Having trouble adding employees to payroll? No worries! Let's make sure everything's set up properly:
- Check the status of all your employees to ensure they're showing as Active in Humi. We want everyone on board!
- Make sure all employee information is up-to-date, especially their correct Office Location for tax purposes.
Check The Employee Status
Payroll can only be assigned to active employees in Humi. If someone is still in the onboarding stage, they can't be added to Humi Payroll just yet. They must complete their onboarding and become an active member in Humi first.
In the People module, under the Directory tab, you can filter the list by status and select onboarding. This will quickly highlight any team members still in the onboarding process.
If you spot any, you can send them a friendly reminder to finish their onboarding. Once completed, they'll become active in Humi and can be added to the payroll.
Verify Employee Information
Some mandatory information is needed to be added to Humi Payroll.
In People from the Directory tab, click on the employee's name to be directed to their Employee Profile.
In the Personal tab, ensure the following is correct:
- Employee's legal name
- Date of birth
- SIN number
In the Job & Pay tab, you'll need to check their:
Now, here's a little something about provincial taxes. Your employee's office location determines the provincial taxes that are deducted from their paycheck.
Do some employees work remotely from different provinces? No problem! In this case, you should set their office location to the Primary office location. If you're not sure where the primary office is, you can easily find it under the Offices tab in the Company section.
For example, let's say your primary office location is in beautiful British Columbia (BC) but you've got an employee working in Ontario without a physical office there. In this case, you should set the employee's office location as BC, and their taxes will be calculated based on BC tax rates.
Let’s ensure your employees get paid correctly! If they receive their paycheck via direct deposit, you must enter their bank account details in this section.
Just click on Edit, and you can easily enter or update the information.
In this section, you should check that their salary is correct.
Emoloyees Must Have Regular Pay Assigned
To be included in the payroll, each employee must have Regular Pay assigned to them. Any additional compensation is completely separate from this regular pay. So, if an employee doesn't have a regular pay amount assigned, they will not appear on the payroll.
If your employee is getting a raise or a salary bump, you can easily create a new compensation for them. If they're tackling a special project or taking on an additional role, you can add an additional compensation.
By default, when you add an employee to Payroll, their Vacation Pay Method will be set to "Accrued vacation pay will be banked in Humi and paid out when the employee takes vacation."
However, if your company prefers to pay the accrued vacation pay with each payroll, you can easily adjust this setting in this section.
How to change the Vacation Pay Method
- In the Vacation Pay Method section, click Edit on the top right corner.
- Select "Pay out accrued vacation pay with every Payroll" and click Save.