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Templates (Payroll Tab)

This screen is optional - This step is not required to perform the payroll procedure. However, we suggest that you create a template in order to make the process of adding new employees much easier (since they contain pre-defined settings that can be applied in one step). If you have a small number of employees in your payroll and/or you are not concerned about using a manual approach when adding new employees, then you can skip this screen.

This screen is used to create and edit employee templates - the records that contain preset information about similar types of workers. Templates are useful in simplifying the set up process for new employees since you can define the details needed for one staff member, and then apply it with one click to many new members that share similar employment characteristics.

Video on employee templates in eNETEmployer Tutorial on employee templates in eNETEmployer
Video Lesson Online Tutorial

For example, employees that work in the company factory may have hourly-based earnings (e.g. regular, overtime, shift premiums, etc.) while office employees may have salary-based earnings. In this case, you would set up a separate template for each employee type (e.g. Hourly and Salary) so that each time an Hourly employee is added to the payroll, they would automatically be assigned the appropriate earning types (along with any other item that is applicable for these types of employees).

Editing Employee Templates - Care should be taken if you change an employee template after it has already been applied to a number of employees. Templates are designed to add items to an employee - you cannot use a template to remove an item from an employee. For example, if you created an employee using a template that contained 5 earnings and then subsequently removed one of the earnings from the template, reapplying the template would not remove the deleted earning (you would need to remove the redundant earning manually). Reapplying the template however, would certainly apply any additional items that you may have added to the template after it was created.

If you have created an employee without having applied a template correctly, refer to the Reapplying Employee Templates note found on the Setup Employee screen for more information.


Common Buttons

Visit the Button Descriptions help page to view detailed descriptions of every 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 page, 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).

Sample command buttons



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.


Accumulators

Use this cell to specify the accumulators that will be assigned to employee if the current template is used. Editing the cell displays a drop-down menu where you can choose various accumulators that may be assigned via their corresponding checkbox. 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. The accumulators shown in this drop-down list can be viewed or edited via the Payroll tab's Current Payroll - Accumulators menu command.

Apply

Use this cell to apply the current template settings to all employee who already have the template assigned to them in the Setup Employee screen. This option is typically used when an employee has already been created. It can be used under two circumstances:

  1. Reapplying the template for all associated employees - Use this button to reapply the current template to all employees who are associated with it. If there are any changes to the template, the employees will then have the new settings applied. Refer to the Reapplying an Employee Template help topic for further details.
  2. Applying the template setting to employees who were created manually - If an employee has been added to the payroll without having a template applied to them, they will need to have many settings applied manually. Instead of adding the required settings from scratch, you could simply assign the desired template to the employee (in the Setup Employee screen), and then return to the Templates screen and choose the Apply button. The employee would then have the template's settings assigned to them.

See Also: Adding Employees Using an Employee Template

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.

Business Account

Use this cell to specify the business account that will be assigned to employee if the current template is used. The business account will be used when calculating the current employee's payroll information and is required for reporting and T4 processing purposes. Refer to the Business Accounts help page to learn more about this feature.

Deductions/Benefits

Use this cell to specify the deductions/benefits that will be assigned to employee if the current template is used. Editing the cell displays a drop-down menu where you can choose various deductions/benefits that may be assigned via their corresponding checkbox. 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. The deductions/benefits shown in this drop-down list can be viewed or edited via the Payroll tab's Current Payroll - Deductions or Benefits menu commands.

Distribution

Use this cell to specify the distribution that will be assigned to employee if the current template is used. Editing the cell displays a drop-down menu where you can choose various distribution categories may be assigned. The distributions shown in this drop-down list can be viewed or edited via the Payroll tab's Current Payroll - Distributions menu command. Refer to the Distributions help page for more information on this feature.

Earnings

Use this cell to specify the earnings that will be assigned to employee if the current template is used. Editing the cell displays a drop-down menu where you can choose various earnings that may be assigned via their corresponding checkbox. 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. The earnings shown in this drop-down list can be viewed or edited via the Payroll tab's Current Payroll - Earnings menu command.

Name

Use this cell to enter a name for the template. This name will appear in the drop-down list beside the New button on the Setup Employee screen when you add new employees to the payroll.

Tax Province

Use this cell to define the home province that will be assigned to employee if the current template is used. The thirteen Canadian provinces and territories are available.

Statistic Code

Use this cell to specify the Statistic Code that will be assigned to employee if the current template is used. You can enter Hourly, Salary or Other. The Statistic Code designates the employee's wage method for Statistics Canada reporting.

WCB

Use this cell to specify the Workers Compensation rate code that will be assigned to employee if the current template is used. Editing the cell displays a drop-down menu where you can choose various WCB rates may be assigned. The WCB rates shown in this drop-down list can be viewed or edited via the Payroll tab's Current Payroll - WCB menu command. Refer to the WCB help page for more information on this feature.