Canada Savings Bonds (CSB) - (Payroll Tab)

The following step is optional - If your employees do not do pay into the Canada Savings Bond program, then you can skip this screen.

This screen allows you to specify the settings that will be used to create an EFT file containing the Canada Savings Bond (CSB) deduction information for your employees. At each payroll date, deductions will be made from the pay of each participating employee and the resulting electronic file can then be transmitted to the Bank of Canada. The file will contain the pay date, summary information and the deduction amount for each employee.

View step-by-step tutorial

Note: Use of this feature requires that your company is enrolled in the CRA's Payroll Savings Program. It is important that each employee's purchase data is transmitted in a timely fashion since the contributions are dated as of the day the Bank of Canada receives the employees' payroll deductions from the employer. Visit the Canada Savings Bonds page on the CRA website for more details about the program.

Common Buttons (included on all screens)

The following command buttons appear on all screens. Choose a button to view detailed description of each command. Note: If a button is unavailable (i.e. its text appears in Gray), either the command is not applicable to the current screen, or its function has already been applied (e.g. you clicked the New button for an item that can only be added one time). You can also view the Button Descriptions help page to see the detailed descriptions of all program button on a single help page.

Save New Delete Reload Tools Help

Save - Clicking this button saves all pending table changes to the program database. If a row is currently being edited, the changes will be saved and the row's checkmark () will remain so that you can continue making further edits.

New - This button allows you insert a new row (item) in the current table. Clicking the button adds the new row at the top of the table and activates Edit Mode so you can enter the data required for each cell. Note: If this button includes a drop-down list immediately to its right, you must first select an item from the list so that the new row will be based on the chosen list item.

Delete - Clicking this button removes the current row from the table. If you have multiple rows selected, all of the rows will be removed. When you click the button, you are prompted to make sure you want to delete the item(s) as the action cannot be undone.

Important Considerations - While most program screens allow you to delete a row easily, some screens contain items that require special consideration before deleting:

Employees - When you delete an employee from the Payroll tab's Employee - Setup Employee screen, the employee will no longer be visible on any screen in the Payroll tab other than the Employee - Status Parameters screen (the latter screen is required so that the employee can undeleted if necessary). If you delete an employee from the Employee Database, the employee is irretrievable. Refer to the Deleting Employees tutorial for more information.

Linked Items - Care should be taken when deleting an item(s) as they may be associated with other items in your database. If you attempt to delete an item and receive the following message: "Cannot delete <item> because it is linked to the following item:", it means that the item is associated (linked) with another item in the program. The item cannot be deleted until you remove the link/association between the two items. Refer to the Deleting Linked Items help page for more information.

Sub Rows - Some screens contain sub-rows that will appear under the main row that you are deleting. If you see an Expand icon () at the leftmost side of the row, you may wish to expand the main row to ensure that you are deleting the proper items. Note: If you are presented with an error message stating that "the first item should be deleted last", it indicates that you must delete all of the sub rows first before you can delete the main row. For screens that offer a Trash icon () to the left of the main row, you can choose the icon to remove the row and all of it's sub-rows in one action.

Reload - Clicking this button refreshes the browser page and replaces the data in the current screen with the last saved copy from the database. This is useful if you have made a number of changes to a row and wish to discard them all in one operation. Note: Remember that eNETEmployer saves the changes to a row each time a new row is selected. Thus, if you edit three rows in succession and then select the Reload button, only the third row will be restored.

Tools - Clicking the button displays a drop-down menu with special data functions that are available for the current screen. Depending on the which screen you are viewing, the options may include any of all of the following:

Audit - This option opens the History window that displays a list of changes that have been made to the current row. Changes are shown in colored text. Note: Audit History is a developing feature and subject to updates as new functionality is added.

Backup - This option creates a backup file that contains your complete company database (from all program modules, including Payroll, HR, Recruitment, etc.) - including all of the necessary information required to restore your data to the last program state when the backup was created. Depending on your browser settings, the backup file will either be stored in your Downloads folder or you may be presented with a window that will prompt you where to save the file. Click here to view a detailed description of the Backup command.

Export - This option saves the current table's data to a semicolon-separated file that can be opened in a spreadsheet program. The export function is carried out immediately upon choosing the command. Depending on your browser settings, the file will either be stored in your Downloads folder or you may be presented with a window that will prompt you where to save the file. Refer to the Export a File for Proper Formatting note above for more information on the export feature.

Import - This option allows you to import data from a character-separated (comma or semi-colon) spreadsheet file. Choosing the option opens a popup window where you can specify the file to be imported.

Messages - This option displays the Messages Log window that contains a running log of program messages that appear above the table. This log will be active for the login session, and will be cleared when you log out or the program, or if the system times out. The popup window contains thee command buttons:

Print - This button opens the Print window so that you can print a copy of the current table. A preview of the table will appear in a preview window before printing so that you can adjust the print settings as needed.

Copy - This button copies the full contents of the Messages Log window to your computer's virtual clipboard. If you wish to copy only a portion of the text shown, select the desired text, and then press <Ctrl>+<C> on your keyboard.

More - This button scrolls the window so that you can view messages that appear outside of the current view. You can also use the scroll bars at the left of the window to scroll through the window.

Print - This option opens the Print window so that you can print a copy of the current table. A preview of the table will appear in a preview window before printing so that you can adjust the print settings as needed.

Report - Available on the Payroll tab's Payroll Processing - Calculations screen only, this option generates an interim Payroll Register report so that you can review the details of the current pay sequence.

Help - Clicking this button displays a list of the various tutorials and online help tools that are provided for the current screen. The Online Help option provides a detailed description of each column and item on the current screen. The Step-by-Step option provides a tutorial for the current screen where you can follow along with the lesson one step at a time.

Table Columns

The following section of this help page describes the various columns that can appear in the main table on this screen. If you see a column description below that does not appear on your screen, you can add the column to your view by using the Customize option under the Views button (located at the left side of the screen just above the table). Refer to the Customize View help page for more help on this feature.

Audit

This button allows you to view a list of changes that have been made to the current item. Choosing the button opens the Audit History window where item changes are shown in colored text. Note: Audit History is a developing feature and subject to updates as new functionality is added.

Confirmation Options

Use this cell to specify the method that the CRA will use when they send out the notification that the transmitted file was received or rejected. The options are as follows:

Email - Indicates that the CRA should send notifications to the email address entered in the Email cell.
Fax - Indicates that the CRA should send notifications to the facsimile address entered in the Fax cell.
No Confirmation - Indicates that the CRA should send notifications using another method, other than email or Fax. Note: According to the CRA, it is the employer's responsibility to monitor and accept or reject notifications in order to take corrective measures. If you choose the No Confirmation option and a subsequent CSB transmission file is in error, you must confirm another method of contact with the CRA.

Creation Number

Use this cell to enter a unique number for this specific transmission. This will help to avoid duplicate transmissions from being processed.

Deductions

Use this cell to specify the deductions that will be used when calculating the CSB file. Editing the cell displays a drop-down menu where you can choose various options that may be assigned via its corresponding checkbox. The options in this list are comprised of deductions that have been entered in the Deductions screen. The menu also includes a search box at the top where you can type in a word (or words) and have matching items displayed quickly in the list.

Email

Use this cell to enter the email address that will be used when the CRA sends out its transmission acceptance or rejection notifications. This email address will be used only if the Email option is selected in the Confirmation Options cell.

Valid email addresses, such as john.smith@example.com are made up of the name, followed by the @ symbol, followed by a domain. The domain part is not case-sensitive, but the name portion may be, depending on the persons email server settings. Underscores and hyphens are permitted, but other special characters (e.g. #, $, !, quotes and spaces) are not.

Enable

Use this cell to specify whether the CSB transmission is to be processed with the current pay run. Editing the cell will display a checkbox where you can specify the two available options: Yes (the CSB will be processed with the pay run) or No (the CSB will not be processed with the pay run and no transmission will be sent).

Fax

Use this cell to enter the fax number that will be used when the CRA sends out its transmission acceptance or rejection notifications. This fax number will be used only if the Fax option is selected in the Confirmation Options cell.

Organization ID

A unique five-digit number allocated to each participating organization to identify the employer who is forwarding the deductions on behalf of employees. This ID is provided to you by the Bank of Canada during the Payroll Savings Program application process.

Organization Site

If your company has multiple payroll systems or multiple locations and you wish to transmit a CSB file for each, use this cell to distinguish each CSB transmission site. For single-location transmissions, this value can be set at 001.

Payment Type

This field indicates if the transmission includes a single payment only (signified by the letter "T") or if individual payments are to be made for each batch (signified by the letter "B"). This cell is uneditable and is set to transmission type "T" (the program does not currently support the Batch method ("B").

Transmitter

Use this cell to enter a unique Transmission ID for this specific transmission. This will help to avoid duplicate transmissions being processed. Each transmission ID will be edited to ensure uniqueness in combination with your Organization ID. You may wish to start at AAA00001 or 00000001 and increment by one (1) for each subsequent transmission. The transmission ID must contain three alphanumeric (letter or number) characters followed by five digits. Some employers choose to use this ID to distinguish an Organization Site (first three characters) and the Transmission Number (five digits). The intention of this field is to provide uniqueness for each file. This enables employers with multiple sites or multiple payroll transmissions, to use a single pay period and transmission. The Bank of Canada's automated system will ensure that the transmission ID is unique for any transmission - a duplicate transmission ID number will cause your file to be rejected.

Transmitter Reference

This cell is used to identify the transmission and will be included in any confirmations you receive from the CRA. You can use any combination of letters or numbers up to 30 characters in length. If you do not require such identification, the field should be filled with 30-space characters.