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onboarding

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Alex B.
2025-07-11 19:44:40 -04:00
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docs/build/html/_sources/onboarding_employee.rst.txt vendored
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@@ -166,13 +166,11 @@ 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, keeping in mind that last names longer than 20 characters might be truncated on T4 tax slips. Then proceed to fill in their personal and
payroll details across several tabs: the Personal tab for birth date and contact info, the Taxes tab to select the appropriate provincial
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
tax table, the Income tab to configure their pay frequency, and the Deductions tab to define benefit or pension deductions. You'll also
want to enter their bank details for direct deposit—placeholder info can be used if final banking data isn't yet available.
For compliance, be sure to complete and store TD1 forms (Federal and Provincial) separately, as Sage 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, Sage 50 also offers
want to enter their bank details for direct deposit. For compliance, be sure to complete and store signed TD1 forms (Federal and Provincial)
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.
.. important::
@@ -186,6 +184,16 @@ an Employee Wizard to walk you through these steps.
.. image:: _static/screenshots/onboarding-employee_001.png
Review Questions
----------------
#. What is the significance of accurately entering the "Date Hired" field when setting up a new employee profile in Sage 50?
*Entering the "Date Hired" field in Sage 50 is essential for maintaining accurate employment records and ensuring proper payroll
processing. This value establishes the employee’s official start date, which directly affects pay cycle eligibility, benefit accrual
timelines, statutory deductions (such as CPP and EI), and historical reporting for audits or T4 slips. Recording the correct hire date
also supports compliance with government regulations and aligns Sage 50 records with signed contracts and onboarding documents.*
Content Review Highlights
=========================