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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 templates 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 information about payroll items and settings that are common to similar types of workers. Templates can simplify the set up process for new employees because you can define the details needed for one staff member, and then apply the same details to many new staff that share similar employment traits.

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For example, employees that work in the company factory may have hourly-based earnings (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).

Choose a Template Before Adding Employees - Choosing the template prior to selecting the New button is the recommended method of applying employee templates. If you add (and save) an employee without having first applied a template, the employee will have no pre-defend settings applied (i.e. no earning, deductions, etc.). If you wish to apply a template after the employee has already been saved, simply edit the employee's row, choose the desired option from the Template column, and then save the row change. This action will apply all of the template items to the employee.

Applying Multiple Templates to the Same Employee - eNETEmployer allows you to apply different templates to a single employee, but note that this will result in the employee having two sets of assigned employment characteristics. It may even result in the employee having conflicting payroll items. For example, if an employee is moving from an hourly to a salaried position and you have subsequently applied the Salary template, the employee may no longer be eligible for the Vacation Pay accumulator (since vacation pay is commonly assigned to hourly-based employees only). In this case, you would need to manually remove the vacation accumulator from the employee after you have applied the new salary template.

Reapplying Employee Templates - If you are adding a new item to your payroll (e.g. a new earning type) and wish all of the employees to be assigned the new item, you can do so easily:

  1. Add the new item to your payroll (earning, deduction, benefit accumulator, etc.).
  2. Open the Templates screen, and assign the new item to the appropriate category. For example if you are adding a new earning type, you would open the Earnings drop down list and place a beside the newly adding earning type.
  3. Save the change to the template row.
  4. Choose the Apply button. All employees who are associated with the template will now have the new item applied. Refer to the Apply feature for more details.

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 added 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.


Common Buttons

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).

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 are associated with this template (i.e. who already have the template assigned to them in the Setup Employee screen).

This option is useful when you need to assign a new payroll item to employees who are already associated with the template. If there are any additions to the template, the employees will have the new items applied. Refer to the Reapplying an Employee Template note for further details.

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.