onboarding

docs/source/onboarding_employee.rst

@@ -6,26 +6,25 @@ In the context of Canadian payroll administration, onboarding an employee refers
 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.
 
-Key Steps in Payroll-Related Onboarding (Canada)
-Here’s what typically happens from a payroll perspective:
-- Collect Required Personal Information
+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
+* 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
+* 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
+* 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
+* 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
-Employers must withhold and remit:
+* Assign Statutory Deductions that Employers must withhold and remit:
 - CPP (Canada Pension Plan)
 - EI (Employment Insurance)
 - Income Tax (based on TD1 form)
-These amounts are calculated during each pay cycle and submitted to CRA.
-- Confirm Employment Agreement & Start Date
-Helps payroll administrators align pay cycles and benefits eligibility with the employee’s official start.
+* 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.