2020 Year-End Guide
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Step 1: Review Records
Reviewing your 2020 records is the first step to making sure that year-end is a smooth process. Within this step, you should review important year-end dates, review employee and payroll records, and reconcile payroll discrepancies.
Step 1: Review Records
Reviewing your 2020 records is the first step to making sure that year-end is a smooth process. Within this step, you should review important year-end dates, review employee and payroll records, and reconcile payroll discrepancies.
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Step 2: Prepare for 2021
After reviewing your records for the past year, it's time to prepare for the new year. This step includes working with the following: your 2021 payroll calendar year, remitter type requirements, employee payroll configurations, and employee tax credits.
Step 2: Prepare for 2021
After reviewing your records for the past year, it's time to prepare for the new year. This step includes working with the following: your 2021 payroll calendar year, remitter type requirements, employee payroll configurations, and employee tax credits.
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Step 3: Report and File T4s
Every tax year, employers in Canada who have paid out remunerations to employees throughout the year are required to fill out and issue T4 slips to their employees. For the 2020 tax year the deadline for filing your T4 information return to the CRA and issuing T4 slips to employees is Feb 28, 2021.
Step 3: Report and File T4s
Every tax year, employers in Canada who have paid out remunerations to employees throughout the year are required to fill out and issue T4 slips to their employees. For the 2020 tax year the deadline for filing your T4 information return to the CRA and issuing T4 slips to employees is Feb 28, 2021.
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Navigating Humi
Account roles & permissions, navigating modules.
Navigating Humi
Account roles & permissions, navigating modules.
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Managing Your Home Page
Managing notifications, managing tasks, creating announcements.
Managing Your Home Page
Managing notifications, managing tasks, creating announcements.
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My Profile
Personal information, job & pay, my account.
My Profile
Personal information, job & pay, my account.
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People
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Directory & Employee Profiles
Navigating the Directory, personal information, Job & Pay, documents, employee journey, Time Off, performance, surveys, benefits, records, onboarding tasks, offboarding tasks, employee account.
Directory & Employee Profiles
Navigating the Directory, personal information, Job & Pay, documents, employee journey, Time Off, performance, surveys, benefits, records, onboarding tasks, offboarding tasks, employee account.
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Adding Employees to Humi
Adding employee information, adding onboarding documents, assigning additional data, adding terminated employee.
Adding Employees to Humi
Adding employee information, adding onboarding documents, assigning additional data, adding terminated employee.
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Onboarding Tasks
Create onboarding task templates, filter tasks with criteria matching, apply tasks to employee profile, notifications & reminders, keep track of all tasks, completing tasks.
Onboarding Tasks
Create onboarding task templates, filter tasks with criteria matching, apply tasks to employee profile, notifications & reminders, keep track of all tasks, completing tasks.
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Performance
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Create Goals
Configure goal details, set metrics, add participants.
Create Goals
Configure goal details, set metrics, add participants.
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Templates
Add name & description, edit questions, drag and drop questions.
Templates
Add name & description, edit questions, drag and drop questions.
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Give Feedback
Configure feedback details, select colleague, set visibility, sentiment.
Give Feedback
Configure feedback details, select colleague, set visibility, sentiment.
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Recruiting
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Create Job Posting
Basic information, job information, additional & archiving applicant questions, autoscoring keywords.
Create Job Posting
Basic information, job information, additional & archiving applicant questions, autoscoring keywords.
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Manage Job Postings
Search/filter/sort job postings, view a job post, edit posting information, edit job descriptions, add or remove people from hiring team, archive a job posting, manage additional and archiving questions, manage autoscoring keywords.
Manage Job Postings
Search/filter/sort job postings, view a job post, edit posting information, edit job descriptions, add or remove people from hiring team, archive a job posting, manage additional and archiving questions, manage autoscoring keywords.
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Manage Applicants
Search/filter/sort applicants, add a rating to an applicant, change funnel stage of an applicant, view or add applicant documents, add internal notes, archive/unarchive an applicant, delete an applicant.
Manage Applicants
Search/filter/sort applicants, add a rating to an applicant, change funnel stage of an applicant, view or add applicant documents, add internal notes, archive/unarchive an applicant, delete an applicant.
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Surveys
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Templates
Add name & description, edit questions, drag and drop questions.
Templates
Add name & description, edit questions, drag and drop questions.
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Create Survey
Create a survey, add survey details, choose survey template, add participants.
Create Survey
Create a survey, add survey details, choose survey template, add participants.
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Manage Surveys
Search/filter/sort surveys, view a survey, edit participants, edit survey, remind participants, export survey, force complete, delete survey.
Manage Surveys
Search/filter/sort surveys, view a survey, edit participants, edit survey, remind participants, export survey, force complete, delete survey.
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Documents
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Adding Documents to Humi
Document types, add document directly to employee profile, create signing template, create view-only documents.
Adding Documents to Humi
Document types, add document directly to employee profile, create signing template, create view-only documents.
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Managing Uploaded Documents
Document directory, document tags, editing documents.
Managing Uploaded Documents
Document directory, document tags, editing documents.
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Managing Document Assignments
Assign view-only documents, assign single-sign documents, multi-sign documents.
Managing Document Assignments
Assign view-only documents, assign single-sign documents, multi-sign documents.
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Payroll
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Run Payroll
Edit payroll, review payroll, complete and pay.
Run Payroll
Edit payroll, review payroll, complete and pay.
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Run Off-Cycle Payroll
Create off-cycle payroll and run payroll.
Run Off-Cycle Payroll
Create off-cycle payroll and run payroll.
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Manage Tax Forms
View tax forms, manage and issue employee T4s, manage and submit T619, amendments.
Manage Tax Forms
View tax forms, manage and issue employee T4s, manage and submit T619, amendments.
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Company
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Manage Company Info
Updating your company information, adding your company payroll information, adding company bank account information, add & edit office locations, company positions, edit and ad new positions, add or change employee's position, calendar feeds.
Manage Company Info
Updating your company information, adding your company payroll information, adding company bank account information, add & edit office locations, company positions, edit and ad new positions, add or change employee's position, calendar feeds.
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Import Employee Data
Bulk data importer, preparing your employee data for importing, matching the file columns for importing, reviewing and validating employe data before import, importing the employee data.
Import Employee Data
Bulk data importer, preparing your employee data for importing, matching the file columns for importing, reviewing and validating employe data before import, importing the employee data.
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Settings
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General Settings
Notification preferences, billing, partner integration, single sign-on.
General Settings
Notification preferences, billing, partner integration, single sign-on.
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Custom Fields
Fields, field groups, creating custom fields, adding custom field to employee profiles, who can view and edit custom fields, filling in fields.
Custom Fields
Fields, field groups, creating custom fields, adding custom field to employee profiles, who can view and edit custom fields, filling in fields.
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Roles & Permissions
Default roles, what information can the default roles access, creating a custom role.
Roles & Permissions
Default roles, what information can the default roles access, creating a custom role.
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Time Off
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Migrating from Old Time Off to New Time Off
Prepare for migration, migration, post migration, followup.
Migrating from Old Time Off to New Time Off
Prepare for migration, migration, post migration, followup.
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Using Time Off
Tables of requests, assign time off policy, terminating & rehiring, create requests, calculate balance, make an adjustment, balances report, manager view, Humi Go, Prorations explained.
Using Time Off
Tables of requests, assign time off policy, terminating & rehiring, create requests, calculate balance, make an adjustment, balances report, manager view, Humi Go, Prorations explained.
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Importing Data
Importing requests, importing balances, importing adjustments.
Importing Data
Importing requests, importing balances, importing adjustments.
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Benefits
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Taxable Benefits
Each employee benefit you offer may have direct implications on payroll remittances as well as tax calculations and reporting. Humi greatly simplifies and streamlines the processes involved but it is also important to have a basic understanding of taxable benefits.
Taxable Benefits
Each employee benefit you offer may have direct implications on payroll remittances as well as tax calculations and reporting. Humi greatly simplifies and streamlines the processes involved but it is also important to have a basic understanding of taxable benefits.
Coming soon