diff --git a/docs/build/doctrees/environment.pickle b/docs/build/doctrees/environment.pickle index 7df367b..4e59608 100644 Binary files a/docs/build/doctrees/environment.pickle and b/docs/build/doctrees/environment.pickle differ diff --git a/docs/build/doctrees/onboarding_employee.doctree b/docs/build/doctrees/onboarding_employee.doctree index d8a8d32..d9b425e 100644 Binary files a/docs/build/doctrees/onboarding_employee.doctree and b/docs/build/doctrees/onboarding_employee.doctree differ diff --git a/docs/build/html/_images/onboarding-employee_002.png b/docs/build/html/_images/onboarding-employee_002.png new file mode 100644 index 0000000..04bfce0 Binary files /dev/null and b/docs/build/html/_images/onboarding-employee_002.png differ diff --git a/docs/build/html/_images/onboarding-employee_003.png b/docs/build/html/_images/onboarding-employee_003.png new file mode 100644 index 0000000..89c8c01 Binary files /dev/null and b/docs/build/html/_images/onboarding-employee_003.png differ diff --git a/docs/build/html/_images/onboarding-employee_004.png b/docs/build/html/_images/onboarding-employee_004.png new file mode 100644 index 0000000..5b4c41b Binary files /dev/null and b/docs/build/html/_images/onboarding-employee_004.png differ diff --git a/docs/build/html/_images/onboarding-employee_005.png b/docs/build/html/_images/onboarding-employee_005.png new file mode 100644 index 0000000..beb0c78 Binary files /dev/null and b/docs/build/html/_images/onboarding-employee_005.png differ diff --git a/docs/build/html/_images/onboarding-employee_006.png b/docs/build/html/_images/onboarding-employee_006.png new file mode 100644 index 0000000..487c40f Binary files /dev/null and b/docs/build/html/_images/onboarding-employee_006.png differ diff --git a/docs/build/html/_sources/onboarding_employee.rst.txt b/docs/build/html/_sources/onboarding_employee.rst.txt index 3f41d87..80eae9d 100644 --- a/docs/build/html/_sources/onboarding_employee.rst.txt +++ b/docs/build/html/_sources/onboarding_employee.rst.txt @@ -8,15 +8,19 @@ accurately and on time. Key Steps on Onboarding an Employee: -* Collect Required Personal Information: Includes full legal name, address, date of birth, and Social Insurance Number (SIN). The SIN is critical for tax reporting to the CRA (Canada Revenue Agency). +* Collect Required Personal Information: Includes full legal name, address, date of birth, and Social Insurance Number (SIN). The SIN is +critical for tax reporting to the CRA (Canada Revenue Agency). -* Obtain Federal & Provincial Tax Forms: New employees must complete Form TD1 (Federal and possibly a Provincial version) to declare tax credits and determine income tax withholdings. +* Obtain Federal & Provincial Tax Forms: New employees must complete Form TD1 (Federal and possibly a Provincial version) to declare tax +credits and determine income tax withholdings. * Set Up Banking Info for Direct Deposit: Employees usually provide a void cheque or bank form to set up electronic payments. -* Register the Employee in the Payroll System: Involves entering all personal and job-related data, assigning a payroll ID, and verifying employment status (e.g. full-time, part-time, contract). +* Register the Employee in the Payroll System: Involves entering all personal and job-related data, assigning a payroll ID, and verifying +employment status (e.g. full-time, part-time, contract). -* Enroll in Benefits or Pension Programs: If applicable, the employee may be signed up for group insurance, retirement savings plans (like RRSP or pension plans), and other benefits. These deductions must be accurately reflected in payroll. +* Enroll in Benefits or Pension Programs: If applicable, the employee may be signed up for group insurance, retirement savings plans (like +RRSP or pension plans), and other benefits. These deductions must be accurately reflected in payroll. * Assign Statutory Deductions that Employers must withhold and remit @@ -31,13 +35,14 @@ Key Steps on Onboarding an Employee: 🍁 Compliance & Record Keeping -* Employers in Canada are responsible for keeping accurate records of employee data, pay stubs, deductions, and remittances for at least 6 years. +* Employers in Canada are responsible for keeping accurate records of employee data, pay stubs, deductions, and remittances for +at least 6 years. * If audited by CRA, these documents must be readily available. * Employers must also provide T4 slips by end of February each year to summarize annual earnings and deductions for tax filing. -Employment Standards Requirements + Employment Standards Requirements ================================= Each province/territory, as well as the federal government, sets minimum employment standards, including: @@ -71,17 +76,17 @@ This internal document includes: - New employee's basic info - Start date, department, salary - Probation details -- Hiring authority’s signature +- Hiring authority's signature **Important:** Employer must obtain a valid SIN. A SIN starting with 9 must have a valid expiry date and associated work permit. Union Membership ---------------- - + For unionized workplaces: -- Union dues are deducted -- Employees sign authorization for deduction +- Amount of union dues to be deducted +- Employees signature authorization for deduction - Exemptions may apply, but dues equivalent still required Benefit Enrollment Forms @@ -173,7 +178,7 @@ separately, as Sage50 does not automatically generate these. You'll also need to information is reviewed for accuracy, save and close the record to finalize setup. If you prefer a guided approach, Sage50 also offers an Employee Wizard to walk you through these steps. -Entering Perdonal Information +Entering Personal Information ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ .. important:: @@ -187,6 +192,31 @@ Entering Perdonal Information .. image:: _static/screenshots/onboarding-employee_001.png +Entering Work Details +^^^^^^^^^^^^^^^^^^^^^ + +.. image:: _static/screenshots/onboarding-employee_002.png + +Setting-up Tax Deductions +^^^^^^^^^^^^^^^^^^^^^^^^^ + +.. image:: _static/screenshots/onboarding-employee_003.png + +Entering Employee Compensation +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ + +.. image:: _static/screenshots/onboarding-employee_004.png + +Specifying Employee Deductions +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ + +.. image:: _static/screenshots/onboarding-employee_005.png + +Entering WSIB & Other Expenses +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ + +.. image:: _static/screenshots/onboarding-employee_006.png + Review Questions ---------------- diff --git a/docs/build/html/index.html b/docs/build/html/index.html index fa45765..4ef31d5 100644 --- a/docs/build/html/index.html +++ b/docs/build/html/index.html @@ -68,12 +68,11 @@ to confidently perform essential payroll functions encountered in day-to-day ope
  • 5. 🍁 OBNOARDING EMPLOYEE 🍁
  • 6. TD1