Quickstart Menu  (choose a topic to visit a section of the guide)

Step 1: Create Account  Step 2: Company Setup  Step 3: Payroll Setup  Step 4: Add Employees  Step 5: Process Payroll


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Step 4: Add Your Employees

eNETEmployer requires a number of details about each employee that you wish to add to the payroll. This includes such items as their address, bank accounts, tax information, earnings, year-to-date values and more. Use the instructions below to learn how to add your employee and to setup their details.

NOTE: Click on the images below to view them at full size



4A - Sign In and Open the Payroll Service:

  1. Sign in to eNETEmployer and choose the Payroll icon from the Dashboard screen.
    Fig. 01: Choose the Payroll icon from the Dashboard to begin.
    Fig. 01: Choose the Payroll icon from the Dashboard to begin.


4B - Add Employees along with their Personal Information:

Each payroll requires completed information for all of the employees who are to be included in the calculation. Much of the initial information can be entered in the Setup Employee screen.

There are two methods you can use to add new employees to your payroll:

  1. Manually: This method involves adding employees one at a time, and completing the details for each individual.
  2. Employee Template: This method involves using a pre-defined "template" that contains multiple settings that can be applied to a new employee in a single step. If you are working through the Quick Start Guide in order (or if you have completed the Adding Employees Using an Employee Template tutorial), then you may have already created your employee template.

  3. The following tutorials show you how to enter employees using both the Manual method and the Employee Template method.

    Show Me How using the Manual method...        Show Me How using the Employee Template method...

    Example:
    In Fig. 02 below, we have added 5 employees to the payroll.
    Fig. 02: The Setup Employee screen with 5 employees defined
    Fig. 02: The Setup Employee screen with 5 employees defined.

    This completes the initial setup information for each employee in the payroll. You must now continue by defining each employee's address information.



4C - Define an Employee's Address:

eNETEmployer requires address information for each employee in order to produce accurate reports, EFTs, ROEs and T4s.

    The following tutorial will show you how to enter address information for your employees.

    The first step is to choose the Employee - Employee Address menu command. This opens the Employee Address screen where you can define the address settings for each employee in the payroll.

    Show Me How...

    Example: In Fig. 03 below, we have added 5 employees to the payroll.
    Fig. 03: Acceptng the address changes for our 5 sample employees.
    Fig. 03: Accepting the address changes for our 5 sample employees.

    This completes the address information for the employees. You are now ready to setup each employee's status settings in the payroll.



4D - Define an Employee's Payroll Status:

eNETEmployer requires start dates, termination dates, rehire dates and other status-related information for each employee in your payroll.

    The following tutorial will show you how to enter status information for your employees.

    The first step is to choose the Employee - Status Parameters menu command. This opens the Status Parameters screen where you can define each employee's status-related settings.

    Show Me How...

    Example: In Fig. 04 below, we have completed the payroll status information for five sample employees.
    Fig. 04: The payroll status settings completed for each employee.
    Fig. 04: The payroll status settings completed for each employee.

    This completes the payroll status information for the employees. You are now ready to setup each employee's payment settings.

     


4E - Define an Employee's Payment Information:

eNETEmployer requires WCB rates, CRA business accounts, banking information and other pay-related information in order to process each employee's pay accurately.

    The following tutorial will show you how to enter payment information for your employees.

    The first step is to choose the Employee - Pay Parameters menu command. This opens the Pay Parameters screen where you can define each employee's payment-related settings.

    Show Me How...

    Example: In Fig. 05 below, we have completed the payment information for five sample employees.
    Fig. 05: The payroll status settings completed for each employee.
    Fig. 05: The payroll status settings completed for each employee.

    This completes the payment information for the employees. You are now ready to setup each employee's tax settings.

     


4F - Define an Employee's Tax Information:

In order to process each employee's pay accurately, eNETEmployer requires information about each employee's involvement in CPP, EI, TD1 claim amounts, province of employment, and other tax-related information.

    The following tutorial will show you how to enter tax information for your employees.

    The first step is to choose the Employee - Tax Parameters menu command. This opens the Tax Parameters screen where you can define each employee's payment-related settings.

    Show Me How...

    Example: In Fig. 06 below, we have completed the payment information for five sample employees.
    Fig. 06: The payroll status settings completed for each employee.
    Fig. 06: The tax settings completed for each employee.

    This completes the tax information for the employees. You are now ready to setup each employee's bank account settings.

     


4G - Define an Employee's Bank Account Information: (Optional):

The following step is optional - If you do not pay your employees via Electronic Funds Transfer (EFT) / Direct Deposit, you can skip this step.

eNETEmployer requires each employee's bank account information if they are to be paid using the program's EFT (Electronic Funds Transfer) feature.

    The following tutorial will show you how to enter bank account information for your employees.

    The first step is to choose the Employee - Bank Accounts menu command. This opens the Bank Accounts screen where you can define each employee's bank account settings.

    Show Me How...

    Example: In Fig. 07 below, we have completed the banking information for five sample employees.
    Fig. 07: The bank account settings completed for each employee.
    Fig. 07: The bank account settings completed for each employee.

    This completes the bank account information for the employees. You are now ready to assign earning to each employee.

     


4H - Assign Earnings to an Employee:

Each employee must be assigned the appropriate earning type(s) in order to have their pay calculated each period. This includes varying wage types for Hourly-based employees, and static wage types for Salary-based employees.

    The following tutorial will show you how to assign earnings to your employees.

    The first step is to choose the Employee - Earning Items menu command. This opens the Earning Items screen where you can define the records that control the wages for each employee.

    Show Me How using the Manual method...        Show Me How using the Employee Template method...

    Example: In Fig. 08 below, we have assigned different types of earnings to our five sample employees.
    Fig. 08: The bank account settings completed for each employee.
    Fig. 08: The Earning rates defined for five employees (three Hourly and two Salary)

    This completes the earning items for the employees. You are now ready to review or edit each employee's deductions and benefits.

 


4I - Assign Deductions and Benefits to an Employee:

eNETEmployer automatically calculates statutory deductions such as federal and provincial tax, CPP and EI (though any or all of these items can be overridden if needed). However, if your employees have additional deductions or benefits, they must be entered so that they can be included in the payroll calculation.

    The following tutorial will show you how to assign non-statutory deductions and benefits to your employees.

    The first step is to choose the Employee - Ded&Ben Items menu command. This opens the Ded&Ben Items screen where you can define non-statutory deductions (and their related Benefit items when applicable), for each employee.

    Show Me How using the Manual method...        Show Me How using the Employee Template method...

    Example: In Fig. 09 below, we have assigned a series of Deductions and Benefits to each of our five sample employees. Employee number 001 has been assigned two Function-based deductions (like each of the other employees), plus one Fixed Amount deduction and one Individual deduction.
    Fig. 09: A series of deductions and benefits for our 5 sample employees.
    Fig. 09: A series of deductions and benefits for our 5 sample employees.

    This completes the deduction and benefit items for the employees. You are now ready to review each employee's accumulators.

 


4J - Assign Accumulators to an Employee:

Each employee may be assigned accumulator items that will accrue/collect amounts that can be used in various payroll calculations. The most common accumulator type is for vacation pay.

    The following tutorial will show you how to assign accumulators to your employees.

    The first step is to choose the Employee - Accumulator Items menu command. This opens the Accumulator Items screen where you can define non-statutory deductions (and their related Benefit items when applicable), for each employee.

    Show Me How using the Manual method...        Show Me How using the Employee Template method...

    Example: In Fig. 09 below, we have assigned a vacation accumulator to each of our sample employees. This will accrue 4% of their wages, based on the function that is linked to the accumulator (the function was discussed earlier in the Creating Payroll Functions tutorial).
    Fig. 10: A Vacation Pay accumulator assigned to each employee.
    Fig. 10: A Vacation Pay accumulator assigned to each employee.

    This completes the accumulator items for the employees. You are now ready to define each employee's year-to-date earnings, if necessary.

 


4K - Define an Employee's Year-to-Date Earning Information (Optional):

This step is optional, but values may be required under some circumstances:
  • If your business is switching payroll providers - If you are moving to eNETEmployer part-way through the year (and your employees have already received wages for one or more pay periods), then you will need to enter each employee's current year-to-date values in this screen. This is required so that the year-end values will balance accordingly (Federal Tax, CPP contributions, EI Insurable Hours, etc.). The one exception would be if you are starting your payroll as of January 1st - in this case, there would typically be zero earnings accrued for the first of the year (though there may be some year-to-date Accumulator values that have been accrued for Vacation Pay that has not yet been paid to your employees - these accumulated values would need to be entered.
  • If your year-end values require editing - All earnings, deductions/benefits, accumulators, and statutory items accrue year-to-date values over the year. These values represent the total of all monies or hours that were paid to, or accrued by those items for the current year. Although most payroll situations will typically use these values as the "final" amounts for year-end purposes, you may encounter a situation where you need to adjust the amounts manually. This screen allows you to view and modify year-to-date earning values for your employees.

As mentioned in the note above, you will need to enter each employee's current year-to-date values if you are moving to eNETEmployer part-way through the year and have paid wages to your employees. Similarly, if you need to make manual adjustments to any of eNETEmployer's calculated payroll amounts, you can do so using the Y.T.D. Earning Items screen.

    The following tutorial will show you how to enter year-to-date earning information for your employees.

    The first step is to choose the Employee - Y.T.D. Earnings menu command. This opens the Y.T.D. Earning Items screen where you enter these values.

    Show Me How...

    Example: In Fig. 11 below, we have edited the year-to-date earning values for each of our five sample employees to reflect their payroll that has begun part-way through January (i.e. they have already been paid for one complete pay period).
    Fig. 11: Year-to-Date earning values adjusted for 5 sample employees.
    Fig. 11: Year-to-Date earning values adjusted for 5 sample employees.

    This completes the year-to-date earning values for the employees. You are now ready to review or edit each employee's YTD deduction and benefit values, if necessary.

 


4L - Define an Employee's Year-to-Date Deduction & Benefit Information (Optional):

This step is optional, but values may be required under some circumstances:
  • If your business is switching payroll providers - If you are moving to eNETEmployer part-way through the year (and your employees have already received wages for one or more pay periods), then you will need to enter each employee's current year-to-date values in this screen. This is required so that the year-end values will balance accordingly (Federal Tax, CPP contributions, EI Insurable Hours, etc.).
  • If your year-end values require editing- All earnings, deductions/benefits, accumulators, and statutory items accrue year-to-date values over the year. These values represent the total of all monies or hours that were paid to, or accrued by those items for the current year. Although most payroll situations will typically use these values as the "final" amounts for year-end purposes, you may encounter a situation where you need to adjust the amounts manually.

As mentioned in the note above, you will need to enter each employee's current year-to-date values if you are moving to eNETEmployer part-way through the year and have paid wages to your employees. Similarly, if you need to make manual adjustments to any of eNETEmployer's calculated payroll amounts, you can do so using the Y.T.D. Ded&Ben Items screen.

    The following tutorial will show you how to enter year-to-date deduction and benefit information for your employees.

    The first step is to choose the Employee - Y.T.D. Ded&Ben menu command. This opens the Y.T.D. Ded&Ben Items screen where you enter these values.

    Show Me How...

    Example: In Fig. 12 below, we have edited the year-to-date values for each of our five sample employees to reflect their payroll that has begun part-way through January.
    Fig. 12: Year-to-Date deduction and benefit values adjusted for 5 sample employees.
    Fig. 12: Year-to-Date deduction and benefit values adjusted for 5 sample employees.

    This completes the year-to-date deduction and benefit values for the employees. You are now ready to review or edit each employee's YTD accumulators, if necessary.

 


4M - Define an Employee's Year-to-Date Accumulator Information (Optional):

This step is optional, but values may be required under some circumstances:
  • If your business is switching payroll providers - If you are moving to eNETEmployer part-way through the year (and your employees have already received wages for one or more pay periods), then you will need to enter each employee's current year-to-date values in this screen. This is required so that the year-end values will balance accordingly (Federal Tax, CPP contributions, EI Insurable Hours, etc.).
  • If your year-end values require editing- All earnings, deductions/benefits, accumulators, and statutory items accrue year-to-date values over the year. These values represent the total of all monies or hours that were paid to, or accrued by those items for the current year. Although most payroll situations will typically use these values as the "final" amounts for year-end purposes, you may encounter a situation where you need to adjust the amounts manually.

As mentioned in the note above, you will need to enter each employee's current year-to-date values if you are moving to eNETEmployer part-way through the year and have paid wages to your employees. Similarly, if you need to make manual adjustments to any of eNETEmployer's calculated payroll amounts, you can do so using the Y.T.D. Accumulator Items screen.

    The following tutorial will show you how to enter year-to-date accumulator information for your employees.

    The first step is to choose the Employee - Y.T.D. Accumulator menu command. This opens the Y.T.D. Accumulator Items screen where you enter these values.

    Show Me How...

    Example: In Fig. 13 below, we have edited the year-to-date values for each of our five sample employees to reflect their payroll that has begun part-way through January.
    Fig. 13: Year-to-Date accumulator values adjusted for 5 sample employees.
    Fig. 13: Year-to-Date accumulator values adjusted for 5 sample employees.

    This completes the year-to-date accumulator values for the employees.

 


Step 4 is Complete!

This completes the employee-related settings for this Quick Start Guide. To view detailed descriptions of these and other topics, simply open the Online Help by pressing <F1> on any program screen, then browse the various topics using the Help Index at the top. You can also view video tutorials of these functions by visiting our YouTube channel at www.youtube.com/c/Canpay-payroll-services.

You are now ready to move to the next step:

Go to Step 5: Enter Employee Hours and Process Your Payroll...


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