Year-end activities - Complementary information

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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 (Docum > Contact us).

Presentation of the Manage the year-end activities screen

JouerFA_transp

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.


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.


It is customized according to your profile, i.e., adapted to your solution, Internet Payroll or Telephone Payroll.

 

You can add comments by clicking the FA-Crayon icon. They will be saved for next year.

        Fushia_Internet

For the Internet Payroll solution only: the activities displayed depend on your payroll province.  


If you have more than one company, each will have its own list.


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.
You will need to save your answer to keep the new activities. hmtoggle_plus1 Click here to see the added activities

            Fushia_Internet


 

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.  

     

 


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:    

HeadPrint  

To print the list.

FA-Oeil

To view all comments.

BulleFA  

To obtain summary information and to access procedures, functions, etc.

BulleCommentaireNB

To view a comment.

FA-Crayon  

To write comments.

CorbeilleRouge

To delete a comment.

 

 


Tips and tricks: Use your browser's keyboard shortcuts to cancel an action and thus
recover deleted comments. For example, in Windows the shortcut is [ctrl]+[z]

What is provided to you in this section

This section offers additional explanations to those already included in the list of activities specific to your company when you click on the icon BulleFA 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

Useful tools to stay compliant

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: Docum > Documentation.

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