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Note: This screen is used to add new employees who will exist "outside" of any payroll!
This screen is used to add new employees to the eNETEmployer database only, and will yet not be associated with any active payroll. These employees can be imported into a payroll at a later date if desired.
If you already have an existing payroll and wish to add a new employee, you should not use this screen. Instead, you should open the Payroll tab and choose the Employee - Setup Employee menu command. This will open the Payroll tab's Setup Employee screen so that you can add employees to the current payroll.
The main reason to add employees to this screen is for staging purposes only. For example, you may have all of the required information for a number of employees, but you are not yet ready to assign them to an active payroll. By adding them to this screen, you can still perform the necessary task of adding each new employee. Then later on when you've decided on the payroll to which the employee(s) will be associated, you can use the Payroll tab's Employee - Import Employees menu command to import them. Refer to the Import Employees help page for more information on this procedure.
|View step-by-step tutorial|
Visit the Button Descriptions help page to view detailed descriptions of each button that appears on your screen (whether in the Button Bar at the top of the table, or in the table itself). Note: If a button's text appears in a Grey color, either the command is not applicable to the current screen, or its function has already been applied (e.g. some items can only be added once, therefore the New button will be unavailable on certain screens after it is used).
New - This button allows you to add a new employee to the company. Selecting this button adds a new employee row at the top of the table and activates Edit Mode so you can define the data required for each cell. Note: As mentioned earlier, adding a new employee in this page does not add them in any of your payrolls. If you want to add a new employee to a payroll, you should do so in the Payroll tab's Setup Employee screen.
Create Employee User Accounts - Available for Administrators only, this button creates a Self-Service user account for non-terminated employees who have a valid email assigned to them (and who are not terminated in the HR or Employer tabs). When the button is selected, applicable employees will be sent an email that contains their unique login credentials (i.e. Username and Password). If an employee does not have an email address assigned, a user account will not be created for them. Refer to the Employee Self-Service User Accounts Overview tutorial for detailed instructions on this procedure.
Note: Choosing this button creates accounts for employees who do not yet have a self-service account. Existing employee accounts are unaffected.
Misplaced Login Credentials: If an employee loses his/her login credentials, the payroll administrator can reset the password so that the employee may access the user account once again. For added security, the administrator may also specify that the user must change the password immediately upon the next login. Refer to the Working with Passwords tutorial for detailed instructions on this procedure.
Deactivating User Accounts - eNETEmployer does not deactivate an employee's self-service account when they are terminated. Your company must determine how long these accounts are to be left enabled (once disabled, the employee will no longer be able to retrieve pay stubs and T4s). If you wish to disable an account, you can do so by removing the check from the Enable option in this screen. View a step-by-step tutorial on this feature
The following section displays help for the various cells and columns shown in the main table on this screen. If you see a help description on this page for a column that does not appear on your screen, you can add the additional column to your view by using the Customize option under the Views button (located at the left side of the screen just above the main table). Refer to the Customize View help page for more help on this feature.
Use this cell to enter the physical address (where applicable) at which the employee resides. The address can be entered as one entity (e.g. 698 South Street or Suite 3 - 600 South Street).
Use this cell to enter the employee's date of birth. You may either enter a date in the field provided using the mmm/dd/yyyy format (e.g. if the date is August 31, 1977, you would enter Aug/31/1977. You can also enter a date by selecting the Calendar icon and choosing a date from the pop-up window that appears.
Use this cell to enter the city in which the employee resides. This is typically the city shown on their mailing address, for T4/T4A and documentation purposes.
Use this cell to enter the number of dependents for which the employee will claim for credits/exemptions on their TD1 form. Valid dependents can include qualifying relatives. Most claims require that the dependent reside with the employee.
This cell displays the company division to which this employee is assigned. The items in the drop down list can be viewed or edited from the Divisions page.
Use this cell to enter the employee's email address. This email address is used if you are sending email Pay Statements via the Reports screen. Note: If you have created a Self-Service user account for an employee, this email address will be automatically assigned to their user account (athough they are permitted to change it if they wish).
Valid email addresses, such as firstname.lastname@example.org 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 recipient's email server settings. Underscores and hyphens are permitted, but other special characters are not (e.g. #, $, !, quotes and spaces).
This cell displays the unique number that identifies the employee in this payroll. Alphanumeric characters (letters and numbers) may be used. e.g. 001, or MGM001.
Use this cell to specify the employee's preferred association. Editing the cell displays a drop down list with the available options.
Use this cell to enter the employee's first name (also referred to "given name" or "personal name"). For example, John Smith's given name is "John". The cell supports special characters - e.g. María-Jose or Günther.
Use this cell to enter the first letter of the employee's second name (also referred to "middle initial). For example, John Michael Scott's middle initial would be entered as "M". This feature is primarily for employees who prefer their names to be listed in this manner, but is also useful in cases where more than one employee share the same first and last names.
Use this cell to specify the language that will be used for each employee for various reports and pay stubs they will receive. Currently, the program supports Canada's two official languages: English and French. Editing the cell displays a drop-down list with the following three options:
Refer to the Options help page for more information on this feature.
Use this cell to specify the most recent date on which the current employee returned to employment after a work separation (e.g. termination, quitting, layed off, etc.). A transfer from one department to another would not apply. You may either enter a date in the field provided using the mmm/dd/yyyy format (e.g. if the date is August 31, 2018, you would enter Aug/31/2018. You can also enter a date by selecting the Calendar icon and choosing a date from the pop-up window that appears.
Use this cell to specify the employee's job designation, such as receptionist, shipper, mechanic, etc. This designation can be used in various reports.
Use this cell to specify the employee's Postal Code, based on their Canadian mailing address. The required format is two groups of three characters each, starting with a letter and alternating with a number (e.g. R2R 2R2). Note: The employee's Country setting must be set to Canada in order to use this setting.
Use this cell to specify the employee's Canadian province (or U.S. state) of residence.
Use this cell to enter the employee's Social Insurance Number (SIN). This number is validated and must adhere to the required 9-digit format. Note: If you enter a SIN that is already used by another employee, a warning message wil displayed that the number is already in use, and the new SIN will not be accepted.
Use this cell to specify the date that the employee started working for the company. You may either enter a date in the cell using the mmm/dd/yyyy format (e.g. if the date is August 31, 2018, you would enter Aug/31/2018). You can also specify a date by selecting the Calendar icon and choosing a date from the pop-up window that appears.
This date is used for administrative purposes, and is important for accurate ROE reporting.
Note: This date will typically not change, even in the event that an employee leaves and then returns to work. In such a case, you would enter the employee's rehire date into the Last Rehire cell.
Use this cell to specify the status of the employee in the payroll. The options are:
Note: The Deleted status cannot be used to remove an employee from the payroll. If you wish to delete an employee, you should open the Setup Employee screen and use the Delete button to remove them. Additionally, if you delete an employee who had a user account (either for payroll editing purposes or for viewing personal pay stubs), the user's account will be disabled. If required, you can re-enable the account in the Users screen under the Employer tab.
Use this cell to enter the employee's surname (also referred to "family name or "last name"). For example, John Smith's surname would be entered as Smith. You can also enter surname prefixes for employee names that require one. For example, John Van Houton's surname would be entered as Van Houten. The cell also supports special characters - e.g. O'Leary or Elkjærd.
Use this cell to specify the employee's phone number. The format of the phone number is "+Country Code (Area Code) Phone Number +Extension". For example, if Joe Smith lives in Winnipeg, MB and his phone number includes an extension of 300, you would enter: 1 204 555-5555 +300.
Use this cell to specify the last day for which the employee was paid. This is typically the last day that they worked (when terminated, going on leave, etc.) You may either enter a date in the field provided using the mmm/dd/yyyy format (e.g. if the date is August 31, 2018, you would enter Aug/31/2018. You can also enter a date by selecting the Calendar icon and choosing a date from the pop-up window that appears.