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<li class="nav-item nav-item-this"><a href=""><span class="section-number">4. </span>OBNOARDING EMPLOYEE</a></li>
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<section id="obnoarding-employee">
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<h1><span class="section-number">4. </span>OBNOARDING EMPLOYEE<a class="headerlink" href="#obnoarding-employee" title="Link to this heading">¶</a></h1>
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<section id="employment-standards-requirements">
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<h2><span class="section-number">4.1. </span>Employment Standards Requirements<a class="headerlink" href="#employment-standards-requirements" title="Link to this heading">¶</a></h2>
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<p>Each province/territory, as well as the federal government, sets minimum employment standards, including:</p>
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<ul class="simple">
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<li><p>Minimum wage</p></li>
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<li><p>Minimum age (may also be governed by other legislation)</p></li>
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<li><p>Required pay statement information:
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- Employee name
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- Pay period date
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- Rates of pay and hours worked
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- Gross earnings
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- Itemized deductions
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- Net pay</p></li>
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</ul>
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</section>
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<section id="internal-forms">
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<h2><span class="section-number">4.2. </span>Internal Forms<a class="headerlink" href="#internal-forms" title="Link to this heading">¶</a></h2>
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<p>Typical commencement package forms include:</p>
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<ul class="simple">
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<li><p>Authorization for hiring</p></li>
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<li><p>Direct deposit agreement</p></li>
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<li><p>Union membership application</p></li>
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<li><p>Benefits enrollment (e.g., health/dental, pension)</p></li>
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<li><p>Confidentiality agreement</p></li>
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</ul>
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<section id="authorization-for-hiring">
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<h3><span class="section-number">4.2.1. </span>Authorization for Hiring<a class="headerlink" href="#authorization-for-hiring" title="Link to this heading">¶</a></h3>
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<p>This internal document includes:</p>
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<ul class="simple">
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<li><p>New employee’s basic info</p></li>
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<li><p>Start date, department, salary</p></li>
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<li><p>Probation details</p></li>
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<li><p>Hiring authority’s signature</p></li>
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</ul>
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<p><strong>Important:</strong> Employer must obtain a valid SIN. A SIN starting with 9 must have a valid expiry date and associated work permit.</p>
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</section>
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<section id="union-membership">
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<h3><span class="section-number">4.2.2. </span>Union Membership<a class="headerlink" href="#union-membership" title="Link to this heading">¶</a></h3>
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<p>For unionized workplaces:</p>
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<ul class="simple">
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<li><p>Union dues are deducted</p></li>
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<li><p>Employees sign authorization for deduction</p></li>
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<li><p>Exemptions may apply, but dues equivalent still required</p></li>
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</ul>
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</section>
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<section id="benefit-enrollment-forms">
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<h3><span class="section-number">4.2.3. </span>Benefit Enrollment Forms<a class="headerlink" href="#benefit-enrollment-forms" title="Link to this heading">¶</a></h3>
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<p>Forms cover group insurance and pension plans:</p>
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<ul class="simple">
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<li><p>Employee indicates coverage type</p></li>
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<li><p>Signatures authorize payroll deductions</p></li>
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</ul>
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</section>
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<section id="confidentiality-agreement">
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<h3><span class="section-number">4.2.4. </span>Confidentiality Agreement<a class="headerlink" href="#confidentiality-agreement" title="Link to this heading">¶</a></h3>
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<p>A legally binding agreement protecting sensitive company info:</p>
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<ul class="simple">
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<li><p>Defines proprietary data</p></li>
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<li><p>Outlines responsibilities, penalties, and timeframe</p></li>
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</ul>
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</section>
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</section>
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<section id="required-federal-and-provincial-territorial-forms">
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<h2><span class="section-number">4.3. </span>Required Federal and Provincial/Territorial Forms<a class="headerlink" href="#required-federal-and-provincial-territorial-forms" title="Link to this heading">¶</a></h2>
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<p><strong>Purpose:</strong> Determine correct income tax withholdings.</p>
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<p>Forms:</p>
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<ul class="simple">
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<li><p>TD1 (federal)</p></li>
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<li><p>TD1 (provincial/territorial)</p></li>
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<li><p>Québec employees: also TP-1015.3-V</p></li>
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</ul>
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<p><strong>Provincial/territorial withholding</strong> is based on <em>province of employment</em>, but tax liability is based on <em>province of residence</em>.</p>
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<p><strong>Adjustments:</strong></p>
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<ul class="simple">
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<li><p>Request extra withholding via TD1 or TP-1015.3-V</p></li>
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<li><p>Request reduction using CRA Form T1213 or RQ Form TP-1016-V</p></li>
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</ul>
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<p>Essential Info on All Forms:</p>
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<ul class="simple">
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<li><p>Employee name</p></li>
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<li><p>Date of birth</p></li>
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<li><p>Social Insurance Number</p></li>
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</ul>
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<section id="tax-credits-td1">
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<h3><span class="section-number">4.3.1. </span>Tax Credits (TD1)<a class="headerlink" href="#tax-credits-td1" title="Link to this heading">¶</a></h3>
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<ol class="arabic simple">
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<li><p>Basic personal amount</p></li>
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<li><p>Canada caregiver (infirm children)</p></li>
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<li><p>Age amount</p></li>
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<li><p>Pension income</p></li>
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<li><p>Tuition</p></li>
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<li><p>Disability</p></li>
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<li><p>Spouse/common-law partner amount</p></li>
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<li><p>Eligible dependant</p></li>
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<li><p>Caregiver for infirm spouse or dependant</p></li>
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<li><p>Caregiver for dependant age 18+</p></li>
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<li><p>Transfers from spouse</p></li>
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<li><p>Transfers from dependant</p></li>
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<li><p>Total</p></li>
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</ol>
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<p>Additional Instructions:</p>
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<ul class="simple">
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<li><p>Fill out TD1 only if claiming more than basic credit</p></li>
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<li><p>Québec employees must always complete TP-1015.3-V</p></li>
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</ul>
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</section>
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<section id="tax-credits-tp-1015-3-v-quebec">
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<h3><span class="section-number">4.3.2. </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>
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<ul class="simple">
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<li><p>Basic amount</p></li>
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<li><p>Transfer from spouse</p></li>
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<li><p>Amount for dependants</p></li>
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<li><p>Impairment in mental/physical function</p></li>
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<li><p>Age amount, retirement income, living alone</p></li>
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<li><p>Career extension</p></li>
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</ul>
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<p>Deductions:</p>
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<ul class="simple">
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<li><p>Remote area housing</p></li>
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<li><p>Deductible support payments</p></li>
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</ul>
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</section>
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</section>
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<section id="content-review-highlights">
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<h2><span class="section-number">4.4. </span>Content Review Highlights<a class="headerlink" href="#content-review-highlights" title="Link to this heading">¶</a></h2>
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<ul class="simple">
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<li><p>Consent is required for personal info collection</p></li>
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<li><p>TD1 and TP-1015.3-V are used to calculate source deductions</p></li>
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<li><p>Claim amounts may differ between federal and provincial forms</p></li>
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<li><p>Employers must keep the forms on file (do not send to CRA/RQ)</p></li>
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</ul>
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</section>
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<section id="review-questions-sample">
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<h2><span class="section-number">4.5. </span>Review Questions (Sample)<a class="headerlink" href="#review-questions-sample" title="Link to this heading">¶</a></h2>
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<ol class="arabic simple">
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<li><p>What does an offer letter signature signify?</p></li>
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<li><p>What documents are included in a commencement package?</p></li>
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<li><p>Name three common internal forms</p></li>
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<li><p>What must payroll verify on a hiring form?</p></li>
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<li><p>What must be checked for SINs starting with “9”?</p></li>
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<li><p>True/False: Union dues can be deducted without consent.</p></li>
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<li><p>What authorizes benefit premium deductions?</p></li>
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</ol>
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</section>
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<section id="example-evaluations">
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<h2><span class="section-number">4.6. </span>Example Evaluations<a class="headerlink" href="#example-evaluations" title="Link to this heading">¶</a></h2>
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<p><strong>Gloria Meyer (Alberta):</strong>
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- Claimed: Basic, eligible dependant, transferred tuition
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- Appears accurate</p>
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<p><strong>Luc Laframboise (Québec):</strong>
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- Claimed: Basic, spouse, dependant in school, tuition transfer
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- Appropriate provincial and federal claims made</p>
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<p><strong>Ingrid Johansson (Alberta, Single Parent):</strong>
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- Claimed credits for two children
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- <strong>Overclaimed</strong> dependant credit – only one is eligible
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- Needs correction on federal and AB TD1 forms</p>
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</section>
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</section>
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<div>
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<h3><a href="index.html">Table of Contents</a></h3>
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<ul>
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<li><a class="reference internal" href="#">4. OBNOARDING EMPLOYEE</a><ul>
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<li><a class="reference internal" href="#employment-standards-requirements">4.1. Employment Standards Requirements</a></li>
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<li><a class="reference internal" href="#internal-forms">4.2. Internal Forms</a><ul>
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<li><a class="reference internal" href="#authorization-for-hiring">4.2.1. Authorization for Hiring</a></li>
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<li><a class="reference internal" href="#union-membership">4.2.2. Union Membership</a></li>
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<li><a class="reference internal" href="#benefit-enrollment-forms">4.2.3. Benefit Enrollment Forms</a></li>
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<li><a class="reference internal" href="#confidentiality-agreement">4.2.4. Confidentiality Agreement</a></li>
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</ul>
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</li>
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<li><a class="reference internal" href="#required-federal-and-provincial-territorial-forms">4.3. Required Federal and Provincial/Territorial Forms</a><ul>
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<li><a class="reference internal" href="#tax-credits-td1">4.3.1. Tax Credits (TD1)</a></li>
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<li><a class="reference internal" href="#tax-credits-tp-1015-3-v-quebec">4.3.2. Tax Credits (TP-1015.3-V – Québec)</a></li>
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</ul>
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</li>
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<li><a class="reference internal" href="#content-review-highlights">4.4. Content Review Highlights</a></li>
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<li><a class="reference internal" href="#review-questions-sample">4.5. Review Questions (Sample)</a></li>
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<li><a class="reference internal" href="#example-evaluations">4.6. Example Evaluations</a></li>
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</ul>
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</li>
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</ul>
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<h4>Previous topic</h4>
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<p class="topless"><a href="review_questions.html"
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title="previous chapter"><span class="section-number">3. </span>REVIEW QUESTIONS</a></p>
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<h4>Next topic</h4>
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<p class="topless"><a href="rates_2025.html"
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title="next chapter"><span class="section-number">5. </span>RATES FOR 2025</a></p>
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