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
Set up Applicant Auto-Rejection
Auto-Rejection criteria allow you to streamline your hiring process by automatically filtering out candidates who do not meet your specific requirements. Add Auto-Rejection Criteria When creating or editing a job posting, you can add specific ...
How to use the Time Approval Summary report to assist with Stat Pay eligibility
Currently, the Rise platform does not support automated identification of employees eligible for statutory holiday pay. To assist clients in identifying employees who are eligible, the Time Approval Summary Report can be a significant support tool. ...
Request employee document acknowledgements
Document acknowledgements are a great way to ensure important policies are communicated to and understood by your team. This guide will walk you through how to assign and track acknowledgements in Rise. Head to the People tab, then into Tasks and ...
Acknowledge a document
When a document acknowledgment is assigned to you, you will receive an in-app notification in your Rise profile and an email. You will see a task assigned to you labelled "Acknowledgement Required". You can open the document by clicking the link in ...
Review time off requests (mobile app)
This guide walks managers through how to view, manage, and respond to employee time off requests using the Rise mobile app. Step 1: Access Pending Requests You can access time off requests in two ways: A) From the Dashboard: Pending requests appear ...
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 ...