Entering Social Insurance Information for Employees

You enter social insurance information for employees in the Social Insurance window.

arrow icon   To enter social insurance information for an employee:

  1. Enter the contribution using one of the following methods:

  2. Select the health insurance provider.

  3. Select the pension provider.

  4. Select the unemployment insurance provider.

  5. Select the special care insurance provider.

    Note: If no organizations are displayed in the Health, Pension, Unemployment, or Special Care fields, you must return to the Additional Organization Information form and define the social insurance providers for your organization.

    See: Entering Social Insurance Providers for HR Organizations

  6. Check the Privately Insured check box if the employee has private health insurance.

  7. Enter the legal area.

arrow icon   To enter occupation group information for an employee:

  1. Enter the occupation group using one of the following methods:

  2. Select the profession.

  3. Select the education level.

  4. Select the people class.

    Note: The people class is subject to a number of validation rules. For a list of the validation rules, see Validation Rules for Social Insurance.

  5. Save your work.

arrow icon   To enter information on private health care or special care:

Note: This tab is only enabled if you have checked the Privately insured check box for the employee.

  1. Select the private health care provider.

    Note: If no organizations are displayed in the Private Health Provider field, you must return to the Additional Organization Information form and define the social insurance providers for your organization.

    See: Entering Additional Information for German HR Organizations

  2. Save your work.

arrow icon   To enter information on a voluntary pension:

  1. Select the voluntary pension provider and enter the membership number.

  2. Specify whether the pension contribution is transferred by the employer or the employee.

  3. Enter the contribution amount.

  4. Save your work.

arrow icon   To enter information on a second pension:

  1. Select the insurance provider.

  2. Optionally, enter the membership number.

  3. Select the membership status.

  4. Optionally, enter the start and end dates for membership.

  5. If you specify a membership end date, you must select a membership end reason in the End Reason field.

  6. Save your work.