Overview of the eplix connect user interface

Once you have logged in, this overview screen will open. Below, we outline the user interface:

1. ‘Contracts’ menu: This menu displays all BVG contracts to which you have access.
2. In the ‘Insured Persons’ menu: all insured persons listed in the contracts to which you have access.
3. In the ‘Companies’ menu: all companies to which you have access.
4. In the ‘Pension Contracts’ menu: a list of all companies and contracts to which you have access. Some companies have several contracts.
5. ‘Company’ search: Use this column to search the list of companies.
6. If you have access to contracts from more than one BVG foundation, you can select or deselect the foundations here.
7. You can click on the small > icon to the left of the company name to view the list of contracts for that company.
8. Number of contracts to which you have access.
9. The ‘Contract’ column shows the contract number for each row.
10. The ‘Status’ column indicates whether the contract is active or not.
11. The ‘Type’ column provides information on the type of contract (permanent, fixed-term, etc.).
12. The ‘Company’ column indicates which company the contract belongs to.
13. The ‘Address’ column displays the company’s address.
14. The ‘Expiry date’ column indicates the contract’s expiry date.
15. The ‘Insured Persons’ column shows the number of insured persons under the relevant contract.
16. You can use the double arrows to sort the table by the column of your choice.
17. The bell icon indicates any changes that have been made and other notifications.
18. In the top right-hand corner, within the circle, you can access your eplix ID user profile in elauncher.
19. Via the ‘i’ menu, you can revisit the onboarding sequence.

In the ‘Insured persons’ menu, you can view all the insured persons to whom you have access.

1. Click on ‘Insured persons’ on the left to open the insured persons menu.
2. In the centre, you will usually see a list of all the insured persons to whom you have access. If there are a large number of insured persons, you will need to request a specific view.
3. You can use the search function to look for an insured person by name or SSN (AHV number).
4. By selecting ‘Browse trough all anyway’, you can request a list of all insured persons to whom you have access.

Once you have clicked the ‘View all anyway’ button, the ‘Insured Persons’ menu will look as follows. (If you do not have access to that many insured persons, this menu will be displayed straight away.)

1. Number of insured persons to whom you have access.
2. First name of the insured person.
3. Surname of the insured person.
4. Date of birth of the insured person.
5. ‘Social Security No.’: Social security number of the insured person (AHV number)
6. ‘Contract’: Contract number under which the person is insured.
7. ‘Category’: Category within the policy under which the person is insured.
8. ‘BG’: Level of employment of the insured person.
9. ‘Salary/Pension’: Gross annual salary / pension of the insured person.
10. ‘Status’: Insurance status of the person.
11. ‘eplix’: This column indicates whether the person already has a user profile in eplix me.
12. If there is a green tick, the insured person already has an eplix me user profile.
13. If there is a paper aeroplane icon, the person does not yet have an eplix me user profile. By clicking on the icon, you can invite the insured person to create an eplix me user profile.
14. Untitled column: Column for additional functions and options.
15. By clicking on the three dots, you can open the context menu for the insured person, where you will find various shortcuts relating to the insured person.
16. Using the double arrows, you can sort the table by the desired column.

In the ‘Companies’ menu, you can view all the companies to which you have access.

1. Click on ‘Companies’ in the menu on the left to open the Companies view.
2. Search bar: You can search for a company using its UID or company name.
3. Number of companies to which you have access.
4. UID: The company’s commercial register number.
5. Name of the company.
6. ‘Town’: Location of the company’s registered office.
7. ‘Industry’: Sector in which the company operates.
8. ‘Insured persons’: Number of insured persons in this company.
9. ‘Branches’: Number of branches of the company.
10. You can use the double arrows to sort the table by the desired column.

If you’d like more space for the detailed view, you can collapse the menus on the left-hand side using these buttons:

The user interface, with the menus collapsed on the left-hand side, looks as follows. You can reopen the menus using the icons.

The ‘User menu’ can be seen in the top right-hand corner:

1. The ‘User menu’ can be opened in the top right-hand corner.
2. Your name and the email address you used to log in.
3. Link to manage your enovetic ID in elauncher.
4. Link to the ePlix Connect Help Centre.
5. Log out of ePlix Connect.