In this article, we will show you how to generate a health insurance premium payment overview for your health insurance company.
Before you start generating outputs
Before you begin generating outputs for health insurance companies, you need to enter the bank account details for each health insurance company. These details can be entered in the company directory under Business Partners - Company Addresses. Most health insurance companies are already set up in the directory, so do not create them again. You can use the drop-down list to filter by Relationship Type: Health Insurer:
Next, open each health insurance company you use and add the payment details on the Bank Account tab:
Enter the payment details and save:
It is also necessary to enter the health insurance company in the HR module on the Payroll Parameters - Health Insurance tab. Without this, Flexi will not allow you to generate payroll liabilities either:
If a top-up to the minimum assessment base applies for an employee, you must also check the box "Health Insurance - Top-up to Minimum Assessment Base". If this top-up is to be shared between the employer and the employee, also check the box "Split Between Company and Employee". The "Reduction of Health Insurance Assessment Base..." field is greyed out by default and would only become available if the employee has a disability status (ZTP). This is used, for example, in the case of sheltered workshops, etc.
Health insurance premium payment overview
The health insurance premium payment overview can be found in the menu under Employees - Print Outputs - For Health Insurance Companies - Health Insurance Premium Payment Overview:
Simply enter the month, year, and the folder where you want to save the health insurance overview. Then click the Finish button, and a PDF reader should open with a separate tab for each health insurance company.
Frequently asked questions
1) The application displays an error: No form exists for the employer's health insurance premium payment overview.
The print code in the company directory on the Details tab is likely not filled in. The print code field should contain the code of the relevant health insurance company.
2) After generating the overview, the following error appears:
This error occurs when either a PDF reader is not installed, or it is not set as the default application and the form is opening in a web browser instead. Since this is an interactive PDF form, it can only be opened in a PDF reader. You can either change the default PDF viewer or open the overview directly from the saved file on your computer.
3) I need to review health insurance contributions for all employees at once.
A company-wide health insurance breakdown can be found in the menu under Employees - Payroll Update, using the "yellow printer" icon.
Here you select the Health Insurance Overview print output, which provides a complete list of all calculated health insurance contributions for the given month. The outputs are sorted by health insurance company:
