Employee Maintenance
Determine Province of Employment (POE)
The province or territory of employment must be determined for employee’s when you pay employment income such as salaries, wages, or commissions, so that the proper deductions are withheld. An employee’s province of employment is: A. the province ...
Employee payroll setup overview
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 ...
Change employee's pay class
Pay classes are used in Rise to separate employees into different groups and connect pay rules and pay codes to employees in each group. Pay classes are most commonly used to separate hourly employees and salaried employees. To change an employee's ...
Send one-off finalized tax form to an employee
Once you complete your year end in Rise Payroll, you can send employees' tax forms to their work email. Only previous year’s tax forms and current year’s finalized tax forms can be sent. 1. Navigate to Payroll and click the Employees tab. 2. Here ...
Set up Federal Personal Tax Credits
Change Personal Federal Tax Credit type Federal Personal Tax amount calculation can be changed from the employee tab. 1. Go to Payroll > Employees and press Edit beside an employee’s name. 2. Go to the Tax tab The existing federal tax will default as ...
Review an employee's payroll history
1. Navigate to the employee's profile, and select the Reports tab. For instructions on how to access an employee's profile, check out our article on How do I access an employee file? 2. Click on Employee Payroll History Report and your report will ...
Access an employee's pay stubs (SOEs)
1. Navigate to the employee's profile, and select the Reports tab. For instructions on how to access an employee's profile, check out our article on How do I access an employee file? 2. Select the desired pay run, and click View. The statement of ...
Access employee's payroll profile
Accessing an employee file using the search bar 1. In the search bar directly under the top menu, start typing your search query. You can search by first name, last name, common name, or employee number. 2. A pop up will appear with all employees ...
Set up an employee's compensation
Add a new or update a current compensation policy If this employee is brand new and has no existing compensation policy, there are just a few steps to complete. 1. Navigate to the employee's payroll profile. For more information, check out our ...
Correct a duplicate employee record
Deleting a duplicate If you are following the steps for adding a new hire outlined here and have only completed the first 6 steps without adding additional information, this duplicate profile can be deleted using the following steps. 1. Click ...
Update employee contact information
1. Navigate to the employee's payroll profile. For more information, check out our article on How do I access an employee file. 2. On the employee's payroll profile, select the Contact Points tab. 3. Click Edit on a pre-existing entry, or click Add ...
Configure tax settings for an employee
What is the system default? Without any adjustments made, the system will assume all of your employees are claiming the Basic Personal Amount for their region for this year at a federal and provincial level. This is typically the correct setup, but ...
Set up an employee's financial information
To set up direct deposit for an employee: 1. Navigate to the employee's payroll profile. For more information, check out our article on How do I access an employee file. 2. Click on the Financial tab. 3. Under Payment Delivery Method, click Edit. 4. ...
Set up document delivery for pay stubs (SOEs) and tax forms
Organization Settings 1. Click your organization’s name in the top right-hand corner, and then click New Employee Default Settings. 2. The Electronic Statement of Earnings (ESOE) Delivery Method and Tax Form Document Delivery Method can be defaulted ...
Manage payroll specifications for an employee
If a payroll instruction exists for your company as a whole, it is set up in one of two ways; applicable to all employees, or applicable to only those it is added to. If set up as applicable to all employees, the payroll instruction will appear as a ...
Update an employee's employment status in Payroll
These instructions only apply if your organization is on a legacy Payroll plan in Rise. If your organization uses People Directory, follow the instructions in our How to update an employee's employment status article. To upgrade your organization 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 ...
Adjust accruals for an employee
If you have a large number of adjustments to make, contact our support team for an import spreadsheet. This process is useful if you have one or two changes to make. 1. Navigate to the employee's payroll profile. For more information, check out our ...