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164 lines
4.1 KiB
ReStructuredText
164 lines
4.1 KiB
ReStructuredText
#####################
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OBNOARDING EMPLOYEE
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#####################
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Employment Standards Requirements
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=================================
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Each province/territory, as well as the federal government, sets minimum employment standards, including:
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- Minimum wage
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- Minimum age (may also be governed by other legislation)
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- 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
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Internal Forms
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==============
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Typical commencement package forms include:
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- Authorization for hiring
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- Direct deposit agreement
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- Union membership application
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- Benefits enrollment (e.g., health/dental, pension)
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- Confidentiality agreement
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Authorization for Hiring
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------------------------
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This internal document includes:
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- New employee's basic info
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- Start date, department, salary
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- Probation details
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- Hiring authority’s signature
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**Important:** Employer must obtain a valid SIN. A SIN starting with 9 must have a valid expiry date and associated work permit.
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Union Membership
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----------------
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For unionized workplaces:
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- Union dues are deducted
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- Employees sign authorization for deduction
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- Exemptions may apply, but dues equivalent still required
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Benefit Enrollment Forms
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------------------------
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Forms cover group insurance and pension plans:
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- Employee indicates coverage type
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- Signatures authorize payroll deductions
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Confidentiality Agreement
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-------------------------
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A legally binding agreement protecting sensitive company info:
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- Defines proprietary data
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- Outlines responsibilities, penalties, and timeframe
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Required Federal and Provincial/Territorial Forms
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=================================================
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**Purpose:** Determine correct income tax withholdings.
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Forms:
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- TD1 (Federal)
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- TD1 (Provincial/Territorial)
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- TP-1015.3-V (Québec employees)
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**Provincial/territorial withholding** is based on *province of employment*, but tax liability is based on *province of residence*.
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**Adjustments:**
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- Request extra withholding via TD1 or TP-1015.3-V
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- Request reduction using CRA Form T1213 or RQ Form TP-1016-V
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Essential Info on All Forms:
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- Employee name
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- Date of birth
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- Social Insurance Number
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Tax Credits (TD1)
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-----------------
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1. Basic personal amount
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2. Canada caregiver (infirm children)
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3. Age amount
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4. Pension income
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5. Tuition
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6. Disability
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7. Spouse/common-law partner amount
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8. Eligible dependant
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9. Caregiver for infirm spouse or dependant
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10. Caregiver for dependant age 18+
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11. Transfers from spouse
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12. Transfers from dependant
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13. Total
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Additional Instructions:
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- Fill out TD1 only if claiming more than basic credit
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- Québec employees must always complete TP-1015.3-V
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Tax Credits (TP-1015.3-V – Québec)
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----------------------------------
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- Basic amount
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- Transfer from spouse
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- Amount for dependants
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- Impairment in mental/physical function
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- Age amount, retirement income, living alone
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- Career extension
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Deductions:
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- Remote area housing
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- Deductible support payments
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Content Review Highlights
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=========================
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- Consent is required for personal info collection
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- TD1 and TP-1015.3-V are used to calculate source deductions
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- Claim amounts may differ between federal and provincial forms
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- Employers must keep the forms on file (do not send to CRA/RQ)
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Review Questions (Sample)
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=========================
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1. What does an offer letter signature signify?
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2. What documents are included in a commencement package?
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3. Name three common internal forms
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4. What must payroll verify on a hiring form?
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5. What must be checked for SINs starting with “9”?
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6. True/False: Union dues can be deducted without consent.
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7. What authorizes benefit premium deductions?
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Example Evaluations
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===================
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**Gloria Meyer (Alberta):**
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- Claimed: Basic, eligible dependant, transferred tuition
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- Appears accurate
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**Luc Laframboise (Québec):**
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- Claimed: Basic, spouse, dependant in school, tuition transfer
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- Appropriate provincial and federal claims made
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**Ingrid Johansson (Alberta, Single Parent):**
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- Claimed credits for two children
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- **Overclaimed** dependant credit – only one is eligible
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- Needs correction on federal and AB TD1 forms
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