Visma Lön Smart
Fora monthly reporting (non-administrative worker)
Every month, information on non-administrative workers' salaries should be reported to Fora. The salary details is used to calculate the amount to be paid to the employees' occupational pension and to invoice the company for occupational pension and insurances. The report is also used to calculate and transfer pension premiums to the employees' pension trustee.
We recommend that you wait to report to Fora until the last working day of each month, so that any corrections which have been made for the current month will be included in the report.
Make settings before reporting to Fora for the first time
Before you can report salaries to Fora on a monthly basis, all employees must have a marking. This is used to ensure that employees are covered by the right insurance policies and have the right premiums paid into their occupational pension.
Once the marking is done in Visma Lön Smart, you only need to make changes if a new non-administrative worker is hired, if an administrative worker changes workforce category to non-administrative worker, if an employee leaves the company or if changes are made to the company's collective agreement. Read more about the marking at fora.se (in Swedish).
Marking for the company
Before you can select marking for employees, marking must be selected for the company.
- Log in to Mina sidor on fora.se to find the marking that applies to the company.
The marking starts with FOK and is followed by six digits.
- Copy the marking.
- Select Settings - Payroll settings and the Pay and payments tab.
- Click on the Company’s markings button.
- Select the New marking tab.
- Paste the marking (Ctrl+V) in the Marking field.
- Enter a description.
The description will be displayed when you select the marking for the employees, so it is good to be as clear as possible, for example FOK301123 - Workers without collective agreement. A tip is to copy the description (Ctrl+C) on Mina sidor on fora.se and then paste it in Visma Lön Smart (Ctrl+V).
-
Click Spara.
Marking for the employees
- Select Lön Smart - Employees.
- Select the employee from the list and choose the tab Reporting.
- Under Connected to Fora, select the date from which the employee will be connected to Fora.
- Click on the Settings button.
- Click on the icon in the field at Marking and select the marking for the employee. There you can also click on New marking if you need to add a marking for the company.
If you want to select a new marking for an employee who already has a marking, click on the button Change marking. Then select the start date and marking of the new row that has been added.
- Click Spara.
For employees aged 64 or older, you can make selections for Avtalspension SAF-LO after age 65 or Supplementary pension contribution after age 65.
- Click Spara.
Do the following to create the monthly report to Fora:
- Select Lön Smart - External reporting.
- Select the month you want to report.
- Click on Retrieve data.
Pay attributable to another month
Salaries for non-administrative workers must be reported to Fora in the same month as they are paid. However, variable parts of the salary, such as piecepay, commission and bonuses, must be attributed to the period to which the salary relates. Read more about Pay attributable to another month.
- Click on Add attributable pay for employees who have variable parts of salary to be attributed to another month.
- Click on Add.
- Select the year, month and amount on the row being added to attribute amounts to the period the salary was earned.
- Click Spara.
- Click on Create file.
The file is saved locally on your computer. Depending on what web browser and settings you use, the location to where the file gets downloaded may differ, but normally you can find it in the folder "Downloads".
- Log in to Mina sidor at fora.se and submit the file.
Only employees with a Swedish personal identity number or coordination number can be included in the monthly report to Fora. Read more in the topic How do I report non-administrative workers' salaries to Fora for employees without a personal identity number or coordination number?
