Viewing year-to-date history

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Viewing year-to-date history

Access: Employee file > Employee > History > Year-to-dates

Things to remember

▪The year-to-dates represent the total hours and earnings paid and the total of deductions taken from an employee’s pay.

▪They are cumulated during the calendar year and included on the T4 and RL-1 slips.

▪Consulting the year-to-dates allows you to verify data accuracy and to make sure the information is accurate before printing the T4 and RL-1 slips.

1a If the employee kept the same employment insurance rate and the same province of payroll during the whole year, click hmtoggle_plus1here.

1Under Filters, select the Year.

2The employment status and the province of payroll are automatically displayed.

1b If the employment insurance rate or the province of payroll of an employee have been modified in the course of the year, click hmtoggle_plus1 here.

1Under Filters, select the Year, the Employment insurance rate and the Province of payroll.

2Click on Refresh.

3Select “All” from the drop-down lists to display the employee’s year-to-date totals.

Things to remember

▪The drop-down list for the Year field is only available if the employee has year-to-dates for more than one year. If this is not the case, the field will appear as a label.

▪The current fiscal year is displayed by default.

▪Year-to dates are available starting with the 2011 fiscal year.
2Under List of earnings and deductions year-to-dates, you can view the year-to- dates of an employee’s earnings and deductions, together with the employer portion, when applicable. All data is displayed on the same page.

⇨  This data list displays the total earnings and deductions from of all provinces from which the employee was paid.

⇨  The Amount column includes the cumulative amount of the two contribution ceilings (QPP and/or CPP).

⇨If an employee has exceeded the maximum of the 2nd QPP and/or CPP contribution limit, the difference between the maximum and the total amount of the contribution will be entered in the Quantity column. If the maximum has not been reached, the number entered in the Quantity column will be 0.

⇨The employee contributes to the QPP and the CPP until he reaches his first ceiling. Subsequent payments will be allocated to the 2nd ceiling. It is possible that the employee reaches the first ceiling and it may take a few paychecks before the contribution to the 2nd ceiling begins.

 

For more information

Viewing employee file modification history - Additional information