compliance

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@@ -17,7 +17,7 @@ the anxiety often associated with its complexity. Designed to be clear, practica
to confidently perform essential payroll functions encountered in day-to-day operations. to confidently perform essential payroll functions encountered in day-to-day operations.
.. toctree:: .. toctree::
:maxdepth: 2 :maxdepth: 3
:caption: Table of Contents: :caption: Table of Contents:
:numbered: :numbered:

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########################## ##########################
🍁 OBNOARDING EMPLOYEE 🍁 OBNOARDING EMPLOYEE
########################## ##########################
In the context of Canadian payroll administration, onboarding an employee refers to the formal process of integrating a new hire into In the context of Canadian payroll administration, onboarding an employee refers to the formal process of integrating a new hire into
@@ -33,7 +33,7 @@ RRSP or pension plans), and other benefits. These deductions must be accurately
* Confirm Employment Agreement & Start Date * Confirm Employment Agreement & Start Date
🍁 Compliance & Record Keeping Compliance & Record Keeping
* Employers in Canada are responsible for keeping accurate records of employee data, pay stubs, deductions, and remittances for * Employers in Canada are responsible for keeping accurate records of employee data, pay stubs, deductions, and remittances for
at least 6 years. at least 6 years.

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@@ -56,7 +56,10 @@ to confidently perform essential payroll functions encountered in day-to-day ope
</ul> </ul>
</li> </li>
<li class="toctree-l1"><a class="reference internal" href="introduction.html">2. INTRODUCTION</a><ul> <li class="toctree-l1"><a class="reference internal" href="introduction.html">2. INTRODUCTION</a><ul>
<li class="toctree-l2"><a class="reference internal" href="introduction.html#outcomes">2.1. Outcomes</a></li> <li class="toctree-l2"><a class="reference internal" href="introduction.html#outcomes">2.1. Outcomes</a><ul>
<li class="toctree-l3"><a class="reference internal" href="introduction.html#payroll-legal-framework">2.1.1. Payroll Legal Framework</a></li>
</ul>
</li>
</ul> </ul>
</li> </li>
<li class="toctree-l1"><a class="reference internal" href="terminology.html">3. TERMINOLOGY</a><ul> <li class="toctree-l1"><a class="reference internal" href="terminology.html">3. TERMINOLOGY</a><ul>
@@ -68,9 +71,31 @@ to confidently perform essential payroll functions encountered in day-to-day ope
<li class="toctree-l2"><a class="reference internal" href="compliance.html#introduction">4.1. Introduction</a></li> <li class="toctree-l2"><a class="reference internal" href="compliance.html#introduction">4.1. Introduction</a></li>
<li class="toctree-l2"><a class="reference internal" href="compliance.html#payroll-objectives">4.2. Payroll Objectives</a></li> <li class="toctree-l2"><a class="reference internal" href="compliance.html#payroll-objectives">4.2. Payroll Objectives</a></li>
<li class="toctree-l2"><a class="reference internal" href="compliance.html#responsibilities-and-functions-of-payroll">4.3. Responsibilities and Functions of Payroll</a></li> <li class="toctree-l2"><a class="reference internal" href="compliance.html#responsibilities-and-functions-of-payroll">4.3. Responsibilities and Functions of Payroll</a></li>
<li class="toctree-l2"><a class="reference internal" href="compliance.html#payroll-stakeholders">4.4. Payroll Stakeholders</a></li> <li class="toctree-l2"><a class="reference internal" href="compliance.html#payroll-stakeholders">4.4. Payroll Stakeholders</a><ul>
<li class="toctree-l2"><a class="reference internal" href="compliance.html#legislations-and-regulations">4.5. Legislations and Regulations</a></li> <li class="toctree-l3"><a class="reference internal" href="compliance.html#government-stakeholders">4.4.1. Government Stakeholders</a></li>
<li class="toctree-l2"><a class="reference internal" href="compliance.html#the-employee-employer-relationship">4.6. The Employee-Employer Relationship</a></li> <li class="toctree-l3"><a class="reference internal" href="compliance.html#federal-government">4.4.2. Federal Government</a></li>
<li class="toctree-l3"><a class="reference internal" href="compliance.html#provincial-territorial-governments">4.4.3. Provincial/Territorial Governments</a></li>
<li class="toctree-l3"><a class="reference internal" href="compliance.html#internal-stakeholders">4.4.4. Internal Stakeholders</a></li>
<li class="toctree-l3"><a class="reference internal" href="compliance.html#external-stakeholders">4.4.5. External Stakeholders</a></li>
</ul>
</li>
<li class="toctree-l2"><a class="reference internal" href="compliance.html#legislations-and-regulations">4.5. Legislations and Regulations</a><ul>
<li class="toctree-l3"><a class="reference internal" href="compliance.html#legislative-compliance">4.5.1. Legislative Compliance</a></li>
<li class="toctree-l3"><a class="reference internal" href="compliance.html#self-assessment">4.5.2. Self-Assessment</a></li>
</ul>
</li>
<li class="toctree-l2"><a class="reference internal" href="compliance.html#the-employee-employer-relationship">4.6. The Employee-Employer Relationship</a><ul>
<li class="toctree-l3"><a class="reference internal" href="compliance.html#contract-of-service-employment">4.6.1. Contract of Service (Employment)</a></li>
<li class="toctree-l3"><a class="reference internal" href="compliance.html#contract-for-service-subcontracting">4.6.2. Contract for Service (Subcontracting)</a></li>
<li class="toctree-l3"><a class="reference internal" href="compliance.html#factors-determining-the-type-of-contract">4.6.3. Factors Determining the Type of Contract</a></li>
<li class="toctree-l3"><a class="reference internal" href="compliance.html#control">4.6.4. Control</a></li>
<li class="toctree-l3"><a class="reference internal" href="compliance.html#tools-and-equipment">4.6.5. Tools and Equipment</a></li>
<li class="toctree-l3"><a class="reference internal" href="compliance.html#subcontracting-work-or-hiring-assistants">4.6.6. Subcontracting Work or Hiring Assistants</a></li>
<li class="toctree-l3"><a class="reference internal" href="compliance.html#financial-risk">4.6.7. Financial Risk</a></li>
<li class="toctree-l3"><a class="reference internal" href="compliance.html#responsibility-for-investment-and-management">4.6.8. Responsibility for Investment and Management</a></li>
<li class="toctree-l3"><a class="reference internal" href="compliance.html#opportunity-for-profit">4.6.9. Opportunity for Profit</a></li>
</ul>
</li>
<li class="toctree-l2"><a class="reference internal" href="compliance.html#review-summary">4.7. Review Summary</a></li> <li class="toctree-l2"><a class="reference internal" href="compliance.html#review-summary">4.7. Review Summary</a></li>
<li class="toctree-l2"><a class="reference internal" href="compliance.html#review-questions">4.8. Review Questions</a></li> <li class="toctree-l2"><a class="reference internal" href="compliance.html#review-questions">4.8. Review Questions</a></li>
</ul> </ul>
@@ -88,17 +113,34 @@ to confidently perform essential payroll functions encountered in day-to-day ope
<li class="toctree-l2"><a class="reference internal" href="compensation.html#benefits">8.4. Benefits</a></li> <li class="toctree-l2"><a class="reference internal" href="compensation.html#benefits">8.4. Benefits</a></li>
</ul> </ul>
</li> </li>
<li class="toctree-l1"><a class="reference internal" href="onboarding_employee.html">9. 🍁 OBNOARDING EMPLOYEE 🍁</a><ul> <li class="toctree-l1"><a class="reference internal" href="onboarding_employee.html">9. OBNOARDING EMPLOYEE</a><ul>
<li class="toctree-l2"><a class="reference internal" href="onboarding_employee.html#internal-forms">9.1. Internal Forms</a></li> <li class="toctree-l2"><a class="reference internal" href="onboarding_employee.html#internal-forms">9.1. Internal Forms</a><ul>
<li class="toctree-l2"><a class="reference internal" href="onboarding_employee.html#required-federal-and-provincial-territorial-forms">9.2. Required Federal and Provincial/Territorial Forms</a></li> <li class="toctree-l3"><a class="reference internal" href="onboarding_employee.html#authorization-for-hiring">9.1.1. Authorization for Hiring</a></li>
<li class="toctree-l2"><a class="reference internal" href="onboarding_employee.html#entering-employee-information-into-sage50">9.3. Entering Employee Information into Sage50</a></li> <li class="toctree-l3"><a class="reference internal" href="onboarding_employee.html#union-membership">9.1.2. Union Membership</a></li>
<li class="toctree-l3"><a class="reference internal" href="onboarding_employee.html#benefit-enrollment-forms">9.1.3. Benefit Enrollment Forms</a></li>
<li class="toctree-l3"><a class="reference internal" href="onboarding_employee.html#confidentiality-agreement">9.1.4. Confidentiality Agreement</a></li>
</ul>
</li>
<li class="toctree-l2"><a class="reference internal" href="onboarding_employee.html#required-federal-and-provincial-territorial-forms">9.2. Required Federal and Provincial/Territorial Forms</a><ul>
<li class="toctree-l3"><a class="reference internal" href="onboarding_employee.html#tax-credits-td1">9.2.1. Tax Credits (TD1)</a></li>
<li class="toctree-l3"><a class="reference internal" href="onboarding_employee.html#tax-credits-tp-1015-3-v-quebec">9.2.2. Tax Credits (TP-1015.3-V - Québec)</a></li>
</ul>
</li>
<li class="toctree-l2"><a class="reference internal" href="onboarding_employee.html#entering-employee-information-into-sage50">9.3. Entering Employee Information into Sage50</a><ul>
<li class="toctree-l3"><a class="reference internal" href="onboarding_employee.html#review-questions">9.3.1. Review Questions</a></li>
</ul>
</li>
<li class="toctree-l2"><a class="reference internal" href="onboarding_employee.html#content-review-highlights">9.4. Content Review Highlights</a></li> <li class="toctree-l2"><a class="reference internal" href="onboarding_employee.html#content-review-highlights">9.4. Content Review Highlights</a></li>
<li class="toctree-l2"><a class="reference internal" href="onboarding_employee.html#review-questions-sample">9.5. Review Questions (Sample)</a></li> <li class="toctree-l2"><a class="reference internal" href="onboarding_employee.html#review-questions-sample">9.5. Review Questions (Sample)</a></li>
<li class="toctree-l2"><a class="reference internal" href="onboarding_employee.html#example-evaluations">9.6. Example Evaluations</a></li> <li class="toctree-l2"><a class="reference internal" href="onboarding_employee.html#example-evaluations">9.6. Example Evaluations</a></li>
</ul> </ul>
</li> </li>
<li class="toctree-l1"><a class="reference internal" href="payroll_accounting.html">10. Payroll Accounting</a><ul> <li class="toctree-l1"><a class="reference internal" href="payroll_accounting.html">10. Payroll Accounting</a><ul>
<li class="toctree-l2"><a class="reference internal" href="payroll_accounting.html#journal-entries">10.1. Journal Entries</a></li> <li class="toctree-l2"><a class="reference internal" href="payroll_accounting.html#journal-entries">10.1. Journal Entries</a><ul>
<li class="toctree-l3"><a class="reference internal" href="payroll_accounting.html#accounting-recap">10.1.1. Accounting Recap</a></li>
<li class="toctree-l3"><a class="reference internal" href="payroll_accounting.html#id1">10.1.2. Journal Entries</a></li>
</ul>
</li>
</ul> </ul>
</li> </li>
<li class="toctree-l1"><a class="reference internal" href="review_questions.html">11. REVIEW QUESTIONS</a><ul> <li class="toctree-l1"><a class="reference internal" href="review_questions.html">11. REVIEW QUESTIONS</a><ul>

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<meta charset="utf-8" /> <meta charset="utf-8" />
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<title>9. 🍁 OBNOARDING EMPLOYEE 🍁 &#8212; 🍁 Payroll Administration Fall 2025 documentation</title> <title>9. OBNOARDING EMPLOYEE &#8212; 🍁 Payroll Administration Fall 2025 documentation</title>
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@@ -31,7 +31,7 @@
<a href="compensation.html" title="8. DETERMINING ANNUAL AND PAY PERIOD EARNINGS" <a href="compensation.html" title="8. DETERMINING ANNUAL AND PAY PERIOD EARNINGS"
accesskey="P">previous</a> |</li> accesskey="P">previous</a> |</li>
<li class="nav-item nav-item-0"><a href="index.html">🍁 Payroll Administration Fall 2025 documentation</a> &#187;</li> <li class="nav-item nav-item-0"><a href="index.html">🍁 Payroll Administration Fall 2025 documentation</a> &#187;</li>
<li class="nav-item nav-item-this"><a href=""><span class="section-number">9. </span>🍁 OBNOARDING EMPLOYEE 🍁</a></li> <li class="nav-item nav-item-this"><a href=""><span class="section-number">9. </span>OBNOARDING EMPLOYEE</a></li>
</ul> </ul>
</div> </div>
@@ -41,7 +41,7 @@
<div class="body" role="main"> <div class="body" role="main">
<section id="obnoarding-employee"> <section id="obnoarding-employee">
<h1><span class="section-number">9. </span>🍁 OBNOARDING EMPLOYEE 🍁<a class="headerlink" href="#obnoarding-employee" title="Link to this heading"></a></h1> <h1><span class="section-number">9. </span>OBNOARDING EMPLOYEE<a class="headerlink" href="#obnoarding-employee" title="Link to this heading"></a></h1>
<p>In the context of Canadian payroll administration, onboarding an employee refers to the formal process of integrating a new hire into <p>In the context of Canadian payroll administration, onboarding an employee refers to the formal process of integrating a new hire into
both the organizational and payroll systems. It ensures that the employee is properly registered, legally compliant, and ready to be paid 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.</p> accurately and on time.</p>
@@ -75,7 +75,7 @@ accurately and on time.</p>
</li> </li>
<li><p>Confirm Employment Agreement &amp; Start Date</p></li> <li><p>Confirm Employment Agreement &amp; Start Date</p></li>
</ul> </ul>
<p>🍁 Compliance &amp; Record Keeping</p> <p>Compliance &amp; Record Keeping</p>
<ul class="simple"> <ul class="simple">
<li><p>Employers in Canada are responsible for keeping accurate records of employee data, pay stubs, deductions, and remittances for</p></li> <li><p>Employers in Canada are responsible for keeping accurate records of employee data, pay stubs, deductions, and remittances for</p></li>
</ul> </ul>
@@ -311,7 +311,7 @@ Payroll department holds this information, it cannot be disclosed to supervisors
<div> <div>
<h3><a href="index.html">Table of Contents</a></h3> <h3><a href="index.html">Table of Contents</a></h3>
<ul> <ul>
<li><a class="reference internal" href="#">9. 🍁 OBNOARDING EMPLOYEE 🍁</a><ul> <li><a class="reference internal" href="#">9. OBNOARDING EMPLOYEE</a><ul>
<li><a class="reference internal" href="#internal-forms">9.1. Internal Forms</a><ul> <li><a class="reference internal" href="#internal-forms">9.1. Internal Forms</a><ul>
<li><a class="reference internal" href="#authorization-for-hiring">9.1.1. Authorization for Hiring</a></li> <li><a class="reference internal" href="#authorization-for-hiring">9.1.1. Authorization for Hiring</a></li>
<li><a class="reference internal" href="#union-membership">9.1.2. Union Membership</a></li> <li><a class="reference internal" href="#union-membership">9.1.2. Union Membership</a></li>
@@ -380,7 +380,7 @@ Payroll department holds this information, it cannot be disclosed to supervisors
<a href="compensation.html" title="8. DETERMINING ANNUAL AND PAY PERIOD EARNINGS" <a href="compensation.html" title="8. DETERMINING ANNUAL AND PAY PERIOD EARNINGS"
>previous</a> |</li> >previous</a> |</li>
<li class="nav-item nav-item-0"><a href="index.html">🍁 Payroll Administration Fall 2025 documentation</a> &#187;</li> <li class="nav-item nav-item-0"><a href="index.html">🍁 Payroll Administration Fall 2025 documentation</a> &#187;</li>
<li class="nav-item nav-item-this"><a href=""><span class="section-number">9. </span>🍁 OBNOARDING EMPLOYEE 🍁</a></li> <li class="nav-item nav-item-this"><a href=""><span class="section-number">9. </span>OBNOARDING EMPLOYEE</a></li>
</ul> </ul>
</div> </div>
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