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onboarding

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Alex B.
2025-07-11 19:38:02 -04:00
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docs/build/html/_sources/onboarding_employee.rst.txt vendored
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@@ -165,8 +165,8 @@ Entering Employee Information into Sage50
=========================================
To enter a new employee into the Sage 50 Payroll module (Canada edition), start by navigating to the Employees & Payroll section in the
Home window. Right-click the Employees icon and choose "Add Employee" to begin creating their record. Input the employee's full legal name,
keeping in mind that last names longer than 20 characters might be truncated on T4 tax slips. Then proceed to fill in their personal and
Home window. Right-click the Employees icon and choose "Add Employee" to begin creating employee's record. Input the employee's full legal
name, keeping in mind that last names longer than 20 characters might be truncated on T4 tax slips. Then proceed to fill in their personal and
payroll details across several tabs: the Personal tab for birth date and contact info, the Taxes tab to select the appropriate provincial
tax table, the Income tab to configure their pay frequency, and the Deductions tab to define benefit or pension deductions. You'll also
want to enter their bank details for direct deposit—placeholder info can be used if final banking data isn't yet available.
@@ -175,6 +175,14 @@ these. You'll also need to set up EI, CPP, and Income Tax deductions and link th
information is reviewed for accuracy, save and close the record to finalize setup. If you prefer a guided approach, Sage 50 also offers
an Employee Wizard to walk you through these steps.
.. important::
To maintain accuracy and compliance in Sage 50 Payroll, carefully verify that all employee information entered into the system,
including full legal name, Social Insurance Number (SIN), residential address, and compensation details, matches the data provided on
official documentation such as the signed employment contract and government-issued identification (e.g. driver's licence, Employment Contract).
Double-checking these entries helps prevent administrative errors and ensures that payroll records remain consistent with legal and
regulatory standards.
.. image:: _static/screenshots/onboarding-employee_001.png