1. Demographics

2. Compensation

3. Financial

4. Tax

5. Payroll Instructions

 

 

1. Demographics [top]

• To add an employee,open your employee listing.
• Click the Employees tab on the main menu.
• Click on Add Employee below the table.
• The Demographics tab will appear. Enter the employee information including the following required fields:

Last Name

First Name

Date of Birth

Social Insurance Number

Address (Address 1, City, Country, Province & Postal Code)

• Click Next to proceed.

2. Compensation [top]

• Assign an Employee Code. If the Suggest New Employee Code feature is turned on for the organization, the next unused employee code will automatically populate in the field.
• Enter the employee Start Date.
• Select the Region of Employment from the drop down.
• Assign a Home Department.
• Click Save.


• The Compensation tab will reload and your saved information will appear.
• Scroll down to the Compensation Policies section.
• Click Add Compensation Policy to add the pay rate.

Salaried Employee	Hourly Employee
Check off Salary	Check off Hourly Wage
Enter Annual Salary	Select Custom Rate
Enter Average Hours Worked per Pay Period	Enter employee Custom Rate - or pay rate - per Hour

• Enter the Effective Date for the assigned compensation policy.
• Click Save.

3. Financial [top]

• Click on the Financial tab.
• Click Edit by the Payment Delivery Method to choose between Cheque or Direct Deposit.

• For Cheque, no additional steps.

• For Direct Deposit, enter the following:

Route (3 digit bank/institution number)

Transit (5 digit branch transit number)

Account Number

• Click Save.

4. Tax [top]

• Click on the Tax tab.
• Every employee added is automatically set to the basic exemptions for both Federal and Regional tax. In this case, no table will appear.

• To customize Federal Tax, click Add Personal Federal Tax Configuration.
• Enter any Additional Claims to change the exemption or Additional Tax to be deducted.
• Click Save.

• To customize Regional Tax, click Add Personal Regional Tax Configuration.
• Enter any Additional Claims to change the exemption.
• Click Save.

5. Payroll Instructions [top]

• Click on the Payroll Instructions tab.
• Basic Payroll Instructions such as Regular Hourly or Salary Pay and the statutory deductions will automatically be set up .
• Payroll Instructions set to apply to all employees will also be included in the employee profile already.

• To add an employee specific Payroll Instruction, such a Vacation Policy, scroll down below the first table.
• Click on Add Payroll Instruction.
• Select the Payroll Instruction you would like to add from the drop down menu and Save.

For more, check out our Tutorials page.