From bc799b3b0edca8a5d6f496567c1cc066e55c06bf Mon Sep 17 00:00:00 2001 From: Alexandre Bobkov Date: Fri, 11 Jul 2025 17:48:17 -0400 Subject: [PATCH] onboarding --- docs/source/onboarding_employee.rst | 32 +++++++++++++++++++++++++++++ 1 file changed, 32 insertions(+) diff --git a/docs/source/onboarding_employee.rst b/docs/source/onboarding_employee.rst index 81f876e..d78efb4 100644 --- a/docs/source/onboarding_employee.rst +++ b/docs/source/onboarding_employee.rst @@ -2,6 +2,38 @@ OBNOARDING EMPLOYEE ##################### +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 +accurately and on time. + +Key Steps in Payroll-Related Onboarding (Canada) +Here’s what typically happens from a payroll perspective: +- 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 +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 +Employees usually provide a void cheque or bank form to set up electronic payments. +- 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 +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: +- 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. +🍁 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. +- Employers must also provide T4 slips by end of February each year to summarize annual earnings and deductions for tax filing. +Let me know if you want a sample checklist or onboarding template tailored to a specific province or industry—I'd be happy to help set that up. + + + Employment Standards Requirements =================================