Now we will show you how to generate a health insurance payment overview for a health insurance company.
Health Insurance Payment Overview
You can find the health insurance payment overview itself in the menu Employees -
Print Outputs - For Health Insurance Companies - Health Insurance Payment Overview:
Simply enter the month, the year, and the folder where you want to save the health insurance overview. Then click the Finish button.
PDF Format
If you use the PDF Format, a PDF reader opens with a separate tab containing the overview for each health insurance company, and the file is also saved to the specified folder.
XML Format
The XML Format is also available.
The XML Format is mandatory for some insurance companies.
Currently, these are the following insurance companies:
Industry Health Insurance Company of Employees of Banks, Insurance Companies and Construction (Oborová zdravotní pojišťovna zaměstnanců bank, pojišťoven a stavebnictví) - 207
Health Insurance Company of the Ministry of the Interior of the Czech Republic (Zdravotní pojišťovna ministerstva vnitra České republiky) - 211
The situation regarding health insurance companies is constantly evolving.
As of version 2026.5.1, to correctly generate the Insurance Premium Overview in XML format, you need to upload the attached parameter. pp přehled poj ZP xml.xml
Without uploading the attached parameter, the generated XML file will be outdated.
A fully unified XML format across all insurance companies is not expected until January 1, 2027.
Insurance companies are transitioning to it gradually and at different paces, so you may encounter insurance companies that require the XML format (e.g., OZP), as well as those that still require a PDF form for now (e.g., VZP).
You can also upload and check the generated XML file in Health Insurance – Health Insurance Viewer (external add-on)
Setting Up a Person in Personnel Records
To generate the overview correctly, you need to set the health insurance company correctly for employees in Personnel Records.
The basic setting is located at Personnel Records - Payroll Parameters - Health Insurance.
Select the employee's health insurance company.
If the employee is subject to a top-up to the minimum, you also need to select the "Health Insurance - top-up to the minimum assessment base" field.
Address Book - Health Insurance Companies
For health insurance companies, you need to set up the bank account during the initial setup, as it will be used when generating other payables.
In the health insurance company's detail, you need to enter the Bank Account the first time you use it.
Frequently Asked Questions
1) The program reports an error: The form for the employer's insurance payment overview does not exist.
The print code is probably not filled in on the Details tab in the company address book. The code of the relevant health insurance company goes into the print code field.
2) After generating the overview, the following error appears:
This error appears when you either do not have a PDF reader installed or have not set it as the default, and the form opens in a web browser. Because this is an interactive PDF form, it can only be opened in a PDF reader. You can either change your default PDF viewer or open the overview from the file saved on your computer.
3) I need to check the health insurance for all employees together.
You can find a summary of health insurance across the entire company in the menu Employees - Payroll Updates, under the "yellow printer" icon.
Here, select the Health Insurance Overview print output, which contains a list of all calculated health insurance for the given month. The outputs are sorted by health insurance company:
