Switching to Humi Payroll was a great choice—we’re thrilled to have you! With Humi, entering your Payroll Year-to-Date (YTD) information is easy.
Before your first payroll run, you'll need to enter your Onboarding YTDs from your previous provider. This data, taken from your payroll register or YTD report, reflects your company's total payroll expenses for the year so far. Accurate YTDs ensure correct tax calculations and smooth T4 preparation.
Is this the same as the YTD report?
This is different from the ongoing "YTD" amounts accumulated as payroll is processed in Humi. These amounts will be available in the YTD report.
Before Getting Started
You’ll need to complete a few things before your YTD table auto-populates with all necessary fields. Start with adding all of your employees to Humi Payroll and setting up the following items in Humi:
Add All Employees to Humi Payroll
To add employees to Humi Payroll, you'll need to go into each employee's Employee profile and navigate to the Job & Pay tab.
In the first section, Employment Information, click the Pay button to add the employee to Humi Payroll.
Once these are set up and assigned as needed, follow the steps below to enter your Payroll YTDs.
How to Enter Payroll YTDs
The quick version
In the simplest terms, entering your Payroll YTDs is a two-step process:
- Open your YTD table (Payroll > Records > YTDs).
- Enter the YTD information from your previous payroll provider directly into the appropriate columns for each employee.
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In Payroll, go to the Records tab and select YTDs from the dropdown menu.
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You’ll be taken to the Year-to-Dates page, where a table will display all employees in Humi Payroll.
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Now for the fun part – filling in the information!
Auto-Populated
Each cell should show the total amount paid from the start of the year up to the last payroll before your first run with Humi Payroll.
Copy & Paste
You can copy and paste data directly from your previous provider’s payroll register or YTD report into the correct columns, just like in an Excel spreadsheet.
Drag & Drop
Easily drag figures between columns, fill multiple cells at once, and use all the usual keyboard shortcuts (copy, paste, undo, redo).
View in Fullscreen
Click Open fullscreen in the upper right corner to see the spreadsheet in full screen.
Understanding the Onboarding YTD Table
The columns in the table cover payroll entries from these categories:
- Earnings
- Deductions
- Income Types
- Benefits
- Compensations
The rows represent all employees who were paid within the tax year.
Helpful Tips about Benefits
If you have benefits that should be on this table but are not displaying, this means they're not set up in Humi. Learn how to set up benefits here.
If the benefit columns are showing up but some employees have cells that state "N/A", this means that these employees haven't been assigned to the benefit. Learn how to add employees to benefits.
To fix this, go back to the benefit, assign the employee, and return to the YTD (Payroll > Records > YTD). The YTD table will update and include the newly added employee(s).
Understanding the YTD table columns
Each company’s YTD table may look slightly different due to variations in columns like benefits, income types, and compensation. For simplicity, we’ll focus on explaining the default columns here.
| Column Title | Description |
|---|---|
| Regular pay | The total amounts paid to the employee, including: • Salary and wages • Overtime • Statutory holiday pay |
| Vacation pay | The total vacation pay paid to hourly or terminated salaried employees. |
| Bonus | The total amount paid to an employee, over and above the usual earnings, generally at the employer's discretion. There are two types of bonuses: "Work-Related" and "Discretionary." |
| Commissions | Typically a percentage of services rendered or products sold paid to employees. |
| Retroactive pay | The total amount of delayed payments, also known as "back pay." This is the income owed to an employee from a previous pay period and paid out in another pay period. |
| Severance | Total amount of wages paid to an employee whose employment has been "severed." You can read more on this here. |
| Canadian Pension Plan (CPP) | The employee’s base CPP contributions and first additional CPP contributions. |
| Canada Pension Plan 2 (CPP2) | The employee's second additional CPP contributions. |
| Quebec Pension Plan (QPP) | The employee’s base QPP contributions and first additional QPP contributions. |
| Quebec Pension Plan 2 (QPP2) | The employee's second additional QPP contributions. |
| Employment Insurance (EI) | The total amount of employee EI premiums remitted for each employee. |
| Québec Parental Insurance Plan (QPIP) | The total amount of employee QPIP premiums remitted for each employee. |
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Income Tax This column is present for all companies that joined Humi Payroll before July 2024. |
The mandatory federal and provincial taxes deducted from each employee's pay. This column shows the total taxes combined. |
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Income Tax Federal This column is present for all companies that joined Humi Payroll after July 2024. |
The mandatory federal taxes deducted from each employee's pay. |
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Income Tax Provincial This column is present for all companies that joined Humi Payroll after July 2024. |
The mandatory provincial taxes deducted from each employee's pay. |
Once you've entered all the information, you're done!
The amounts you've entered in the Onboarding YTD Table will automatically be added to the ongoing YTD Amounts and included in the YTD report.
Making edits in the YTD Table
The amounts on your YTD Table can be edited up until your first payroll is processed through Humi Payroll. After the first payroll run in Humi, the information on the YTD Table is locked in and can’t be adjusted.
If you notice an error at this stage, be sure to get in touch with Humi Support immediately.