Mine områder

Logg inn Gå til de områdene du ønsker å legge til og velg "Legg til i Mine områder"
avbryt
Viser resultater for 
Søk heller etter 
Mente du: 
Sorter etter:
Sist oppdatert av Jakobkollandsrud i går
Dersom du bytter fra et lønnssystem til et annet er det alltid viktig å tenke over hvilken startdato som skal brukes på arbeidsforholdet i det nye systemet. Dette er av stor betydning for innrapportering i Aa-registeret, men det har også en betydning for bruken av systemet i Visma.net Payroll. Her presenterer vi de to alternativene du må velge mellom.
Vis hele artikkelen
Sist oppdatert av Thea Petrine Hammer VISMA i går
Dimensjonsverdier er de ulike kostnadsbærerne i firmaet, f.eks. Administrasjon og Produksjon. Denne veiledningen tar deg gjennom oppsettet for å legge opp de ulike dimensjonsverdiene i firmaet. 
Vis hele artikkelen
Sist oppdatert av Thea Petrine Hammer VISMA ‎19-07-2019 14:57
Dimensjonsdefinisjoner er type kostandsbærer i Payroll. Under hver dimensjonsdefinisjon (f.eks. Avdeling), kan du ha flere dimensjonsverdier (f.eks. Økonomiavd., Administrasjonsavd., Produksjonsavd. o.l.). Her får du en veiledning på hvordan du legger opp dimensjonsdefinisjonene. 
Vis hele artikkelen
Sist oppdatert av Eirik Skorstad VISMA ‎19-07-2019 14:13
Du kan se alle arbeidstidsordningene under Employees / Innstillinger / Arbeidstidsordning Her ligger det allerede noen inne som standard. Hvis ingen av de som ligger som standard passer til den ansatte kan du opprette egne arbeidstidsordninger. 
Vis hele artikkelen
Sist oppdatert av Sigurd Myhre VISMA ‎19-07-2019 13:25
Dette brukertipset er for ansatt som ikke får registrere fravær ifm barns sykdom fra Employee-appen. Når du som ansatt skal registrere fravær ifm barns sykdom, forutsetter det at dine barn er registrert med fødselsdato i Visma.net Employee
Vis hele artikkelen
Sist oppdatert av Thea Petrine Hammer VISMA ‎19-07-2019 13:20
Kreditorer er eksterne og evt. interne selskaper og instutisjoner med krav til de ansatte i ditt firma. Disse må registreres i systemet for å kunne få til et automatisk trekk på lønnen til den enkelte ansatte. 
Vis hele artikkelen
av Ruben_Auren VISMA
Account Types In visma.net, a new term appears that may be unknown to most people. Account types are a way of categorizing pay codes in order to link them to a common account. Many types of wages may have the same account (eg fixed salary, hourly wage, overtime, etc.) and instead of linking the same account to all these pay codes, one can associate the account with an account type that is common to all pay codes. This will make it easier to maintain your account records since you only need to change the account type on the account. Updating of wage types that are linked to the current account type then happens automatically.   Employees/ settings / Account types All account types must be linked to the correct account before the first pay run, to ensure that every transaction are posted towards the correct account a set of standard account types are already inside the system. If the customer has chosen a default accounting standard, the accounts will also be available automatically linked to an account type. To link the account type to the correct account, you can click on the individual account type, then you will reach this window: Now you may click "Edit" to edit this account type. Name: You can change the name of the account type if you wish. Account: Select account from the main ledger accounts previously entered under Employees / Settings / Accounts. Version valid from: Enter a new start date for the version to be valid if it is to apply from a particular date. If it is to apply back in time, do not specify a date. Delete this version: You can choose to delete the version of the account type you are on. Please note that this may result in retroactive changes in time, if the account type is used.      NOTE! If you set the change date back in time, before the last paycheck was approved, this will result in re-calculation of the transactions on the accounting report for the next pay run. If you use the "Delete this version" button, the account type will be returned to the previous version, and will result in recalculation of transactions on the accounting report for the next pay run.   NOTE 2! We recommend that all account types are linked to an account even if they are not in use, in case you start using the account type at a later date. The consequence of not linking an account to an account type is that the accounting document becomes incomplete if you use a salary type that is linked to this account type. The account types 32410, 32420 and 32430 (Travel expenses, not mandatory with different VAT rates) are without an account even if you have chosen the default chart of accounts. These must therefore be linked to an account manually.
Vis hele artikkelen
Sist oppdatert av Thea Petrine Hammer VISMA ‎19-07-2019 12:16
Til motsetning fra Kreditorer er Skatteoppkrevere kommuner som sender krav til ansatte i ditt firma. Skatteoppkrevere må også registreres i systemet ditt for å kunne knyttes til de ansatte. 
Vis hele artikkelen
av Ruben_Auren VISMA
Account setup   In order to be able to charge costs and remuneration on the correct accounts, you are dependent on the accounts being set up in Payroll, and that they are properly linked to wages. Payroll has the option of using two types of standard chart of accounts, which you have specified under the Onboarding Wizard or in Employees | Settings | Company Settings | Accounting, but you can also add your own accounts, or add your own accounts to an existing account set.   Employees / Settings / Accounts It is very important that all the accounts you use are created before registering transactions and wages because they are used in other contexts in the system. For example, the Payroll accounts use them when you create the accounting file at the end of the payroll process. If you have chosen to use one of the account setups predefined in the system, some accounts will already be ready for use. The link to the account types is also predefined, you can read more about this in the article Account types. Click "Add Account" to create new accounts. Account: Enter the desired account number. Maximum length is 40 characters. It is important that this account number is the same as that used in the accounting system, unless accounting will be mistaken for transfer to accounting. Name: Add the requested name to the account. Maximum length is 60 characters. Properties: Specify whether account shell is used for amount, quantity, or both. Dimensions: Specify whether the account should be associated with dimensions. Possible choices are "Not allowed", "Optional" or "Mandatory". Eg. for some companies it will be useful that there should always be a department responsible for transactions related to salary (Required), but not desirable for transactions related to withholding tax (Not allowed). If you create an account with ID starting with numbers 3-9, the system will automatically suggest "optional" as the setting for the dimensions. Account valid from: By default, the validity dates of the account are set without a specific date. That is, the account will be valid at any time. If you want to specify a validity period, enter the start and / or end date here.   To create multiple accounts consecutively, check "More registrations" next to the Save button. When you save, the account will be saved and the image will be ready to create the next account immidietly.   Note! If you are going to use Visma.net Financials as an accounting system, all accounts MUST be set up with the dimensions "Optional", or "Mandatory". This is because Visma.net Financials requires a dimension on most accounts. If the accounts are not set up with "Optional" or "Mandatory", the accounting file of Visma.net Financials will fail upon transfer and you will have to post manually.
Vis hele artikkelen
av Ruben_Auren VISMA
Pension To get the electronic pension reporting (FNO report) you must first add the pension company under Employees / Settings / Pension. Click "Add Pension" You will then see the following picture: In use: Enter the date from which this will apply. Pension company: Enter the name of the pension company.   Note! The report will only be generated for the first time in January 2019. If this report is to be used from January 2019 then you must enter from date 01.01.19.   Note! It is only possible to enter one pension company When all the information is entered, press "Continue", then press "Save" at the bottom right.      
Vis hele artikkelen
av Ruben_Auren VISMA
Unions If you have employees who are members of a union, you must establish the union in Employees / Settings / Unions. Click on "Add union" to add a new union.   The following values can/must be filled in: Number: Fill in a number on the union if you want to use one. Name: Fill in the name of the union. Address: Touch "Add" to enter the address. (It will appear on the union report) E-mail adress: Tap "Add" to enter email address. Phone Number: Touch "Add" to enter the phone number. Payment method: Choose between "Bank file" and "Manual". If a bank file is selected, the payment of the union client will be included in the file for Autopoay. Bank Account Number: Must be filled in if payment method "Bank File" is specified. Use reference number from: Here you choose wether to use reference number from Union or Employment. Union reference number: Must be filled in if payment method "Bank File" is specified. Entitled to tax deductions: Here it is stated whether the union's trait for this union should reduce the employees' basis for tax or not. Fee percentage: If the quota is to be deducted in percent, fill in this here. For example, 5% is value 5. Minimum fee: If it is not to be deducted less than a given amount, enter this limit here (applies to the percentage deduction). Maximum fee: If no more than a given amount is to be deducted, fill in this limit here (applies to the percentage deduction). Fixed fee: If a fixed amount is to be deducted, register it here. Collective insurance amount: If collective insurance is to be part of the union, you can fill in this value here (the value can also be overridden on each employee). Unions insurance amount: If other insurance is part of the union, you can fill in this value here (the value can also be overruled on each employee).   Press "Continue" and then "Save" at the bottom of the page to save the union.  
Vis hele artikkelen
av Ruben_Auren VISMA
The tax collectors Unlike Creditors, tax collectors are municipalities who submit claims to employees in your company. Tax collectors must also be registered in your system in order to be associated with the employees. Employees / Settings / Tax collectors There are no predefined municipalities in the system. This must therefore be created manually. The municipalities are mainly used for creditor payment to municipalities, or Outlay deduction - tax and fee. Click on "Add" and fill in required fields to add a new Municipality: Municipality: Select municipality from the drop-down menu. Bank account numbers for each municipality are predefined and appear automatically. Type of deduction: This is automatically set to Pull Out - Tax and Tax, and is not possible to change. Address: The field is optional. Click "Add Address" if you wish to enter it. Phone: The field is optional. Click "Add Phone" if you wish to enter it.  
Vis hele artikkelen
av Ruben_Auren VISMA
Creditors Creditors are external and possibly internal companies and institutions with requirements for the employees of your company. These must be registered in the system in order to obtain an automatic deduction from the salary of the individual employee. NAV Collection center/innkrevingssentral Outlay - Legal offenses Outlay - Claims by State enterprises These creditors are not possible to change or delete. To add new creditors, click the "Add" button on the right. A new window opens and you need to fill in the following information: Name: Enter a name for the creditor. The field is obligatory. Bank account number: If it is to be paid automatically to the creditor, account number must be entered. Overdue balance: If you tick off in this field, any negative balance will be transferred to the next period. Type of deduction: All new creditors will get the Other category. This field is not possible to change. The field is used to categorize the creditors when linking the individual creditor and the deduction to the employee later.   Once the information on the creditor is stored, you will only see a line of some information about the creditor. To see all the information on the creditor, you can click the arrow to the right to expand the image.  
Vis hele artikkelen
av Ruben_Auren VISMA
Company setup Employees / Settings / Company Settings You are now ready to enter settings related to the company, employees and the payroll itself. Many of the settings affect the entire solution in Visma.net, and it is therefore important that the correct settings are entered at an early stage.  It is highly recommended that you go through these settings again, even though several of them were a part of the Onboarding wizard , and get to familiarize yourself with the system. Under company settings, you will find all the overall settings for your company. Here you enter the address, company number and bank account for payroll account and any tax deduction account.   General We start on the General tab, where information about the company itself is entered.   Start-up date in Visma.net: This field will disappear in a later version of Payroll. The field is not possible to change and is only used by Visma. Pro rata method: Choose between calendar days or working days. The settings indicate which method to use for calculations in Payroll. The most common choice is "Working Days." Calendar Days: Wages will be divided by the number of days in the current month and multiplied by the number of days for the particular absence or benefit. Working Days: Wages will be divided by the number of working days of that month and multiplied with the number of working days for the absence or performance in question.   Tax-free org: Specify whether the company is a tax-free organization or not. If it is stated that the company is a tax-free organization, information about this will be added to the payment by reporting via A-message. The tax authorities will thus exclude the income from the tax calculation / tax return for the employee, provided that the amount is lower than the limit set for the individual year. The tax calculation for each employee will not start until the limit has passed. IA: Specify whether the business is an IA business or not. This has, among other things, an impact on absence in Absence and payment in Payroll. If your business practices the IA rules even though you are not an IA company, you must set "Yes" here so that it will be correct in relation to the self-reporting days in Visma.net Calendar. Automatically suggest the next employee number: Select yes here if you want the employee number to be automatically generated to one higher number than the previous employee. E.g if you enter an employee with employee number 100 then the next employee will automatically get employee number 101. Employees transferred from other company: Check this out if you have used another payroll system before Visma.net Payroll. This will allow the employees to retain the rights they have in relation to their own notifications, sick pay and the like. Enable employee import: Select whether you want the import button to import employees to be visible under Employees / overview. Address: Click "Add" to add the company address, if desired. Phone: Click "Add" to add the company phone number, if desired. Contact person: Enter information in the fields to register a contact person in the company. The fields are mandatory.   Furthermore, you must enter the business(es) the company has. These are the different locations for their business. Name: Add the name of the workplace where the business is registered. Business number: Enter the business number of the sub-unit. This is not the same number as the legal organization number, but the number that belonged to the individual location where the company has its work. If you are unsure of what it is, you can search the Brønnøysund Register website and look at "overview of registered sub-units". The field is locked after the first A-message with the business number is submitted. Municipality: Enter the municipality where the business is located. You can also find this information in the Brønnøysund Register Center. Start-up month A-message: Define which month you want the system to start sending A-messages. The field is locked after the first A message is submitted.   Note! When editing this information, you must also provide a "valid from date" from which the changes will apply. If there is a correction of a previous error registration or the first time you enter a registration for a new field, enter "Or use existing valid from date". In the case of actual change of information, it is very important that you provide a new off-date because this may affect the calculation of your salary and benefits back in time.   Accounting Under the Accounting tab you will find the following information:     Export format: Used in Payroll when creating the accounting file. Here you have the choice Visma.net Financials, Huldt & Lillevik Standard or SIE 4 format. Huldt & Lillevik standard is a standard format created by Huldt & Lillevik, and can be used by many different accounting systems. SIE 4 is a standard export format used by several accounting systems ex.Visma Global, Visma Business, eAccounting. Rounding account: The account is used for rounding and "debugging" in Payroll (Interim account / debugging account). Enter one of the ledger accounts in the selected chart of accounts. If you do not find the correct account, it must be created under Employees | Settings | Accounts - see sections for accounts for guidance. The field must be filled before you can pay salaries in Visma.net Payroll. If the field lacks a value, this will lead to errors in the payroll and the payroll can not be carried out. If you want to use the predefined charts of accounts, you can choose between "Norwegian standard chart of accounts" and "Mamut standard chart of accounts".   Note! Please note that changes to the chart of accounts with date back in time will lead to corrections in book entries back in time, on the next open pay run. You will receive this alert if you try to change:   Banking and payment Here you need to provide information about which account the salary should be paid from and which account the tax deduction should be transferred to.   Create bank file: Here you decide whether Payroll should create and send a bank file to AutoPay or not. If you set this field to "Yes", you will be able to send a bank file directly to AutoPay pay run. The bank agreement must be set up in Visma.net AutoPay to make the process possible. AutoPay is a payment service that automatically takes care of the payments. Bank salary: Before you can pay the salary, you must enter the account number in the bank the salary must be paid from. Click "Add" to add a bank account for payout if this has not already been done. Bank guarantee for tax: Here you choose whether the company has a bank guarantee agreement. The field is automatically linked to the next field on bank account numbers for tax deductions. By default, this field stands for "No". If you do not have a bank guarantee agreement and "No" is the correct choice, you must enter a bank account number regarding the tax deduction account in the field below. Bank tax: If the bank guarantee is set to "No", you must enter a bank account number for the tax deduction account. Click "Add" to add a bank account to which the tax deduction shell is transferred at payroll if this is not already done. If you are going to change the bank account already paid in, click in the field to open it for editing. If a bank guarantee is set to "Yes" you will not be able to enter this account. Paying Expense Tax: Specify how often tax deductions are paid to the government. You have two choices, monthly or bi-monthly. If you set up a monthly payment, the outlay deductions that are deducted on employees will appear on the bank list and may be paid monthly with wages if you are to use AutoPay.   Branch The last tab under company settings includes information about hours per year on the employees, recommendations on when the system should deduct half tax, and method of calculation for employer's national insurance contributions.   Number of hours per year: Here you enter the number of hours per year in full position. This is independent of whether employees work part-time or not. The value is used to calculate actual working hours per year according to the position fraction for such employees. By default, the system sets 1750 hours. Half tax: Specify which month the company will deduct half tax before Christmas. Possible values are November or December.
Vis hele artikkelen
av Ruben_Auren VISMA
Once the company is created and the payroll manager is assigned roles, you can begin to set up the actual system. To make this easier for you as a payroll manager, you will be guided through an onboarding wizard where you can set up most of the settings required for the solution to work fully. We recommend filling in as much information as possible in this, but it is also possible to fill in / change the information in the various services later. The boarding wizard will automatically appear when you enter the Employees service. Here is an overview of the steps in the onboarding wizard and what the different fields mean. At the bottom of the article you will also find a PDF document that refers to where to find the different fields in the system. Step 1: Welcome. Step 2: Company. Here, some of the company settings are defined. Address: Click "Add" to add the company address, if desired. Phone: Click "Add" to add the company phone number, if desired.   Company contact person: Enter the contact information. The fields are mandatory. Company logo: Here you can enter the logo that will be shown on the payslip in Visma.net Payroll.    Business sub-unit Name: Enter a name for the business sub-unit. This is a mandatory field, and therefore a business must be registered with the company. Bussiness number: Enter the bussiness number of the sub-unit. If you do not know what the sub-unit's number is, you can look up the organization number in the Brønnøydundsregistrene (https://www.brreg.no/), and look at "overview of registered sub-units". You can also find this information in the Brønnøysund Register Center. Start-up month A-message: Define which month you want the system to start sending A-messages. The field can be changed later as long as no A messages have been sent yet. After the first A-message has been sent, it is no longer possible to change the field. Type of business: This field is shown as ordinary, and is unchangeable at this point in time.   NOTE! If you have several businesses (locations) in the same company, you must create all the businesses. Click "Add" to add more businesses.   Bank information Create bank file: If you are using Visma Auto pay, and have a bank agreement, you can check this box for Payroll to automatically create a file for automatic salary payments. If checked it is mandatory to add the bank account from which the payments should be sent from. Bank salary: Click add, to define bank salary account number. Bank guarantee for tax: Check this box if you have a bank guarantee for tax. If not you need to split tax into a seperate bank account, it is then mandatory to fill in that account number here in that case. Payment of unpaid tax: Here you can choose between monthly and bi - monthly payment. Half tax: Here you may choose if you want to remove half tax in November or Desember.   Step 3: Company Calendar Transfer of attendance and absence to Payroll:  Here you can choose if attendance and absence registration done by employees should be registered in Payroll automatically, or if they have to be approved first. Inclusive Workplace (IA): Specify whether or not the company is an IA company. This has, among other things, an impact on absence in Absence and payment in Payroll. If your company practices the IA rules even if you are formally not an IA company, you must set YES here to make it right in relation to the self-reporting days in Visma.net Calendar.   National holidays: Here you choose if the national holidays are days off or normal work days.   Step 4: Wage run. This step will create first wage run with a default payout date. The system later creates ongoing pay slips with the same payout date as stated in this image.   Wage run title: Title of the wage run, standard is "Månedslønn." Pay out date: Day of month when salary is being paid. Pro rata method: Here you can choose if en employee beginning or ending work in the middle of a month, or gets a change to payment should be calculated per calender days or work days. Difference threshold: Here you choose the percentage (0-100) for which Payroll wage runs will be used to present deviations compared to previous wage run results.   Chart of Accounts: There are three different possibilities for the chart of accounts in the system, one of which allows you to set up a completely separate account register. If you want to use the predefined charts of accounts, you can choose between "Norwegian standard chart of accounts" and "Mamut standard chart of accounts".   NOTE: If you select the Norwegian Standard Chart of Accounts or Mamut Standard Chart of Accounts, you will receive this message: Click save anyway to continue.   Altinn: Here you will set up Altinn credentials. You need to choose default report step, and fill in computer system ID and computer system password.   Step 5: Accounting. During this step you have the opportunity to view / add account and make changes to account types.   Accounts: If you have selected "Norwegian Standard Chart of Accounts" or "Mamut Standard Accounts Chart", the accounts will be synchronized and updated automatically. You do not need to enter your own accounts if the selected account set covers the accounts you want. If you still need multiple accounts, you can enter them under "Accounts". Account types: Account type is a new term that appears in Payroll. This is a way of defining salary types so that if you later If you change the general ledger account for salary, you can change the account on the account types so that this is updated for all salary types related to this particular type of account. We recommend that you read more about the account typers in the tutorial.   NOTE! If you use Visma.net Financials, the integration account requires the accounts to be found in both systems. Some of the accounts used in Visma.net Payroll do not exist in Visma.net Financials - these must be created manually in Visma.net Financials in order for the accounting file from Visma.net Payroll to be transferred without errors. To add new accounts, click "Add account" under the accounts field. ID: Enter the desired account number. Maximum length is 40 characters. It is important that this account number is the same as that used in the accounting system, if not the transfer will push through to the accounting system with errors. Name: Enter the desired name for the account. Maximum length is 60 characters. Properties: Specify whether to use the account for amounts, number, or both. Account valid from: By default, the validity dates of the account are set without a specific date. That means, the account will be valid at any time. If you want to specify a validity period, click "In use from / to" and specify the start and / or end date.   NOTE: Here we recommend that you look over the proposal that the account is linked to the correct account type.   Accounting information: Here you will choose adjustment account and export file format.    Step 6: Dimensions.  In this step you can enter your cost carriers, or dimensions as it is called in Payroll. Dimension definitions are type of cost carrier, while dimension values are the different values of the cost bearers. Eg. You can add the dimension value "Department" and enter the different departments under "Dimension values".   If you use Visma.net Financials or have had Visma.net Expense from earlier, dimension definitions and dimensions will be transferred to the onboarding wizard. If you do not use Visma.net Financials, you will create your own dimension definitions manually by pressing "Add dimension definition"   Id: Specify which Id to use for the definition. Maximum length is 10 characters. The field is obligatory. Name: Enter the name of the dimension definition type. Maximum length is 30 characters. The field is obligatory. Is numeric: Specify whether the dimension values ​​(the different cost carriers) are numeric or not. Select order: The priority that the priority order should have. The order is used in the payroll itself, and specifies where Payroll should start looking for dimensions. Eg. Payroll will first see if there is a dimension on the actual transaction. If there are no values ​​here, it further looks at the position of each employee. If this is also blank, it will search for dimensions of the type of salary that have been used. Possible choices are: Transaction Position Paycode Transaction Paycode Position Dimension definition valid from: By default, the validity dates are set for dimensional definition without specific date. That means, the dimension definition will be valid at any time. If you want to specify a validity period, click "In use from / to" and start and / or end date.   Furthermore, you create dimension values ​​by clicking "Add dimension definition"   Step 7: Finish All the steps in the Onboardingswizards are now complete. Click "Save" to exit the wizard. Congratulations, you are now done with the onboarding wizard and hopefully have filled in most of the settings. You are now ready to use the system. Click on Save to move forward. If there are settings you have not known at the time you went through the onboarding wizard, or there are settings you want to change or add, this must be done before adding employees. The onboarding wizard you will automatically take you to Employees / Overview. It is in this picture that you create the employees, but we recommend that you look through Company settings first. Much of the company settings are already defined in the onboarding wizard, but there are a couple of registry entries in Company settings that may be useful to look at.
Vis hele artikkelen
Sist oppdatert av Thea Petrine Hammer VISMA ‎16-07-2019 10:34
 Har du  Standard-pakken av Visma.net Payroll, vil du her kunne legge inn lederen som skal godkjenne kostnadskrav fra Expense, timer og fravær. 
Vis hele artikkelen
Sist oppdatert av Thea Petrine Hammer VISMA ‎15-07-2019 15:39
For at de ansatte skal få tilgang til tjenestene i Visma.net, må de opprettes som brukere. Her følger en veiledning for hvordan dette gjøres. 
Vis hele artikkelen
Sist oppdatert av Thea Petrine Hammer VISMA ‎15-07-2019 15:37
I dette brukertipset forklarer vi hva du må tenke over dersom du benytter dimensjoner i Visma.net Payroll, og ønsker at transaksjoner skal konteres på dimensjoner. 
Vis hele artikkelen
Sist oppdatert av Thea Petrine Hammer VISMA ‎15-07-2019 15:35
Her finner du en veilending for hvordan du legger inn opplysninger om stillingen (arbeidskontrakten) til den ansatte. 
Vis hele artikkelen
Sist oppdatert av Wenche_Jacobsen VISMA ‎23-05-2019 09:14
For å lage FNO rapporten må du gjøre tre oppsett. 1- opprette pensjonsselskap i Employees. 2- angi på den ansatte at om denne skal være med i rapporten. 3- bestemme hvilke lønnsarter som skal være med i grunnlaget i rapporten.   1- Endring firmainnstillinger. Under "Selskapsinnstillinger, Diverse" må du korrigere til "riktig" antall timer står i feltet "Antall timer per år unntatt ferie (FNO).  Hvis 5 uker ferie, så er antall timer for 2019= 1695. Dette tallet brukes av pensjonstilbyder for å regne ut stillingsbrøk på timelønnede ansatte.   For å få den elektroniske pensjonsrapportering (FNO rapporten) må du først legge til pensjonsselskapet under Employees / Innstillinger / Pensjon.    Trykk på "Legg til Pensjon" Du får da opp følgende bilde: I bruk: Legg inn datoen dette skal gjelde fra.  Pensjonsselskap: Legg inn navnet på pensjonsselskapet.     Merk! Rapporten vil kun bli generert første gang i januar 2019. Hvis denne rapporten skal benyttes fra Januar 2019 så må du legge inn fra dato 01.01.19.        Når all informasjon er lagt inn trykker du på "Fortsett", trykk så på "Lagre" nederst til høyre.          MERK! Det er kun mulig å legge inn ett pensjonsselskap.        2-Endring på ansatt Når dette er opprettet må vi knytte pensjonsselskapet til de ansatte som det gjelder. Gå til Employees / Den ansatte / Ansatt / Rapportering.   Trykk på "Legg til" under Pensjon.  Du får da opp følgende bilde: I bruk: Velg når dette skal gjelde fra.  Pensjonsselskap: Her velger den automatisk det pensjonsselskapet som ble opprettet under Employees / Innstillinger / Pensjon.    Nå alle informasjonen er lagt inn trykker du på "Fortsett", trykk så på "Lagre" nederst til høyre.   3- Endring på lønnsart Du bør også gjennom de lønnsartene som du vil ha med på rapporten. Dette vil primært gjelde om du har laget egne lønnsarter for timelønn og de lønnsarter som skal ha kode "Tilleggslønn". Hvilke lønnsarter dette gjelder styres av spareavtalen ditt firma har med OTP selskapet.  Gå inn på Payroll / Innstillinger / Regler / Lønnsarter. Finn lønnsarten som skal være med på FNO rapporten og trykk på endre. Ved spørsmål når endringen skal gjelde fra så velger du "I ny versjon fra ..".  På lønnsartene har det kommet ett nytt felt, "FNO Pensjonsrapportering". Det er her du velger om lønnsarten skal være på FNO rapporten.   Du får valget mellom "Timelønn" og "Tilleggslønn". Det er kun lønnsarten for timelønn som har fått en verdi i dette feltet i den nye versjonen. Skal du ha med en annen lønnsart på FNO rapporten så må du inn på lønnsarten og legge til enten "Timelønn" eller "Tilleggslønn" på "FNO Pensjonsrapportering".  Fastlønnede ansatte kommer automatisk med og trenger ingen endring på lønnsarten.    Oppsettet er nå ferdig og du ser resultatet i lønnskjøringen.  I Lønnskjøringen på fanen "Betaling og rapportering" har du nå fått opp ett nytt felt som heter "Pensjon rapport FNO".   Når du bekrefter lønnskjøringen vil det bli generert en XML fil som du kan laste opp hos pensjonstilbyderen.  Du kan også laste ned en Excel fil for enklere å kontrollere hvem som er med i XML filen.   Har du flere lønnskjøringer på en måned så er det den siste lønnskjøringen hvor denne rapporten vil bli tilgjengelig. Den vil inneholde informasjonen fra alle lønnskjøringene på den aktuelle måneden.    Hvis du oppdager feil i rapporten må dette rettes ved å opprette en ny lønnskjøring.    Når rapporten ser riktig ut kan du bekrefte sendingen.    Du vil kunne kjøre neste lønnskjøring selv om denne rapporten ikke er bekreftet, men du vil ikke kunne trykke på "fullfør" på fanen sammendrag før denne rapporten er bekreftet.    Under Rapporter / Pensjonsrapport FNO kan du også finne rapporten. Her vil du se en oversikt over åpne og lukkede rapporter, og du kan også ta ut XML filen og bekrefte rapporten her.   Arbeidsstatus på de ansatte I FNO filen rapporteres arbeidsstatus, normalen er "A" som står for "aktiv". Andre koder er S - Syk, P - Permittert, LP - Lovfestet permisjon, AP - avtalt permisjon. Verdiene S - Syk, LP - Lovfestet permisjon, AP - avtalt permisjon kommer i filen ut ifra hva som er registrert i Calendar på den siste dagen i måneden det rapporteres på . Arbeidsstatus P - Permittert blir rapportert hvis du på den ansatte har under Stilling / Rapportering, feltet Permittering at det er registrert permitert og datoen gjelder for siste dato i perioden. Spørsmål til support: En lønnsart har manglet verdien "Timelønn" og "Tilleggslønn", hvordan får jeg endret slik at dette er med i filen?  - En endring på lønnsart vil ikke medføre retroaktive endringer og dette må rettes manuelt. Det må da opprettes en ny lønnsart, som da har riktig verdi "Timelønn" eller "Tilleggslønn". Denne lønnsarten skal ikke være avkrysset for "Til Utbetaling" og ikke ha noe verdi i "Innberetning A-melding". På denne lønnsarten rapporterer du det manglende grunnlaget.    Må jeg som lønningsansvarlig passe på om ansatte går over / under 20% stilling?  - Nei dette skjer ut ifra rapporterte tall.       Tilhørende brukertips Hvordan registrere OTP faktura kostnaden for å få beregnet arbeidsgiveravgift.   
Vis hele artikkelen
Aktuelt brukertips
Nyttige lenker