Rise People | Knowledge Base

Knowledge Base
General
General resources for making the most of Rise.
People
Effectively manage your organization's employees and their profiles.
Reports
Uncover data insights, identify trends, and finds areas for improvement within your org.
Payroll
Set up, customize, and submit payroll for your organization.
Time Off
Create and manage your organization's time off policies and review employee requests.
Scheduling & Time Tracking
Create and modify schedules for your organization and view time and attendance metrics.
Benefits
Enrol employees in and manage your organization's benefits.
Recruiting
Post jobs, manage applicants, and share your open positions to maximize exposure.
Performance
Recognize team members for their good work and coordinate goals for the future.

Recent Articles
Request employee documents
Uploading documents directly to Rise is a secure way for employees to share important files, avoiding the risks of sending sensitive information via email. There are two primary ways for employees to upload documents in Rise. 1. Request Documents ...
Upload documents as employee
As an employee, you might be asked to upload documents into Rise from time to time. Here’s how to do it: Go to Your Profile, then the Documents tab. Add a new document. The document will be saved in the Employee Uploads folder by default. ...
Migrate to the latest version of Rise
Rise began as a simple payroll app, but we’ve grown into Canada’s leading all-in-one people platform. If you or your company joined us years ago, you might still be using our legacy setup. Now’s the time to upgrade! It’s free, takes less than a ...
Mapping your payroll instructions with your chart of accounts from Xero or Quickbooks
Note: To connect your Rise Payroll account to Xero or Quickbooks you should submit a support ticket to give you access to our Journal entry solution. Once you have set the connection to your Xero or Quickbooks online account and have selected a main ...
Disconnect your Journal entry solution from Xero
1. To disconnect your Rise Payroll account from Xero, go to your upper right corner of your Xero account. Go to Manage app connection. Rise People should be listed among the applications connected to your Xero account. 2. Click Disconnect. Once ...

Popular Articles
Process tax form runs
Prior to processing year end tax forms, you must complete the following steps: 1. Close the previous year. For details on how to close the previous year, check out our article on How to close the year. 2. Find your T4 remittance balance from the CRA. ...
Process a manual cheque
Creating an appropriate pay run You need to attach this information to a pay run. If the payment is a one-off such as a bonus or termination pay, you will want to create an off-scheduled run. Off-schedule (or Ad-Hoc) runs allow you to add only the ...
Get your T4 remittance balance from the CRA
The remittance balance is the credit to your payroll account with the CRA -- this is the sum of all money remitted to them for the year. If you joined Rise during the year, this would include amounts remitted by you or by your previous provider. If ...
Close the year
Before you close the year, you must be absolutely sure that you are finished paying employees for the year. Once the year is closed, it cannot be opened. The year must be closed in order to process payroll for the new year. Please do not close the ...
Complete a Record of Employment
Preparations Before reviewing the ROE for accuracy, you will need to complete the following steps: Terminate the employee in Rise. Complete their last payment. Generate the ROE. Employee and contact information The simplest way to ensure all ...

Knowledge Base