onboarding

docs/build/html/_sources/onboarding_employee.rst.txt

@@ -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 
+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 
-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.
+want to enter their bank details for direct deposit. For compliance, be sure to complete and store signed TD1 forms (Federal and Provincial) 
-For compliance, be sure to complete and store TD1 forms (Federal and Provincial) separately, as Sage does not automatically generate 
+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 
-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 
-information is reviewed for accuracy, save and close the record to finalize setup. If you prefer a guided approach, Sage 50 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
 =========================
 

docs/build/html/onboarding_employee.html

@@ -196,13 +196,11 @@ accurately and on time.</p>
 <h2><span class="section-number">5.4. </span>Entering Employee Information into Sage50<a class="headerlink" href="#entering-employee-information-into-sage50" title="Link to this heading">¶</a></h2>
 <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, 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
+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
-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.
+want to enter their bank details for direct deposit. For compliance, be sure to complete and store signed TD1 forms (Federal and Provincial)
-For compliance, be sure to complete and store TD1 forms (Federal and Provincial) separately, as Sage does not automatically generate
+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
-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
-information is reviewed for accuracy, save and close the record to finalize setup. If you prefer a guided approach, Sage 50 also offers
 an Employee Wizard to walk you through these steps.</p>
 <div class="admonition important">
 <p class="admonition-title">Important</p>
@@ -213,6 +211,17 @@ Double-checking these entries helps prevent administrative errors and ensures th
 regulatory standards.</p>
 </div>
 <img alt="_images/onboarding-employee_001.png" src="_images/onboarding-employee_001.png" />
+<section id="review-questions">
+<h3><span class="section-number">5.4.1. </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>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.</em></p>
+</li>
+</ol>
+</section>
 </section>
 <section id="content-review-highlights">
 <h2><span class="section-number">5.5. </span>Content Review Highlights<a class="headerlink" href="#content-review-highlights" title="Link to this heading">¶</a></h2>
@@ -278,7 +287,10 @@ regulatory standards.</p>
 <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>
 </ul>
 </li>
-<li><a class="reference internal" href="#entering-employee-information-into-sage50">5.4. Entering Employee Information into Sage50</a></li>
+<li><a class="reference internal" href="#entering-employee-information-into-sage50">5.4. Entering Employee Information into Sage50</a><ul>
+<li><a class="reference internal" href="#review-questions">5.4.1. Review Questions</a></li>
+</ul>
+</li>
 <li><a class="reference internal" href="#content-review-highlights">5.5. Content Review Highlights</a></li>
 <li><a class="reference internal" href="#review-questions-sample">5.6. Review Questions (Sample)</a></li>
 <li><a class="reference internal" href="#example-evaluations">5.7. Example Evaluations</a></li>