Step 2 or 3: Employee information
✓Based on the selection made in the previous step, you may enter or validate the employee’s basic information.
✓The modifications and results obtained during a simulation are not saved to the employee file.
1Under Pay period, modify the End of period date, as needed.
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IMPORTANT ✓By default, the End of period date field indicates the date of the next pay period based on your company’s calendar. If you wish to perform a simulation for a prior pay, for example, to simulate a separate payment, you have to select the corresponding prior pay period. ✓The pay period end date must be subsequent to the employee’s date of hire. |
2Under Personal information and Residential address, enter or validate the employee’s personal information.
3If your business has a preferential employment insurance rate for this employee, make sure to select “Reduced rate” in Employment insurance rate under Employment.
▪“Regular rate” is selected by default.
4Validate or select the pay Province of the employee.
5Validate or select the Remuneration type for pay calculation:
▪“Hourly rate” to use the employee’s hourly rate;
▪“Manual” so that only the data entered during payroll preparation (quantity and hourly rate) are taken into consideration;
▪“Wages per period” to use the wages per period.
6Validate or enter the employee’s first workday in Employment date.
7Validate or enter the forcasted Number of hours per pay.
8Validate or enter the Hourly rate, the Wages per period or the Annual salary based on the Remuneration type selected. If you selected:
▪“Hourly rate” enter a value in Hourly rate or Annual salary;
▪“Manual”, enter a value in Hourly rate or Annual salary;
▪“Wages per period” enter a value in Wages per period.
9Under Personal income tax credits and tax reductions, use the Basic personal amount field to validate or select the type of federal and provincial tax reductions applicable to the employee. If other tax credits or tax reductions apply (such as medical care or government authorized charitable donations), enter the amount in the appropriate fields.
For an existing employee:
10a If you entered fixed earnings or deductions in the employee’s file, they will appear in the Earnings and Deductions sections and will be processed in the payroll simulation. Validate the quantity, percentage, amount and rate.
For a new employee:
10b Click 
here to add fixed earnings or deductions that will be processed in the payroll simulation.
a)Click on Add earnings or Add deduction. b)Select the earning or deduction. c)Enter a value in Qty/%/Amt/Rt (quantity, percentage, amount and rate) field. |
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Click on the |
Things to remember The Minimum, Maximum and Cumulative fields apply to specific earnings or deductions. Contact our customer service for more information. |
11If you leave the employee’s year-to-date amounts or group insurance unchanged, click on Next and go to the next step Entering or validating payments and adjustments.
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To modify year-to-date amounts: a)Under Simulation options, check Modify year-to-date. b)Click on Next. c)The Year-to date table displays the employee’s year-to-date totals. Click on one of the hyperlinks, as needed: ▪Year-to-date totalizing zero: to perform a payroll simulation with no year-to-date amounts. ▪Year-to-date: to take into account the employee’s year-to-date amounts. d)Under Adding earnings/deductions, click on Add to add an earning or a deduction, as needed. e)Once data entry is complete, click on Next. f)Go to the next step Entering or validating payments and adjustments. To modify group insurance: a)Under Simulation options, check Modify the group insurance. b)Click on Next. c)The employee’s group insurance information is displayed. Modify it as needed. d)Once data entry is complete, click on Next. |
For more information