How to Enter Onboarding Year-to-Dates (YTDs)

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Switching payroll providers to join Humi Payroll was a great decision—we're so happy you're here! We know you have lots on your to-do list, so you'll be happy to hear that Humi makes entering your Payroll Year-to-Date (YTD) Information easy as pie!

Before your first payroll run in Humi Payroll, you'll need to enter the YTD information from your previous payroll provider, generally referred to as your "Onboarding YTDs," into Humi. Payroll YTD is the total amount (based on your employees' gross incomes) that your company has spent on payroll since the start of the calendar year up until the current payroll period.

The information you provide in the Onboarding YTD should come directly from your payroll register or a YTD Report because it enables Humi Payroll to calculate taxes accurately for the remainder of the year and prepare T4s accurately at year-end.

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:

  1. Benefits and Deductions 
  2. Income types
  3. Compensations

 

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.

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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:

  1. Open your YTD table (Payroll > Records > YTDs).
  2. Enter the YTD information from your previous payroll provider directly into appropriate columns for each employee.
  1. In Payroll, navigate to the Records tab and select YTDs from the dropdown menu.

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  2. You'll be directed to the Year-to-dates page. The table will populate with all employees in Humi Payroll.

    ytd-table.png

  3. Now for the fun part – filling in the information!

    Auto-Populated
    Each applicable cell should contain the total amount paid from the beginning of the year up to the last payroll before your first payroll run with Humi Payroll.

    Copy & Paste
    You can treat the YTD table as you would an Excel spreadsheet and copy and paste the information from your previous payroll provider's payroll register or YTD report directly into appropriate columns for each employee.

    Drag & Drop
    You can also drag figures from one column to the other, drag to fill multiple cells, and all keyboard shortcuts for copy, paste, undo, and redo also work.

    View in Fullscreen
    Click Open fullscreen in the upper right corner to see the spreadsheet in full screen.

    ytd-table.png

 

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 being displayed, 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 are "greyed out," these employees haven't been assigned to the benefit. Learn how to add employees to benefits.

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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

Every company will have a slightly different YTD table since many company-specific columns vary, such as benefits, income types, and compensations. To keep things simple, we'll only explain 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.
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.


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.
Income Tax Federal


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.

 

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Your Complete Guide to Canadian Payroll


We know payroll can be confusing; that's why we wrote Your Complete Guide to Canadian Payroll. Uncover the complexities of payroll and begin paying your employees with ease today!

If you have any additional questions, don't hesitate to contact our support team or visit the Government of Canada's website for the CRA's payroll guide.

 

  Discover More about Payroll

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