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Code Issues Packages Projects Releases Wiki Activity

onboarding & intro

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@@ -128,34 +128,29 @@
5. 🍁 OBNOARDING EMPLOYEE 🍁
</a>
<ul>
<li class="toctree-l2">
<a class="reference internal" href="#employment-standards-requirements">
5.1. Employment Standards Requirements
</a>
</li>
<li class="toctree-l2">
<a class="reference internal" href="#internal-forms">
5.2. Internal Forms
5.1. Internal Forms
</a>
</li>
<li class="toctree-l2">
<a class="reference internal" href="#required-federal-and-provincial-territorial-forms">
5.3. Required Federal and Provincial/Territorial Forms
5.2. Required Federal and Provincial/Territorial Forms
</a>
</li>
<li class="toctree-l2">
<a class="reference internal" href="#content-review-highlights">
5.4. Content Review Highlights
5.3. Content Review Highlights
</a>
</li>
<li class="toctree-l2">
<a class="reference internal" href="#review-questions-sample">
5.5. Review Questions (Sample)
5.4. Review Questions (Sample)
</a>
</li>
<li class="toctree-l2">
<a class="reference internal" href="#example-evaluations">
5.6. Example Evaluations
5.5. Example Evaluations
</a>
</li>
</ul>
@@ -665,17 +660,27 @@ accurately and on time.
<p>
Key Steps on Onboarding an Employee:
</p>
<ul>
<ul class="simple">
<li>
<p>
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
</p>
</li>
</ul>
<p>
critical for tax reporting to the CRA (Canada Revenue Agency).
</p>
<ul class="simple">
<li>
<p>
Obtain Federal &amp; 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 &amp; Provincial Tax Forms: New employees must complete Form TD1 (Federal and possibly a Provincial version) to declare tax
</p>
</li>
</ul>
<p>
credits and determine income tax withholdings.
</p>
<ul class="simple">
<li>
<p>
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.
</li>
<li>
<p>
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
</p>
</li>
</ul>
<p>
employment status (e.g. full-time, part-time, contract).
</p>
<ul class="simple">
<li>
<p>
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
</p>
</li>
</ul>
<p>
RRSP or pension plans), and other benefits. These deductions must be accurately reflected in payroll.
</p>
<ul>
<li>
<p>
Assign Statutory Deductions that Employers must withhold and remit
@@ -729,9 +744,14 @@ accurately and on time.
<ul class="simple">
<li>
<p>
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
</p>
</li>
</ul>
<p>
at least 6 years.
</p>
<ul class="simple">
<li>
<p>
If audited by CRA, these documents must be readily available.
@@ -743,40 +763,40 @@ accurately and on time.
</p>
</li>
</ul>
<section id="employment-standards-requirements">
<h3>
Employment Standards Requirements
<a class="headerlink" href="#employment-standards-requirements" title="Link to this heading">
&para;
</a>
</h3>
<p>
Each province/territory, as well as the federal government, sets minimum employment standards, including:
</p>
<ul class="simple">
<li>
<p>
Minimum wage
</p>
</li>
<li>
<p>
Minimum age (may also be governed by other legislation)
</p>
</li>
<li>
<p>
Required pay statement information:
<blockquote>
<div>
<p>
Employment Standards Requirements
</p>
</div>
</blockquote>
<hr class="docutils"/>
<p>
Each province/territory, as well as the federal government, sets minimum employment standards, including:
</p>
<ul class="simple">
<li>
<p>
Minimum wage
</p>
</li>
<li>
<p>
Minimum age (may also be governed by other legislation)
</p>
</li>
<li>
<p>
Required pay statement information:
- Employee name
- Pay period date
- Rates of pay and hours worked
- Gross earnings
- Itemized deductions
- Net pay
</p>
</li>
</ul>
</section>
</p>
</li>
</ul>
<section id="internal-forms">
<h3>
Internal Forms
@@ -866,12 +886,12 @@ accurately and on time.
<ul class="simple">
<li>
<p>
Union dues are deducted
Amount of union dues to be deducted
</p>
</li>
<li>
<p>
Employees sign authorization for deduction
Employees signature authorization for deduction
</p>
</li>
<li>
@@ -1174,10 +1194,10 @@ separately, as Sage50 does not automatically generate these. You&rsquo;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.
</p>
<section id="entering-perdonal-information">
<section id="entering-personal-information">
<h5>
Entering Perdonal Information
<a class="headerlink" href="#entering-perdonal-information" title="Link to this heading">
Entering Personal Information
<a class="headerlink" href="#entering-personal-information" title="Link to this heading">
&para;
</a>
</h5>
@@ -1195,6 +1215,51 @@ regulatory standards.
</div>
<img alt="_images/onboarding-employee_001.png" src="_images/onboarding-employee_001.png"/>
</section>
<section id="entering-work-details">
<h5>
Entering Work Details
<a class="headerlink" href="#entering-work-details" title="Link to this heading">
&para;
</a>
</h5>
<img alt="_images/onboarding-employee_002.png" src="_images/onboarding-employee_002.png"/>
</section>
<section id="setting-up-tax-deductions">
<h5>
Setting-up Tax Deductions
<a class="headerlink" href="#setting-up-tax-deductions" title="Link to this heading">
&para;
</a>
</h5>
<img alt="_images/onboarding-employee_003.png" src="_images/onboarding-employee_003.png"/>
</section>
<section id="entering-employee-compensation">
<h5>
Entering Employee Compensation
<a class="headerlink" href="#entering-employee-compensation" title="Link to this heading">
&para;
</a>
</h5>
<img alt="_images/onboarding-employee_004.png" src="_images/onboarding-employee_004.png"/>
</section>
<section id="specifying-employee-deductions">
<h5>
Specifying Employee Deductions
<a class="headerlink" href="#specifying-employee-deductions" title="Link to this heading">
&para;
</a>
</h5>
<img alt="_images/onboarding-employee_005.png" src="_images/onboarding-employee_005.png"/>
</section>
<section id="entering-wsib-other-expenses">
<h5>
Entering WSIB &amp; Other Expenses
<a class="headerlink" href="#entering-wsib-other-expenses" title="Link to this heading">
&para;
</a>
</h5>
<img alt="_images/onboarding-employee_006.png" src="_images/onboarding-employee_006.png"/>
</section>
</section>
<section id="review-questions">
<h4>