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onboarding & intro

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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
@@ -31,7 +35,8 @@ 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.
@@ -71,7 +76,7 @@ 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.
@@ -80,8 +85,8 @@ 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
----------------

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@@ -68,12 +68,11 @@ to confidently perform essential payroll functions encountered in day-to-day ope
</ul>
</li>
<li class="toctree-l1"><a class="reference internal" href="onboarding_employee.html">5. 🍁 OBNOARDING EMPLOYEE 🍁</a><ul>
<li class="toctree-l2"><a class="reference internal" href="onboarding_employee.html#employment-standards-requirements">5.1. Employment Standards Requirements</a></li>
<li class="toctree-l2"><a class="reference internal" href="onboarding_employee.html#internal-forms">5.2. Internal Forms</a></li>
<li class="toctree-l2"><a class="reference internal" href="onboarding_employee.html#required-federal-and-provincial-territorial-forms">5.3. Required Federal and Provincial/Territorial Forms</a></li>
<li class="toctree-l2"><a class="reference internal" href="onboarding_employee.html#content-review-highlights">5.4. Content Review Highlights</a></li>
<li class="toctree-l2"><a class="reference internal" href="onboarding_employee.html#review-questions-sample">5.5. Review Questions (Sample)</a></li>
<li class="toctree-l2"><a class="reference internal" href="onboarding_employee.html#example-evaluations">5.6. Example Evaluations</a></li>
<li class="toctree-l2"><a class="reference internal" href="onboarding_employee.html#internal-forms">5.1. Internal Forms</a></li>
<li class="toctree-l2"><a class="reference internal" href="onboarding_employee.html#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="onboarding_employee.html#content-review-highlights">5.3. Content Review Highlights</a></li>
<li class="toctree-l2"><a class="reference internal" href="onboarding_employee.html#review-questions-sample">5.4. Review Questions (Sample)</a></li>
<li class="toctree-l2"><a class="reference internal" href="onboarding_employee.html#example-evaluations">5.5. Example Evaluations</a></li>
</ul>
</li>
<li class="toctree-l1"><a class="reference internal" href="TD1.html">6. TD1</a><ul>

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@@ -46,12 +46,24 @@
both the organizational and payroll systems. It ensures that the employee is properly registered, legally compliant, and ready to be paid
accurately and on time.</p>
<p>Key Steps on Onboarding an Employee:</p>
<ul>
<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).</p></li>
<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.</p></li>
<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</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</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.</p></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).</p></li>
<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.</p></li>
<li><p>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</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</p>
<blockquote>
<div><ul class="simple">
@@ -65,12 +77,17 @@ accurately and on time.</p>
</ul>
<p>🍁 Compliance &amp; Record Keeping</p>
<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.</p></li>
<li><p>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.</p></li>
<li><p>Employers must also provide T4 slips by end of February each year to summarize annual earnings and deductions for tax filing.</p></li>
</ul>
<section id="employment-standards-requirements">
<h2><span class="section-number">5.1. </span>Employment Standards Requirements<a class="headerlink" href="#employment-standards-requirements" title="Link to this heading"></a></h2>
<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>
@@ -83,9 +100,8 @@ accurately and on time.</p>
- Itemized deductions
- Net pay</p></li>
</ul>
</section>
<section id="internal-forms">
<h2><span class="section-number">5.2. </span>Internal Forms<a class="headerlink" href="#internal-forms" title="Link to this heading"></a></h2>
<h2><span class="section-number">5.1. </span>Internal Forms<a class="headerlink" href="#internal-forms" title="Link to this heading"></a></h2>
<p>Typical commencement package forms include:</p>
<ul class="simple">
<li><p>Authorization for hiring</p></li>
@@ -95,7 +111,7 @@ accurately and on time.</p>
<li><p>Confidentiality agreement</p></li>
</ul>
<section id="authorization-for-hiring">
<h3><span class="section-number">5.2.1. </span>Authorization for Hiring<a class="headerlink" href="#authorization-for-hiring" title="Link to this heading"></a></h3>
<h3><span class="section-number">5.1.1. </span>Authorization for Hiring<a class="headerlink" href="#authorization-for-hiring" title="Link to this heading"></a></h3>
<p>This internal document includes:</p>
<ul class="simple">
<li><p>New employee’s basic info</p></li>
@@ -106,16 +122,16 @@ accurately and on time.</p>
<p><strong>Important:</strong> Employer must obtain a valid SIN. A SIN starting with 9 must have a valid expiry date and associated work permit.</p>
</section>
<section id="union-membership">
<h3><span class="section-number">5.2.2. </span>Union Membership<a class="headerlink" href="#union-membership" title="Link to this heading"></a></h3>
<h3><span class="section-number">5.1.2. </span>Union Membership<a class="headerlink" href="#union-membership" title="Link to this heading"></a></h3>
<p>For unionized workplaces:</p>
<ul class="simple">
<li><p>Union dues are deducted</p></li>
<li><p>Employees sign authorization for deduction</p></li>
<li><p>Amount of union dues to be deducted</p></li>
<li><p>Employees signature authorization for deduction</p></li>
<li><p>Exemptions may apply, but dues equivalent still required</p></li>
</ul>
</section>
<section id="benefit-enrollment-forms">
<h3><span class="section-number">5.2.3. </span>Benefit Enrollment Forms<a class="headerlink" href="#benefit-enrollment-forms" title="Link to this heading"></a></h3>
<h3><span class="section-number">5.1.3. </span>Benefit Enrollment Forms<a class="headerlink" href="#benefit-enrollment-forms" title="Link to this heading"></a></h3>
<p>Forms cover group insurance and pension plans:</p>
<ul class="simple">
<li><p>Employee indicates coverage type</p></li>
@@ -123,7 +139,7 @@ accurately and on time.</p>
</ul>
</section>
<section id="confidentiality-agreement">
<h3><span class="section-number">5.2.4. </span>Confidentiality Agreement<a class="headerlink" href="#confidentiality-agreement" title="Link to this heading"></a></h3>
<h3><span class="section-number">5.1.4. </span>Confidentiality Agreement<a class="headerlink" href="#confidentiality-agreement" title="Link to this heading"></a></h3>
<p>A legally binding agreement protecting sensitive company info:</p>
<ul class="simple">
<li><p>Defines proprietary data</p></li>
@@ -132,7 +148,7 @@ accurately and on time.</p>
</section>
</section>
<section id="required-federal-and-provincial-territorial-forms">
<h2><span class="section-number">5.3. </span>Required Federal and Provincial/Territorial Forms<a class="headerlink" href="#required-federal-and-provincial-territorial-forms" title="Link to this heading"></a></h2>
<h2><span class="section-number">5.2. </span>Required Federal and Provincial/Territorial Forms<a class="headerlink" href="#required-federal-and-provincial-territorial-forms" title="Link to this heading"></a></h2>
<p><strong>Purpose:</strong> Determine correct income tax withholdings.</p>
<p>Forms:</p>
<ul class="simple">
@@ -153,7 +169,7 @@ accurately and on time.</p>
<li><p>Social Insurance Number</p></li>
</ul>
<section id="tax-credits-td1">
<h3><span class="section-number">5.3.1. </span>Tax Credits (TD1)<a class="headerlink" href="#tax-credits-td1" title="Link to this heading"></a></h3>
<h3><span class="section-number">5.2.1. </span>Tax Credits (TD1)<a class="headerlink" href="#tax-credits-td1" title="Link to this heading"></a></h3>
<ol class="arabic simple">
<li><p>Basic personal amount</p></li>
<li><p>Canada caregiver (infirm children)</p></li>
@@ -176,7 +192,7 @@ accurately and on time.</p>
</ul>
</section>
<section id="tax-credits-tp-1015-3-v-quebec">
<h3><span class="section-number">5.3.2. </span>Tax Credits (TP-1015.3-V – Québec)<a class="headerlink" href="#tax-credits-tp-1015-3-v-quebec" title="Link to this heading"></a></h3>
<h3><span class="section-number">5.2.2. </span>Tax Credits (TP-1015.3-V – Québec)<a class="headerlink" href="#tax-credits-tp-1015-3-v-quebec" title="Link to this heading"></a></h3>
<ul class="simple">
<li><p>Basic amount</p></li>
<li><p>Transfer from spouse</p></li>
@@ -192,7 +208,7 @@ accurately and on time.</p>
</ul>
</section>
<section id="entering-employee-information-into-sage50">
<h3><span class="section-number">5.3.3. </span>Entering Employee Information into Sage50<a class="headerlink" href="#entering-employee-information-into-sage50" title="Link to this heading"></a></h3>
<h3><span class="section-number">5.2.3. </span>Entering Employee Information into Sage50<a class="headerlink" href="#entering-employee-information-into-sage50" title="Link to this heading"></a></h3>
<p>To enter a new employee into the Sage 50 Payroll module (Canada edition), start by navigating to the Employees &amp; 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.</p>
<section id="entering-perdonal-information">
<h4><span class="section-number">5.3.3.1. </span>Entering Perdonal Information<a class="headerlink" href="#entering-perdonal-information" title="Link to this heading"></a></h4>
<section id="entering-personal-information">
<h4><span class="section-number">5.2.3.1. </span>Entering Personal Information<a class="headerlink" href="#entering-personal-information" title="Link to this heading"></a></h4>
<div class="admonition important">
<p class="admonition-title">Important</p>
<p>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.</p>
</div>
<img alt="_images/onboarding-employee_001.png" src="_images/onboarding-employee_001.png" />
</section>
<section id="entering-work-details">
<h4><span class="section-number">5.2.3.2. </span>Entering Work Details<a class="headerlink" href="#entering-work-details" title="Link to this heading"></a></h4>
<img alt="_images/onboarding-employee_002.png" src="_images/onboarding-employee_002.png" />
</section>
<section id="setting-up-tax-deductions">
<h4><span class="section-number">5.2.3.3. </span>Setting-up Tax Deductions<a class="headerlink" href="#setting-up-tax-deductions" title="Link to this heading"></a></h4>
<img alt="_images/onboarding-employee_003.png" src="_images/onboarding-employee_003.png" />
</section>
<section id="entering-employee-compensation">
<h4><span class="section-number">5.2.3.4. </span>Entering Employee Compensation<a class="headerlink" href="#entering-employee-compensation" title="Link to this heading"></a></h4>
<img alt="_images/onboarding-employee_004.png" src="_images/onboarding-employee_004.png" />
</section>
<section id="specifying-employee-deductions">
<h4><span class="section-number">5.2.3.5. </span>Specifying Employee Deductions<a class="headerlink" href="#specifying-employee-deductions" title="Link to this heading"></a></h4>
<img alt="_images/onboarding-employee_005.png" src="_images/onboarding-employee_005.png" />
</section>
<section id="entering-wsib-other-expenses">
<h4><span class="section-number">5.2.3.6. </span>Entering WSIB &amp; Other Expenses<a class="headerlink" href="#entering-wsib-other-expenses" title="Link to this heading"></a></h4>
<img alt="_images/onboarding-employee_006.png" src="_images/onboarding-employee_006.png" />
</section>
</section>
<section id="review-questions">
<h3><span class="section-number">5.3.4. </span>Review Questions<a class="headerlink" href="#review-questions" title="Link to this heading"></a></h3>
<h3><span class="section-number">5.2.4. </span>Review Questions<a class="headerlink" href="#review-questions" title="Link to this heading"></a></h3>
<ol class="arabic">
<li><p>What is the significance of accurately entering the “Date Hired” field when setting up a new employee profile in Sage 50?</p>
<p><em>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
</section>
</section>
<section id="content-review-highlights">
<h2><span class="section-number">5.4. </span>Content Review Highlights<a class="headerlink" href="#content-review-highlights" title="Link to this heading"></a></h2>
<h2><span class="section-number">5.3. </span>Content Review Highlights<a class="headerlink" href="#content-review-highlights" title="Link to this heading"></a></h2>
<ul class="simple">
<li><p>Consent is required for personal info collection</p></li>
<li><p>TD1 and TP-1015.3-V are used to calculate source deductions</p></li>
@@ -253,7 +289,7 @@ Payroll department holds this information, it cannot be disclosed to supervisors
</ul>
</section>
<section id="review-questions-sample">
<h2><span class="section-number">5.5. </span>Review Questions (Sample)<a class="headerlink" href="#review-questions-sample" title="Link to this heading"></a></h2>
<h2><span class="section-number">5.4. </span>Review Questions (Sample)<a class="headerlink" href="#review-questions-sample" title="Link to this heading"></a></h2>
<ol class="arabic simple">
<li><p>What does an offer letter signature signify?</p></li>
<li><p>What documents are included in a commencement package?</p></li>
@@ -265,7 +301,7 @@ Payroll department holds this information, it cannot be disclosed to supervisors
</ol>
</section>
<section id="example-evaluations">
<h2><span class="section-number">5.6. </span>Example Evaluations<a class="headerlink" href="#example-evaluations" title="Link to this heading"></a></h2>
<h2><span class="section-number">5.5. </span>Example Evaluations<a class="headerlink" href="#example-evaluations" title="Link to this heading"></a></h2>
<p><strong>Gloria Meyer (Alberta):</strong>
- Claimed: Basic, eligible dependant, transferred tuition
- Appears accurate</p>
@@ -294,27 +330,31 @@ Payroll department holds this information, it cannot be disclosed to supervisors
<h3><a href="index.html">Table of Contents</a></h3>
<ul>
<li><a class="reference internal" href="#">5. 🍁 OBNOARDING EMPLOYEE 🍁</a><ul>
<li><a class="reference internal" href="#employment-standards-requirements">5.1. Employment Standards Requirements</a></li>
<li><a class="reference internal" href="#internal-forms">5.2. Internal Forms</a><ul>
<li><a class="reference internal" href="#authorization-for-hiring">5.2.1. Authorization for Hiring</a></li>
<li><a class="reference internal" href="#union-membership">5.2.2. Union Membership</a></li>
<li><a class="reference internal" href="#benefit-enrollment-forms">5.2.3. Benefit Enrollment Forms</a></li>
<li><a class="reference internal" href="#confidentiality-agreement">5.2.4. Confidentiality Agreement</a></li>
<li><a class="reference internal" href="#internal-forms">5.1. Internal Forms</a><ul>
<li><a class="reference internal" href="#authorization-for-hiring">5.1.1. Authorization for Hiring</a></li>
<li><a class="reference internal" href="#union-membership">5.1.2. Union Membership</a></li>
<li><a class="reference internal" href="#benefit-enrollment-forms">5.1.3. Benefit Enrollment Forms</a></li>
<li><a class="reference internal" href="#confidentiality-agreement">5.1.4. Confidentiality Agreement</a></li>
</ul>
</li>
<li><a class="reference internal" href="#required-federal-and-provincial-territorial-forms">5.3. Required Federal and Provincial/Territorial Forms</a><ul>
<li><a class="reference internal" href="#tax-credits-td1">5.3.1. Tax Credits (TD1)</a></li>
<li><a class="reference internal" href="#tax-credits-tp-1015-3-v-quebec">5.3.2. Tax Credits (TP-1015.3-V – Québec)</a></li>
<li><a class="reference internal" href="#entering-employee-information-into-sage50">5.3.3. Entering Employee Information into Sage50</a><ul>
<li><a class="reference internal" href="#entering-perdonal-information">5.3.3.1. Entering Perdonal Information</a></li>
<li><a class="reference internal" href="#required-federal-and-provincial-territorial-forms">5.2. Required Federal and Provincial/Territorial Forms</a><ul>
<li><a class="reference internal" href="#tax-credits-td1">5.2.1. Tax Credits (TD1)</a></li>
<li><a class="reference internal" href="#tax-credits-tp-1015-3-v-quebec">5.2.2. Tax Credits (TP-1015.3-V – Québec)</a></li>
<li><a class="reference internal" href="#entering-employee-information-into-sage50">5.2.3. Entering Employee Information into Sage50</a><ul>
<li><a class="reference internal" href="#entering-personal-information">5.2.3.1. Entering Personal Information</a></li>
<li><a class="reference internal" href="#entering-work-details">5.2.3.2. Entering Work Details</a></li>
<li><a class="reference internal" href="#setting-up-tax-deductions">5.2.3.3. Setting-up Tax Deductions</a></li>
<li><a class="reference internal" href="#entering-employee-compensation">5.2.3.4. Entering Employee Compensation</a></li>
<li><a class="reference internal" href="#specifying-employee-deductions">5.2.3.5. Specifying Employee Deductions</a></li>
<li><a class="reference internal" href="#entering-wsib-other-expenses">5.2.3.6. Entering WSIB &amp; Other Expenses</a></li>
</ul>
</li>
<li><a class="reference internal" href="#review-questions">5.3.4. Review Questions</a></li>
<li><a class="reference internal" href="#review-questions">5.2.4. Review Questions</a></li>
</ul>
</li>
<li><a class="reference internal" href="#content-review-highlights">5.4. Content Review Highlights</a></li>
<li><a class="reference internal" href="#review-questions-sample">5.5. Review Questions (Sample)</a></li>
<li><a class="reference internal" href="#example-evaluations">5.6. Example Evaluations</a></li>
<li><a class="reference internal" href="#content-review-highlights">5.3. Content Review Highlights</a></li>
<li><a class="reference internal" href="#review-questions-sample">5.4. Review Questions (Sample)</a></li>
<li><a class="reference internal" href="#example-evaluations">5.5. Example Evaluations</a></li>
</ul>
</li>
</ul>

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# Sphinx build info version 1
# This file records the configuration used when building these files. When it is not found, a full rebuild will be done.
config: 9d73fbc0a4244c80b42d2e11fa0a4c24
config: bbf47ed5e947644162aef2f29617a30c
tags: 62a1e7829a13fc7881b6498c52484ec0

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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.
@@ -743,13 +763,14 @@ accurately and on time.
</p>
</li>
</ul>
<section id="employment-standards-requirements">
<h3>
<blockquote>
<div>
<p>
Employment Standards Requirements
<a class="headerlink" href="#employment-standards-requirements" title="Link to this heading">
&para;
</a>
</h3>
</p>
</div>
</blockquote>
<hr class="docutils"/>
<p>
Each province/territory, as well as the federal government, sets minimum employment standards, including:
</p>
@@ -776,7 +797,6 @@ accurately and on time.
</p>
</li>
</ul>
</section>
<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>