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
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).
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.
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.
+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).
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.
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.
+Assign Statutory Deductions that Employers must withhold and remit
@@ -65,12 +77,17 @@ accurately and on time.
🍁 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.
- 5.1. Employment Standards Requirements¶
+++Employment Standards Requirements
+
Each province/territory, as well as the federal government, sets minimum employment standards, including:
-
- @@ -83,9 +100,8 @@ accurately and on time. - Itemized deductions - Net pay
Minimum wage
- 5.2. Internal Forms¶
+5.1. Internal Forms¶
Typical commencement package forms include:
- @@ -95,7 +111,7 @@ accurately and on time.
Authorization for hiring
Confidentiality agreement
- 5.2.2. Union Membership¶
+5.1.2. 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
- 5.2.3. Benefit Enrollment Forms¶
+5.1.3. Benefit Enrollment Forms¶
Forms cover group insurance and pension plans:
- @@ -123,7 +139,7 @@ accurately and on time.
Employee indicates coverage type
- 5.2.4. Confidentiality Agreement¶
+5.1.4. Confidentiality Agreement¶
A legally binding agreement protecting sensitive company info:
- @@ -132,7 +148,7 @@ accurately and on time.
Defines proprietary data
- 5.3. Required Federal and Provincial/Territorial Forms¶
+5.2. Required Federal and Provincial/Territorial Forms¶
Purpose: Determine correct income tax withholdings.
Forms:
@@ -153,7 +169,7 @@ accurately and on time.
Social Insurance Number
- 5.3.1. Tax Credits (TD1)¶
+5.2.1. Tax Credits (TD1)¶
Basic personal amount
- @@ -176,7 +192,7 @@ accurately and on time.
Canada caregiver (infirm children)
- 5.3.2. Tax Credits (TP-1015.3-V – Québec)¶
+5.2.2. Tax Credits (TP-1015.3-V – Québec)¶
Basic amount
- @@ -192,7 +208,7 @@ accurately and on time.
Transfer from spouse
- 5.3.3. Entering Employee Information into Sage50¶
+5.2.3. 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 employee’s record. Input the employee’s full legal name. Then, proceed to fill in the personal and payroll details across several tabs: the Personal tab for birth date and contact info, the Taxes tab to select the appropriate provincial @@ -201,8 +217,8 @@ want to enter their bank details for direct deposit. For compliance, be sure to separately, as Sage50 does not automatically generate these. You’ll also need to set up EI, CPP, and Income Tax deductions and link them to remittance vendors in the system. Once all 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.
-- 5.3.3.1. Entering Perdonal Information¶
++ +5.2.3.1. Entering Personal Information¶
Important
To maintain accuracy and compliance in Sage 50 Payroll, carefully verify that all employee information entered into the system, @@ -213,9 +229,29 @@ regulatory standards.
![]()
+ +5.2.3.2. Entering Work Details¶
++
+ +5.2.3.3. Setting-up Tax Deductions¶
++
+ +5.2.3.4. Entering Employee Compensation¶
++
+ +5.2.3.5. Specifying Employee Deductions¶
++
+ 5.2.3.6. Entering WSIB & Other Expenses¶
++
- 5.3.4. Review Questions¶
+5.2.4. Review Questions¶
What is the significance of accurately entering the “Date Hired” field when setting up a new employee profile in Sage 50?
Accurately entering the “Date Hired” in Sage 50 is a critical step in ensuring the integrity of payroll records and overall HR @@ -244,7 +280,7 @@ Payroll department holds this information, it cannot be disclosed to supervisors
- 5.4. Content Review Highlights¶
+5.3. Content Review Highlights¶
Consent is required for personal info collection
- @@ -253,7 +289,7 @@ Payroll department holds this information, it cannot be disclosed to supervisors
TD1 and TP-1015.3-V are used to calculate source deductions
- 5.5. Review Questions (Sample)¶
+5.4. Review Questions (Sample)¶
What does an offer letter signature signify?
- @@ -265,7 +301,7 @@ Payroll department holds this information, it cannot be disclosed to supervisors
What documents are included in a commencement package?
- 5.6. Example Evaluations¶
+5.5. Example Evaluations¶
Gloria Meyer (Alberta): - Claimed: Basic, eligible dependant, transferred tuition - Appears accurate
@@ -294,27 +330,31 @@ Payroll department holds this information, it cannot be disclosed to supervisorsTable of Contents
- 5. 🍁 OBNOARDING EMPLOYEE 🍁
-
- 5.1. Employment Standards Requirements
-- 5.2. Internal Forms
-
- 5.2.1. Authorization for Hiring
-- 5.2.2. Union Membership
-- 5.2.3. Benefit Enrollment Forms
-- 5.2.4. Confidentiality Agreement
+- 5.1. Internal Forms
-- 5.3. Required Federal and Provincial/Territorial Forms
-
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When it is not found, a full rebuild will be done. -config: 9d73fbc0a4244c80b42d2e11fa0a4c24 +config: bbf47ed5e947644162aef2f29617a30c tags: 62a1e7829a13fc7881b6498c52484ec0 diff --git a/docs/build/simplepdf/Payroll Administration 2025.pdf b/docs/build/simplepdf/Payroll Administration 2025.pdf index e2896a2..c3165b3 100644 Binary files a/docs/build/simplepdf/Payroll Administration 2025.pdf and b/docs/build/simplepdf/Payroll Administration 2025.pdf differ diff --git a/docs/build/simplepdf/_images/onboarding-employee_002.png b/docs/build/simplepdf/_images/onboarding-employee_002.png new file mode 100644 index 0000000..04bfce0 Binary files /dev/null and b/docs/build/simplepdf/_images/onboarding-employee_002.png differ diff --git a/docs/build/simplepdf/_images/onboarding-employee_003.png b/docs/build/simplepdf/_images/onboarding-employee_003.png new file mode 100644 index 0000000..89c8c01 Binary files /dev/null and b/docs/build/simplepdf/_images/onboarding-employee_003.png differ diff --git a/docs/build/simplepdf/_images/onboarding-employee_004.png b/docs/build/simplepdf/_images/onboarding-employee_004.png new file mode 100644 index 0000000..5b4c41b Binary files /dev/null and b/docs/build/simplepdf/_images/onboarding-employee_004.png differ diff --git a/docs/build/simplepdf/_images/onboarding-employee_005.png b/docs/build/simplepdf/_images/onboarding-employee_005.png new file mode 100644 index 0000000..beb0c78 Binary files /dev/null and b/docs/build/simplepdf/_images/onboarding-employee_005.png differ diff --git a/docs/build/simplepdf/_images/onboarding-employee_006.png b/docs/build/simplepdf/_images/onboarding-employee_006.png new file mode 100644 index 0000000..487c40f Binary files /dev/null and b/docs/build/simplepdf/_images/onboarding-employee_006.png differ diff --git a/docs/build/simplepdf/index.html b/docs/build/simplepdf/index.html index 3a24b41..88f7605 100644 --- a/docs/build/simplepdf/index.html +++ b/docs/build/simplepdf/index.html @@ -128,34 +128,29 @@ 5. 🍁 OBNOARDING EMPLOYEE 🍁- 5.3.1. Tax Credits (TD1)
-- 5.3.2. Tax Credits (TP-1015.3-V – Québec)
-- 5.3.3. Entering Employee Information into Sage50
-
- 5.3.3.1. Entering Perdonal Information
+- 5.2. Required Federal and Provincial/Territorial Forms
-- 5.4. Content Review Highlights
-- 5.5. Review Questions (Sample)
-- 5.6. Example Evaluations
+- 5.3. Content Review Highlights
+- 5.4. Review Questions (Sample)
+- 5.5. Example Evaluations
-
@@ -665,17 +660,27 @@ accurately and on time.- - - 5.1. Employment Standards Requirements - -
- - 5.2. Internal Forms + 5.1. Internal Forms
- - 5.3. Required Federal and Provincial/Territorial Forms + 5.2. Required Federal and Provincial/Territorial Forms
- - 5.4. Content Review Highlights + 5.3. Content Review Highlights
- - 5.5. Review Questions (Sample) + 5.4. Review Questions (Sample)
- - 5.6. Example Evaluations + 5.5. Example Evaluations
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. @@ -683,14 +688,24 @@ accurately and on time.
- +
- 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 @@ -729,9 +744,14 @@ accurately and on time.
+
- +
- 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. @@ -743,40 +763,40 @@ accurately and on time.
- + +- Employment Standards Requirements - - ¶ - -
-- Each province/territory, as well as the federal government, sets minimum employment standards, including: -
--
- -
-- Minimum wage -
-- -
-- Minimum age (may also be governed by other legislation) -
-- -
- Required pay statement information: +
+++++ Employment Standards Requirements +
+
++ Each province/territory, as well as the federal government, sets minimum employment standards, including: +
++
-- +
++ Minimum wage +
+- +
++ Minimum age (may also be governed by other legislation) +
+- +
-+ Required pay statement information: - Employee name - Pay period date - Rates of pay and hours worked - Gross earnings - Itemized deductions - Net pay -
-Internal Forms @@ -866,12 +886,12 @@ accurately and on time.
- Union dues are deducted + Amount of union dues to be deducted
- Employees sign authorization for deduction + Employees signature authorization for deduction
- @@ -1174,10 +1194,10 @@ separately, as Sage50 does not automatically generate these. You’ll also n 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 + ¶
@@ -1195,6 +1215,51 @@ regulatory standards.+
+ ++ Entering Work Details + + ¶ + +
++
+ ++ Setting-up Tax Deductions + + ¶ + +
++
+ ++ Entering Employee Compensation + + ¶ + +
++
+ ++ Specifying Employee Deductions + + ¶ + +
++
+ + Entering WSIB & Other Expenses + + ¶ + +
++