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@@ -151,7 +151,7 @@ Additional Instructions:
- Fill out TD1 only if claiming more than basic credit
- Québec employees must always complete TP-1015.3-V
Tax Credits (TP-1015.3-V – Québec)
Tax Credits (TP-1015.3-V - Québec)
----------------------------------
- Basic amount
@@ -167,7 +167,7 @@ Deductions:
- Deductible support payments
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

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@@ -64,9 +64,10 @@ to confidently perform essential payroll functions encountered in day-to-day ope
<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#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>
<li class="toctree-l2"><a class="reference internal" href="onboarding_employee.html#entering-employee-information-into-sage50">5.3. Entering Employee Information into Sage50</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>
</ul>
</li>
<li class="toctree-l1"><a class="reference internal" href="payroll_accounting.html">6. Payroll Accounting</a><ul>

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@@ -192,7 +192,7 @@ accurately and on time.</p>
</ul>
</section>
<section id="tax-credits-tp-1015-3-v-quebec">
<h3><span class="section-number">5.2.2. </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>
<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>
@@ -207,8 +207,9 @@ accurately and on time.</p>
<li><p>Deductible support payments</p></li>
</ul>
</section>
</section>
<section id="entering-employee-information-into-sage50">
<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>
<h2><span class="section-number">5.3. </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. 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
@@ -217,8 +218,6 @@ 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-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,
@@ -228,30 +227,13 @@ 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>
<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">5.2.4. </span>Review Questions<a class="headerlink" href="#review-questions" title="Link to this heading"></a></h3>
<h3><span class="section-number">5.3.1. </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>Accurately entering the “Date Hired” in Sage 50 is a critical step in ensuring the integrity of payroll records and overall HR
@@ -280,7 +262,7 @@ Payroll department holds this information, it cannot be disclosed to supervisors
</section>
</section>
<section id="content-review-highlights">
<h2><span class="section-number">5.3. </span>Content Review Highlights<a class="headerlink" href="#content-review-highlights" title="Link to this heading"></a></h2>
<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>
<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>
@@ -289,7 +271,7 @@ Payroll department holds this information, it cannot be disclosed to supervisors
</ul>
</section>
<section id="review-questions-sample">
<h2><span class="section-number">5.4. </span>Review Questions (Sample)<a class="headerlink" href="#review-questions-sample" title="Link to this heading"></a></h2>
<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>
<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>
@@ -301,7 +283,7 @@ Payroll department holds this information, it cannot be disclosed to supervisors
</ol>
</section>
<section id="example-evaluations">
<h2><span class="section-number">5.5. </span>Example Evaluations<a class="headerlink" href="#example-evaluations" title="Link to this heading"></a></h2>
<h2><span class="section-number">5.6. </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>
@@ -339,22 +321,16 @@ Payroll department holds this information, it cannot be disclosed to supervisors
</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>
<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>
</ul>
</li>
<li><a class="reference internal" href="#review-questions">5.2.4. Review Questions</a></li>
<li><a class="reference internal" href="#entering-employee-information-into-sage50">5.3. Entering Employee Information into Sage50</a><ul>
<li><a class="reference internal" href="#review-questions">5.3.1. Review Questions</a></li>
</ul>
</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>
<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>
</ul>
</li>
</ul>

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@@ -1,4 +1,4 @@
# 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: 4b5b507a36d3b60069df77ad72bed910
config: c45060993ba7c5c051c7af3dfba7c047
tags: 62a1e7829a13fc7881b6498c52484ec0

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@@ -124,19 +124,24 @@
5.2. Required Federal and Provincial/Territorial Forms
</a>
</li>
<li class="toctree-l2">
<a class="reference internal" href="#entering-employee-information-into-sage50">
5.3. Entering Employee Information into Sage50
</a>
</li>
<li class="toctree-l2">
<a class="reference internal" href="#content-review-highlights">
5.3. Content Review Highlights
5.4. Content Review Highlights
</a>
</li>
<li class="toctree-l2">
<a class="reference internal" href="#review-questions-sample">
5.4. Review Questions (Sample)
5.5. Review Questions (Sample)
</a>
</li>
<li class="toctree-l2">
<a class="reference internal" href="#example-evaluations">
5.5. Example Evaluations
5.6. Example Evaluations
</a>
</li>
</ul>
@@ -1011,7 +1016,7 @@ accurately and on time.
</section>
<section id="tax-credits-tp-1015-3-v-quebec">
<h4>
Tax Credits (TP-1015.3-V &ndash; Qu&eacute;bec)
Tax Credits (TP-1015.3-V - Qu&eacute;bec)
<a class="headerlink" href="#tax-credits-tp-1015-3-v-quebec" title="Link to this heading">
&para;
</a>
@@ -1064,15 +1069,16 @@ accurately and on time.
</li>
</ul>
</section>
<section id="entering-employee-information-into-sage50">
<h4>
Entering Employee Information into Sage50
<a class="headerlink" href="#entering-employee-information-into-sage50" title="Link to this heading">
&para;
</a>
</h4>
<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
</section>
<section id="entering-employee-information-into-sage50">
<h3>
Entering Employee Information into Sage50
<a class="headerlink" href="#entering-employee-information-into-sage50" title="Link to this heading">
&para;
</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 &ldquo;Add Employee&rdquo; to begin creating employee&rsquo;s record. Input the employee&rsquo;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
tax table, the Income tab to configure their pay frequency, and the Deductions tab to define benefit or pension deductions. You&rsquo;ll also
@@ -1080,74 +1086,25 @@ want to enter their bank details for direct deposit. For compliance, be sure to
separately, as Sage50 does not automatically generate these. You&rsquo;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>
<div class="admonition important">
<p class="admonition-title">
Important
</p>
<section id="entering-personal-information">
<h5>
Entering Personal Information
<a class="headerlink" href="#entering-personal-information" title="Link to this heading">
&para;
</a>
</h5>
<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,
<p>
To maintain accuracy and compliance in Sage 50 Payroll, carefully verify that all employee information entered into the system,
including full legal name, Social Insurance Number (SIN), residential address, and compensation details, matches the data provided on
official documentation such as the signed employment contract and government-issued identification (e.g. driver&rsquo;s licence, Employment Contract).
Double-checking these entries helps prevent administrative errors and ensures that payroll records remain consistent with legal and
regulatory standards.
</p>
</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>
</p>
</div>
<img alt="_images/onboarding-employee_001.png" src="_images/onboarding-employee_001.png"/>
<img alt="_images/onboarding-employee_002.png" src="_images/onboarding-employee_002.png"/>
<img alt="_images/onboarding-employee_003.png" src="_images/onboarding-employee_003.png"/>
<img alt="_images/onboarding-employee_004.png" src="_images/onboarding-employee_004.png"/>
<img alt="_images/onboarding-employee_005.png" src="_images/onboarding-employee_005.png"/>
<img alt="_images/onboarding-employee_006.png" src="_images/onboarding-employee_006.png"/>
<section id="review-questions">
<h4>
Review Questions