diff --git a/docs/build/doctrees/environment.pickle b/docs/build/doctrees/environment.pickle index 3587bf3..8462aa4 100644 Binary files a/docs/build/doctrees/environment.pickle and b/docs/build/doctrees/environment.pickle differ diff --git a/docs/build/doctrees/onboarding_employee.doctree b/docs/build/doctrees/onboarding_employee.doctree index d9b425e..a733ba3 100644 Binary files a/docs/build/doctrees/onboarding_employee.doctree and b/docs/build/doctrees/onboarding_employee.doctree differ diff --git a/docs/build/html/_sources/onboarding_employee.rst.txt b/docs/build/html/_sources/onboarding_employee.rst.txt index 80eae9d..204979a 100644 --- a/docs/build/html/_sources/onboarding_employee.rst.txt +++ b/docs/build/html/_sources/onboarding_employee.rst.txt @@ -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 diff --git a/docs/build/html/index.html b/docs/build/html/index.html index f3aca05..1fc7c13 100644 --- a/docs/build/html/index.html +++ b/docs/build/html/index.html @@ -64,9 +64,10 @@ to confidently perform essential payroll functions encountered in day-to-day ope
  • 5. 🍁 OBNOARDING EMPLOYEE 🍁
  • 6. Payroll Accounting
    -

    5.2.2. Tax Credits (TP-1015.3-V – Québec)

    +

    5.2.2. Tax Credits (TP-1015.3-V - Québec)

    +
    -

    5.2.3. Entering Employee Information into Sage50

    +

    5.3. 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. 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.

    -
    -

    5.2.3.1. Entering Personal Information

    Important

    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.

    _images/onboarding-employee_001.png -
    -
    -

    5.2.3.2. Entering Work Details

    _images/onboarding-employee_002.png -
    -
    -

    5.2.3.3. Setting-up Tax Deductions

    _images/onboarding-employee_003.png -
    -
    -

    5.2.3.4. Entering Employee Compensation

    _images/onboarding-employee_004.png -
    -
    -

    5.2.3.5. Specifying Employee Deductions

    _images/onboarding-employee_005.png -
    -
    -

    5.2.3.6. Entering WSIB & Other Expenses

    _images/onboarding-employee_006.png -
    -
    -

    5.2.4. Review Questions

    +

    5.3.1. Review Questions

    1. What is the significance of accurately entering the “Date Hired” field when setting up a new employee profile in Sage 50?

      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

    -

    5.3. Content Review Highlights

    +

    5.4. Content Review Highlights

    • Consent is required for personal info collection

    • TD1 and TP-1015.3-V are used to calculate source deductions

      • @@ -289,7 +271,7 @@ Payroll department holds this information, it cannot be disclosed to supervisors
    -

    5.4. Review Questions (Sample)

    +

    5.5. Review Questions (Sample)

    1. What does an offer letter signature signify?

    2. What documents are included in a commencement package?

      3. @@ -301,7 +283,7 @@ Payroll department holds this information, it cannot be disclosed to supervisors
    -

    5.5. Example Evaluations

    +

    5.6. Example Evaluations

    Gloria Meyer (Alberta): - Claimed: Basic, eligible dependant, transferred tuition - Appears accurate

    @@ -339,22 +321,16 @@ Payroll department holds this information, it cannot be disclosed to supervisors
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  • + + 5.3. Entering Employee Information into Sage50 + +
  • - 5.3. Content Review Highlights + 5.4. Content Review Highlights
  • - 5.4. Review Questions (Sample) + 5.5. Review Questions (Sample)
  • - 5.5. Example Evaluations + 5.6. Example Evaluations
    • @@ -1011,7 +1016,7 @@ accurately and on time.

    - Tax Credits (TP-1015.3-V – Québec) + Tax Credits (TP-1015.3-V - Québec) @@ -1064,15 +1069,16 @@ accurately and on time.

    -
    -

    - 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 +

    +
    +

    + 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. 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 @@ -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’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

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    - Entering Personal Information - - ¶ - -
    -
    -

    - Important -

    -

    - To maintain accuracy and compliance in Sage 50 Payroll, carefully verify that all employee information entered into the system, +

    + 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’s licence, Employment Contract). Double-checking these entries helps prevent administrative errors and ensures that payroll records remain consistent with legal and regulatory standards. -

    -
    - _images/onboarding-employee_001.png -
    -
    -
    - Entering Work Details - - ¶ - -
    - _images/onboarding-employee_002.png -
    -
    -
    - Setting-up Tax Deductions - - ¶ - -
    - _images/onboarding-employee_003.png -
    -
    -
    - Entering Employee Compensation - - ¶ - -
    - _images/onboarding-employee_004.png -
    -
    -
    - Specifying Employee Deductions - - ¶ - -
    - _images/onboarding-employee_005.png -
    -
    -
    - Entering WSIB & Other Expenses - - ¶ - -
    - _images/onboarding-employee_006.png -
    -
    +

    + + _images/onboarding-employee_001.png + _images/onboarding-employee_002.png + _images/onboarding-employee_003.png + _images/onboarding-employee_004.png + _images/onboarding-employee_005.png + _images/onboarding-employee_006.png

    Review Questions