Overview of the contract menu user interface

Overview: ‘Pension Contracts’

In the ‘Pension Contracts’ menu, you can view all the contracts to which you have access, make changes, and view and update all insured persons covered by these contracts.

1. In the left-hand column of the ‘Pension Contracts’ menu, you can select the company and the contract you wish to view. A company may have several contracts.
2. At the top of the central section, you will see the contract number, contract type, contract status and the name of the company to which the contract you have selected belongs.
3. Select the appropriate view from this menu (Insured Persons, Contract Details, Change Log, Reports, Documents, etc.), each of which is explained in detail below.
4. Categories: If there are different categories for insured persons, you can select or deselect them here.
5. Search the active menu page; you can search for various terms, such as surname, first name, AHV number, etc.
6. Carry out changes at contract level: wage declaration list (LML), bulk wage changes and new enrolments.
7. Sort the list by clicking on the blue double arrows in the relevant column.

View insured person

You have selected the correct policy and wish to view an insured person.

1. Select the ‘Insured persons’ menu item.
2. Select the appropriate category, if known.
3. If there are many results, search for the person: you can search using various criteria, such as surname, first name, SSN (AHV number), etc.
4. Click on the relevant person to open the insured person’s details view.

The person’s details view opens.

View contract details

You have selected the correct contract and wish to view the contract information.

1. Click on the ‘Contract details’ menu.
2. Contract details: term, etc.
3. The authorised representative for the contract and the contact details of the point of contact.
4. The contract’s correspondence address.
5. Document delivery and notifications: email addresses that will be notified of new documents etc. in ePlix Connect. It also shows whether certain documents are still sent by post.

Search the mutation log

You have selected the correct contract and wish to check the history of changes.

1. Click on the ‘Mutation log’ menu.
2. Select whether you wish to view pending mutations, processed mutations or saved drafts.
3. Search using the change code or the name of the insured person.
4. Narrow down the results by applying filters. You can reset the filters.
5. You can sort the results using the double arrows in the individual columns of the results table.

Create a report

You have selected the correct contract and wish to create a cost report or an account statement

1. Click on the ‘Reports’ menu.
2. Select the type of report you wish to generate.
3. Select the time period and type.
4. Click on ‘Generate report’.

Download documents

You have selected the correct contract and wish to download documents.

1. Click on the ‘Documents’ menu.
2. You can search by change code in the results list.
3. Expand the filters.
4. In the filters, you can: narrow down the time period, select the document type and the change type.
5. Sort the list by clicking on the double arrows in the relevant column.
6. Click on the icon to download the document.

View premium account

You have selected the correct contract and wish to view the bonus account(s).

1. Click on the ‘Accounts’ menu.
2. Select the desired account.
3. Select the desired year.
4. The table shows all transactions in the current account.