How to set up payroll

How to set up payroll

Before you start processing your first payroll with Rise, please ensure you do the following:

1. If you have previously used a different provider, please inform Service Canada of your intent to change payroll providers by issuing a single Record of Employment (ROE) from your old payroll system for any employee with the reason code Change of Service Provider.

2. Open Rise in your browser, and log in to your payroll account. For more details, check out our article on How to log in

3. Once you’ve logged into your payroll account, review your pay schedule setup by following the steps in our How to view and change your pay date article.

Note that pay periods are always in calendar days, and input due dates are always in business days.
Please do not adjust the input due date. Adjusting this will only impact the date you receive payroll notification emails. For details on your payroll cutoff (input due date), please see your funding agreement. If you have any questions or would like changes made to your existing pay schedule, please contact us directly at smallbusiness@risepeople.com.

4. If your business tracks vacation pay, there are three different ways to do so in Rise:

  1. Paying out vacation pay on each paycheque

  2. Accruing vacation pay in hours

  3. Accruing vacation pay in dollars

The Small Business Team will typically set this up under the main settings for your account if you had answered Yes to tracking vacation in Rise in the initial setup email. If this is the case, add the relevant payroll instructions listed for your vacation tracking policy as listed in our How should I track vacation in payroll article.

If you do not yet have a vacation policy in place, we recommend going with Vacation Pay Accrued in Dollars. To set this up yourself, add the relevant payroll instructions listed for your desired vacation tracking policy in our How should I track Vacation in Payroll article and then follow the directions in our How to add payroll instructions article to add them to your pay runs.

    • Related Articles

    • How to set up an employee in payroll

      Please follow these steps in chronological order before attempting to process payroll. 1. If you created payroll profiles for your employees when you added them to the People Directory, you won’t need to add them again to payroll. However, if you ...
    • How to process payroll

      For details on your payroll cutoff (input due date), please see your funding agreement. Always review the Invoice Report and make sure that you have enough funds in your bank on the withdrawal date as shown on your invoice report before you click ...
    • How to add payroll instructions

      Who can use this feature? Users with Payroll Organization Admin role Available on Start , Grow , and Optimize plans. Introduction Payroll instructions are fundamental building blocks in Rise Payroll. They calculate and track the amounts of earnings, ...
    • How to add an employee to Payroll

      To add an employee to Payroll, you will have to follow a different set of steps depending on which Rise features your organization uses. My organization only uses Rise Payroll If your organization only uses Payroll, you can add employees directly ...
    • How should I track vacation in payroll?

      Depending on how your organization was set up during implementations you may have a few of these instructions or a lot of them. If you see an instruction that you think you need but do not have, please contact our support team for assistance. First, ...