Knowledge Base
General
General resources for making the most of Rise.
People
Effectively manage your organization's employees and their profiles.
Reports
Uncover insights, trends, and improvement areas in 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
Write formulas in reports
This is a detailed guide to writing reporting formulas in Rise. If you’re new to reporting, start with the basics: Access reports View and edit a report Save a customized report Summarize and group report data Once you’re comfortable with the basics, ...
Add formula columns to reports
This guide will help you create powerful custom columns in your reports using formulas. With formulas, you can transform, calculate, and display data exactly how you need it, going beyond the standard columns available by default. What are formula ...
Summarize and group report data
This feature is available only on the latest version of Rise. If reports are missing from your navigation, check this article for migration steps. It’s free, takes less than a minute, and unlocks new features for your organization. Rise reporting ...
Statutory holidays included in Rise (2025)
Our software comes with a built-in list of statutory holidays for different regions across Canada, so you don’t have to worry about manually entering them. Check out the table below for a breakdown of the holidays that are already set up and ready to ...
About Journal entry in Payroll
We want to simplify the process of maintaining accurate financial records for Canadian accountants, bookkeepers, and small businesses. Access custom payroll reports and invoices from one place, sync all of your payroll data to QuickBooks Online, and ...
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. ...
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 ...
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 ...
Send and save ROEs
Send a copy to Service Canada Once you have completed an ROE for one of your employees, click Finalize. We will send the ROE to Service Canada within 1 business day. Keep a copy of the ROE If you would like to keep a finalized copy of the ROE, click ...
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 ...