Workers' Compensation Setup Guide (WCB / WSIB)

1. Gather a list of any employees who are exempt from Workers' Compensation coverage
   
   Humi cannot identify these individuals, so it will be your responsibility to identify them. If you are unsure if an employee is exempt, consult your legal team or the Workers' Compensation body in your province to determine which employees may be exempt.
2. Gather your Workers' Compensation documentation. You will need to:
   • Identify all provinces in which your business has a workers' compensation obligation
   • For each province, identify all rates and rate classes your business is subject to 
   • For each province, identify which employees are covered under which rate in the province
3. Review what earnings Humi considers Assessable in your province
   As part of the setup for this feature, we've defined every default earning type in Humi Payroll as either assessable (subject to workers' compensation premiums) or not assessable (not subject to workers' compensation premiums). Click here to view our handy chart.
   
   Humi will use the province selected to apply the maximum assessable earnings threshold set by the jurisdiction.
4. Review any Custom Earnings or Benefits

   If you have set up custom earnings or benefits, please be aware of the following default settings:

   • If the benefit is set to be subject to Income Tax:
     Humi will define all custom benefits as assessable (subject to workers' compensation premiums) if the benefit is already set to be subject to Income Tax.

   • If the benefit is not set to be subject to Income Tax:

     All benefits not set to be subject to Income Tax will be defined as not assessable (not subject to workers' compensation premiums).

   Important Note

   If the default settings are incorrect for your specific custom earnings or benefits, you must email log in to Humi and use our chatbot to reach support. Live chat is available for Admins Monday to Friday, 9 AM–5 PM ET. before activating workers' compensation to let us know how to update your custom benefits.

These steps are in the recommended order, but you can do them in whatever order suits you best.

1. Mark all exempt employees as exempt

   1. In People, search for and select the exempt employee
   2. In their Employee Profile, head to the Job & Pay tab and scroll down to Taxes & Exemptions
   3. Find the setting titled Workers' Compensation Exempt and toggle it on, ensuring it's showing as the colour green
   4. Repeat this process for each exempt employee

2. Create a Workers' Compensation rate for every rate & province combination your business is subject to and that you identified in "Step one - Before opening Humi"

   1. In Payroll, go to Workers' Comp and click on the + Workers' Comp Rate button in the top right
   2. Enter the Rate Name, Applicable year, Province, and Rate
      • The rate name is a free text field; you can name the rate whatever you choose and can edit this field later
      • The applicable year. This field is NOT editable later
      • The applicable province. This field is NOT editable later
      • The rate of assessable earnings for the relevant province. This field is NOT editable later
   3. When you're ready, click Create New Rate to save the rate in Humi

   How to enter your rates into Humi

   Humi requires the rate to be entered as a numeric value. For detailed instructions, see How to Create a Workers' Compensation Rate.

3. Assign employees in Humi to the Workers' Compensation Rate they are subject to

   1. In Payroll, go to Workers' Comp and select the rate you'd like to assign employees to

   2. In the Employees assigned card, click Add/Remove Employees

      • Optional: You can use the Filter option to isolate employees in a single Department or Position. This may be helpful if all the employees in a particular department or position are covered under a single Workers' Compensation rate.

      For Terminated Employees

      If you have any employees who have been terminated that need to be added to this rate for retroactive calculations, you can find them using the Filter option by setting the Status filter to Terminated.

   3. Select the employees you'd like to assign to the rate and click the Add Employees Button
   4. The chosen employees will now be assigned to that Workers' Compensation Rate in Humi
   5. Repeat this process for any additional rates or employees until all assignments have been completed

1. When you have reviewed your setup and are satisfied, head to Payroll and click on the Settings tab.

2. Next, click on Activate Workers' Compensation. This must be activated before our system will start calculating anything, even on future payrolls.

3. That's it! Humi will automatically run a retroactive Workers' Compensation calculation that you will be able to view in your Payroll Reports.

1. In Reporting, head to Payroll
2. Select the Workers' Compensation Report to review the results of your retroactive calculation