Updating your Company Details (Payroll & Bank Account Information)

We're all about offering simple solutions that make your job easier. Thankfully, keeping your company details up to date is a few simple clicks away. 

In Company, under the Overview tab, you'll find an overview of your company details. This includes sections for your basic company information, payroll account information, and company bank account information.

Have a look through the drop-downs below to learn how to add to or update each section.

How to add or update your Company Information

GIF_Recording_2022-12-21_at_3.20.41_PM.gif

In Company, under the Overview tab, you'll find an overview of your company details. In the Company Information section, you'll find details such as the phone number, website, industry, and primary admin notification email address.

By default, all roles in Humi can view this information–but only admins or custom roles can make changes.

Click the "Edit" button in the top right corner and enter any updates. When you're done, click "Save," and your information will be updated. We told you it was easy!

Tip

If you'd like to learn how to change your company logo, click here.

Important Note

Changing the notification email does not change the admin login credentials. If you need to update your login email, you can do so by going to your Profile > Account > Add Email.

How to add or update your Company Payroll Information

GIF_Recording_2022-12-21_at_3.25.26_PM.gif

In Company, under the Overview tab, you'll find a section for your Company Payroll Information. By default, this information is only visible to admins and any custom roles you grant permission to.

If you're using Humi for payroll, you'll need to enter your company's payroll information, including your:

  • CRA business number
  • Program code
  • Reference number
  • Remitter type

Click the "Edit" button in the top right corner and enter any new details. Then, click "Save" to instantly update your information in Humi.

Important Note

Humi will use this information to configure your payroll account, so please ensure it's accurate.

How to add or update your Company Bank Account Information

GIF_Recording_2022-12-21_at_3.47.44_PM.gif

In Company, under the Overview tab, you'll find a section for your Company Banking Information. By default, this information is only visible to admins and any custom roles you grant permission to.

If you're using Humi for payroll, you'll need to fill in your company bank account information before your first run of payroll, including your:

  • Institution Number
  • Transit Number
  • Account Number

Click the "Edit" button to make a change. Then, after triple checking, click "Save" to instantly update your bank account information. 

Important Note

It's essential to ensure this information is accurate, as the funds will be withdrawn from this account. This information can only be edited before the first run of payroll through Humi.

Now that your basic company information is ready to go, here are some of the next steps in setting up your Company module.

  Discover more about Company

 

Was this article helpful?
0 out of 1 found this helpful

Comments

0 comments

Article is closed for comments.