Existing customers
We help you stay in control of your schemes
You face financial, tax and social security challenges. You therefore need to:
- complete certain filings (URSSAF, DSN, etc.),
- present a social report to your Works Council (CSE), employee representatives and the Supervisory Board,
- track the use of employer matching contributions across your plans,
- communicate more widely with your employees about your schemes,
- carry out certain administrative processes (profit-sharing, incentive schemes, payments, etc.).
All the tools you need are available in your secure corporate online space. It’s a fast, easy-to-access platform, particularly comprehensive and detailed, offering you:
- all the information you need about your scheme via a reporting centre,
- tools to simplify your bulk processing and help you manage your scheme.
Process batch transactions
Batch transactions are part of the day-to-day management of your employee savings schemes. With your secure corporate online space, you can create batch transactions for profit-sharing, incentive schemes or voluntary contributions.
To do this, you have two options, depending on the number of employees in your company:
- enter the information manually, employee by employee, or
- upload an Excel file containing the information for all your employees. In this case, the data you submit is checked in real time.
See the steps for processing batch transactions at a glance.
Update your employees’ personal details
By “employees’ personal details”, we mean all the information used to identify an employee: personal contact details (email, mobile number, postal address) and bank details, date of birth, start date in the company, preferred language, etc.
Keeping your employees’ details up to date is important. It enables you to:
- control and manage your costs (when you report that an employee has left the company, their account maintenance fees are no longer charged to you),
- maintain the link between the account keeper and the employee, and ensure your employees have access to the correct regulatory information (if the email address and mobile number are provided, the employee can reset their password much faster to access their account via the secure website),
- roll out your communications effectively,
- protect your employees’ savings: the more information the account keeper has about an employee, the better their savings are protected against the risk of fraud or liquidation (see the law on the transfer of assets to the Caisse des Dépôts for accounts inactive for more than 10 years).
Analyse your data
The InfoCentre lets you generate reports and statistics at any time, based on your needs:
- choose the company or a group of companies,
- define the period you want,
- access the information you need to complete your filings or prepare your presentations.
In particular, you have access to:
- Management reports: these data help you manage your scheme by indicating, for example, the amounts of CSG/CRDS to be paid to URSSAF, the names of employees whose contact details need updating, etc.
- Group and/or company-level statistics: including a summary of the different transactions carried out by employees, a summary of holdings by fund and by entity, the number of savers with or without holdings, etc.
- for certain contacts to whom the company has granted specific authorisation, access to two lists is also available; for example, a recap of transactions carried out by each saver, and positions in each investment option, including maturity dates and the source of the holdings.
Feel free to refer to the demo video of your secure online space. It will help you make the most of all the available features.
If you need support with your steps, you can contact an expert via the secure messaging service, accessible by clicking the “envelope” icon at the top right of your corporate space.