• Glossary
    • A
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    • Q
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    • V
    • W
  • Authentication Memory Aid
  • User code validation
  • Welcome
  • CCQ Payroll
    • Configuration
      • Configuring CCQ employee files
      • Configuring Company's CCQ trades
    • CCQ Payroll data entry
      • CCQ Payroll simulation
        • 1. Creating or selecting an employee 
        • 2. Entering or validating employee information
        • 3. Entering or validating payments and adjustments
      • CCQ Report - Example
      • Entering CCQ payroll data
      • Managing and paying the Light Residential and Heavy Residential banks
        • Memory Aid - Earnings/Hours bank of the Residential sector
    • Viewing CCQ earnings and deductions
    • Viewing CCQ tables
    • Verifying CCQ transactions
  • Communication
    • Modifying a document template
    • Pay stub messages management 
      • Example of a pay stub with a message
      • Managing a pay stub message 
      • Posting a message on pay stubs
    • Publishing messages
    • Publishing documents
  • Configuration
    • Configuration Parameters
    • Business
      • Activiting an application programming interface (API) connector
      • Activating directory management
      • Activating photo management
      • Configuring the display of Self-service banking
      • Configuring the leaves and banks legend
      • Configuration of the organizational structure
        • Managing a Parity committee class 
        • Managing a department
        • Managing a division
        • Managing a job title
        • Managing a service
        • Managing a sub-department
        • Managing a team
        • Managing a grouping on reports
        • Managing a work site
        • Configuring the levels of the organizational structure
      • Configuring positions
        • Consulting batch modification results
        • Copying a position
        • Creating a position
        • Creating a position (Human resources solution)
        • Creating a position profile (Human resources solution)
        • Modifying a position - Batch modifications
        • Modifying a position - Batch modifications (Human resources solution)
        • Searching for qualified employees for a position
      • Configuring position management settings
      • Configuring the parameters and task list (Maitre’D File)
      • Creation of customized field
        • Creating a customized field
        • Deleting a customized field
        • Modifying the display order of a customized field
        • Viewing the list of user fields
      • Default import configuration
      • Definition of a value table
        • Defining a value table
      • Employee template management
        • Applying an employee template
        • Creating an employee template
        • Copying, modifying or deleting an employee template
        • Table - Template components in the functions 
      • Job number management
        • Configuring job numbers by segment
        • Copying job numbers
        • Entering job numbers (segmented or not)
      • Managing employer rates 
        • Modifying a SST or WCB classification rate
        • Modifying a EHT rate (Manitoba and Ontario) 
        • Modifying a HSF rate (Quebec) 
        • Modifying a reduced employment insurance rate (EI) 
        • Modifying a WCB remittance rate (Nova Scotia only)
        • Viewing the Health Services Fund history
        • Viewing the SST remittance rate (Quebec only) 
    • Pay
      • Payroll configuration
        • Configuring automatic employee termination tasks
        • Configuring automatic deactivation of a self-service user
        • Select a default code for the offered dental protection
      • Viewing admissible weeks for holiday calculation (Holiday management option)
      • Viewing banks and leaves
      • Viewing bank accounts and remittances
      • Viewing company identification
      • Viewing earnings linked to ROE boxes (ROE SAT)
      • Viewing earnings and deductions
      • Viewing payroll schedule
      • Viewing Service agreement
      • Viewing the matrices
    • Time
      • Associating the hour types to the payroll earnings 
      • Configuring a punch clock
      • Configuring the timesheet fields
      • Configuring the parameters in the employee file
      • Configuring the time management settings
      • Creating and modifying work shift limits
      • Creating, modifying and deleting work shift 
      • Creating the statutory holidays calendar 
      • Defining the hour types 
      • Defining punch clock rules
      • Defining the timesheet rule sets 
      • Defining work schedules
        • Creating day-specific rules
      • Managing a statutory holiday (Holiday management option)
      • Selecting the eligible hours for statutory holiday
    • General Ledger
      • General Ledger correspondences
        • Creating correspondences for companies
        • Creating correspondences for the distribution codes
        • Creating correspondences for the organizational structure or the job numbers
      • General Ledger configuration
        • Changing accounting software (other than QuickBooks Online)
        • Changing accounting software to use QuickBooks Online
        • Configuring a chart of accounts
        • Configuring accounting periods 
        • Configuring software parameters (QuickBooks Online software)
        • Configuring software parameters (other than QuickBooks Online)
        • Selecting distribution codes for accrual entries
        • Selecting distribution codes for calculations
        • Selecting distribution codes for non-accounted quantities 
    • Communication
      • Business notification rules
        • Communications and notifications
        • Adding a communications rule
        • Consulting Business notification rules
        • Deleting a company from a recipient
        • Deleting a recipient from a communication
    • Human resources
      • Consulting batch modification results
      • Managing salary scales
        • Copying a salary scale
        • Creating a salary progression by levels
        • Creating a salary progression by minimum and maximum
        • Deleting a salary progression
        • Modifying a salary scales in batches
      • Producing a salary progression report
  • Contact us
  • Employee file
    • Adding the dental care protection code
    • Absence banks and leaves
      • Details on the field related to the banks
      • Managing an employee’s banks
      • Managing holidays
      • Selecting/Deselecting banks to print for an employee
      • Selecting the percentage of accumulation of an employee's vacation bank
      • Viewing the leaves and absences calendar of a group of employees
      • Viewing the leaves and absences calendar of an employee
    • Consolidating Personal information profiles
    • Correspondence Table - Old designations in payroll reports
    • Deductions to be recovered management
      • Enter the parameters of deductions to be recovered 
      • Generating the deductions to be recovered reports
      • Managing debts and refunds (details)
      • Merging of a deduction to be recovered
      • Postponing deduction's recovery dates 
      • Viewing the list of deductions to be recovered 
    • Employee list (Employee file) - Additional information
      • Performing an advanced search
      • Searching by employee number, last name, first name or SIN
      • Selecting employees
    • Employee profile management
      • Configuring SST deductions
      • Consulting the employee profile summary
      • Cost distribution
        • Allocating costs when entering payroll data 
        • Distributing costs according to organizational structure levels or to segment configuration for fixed earnings
        • Distributing costs according to percentage for fixed earnings
      • Managing emergency contacts
      • Modifying employment and compensation data
        • Adding/Modifying/Deleting a future modification
        • Viewing the list of rejected modifications as a result of the processing of future modifications
      • Modifying personal information
        • Confirming the identification data modifications 
        • Viewing the list of rejected modifications as a result of the processing of future modifications
      • Modifying payroll settings
    • Hiring and rehiring an employee
      • 1. Hiring criteria
      • 2. Profile confirmation
      • 3. Confirm changes
      • 4. Profile and Employee number confirmation
      • 5. Data entry
      • 5. Data entry - CCQ employee
      • Terminated employee - search and rehire 
      • Rehiring an employee - Short version
    • Importing employment data
      • Correcting Importing employment data
      • Creating correspondences for a Clearview HR data import
        • Conversion and correspondences table
      • Default import configuration
      • Importing employment data
      • Importing the dental care protection code
        • Reference table: rules for the import of a maximum dental care protection code
    • Importing employee banks
      • Parameters file
    • Modifying an employee number
    • Modifying employee files massively
      • Adding or modifying statutory holidays massively 
      • Massively enter the dental care protection code in employee files
      • Modifying banks massively
      • Modifying earnings and deductions massively
      • Modifying employee profiles massively
      • Modifying cost distribution percentage massively
      • Viewing the mass modification results
    • Partial hire management 
      • Partial hires
    • Terminating an employee
      • Generating a record of employment (ROE)
      • Generating records of employment (ROE) massively 
      • Reissuing a ROE that has been sent to the government
      • Reissuing a ROE that has NOT been sent to the government
      • Saving and submitting a ROE Web File
      • Terminating an employee - Short procedure
      • ROE SAT - Useful information
    • Viewing employee file modification history
      • Viewing eligible earnings history 
      • Viewing employee file modification history
      • Viewing payment history 
      • Viewing record of employment modification history (ROE)
      • Viewing year-to-date history
    • Protection of personal information
      • Purging terminated employees (Internet payroll)
      • Personal information report
      • Personal information report (Telephone payroll)
  • Forms
    • Form to create an employee
    • Form to create an employee CCQ
    • Form to request a Normes du travail contribution (Québec)
    • Form to modify groupe insurance amounts
  • General Ledger Interface (Business solution)
    • Allocation entries
      • Importing accounting data
      • Allocation of required calculations
      • Allocation of accrual entries
      • Allocation of non-accounted quantities
      • Allocation of regular entries
      • Allocation of service fees
      • Copy accounting entries
      • Mass processing entries
    • Data processing
      • Generating accounting entries
      • Downloading and transferring last processing results
      • Viewing the list of online interface transfer errors
    • List of accounting software
    • Parameters of the generic file (detailed)
    • Parameters of the generic file (summary) 
    • Selecting a company
  • Group insurance (Business solution)
    • Group insurance (company)
      • Viewing Benefit groups / Sub-accounts
      • Viewing insurance coverage
      • Viewing costs allocations
      • Viewing the list of coverage rates
    • Managing dependant beneficiaries information
    • Managing Group insurance profile
      • Creating or modifying protections
      • Creating or modifying the group insurance file (employee)
    • Producing a monthly premiums report
      • Example of monthly premiums report
    • Viewing coverage history
    • Viewing the group insurance report
      • Example 1 - Distribution table
      • Example 2 - Regroupment table
      • Example 3 - Periodic Collective Insurance Premiums Report - SPD6F1
  • Human resources (Business solution)
    • Applying a mass salary progression
    • Follow-up of absences
      • Adding an absence
      • Viewing, modifying or deleting an absence 
    • Follow-up of events in the employee file
      • Creating an event in the employee file
      • Viewing, modifying or deleting an event in the employee file
    • Follow-up of performance review
      • Creating a performance review
      • Viewing, modidying or deleting a performance review  
    • Follow-up of asset management
      • Creating an asset management
      • Viewing, modifying or deleting an asset management
    • Follow-up of work injuries
      • Creating work injuries
      • Viewing, modifying or deleting a work injury
    • Follow-up on disciplinary actions
      • Creating a disciplinary action
      • Viewing, modidying or deleting a disciplinary action
    • Managing education and professional information
    • Managing work experience
    • Managing skills
    • Training management
      • Adding or removing participants
      • Consulting or modifying the session list
      • Defining a training plan
      • Defining or modifying participant information
      • Creating a training directory
      • Defining the Training sessions
      • Generating the training expense report
        • Example 1 - Report criteria
        • Example 2 - Attendance record and salary summary
        • Example 3 - Cost per session summary
        • Example 4 - Cost summary
        • Example 5 - Training hours
      • Managing employee training
      • Managing training session costs
      • Managing an activity
      • Managing a session
      • Managing a training plan
    • Viewing summary of attached documents
  • Integration
    • Integrate YTD amounts and remittances (Step 1)
    • Integrate YTD amounts and remittances (Step 2)
    • Integrate YTD amounts and remittances (Step 3)
    • Justification table
  • Minimum system requirements
  • Payroll processing cycle
  • Payroll
    • Activating or deactivating weekly taxes massively
    • Deleting payroll transactions
    • Employee list (Payroll)
      • Performing an advanced search
      • Searching by employee number, last name, first name or SIN
      • Selecting employees
    • Entering payroll data
      • Adjusting Year-to-date for an employee
      • Creating an entry template 
      • Entering a current pay
      • Entering a separate payment
        • Viewing the employe's separate payment list
      • Error messages appear. What to do ?
      • Performing quick data entry
      • Viewing absence payments for employees who do not have time sheet
      • Vacation payment - Short version
    • Importing payroll transactions
      • Correcting payroll transactions
      • Deleting payroll transactions import
      • Importing payroll transactions
    • Modifying payroll calendar
    • Payroll data massive entry
      • Adjusting earnings and deductions massively
      • Paying earnings massively
      • Paying out banks massively
      • Paying statutory holidays massively 
      • Mass payment method update
      • Viewing results of mass entries
    • Simulating a payroll
      • 1. Creating or selecting an employee
      • 2. Entering or validating employee information
      • 3. Entering or validating payments and adjustments
    • Stop payments
      • Contact for stop payment
      • Making a stop payment request
      • Managing a stop payment request
      • Viewing stop payment requests
    • Transmitting a payroll preview
      • Downloading preview reports
        • Preview payroll report list
      • Transmitting a complete payroll preview
      • Transmitting a payroll preview with employee selection
    • Validate and processing payroll data
      • Validate hourly rates
      • 1. Validating totals
        • Validating all records of employment 
        • Validating company modifications
        • Validating employee modifications
        • Validating enterprise modifications
        • Validating erroneous payments
        • Validating erroneous records of employment (ROE SAT)
        • Validating payments and adjustments
        • Validating the employee list
      • 2. Preview payroll transaction report
        • Example: List of payroll transactions (Detail report)
        • Example: List of payroll transactions (Summary report)
      • 3. Processing payroll
      • Verify differences between two pays
        • Example of Detailed comparison report between two pays
    • Viewing payroll transactions modifications
  • Reports
    • Choosing a print option for income tax slips
    • Downloading generated reports
    • Downloading, searching and archiving data 
      • Downloading and saving payroll reports (XML, CSV)
      • Downloading and saving income tax slips per version only
      • Downloading and saving payroll results per processing date
      • Downloading and saving records of employment (ROE) per processing date
      • Searching and saving annual reports
      • Searching and saving income tax slips 
      • Searching and saving pay stubs
        • Example of pay stub: Direct deposit
        • Example of pay stub: Cheque
      • Searching and saving payroll reports 
      • Searching and saving records of employment (ROE) per employee
    • Managing access to tax slips on Self-service
    • Managing Year-end reports
    • Pensionable and insurable earnings review (PIER)
    • Validate the distribution codes report
      • Examples of the SPD655 report 
  • Reports generator
    • Searching and managing reports
    • Producing a standard report
    • Producing a system report
    • Examples of reports
      • Breakdown of employee distribution codes
      • Detail of eligible weeks for employment insurance
      • Requests without approver
      • Payment history
      • Employee list
      • Position list
      • List of average hourly rates
      • Absenteeism rate
      • Voluntary leaving rate
      • Overtime rate
      • User Security Modifications
      • Email Address List - Users
      • Employees’ Birthday List / Company
      • Seniority and Hourly Rate / Company
      • Vacation Bank Balance ($) / Company / Division
      • Paid Overtime / Company / Structure
      • Year-to-dates – Earnings (In Column Calculation)
      • Year-to-dates Summary – Earnings (In Column Calculation)
    • Automating the production of reports
    • Creating personalized reports (Business solution)
      • Categories and related tables (mostly used)
  • Requests management
    • Activating or deactivating requests management
    • Approving or rejecting a request
    • Cancelling a request approval
    • Creating a report for requests management and delegations
    • Defining exception approvers
    • Defining requests management settings
    • Delegating an approval or deleting a delegation (for another approver)
    • Identifying the regular earning deducted by the absence requests
    • Managing an absence type
    • Tracking requests
  • Time management (Business solution)
    • Approving punch data and generating timesheets
    • Associating a punch card to an employee
    • Importing data from a time clock
    • Processing exceptions generated for an employee
      • Adding and confirming the exceptions (adjusted punches)
    • Verifying the status of adjusted punch data
    • Viewing imported data
  • Timesheet management (Business solution)
    • Configuring the employee file
      • Associating an employee to a team
      • Configuring the employment profile
    • Managing the timesheets
      • Controlling the hour types
      • Controlling and locking the timesheets
      • Entering adjustments and confirming data entry
      • Entering hours and blocking data entry
      • Generating hours from the schedule
      • Generating payroll transactions (transmission)
      • Time sheet validation
      • Validating and confirming statutory holidays (Statutory holiday management option)
        • Statutory holiday management report
      • Validating the warnings
      • Validation of warnings – anticipated banks
    • Viewing a work schedule 
  • Useful information to manage messages - RL-1
  • Useful information to manage messages - T4 
  • User management
    • Authorizing an existing user to contact our Customer Service
    • Creating a user
      • Creating a services user (exclusive to API)
      • Creating a user - Self-service access only
      • Creating a user - Contact only
      • Confirming the user's creation
      • Creating a user - Access to functions without Self-service
      • Creating a user - Access to functions with Self-service  
    • Deleting a user
    • Description of the different types of stakeholders
    • Description of the different types of stakeholders
    • Mass creation users with Self-service access only
      • Viewing the mass creation results
    • Reassigning an application manager
    • Selection of users
      • Performing an advanced search
      • Selecting users
    • Self-service self-registration
      • Mass email transmission to users for self-registration to self-service
      • Sending an email for self-registration to Self-service
      • Producing the Self-service self-registration report 
        • Example of the Self-service self-registration system report 
    • User role management
      • Adding a role
      • Associating a role to hour types
      • Deleting a role
    • User profile management
      • Excluding employee
      • Generating a new password
      • List of limited and non-available functions – if None access is selected for Display salary 
      • List of limited and non-available functions – if None access is selected for Personal information
      • Modifying access to companies
      • Modifying call priority for customer support (Multiple companies only)
      • Modifying access to functions
      • Modifying access to reports
      • Modifying a user profile (User code, contact, type of use and status)
      • Reset a user's authentication information (email, cell phone, etc.) 
      • Viewing and updating the contact list
    • Viewing user security modification history
    • Viewing the monitoring dashboard
  • User profile and Self-service
    • Adding/Modifying/Deleting a photo
    • Adding/Validating/Modifying your email address
    • Adding/Viewing/Modifying/Deleting emergency contacts
    • Creating/Viewing/Modifying/Deleting an employee request
    • Creating a group of companies
    • Customized tasks definition
      • Defining a customized task
      • Viewing/Modifying/Deleting a customized task definition
    • Defining the company filters
    • Entering/viewing/modyfing your timesheet
    • Modifying your password 
    • Modifying your user profile (cell phone, calling code, email, password, etc)
    • Validate your cell phone number
    • Viewing or modifying your personal information
    • Viewing your attendance data
    • Viewing your pay stubs
    • Viewing your tax slips
    • Viewing your work schedule
  • Viewing the home page
    • Customizing the home page
    • Customizing your favorites
    • Monitoring birthday dates
    • Monitoring your customized tasks
    • Viewing the sidebar menu
    • Viewing the dashboard
    • Viewing your documents
    • Viewing your messages
    • Viewing your pending requests
  • Video tutorials
    • Viewing the Home page
    • Payroll processing cycle
    • How to preview the payroll
    • How to produce a record of employment secure automated transfer (ROE SAT)
    • Making a YTD adjustment - 4 tutorials
    • Making a stop payment request - 3 parts
    • How to grant a termination payment
    • How to process a special payroll
    • How to download payroll reports and ROE
    • How to make a separate payment
    • How to produce a record of employment on the Web
    • Banks and vacations: How to consult banks and pay for vacation - 4 parts
    • How to add customized fields
    • How to make a payroll simulation 
    • How to use the reports generator - 3 tutorials
    • How to rehire an inactive or terminated employee - 2 parts
    • How to modify the employer rates
    • How to make massive bonus payments
  • Year-end - Table of content
    • Check the production status of tax slips
    • Declaring maximum dental care protection 
    • Declaring maximum dental care protection-CCQ
    • Overview of our application for the year-end period
    • Our responsabilities and yours
    • Year-end activities - Complementary information
      • Activities to perform in November
        • Keep employee files up-to-date
        • Verify the number and frequency of source deductions remittances
        • Processing schedule confirmation
        • Income tax slips production options
      • Activities to perform in December
        • Declaring maximum dental care protection
        • Managing pension adjustments
        • Managing year-end reports
          • Where to find year-end reports?
        • Select employees to correct
          • Selecting employees
        • Employee YTD adjustments
          • Creating an adjustment entry template
          • Adjusting employee year-to-dates
          • Correcting YTD adjustments
          • Deleting YTD adjustments
          • Making YTD adjustment with the Enter via table function
          • Importing YTD adjustments
          • Generating a report of the YTD adjustments
          • Processing YTD adjustments
          • Verifying the earnings and deductions list
          • Verifying YTD adjustments
        • Managing employer rates 
          • Modifying a EHT rate (Manitoba and Ontario) 
          • Modifying a HSF rate (Quebec) 
          • Modifying a reduced EI rate
          • Modifying a SST or WCB classification rate
          • Modifying a WCB remittance rate (Nova Scotia only)
          • Viewing the SST remittance rate (Quebec only) 
      • Activities to perform prior to the income tax slips production
        • Postponing tax slips production
        • Producing tax slips
      • Activities to perform upon reception of the income tax slips
        • Modify and reproduce tax slips
        • Provide access to tax slips on Self-service
        • Governmental statements
    • Completing the RL-1 Summary (RLZ-1.S-V PDF form) - Québec only
      • RL-1 Summary (RLZ-1.S-V form)
      • R1SOMM – Summary of RL-1 - Page 1
      • R1SOMM-Summary of RL-1 - Page 2
      • T4R029 – Consolidated Remittances
      • SPD615 – Agencies Remittances
    • Frequently Asked Questions during the year-end period
      • Example of a RL-1 with a G-1 box  
      • Year-end reports table
    • Forms and instructions to fill them 
      • Form A - Year-to-date Adjustments
      • Form B - Pension Adjustments
      • Form C - 12 and 24 Pay Period Frequencies
      • Form D - Monthly Reports  
    • Video tutorials
      • How to confirm the processing schedule?
      • How to choose an income tax slips production option?
      • How to order year-end reports?
      • How to postpone tax slips production?
      • How to manage pension adjustments? (Telephone only)
      • How to manage pension adjustments? (Internet only)
      • How to make YTD adjustments before the 1st pay of the year? - Part 1 (Internet only)
      • Overview of year-end menu functions for YTD adjustments - Part 2 (Internet only)
      • How to make YTD adjustments after the 1st pay of the year? - Part 3 (Internet only)
      • How to get the revised reports and the year-end reports?
      • How to authorize tax slips production?
      • How to make tax slips available on self-service?
      • How to download the produced tax slips?
      • Our User Help - Year-end