onboarding

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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).
* 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.
* 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.
* Assign Statutory Deductions that Employers must withhold and remit:
- CPP (Canada Pension Plan)
- EI (Employment Insurance)
- Income Tax (based on TD1 form)
- CPP (Canada Pension Plan)
- EI (Employment Insurance)
- Income Tax (based on TD1 form)
* Confirm Employment Agreement & Start Date
🍁 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.
- 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.
Let me know if you want a sample checklist or onboarding template tailored to a specific province or industry—I'd be happy to help set that up.
* 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
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