<< Click to Display Table of Contents >> Year-end activities - Complementary information |
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For help on any subject relating to your company's year-end activities, please use the Contact us function ( > Contact us). |
Watch the "Year-end activities list" video tutorial here |
▪To help you navigate more easily during this intense period, we suggest a schedule of activities to complete on your side, in the form of a list. |
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▪This is a list of activities to be carried out, according to your company's needs, from the last pay of the year until the production of your employees' tax slips. |
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▪It is customized according to your profile, i.e., adapted to your solution, Internet Payroll or Telephone Payroll. |
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▪You can add comments by clicking the icon. They will be saved for next year. |
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▪For the Internet Payroll solution only: the activities displayed depend on your payroll province. |
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▪If you have more than one company, each will have its own list. |
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▪If you answer Yes to the question Do you intend to adjust year-to-date amounts and/or dental protection after the first payroll of the year? located at the top of the screen, activities will be added.
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For the Internet Payroll solution only: If your company requires that pension adjustments be entered manually, a message will be displayed and the Yes box will be checked by default. For more information on pension adjustments, click here.
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▪The list is dynamic, you will see: |
✓An Activity status field allowing you to select the status of each activity (In progress, Completed, Not started, Not applicable).
⇨ Please update it regularly for the most accurate progress tracking.
✓The date, time, and name of the person who completed the activity;
✓Some due dates.
✓The following icons:
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To print the list. |
To view all comments. |
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To obtain summary information and to access procedures, functions, etc. |
To view a comment. |
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To write comments. |
To delete a comment. |
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Tips and tricks: Use your browser's keyboard shortcuts to cancel an action and thus |
This section offers additional explanations to those already included in the list of activities specific to your company when you click on the icon in the list:
Information regarding the roles and responsibilities
Complementary informations regarding activities to perform in November
Complementary informations regarding activities to perform in December
Complementary informations regarding activities to perform before tax slips production
Complementary informations regarding activities to perform after tax slips production
✓The maximums and rates sheet, which is a table summarizing different important rates to know.
✓A document listing different up-to-date legislative information.
Both documents are available at all times in the Documentation page of the payroll application: > Documentation.