Salary Basis

You will find a general description of how to manage lists in MONITOR in the chapter Managing Lists in the System under General in the MONITOR Basics guide.

What Does This Procedure Do?

The procedure can be used as an alternative to the Recording List procedure and works as a basis during registration to the payroll program.

However, the export of a salary basis to a payroll program is still a supplement. The Salary Basis procedure is used to create a salary basis from the attendance recording that has been recorded, and then create one or more files that can be imported into a salary or payroll program. The file format and number of files depend on to which payroll program that you will import the file. At present, the Salary Basis procedure can be used to export the following file types to the following payroll programs:

• AGDA PS
• KONTEK Lön, file type 001
• KONTEK Lön, file type 004 and 010
• HOGIA Lön and Windowslön, file type 002
• HOGIA Lön, file type 005
• SPCS Lön
• ALPAS
• Carat
• SoftOne Carat
• HR+
• Personec L
• Personec S
• Visma 600
• Huldt & Lillervik
• Mepco
• V10

What Is Required Before Using this Procedure?

In the Global Settings module, you must create a link in the EDI Links procedure for each file type that you will be generating. You must also enter the name of each respective file, and where it will be saved. For additional information regarding salary basis export please see the section EDI Links.

In the Workshop Info module, you must adjust the salary types in the Codes procedure in order to be able to export them. The salary types must be "activated" in the Export field in order to be included in the files that are generated. The following alternatives are available for this field:

• None - The salary type will not be exported.
• Hours - The salary type will be exported with the unit "hours". All the hours of the salary period will be added as a total in one row.
• Hours + date - This is mainly used for absence salary types. The salary type is exported with the unit "hours" and with the start and end date of each absence.
• Days - This is mainly used for absence salary types. The salary type will be exported with the unit entire "days". All the days of the salary period will be added as a total in one row.
• Days + date - This is mainly used for absence salary types. The salary type is exported with the unit "days" and with the start and end date of each absence.
• Calendar days + date - This is mainly used for absence salary types. The salary type is exported with the unit "days" and with the start and end date of each absence. The number of days also includes weekends within the absence period.

The value that should be entered for each salary type in MONITOR, depends on which payroll program you are using and how that program wants the information in the files to look.

Please Note! If you use "days" to report attendance, that means that the system will count 1 day for each absence record, which means that if there are 2 absence records the same day, they will be reported as two whole days.

Under the Create tab you enter whether you want to export flex time as well, and which salary types to use.

In the Salary type/Salary code field you can indicate whether a salary type should always be exported as an attendance salary type by entering Attendance. This is convenient when compensatory leave is often used and you want all the absence to be reported on one single row. If the payroll program is the kind that exports all the absence directly to a so-called "nonconformity report" or deviation plan etc., it is not sufficient to just configure Hours as the unit in the Export field.

If the absence goes via a so-called nonconformity/deviation code or absence code in your payroll program, it is also necessary for those salary types that are used for absence in MONITOR to have the same number/code as the equivalent nonconformity/absence codes in your payroll program.

What Update Options Exist for this Procedure?

No values can be saved to MONITOR's database from this list.

Can Any Charts Be Displayed?

There are no charts or graphs available in this list.

Window Functions

Read more about the Window functions under Window Functions in the MONITOR Basics guide.

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