onboarding

docs/build/html/_sources/onboarding_employee.rst.txt

@@ -164,6 +164,18 @@ Deductions:
 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 their record. Input the employee's full legal name, 
+keeping in mind that last names longer than 20 characters might be truncated on T4 tax slips. Then proceed to fill in their 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 
+want to enter their bank details for direct deposit—placeholder info can be used if final banking data isn't yet available.
+For compliance, be sure to complete and store TD1 forms (Federal and Provincial) separately, as Sage 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, Sage 50 also offers 
+an Employee Wizard to walk you through these steps.
+
+
 .. image:: _static/screenshots/onboarding-employee_001.png
 
 Content Review Highlights

docs/build/html/onboarding_employee.html

@@ -194,6 +194,16 @@ accurately and on time.</p>
 </section>
 <section id="entering-employee-information-into-sage50">
 <h2><span class="section-number">5.4. </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 their record. Input the employee’s full legal name,
+keeping in mind that last names longer than 20 characters might be truncated on T4 tax slips. Then proceed to fill in their 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
+want to enter their bank details for direct deposit—placeholder info can be used if final banking data isn’t yet available.
+For compliance, be sure to complete and store TD1 forms (Federal and Provincial) separately, as Sage 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, Sage 50 also offers
+an Employee Wizard to walk you through these steps.</p>
 <img alt="_images/onboarding-employee_001.png" src="_images/onboarding-employee_001.png" />
 </section>
 <section id="content-review-highlights">

docs/source/onboarding_employee.rst

@@ -164,6 +164,18 @@ Deductions:
 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 their record. Input the employee's full legal name, 
+keeping in mind that last names longer than 20 characters might be truncated on T4 tax slips. Then proceed to fill in their 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 
+want to enter their bank details for direct deposit—placeholder info can be used if final banking data isn't yet available.
+For compliance, be sure to complete and store TD1 forms (Federal and Provincial) separately, as Sage 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, Sage 50 also offers 
+an Employee Wizard to walk you through these steps.
+
+
 .. image:: _static/screenshots/onboarding-employee_001.png
 
 Content Review Highlights