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Employee Setup The Employee Setup screen consists of four tabs: Name and Address, Payroll Info., Items and Misc. Click on one of these options to view help for the corresponding tab. Payroll Info Tab Start Date - Enter the date that the employee started working for this company. Termination - This field shows the termination date of the current employee. Last Rehire - This field shows the most recent date that the current employee was rehired. If this employee was terminated then rehired, enter the rehire date here or else leave it blank. Template - Use this drop down list to specify which template to use for this employee. Templates are used to simplify in setting up employees and in some cases are used to select employees for printing. See the Templates Help topic for more information. Distribution - Use this drop down list to specify which Default Distribution code or home department to which this employee is charged or expensed. Tax Province - Enter the province in which the employee is taxed. In most cases the employee's Adress Province and Tax Province are the same. An exception would be a case where an employee works in one province and lives in another. Tax Calculation - Use this list to override the normal tax calculation. The following options are available: You may have commission employees that have filled out a TD1X form -- in this case you would choose a percentage of tax and enter the percentage in the Rate/Amount field below. Rate/Amount - This field works together with the Tax Calculation field above. Enter the value requested based on the selected Tax Calculation option. CRA Account - Choose the CRA Business Number that applies to this employee. Exempt E.I. - Check this box if this employee is exempt from Employment Insurance (E.I.) premiums. For example, a shareholder who owns 45% of a company is exempt from E.I. Exempt CPP/QPP - Check this box if this employee is exempt from CPP/QPP. eNETPayroll will automatically exempt employees under the age of 18 and over the age of 70. If an employee is receiving CPP/QPP benefits, they must be exempt from any further CPP/QPP deductons. WCB Type - Select the Workers' Compensation Board rate for this employee. The selections in this list will vary based on the province defined in the Tax Province list. Select "none" to specify no WCB type for this employee. Stats. Can. Code - Choose the employee's status. An employee can be either, Active, On Leave, Terminated or set to Special for an Extra or Additional pay run. Position - Enter the employee's position. Language - Choose the language to be used for this employee's documents. Password - Employees can have the option of viewing their own payroll information. They are originally set up using their SIN number as their password. If no SIN number was available when the employee was initially created and saved the password will be their Surname. Each user has the option to change their password.
Tax Parameters Fed. Claim Amount - Enter the basic TD1 exemption amount. Additional Tax - Enter the amount of Additional Tax the employee requests to be deducted from their pay. Additional Tax will only be deducted if it will not put the employee in arrears after all other deductions. In other words if the 'Additional Tax' is greater than the net pay after tax, cpp, ei and other deductions are deducted, it will be ignored. Remote Allowance - Enter the Remote Northern Allowance for employees who work in remote areas. Other Allowance - Enter any other Allowances that appear on the TD1 form. LCP - Enter the amount of provincial Labour-Sponsored Fund tax credits that the employee has purchased (e.g. Grow Bonds). Other Federal Amount - Enter any other Federal Reduction Amounts that may be given to the employee. You will be notified of these amount by a letter from Revenue Canada. Dependants - Enter the number of dependants the employee has claimed on their TD1 form. Provincial Tax Parameters - This button allows you to view or edit the tax parameters for the province of Quebec. Selecting this button opens the Quebec Tax Parameters dialog box. See the Provincial Tax Parameters Help Topic for more information. EFT
Accounts Example)
Bank 1, Bank 2, Bank 3 - Select a radio button to work with the corresponding bank's information. Account - Enter the Bank Account number as it appears on the bottom of the cheque. This consists of a 5 digit transit, 3 digit bank ID and up to 12 digit bank account number (eg. 12345-001-012345678912). The Account will be formatted with dashes (-) to separate the numbers for ease of reading. Bank Name - Enter a description or name of the bank. This will appear on the Payroll Register and Pay Stub to indicate where the funds were sent. Max. Amt. - Enter the maximum amount to be sent to this bank account. Any amount left over will be sent to the next bank account. A value of zero means the balance of the funds will be sent to this account. Enable This Account - If an employee requests, you can selectively activate or deactivate the direct deposit to the account by checking this box. New - Opens the New Employee dialog box so you can add a new employee. Save - Saves the current changes. Note: If you do not Save your changes, they will be discarded when you leave this screen. Delete - Deletes the current employee. Cancel - This button discards any changes you have made and restores the page to the last saved state. Test - This button opens the Test Calculation dialog box so you can test the pay calculation. Help - Opens this help page. Choose one of these options to view help for the three other tabs on this page: Name and Address.• Items • Misc.
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